Investment Information
Strategis offers free informational booklets on a variety of investment topics to potential (and current) clients. These are available in both printed and electronic format. Please indicate your preference below. The electronic booklet will be availabe once you submit your information.
if you opt for the printed version, please provide your phone number so we can contact you if there is a delivery problem.
These are the titles we have available:
- Annuity owner mistakes: tips and ideas that could save you thousands
- Helping you avoid IRA distribution mistakes
- Six best and worse IRA rollover decisions
- Mistakes in selecting mutual funds
- Strategies to help retirees cut taxes
I would like to be added to the MarketOwl weekly newsletter:
Annuity owner mistakes: tips and ideas that could save you thousands
Helping you avoid IRA distribution mistakes
Six best and worse IRA rollover decisions
Mistakes in selecting mutual funds
Strategies to help retirees cut taxes
I would like a hard copy mailed to me.