Investment Options
Mutual Funds are offered by companies that make investments on behalf of investors that want to pool their assets in order to invest in stocks, bonds and money market instruments issued by a variety of companies, institutions and/or governmental agencies. Through Lincoln Investment, when you work with The Legend Group, you have access to a large selection of mutual funds from a variety of nationally recognized fund and insurance companies. FUND LIST
Through Lincoln Investment, our advisors are able to offer a wide variety of retirement plans. These accounts are designed to help you save for retirement and offer tax advantages. The Legend Group's advisors are well versed in the intricacies of 403(b), 457, 401(k), and IRA plans. LEARN MORE
An annuity is a contract between you and an insurance company, under which the insurer agrees to make periodic payments to you, beginning immediately or at some future date. With a variable annuity, the interest payout can fluctuate with performance of the annuity’s underlying subaccount investments. With a fixed annuity, the insurer agrees to pay a fixed interest rate over a specified period of time. LEARN MORE
Many investors lack the time required to select, maintain, and regularly monitor an appropriate combination of investments. Investing in a professionally managed portfolio means you have an investment team regularly monitoring and managing your account. LEARN MORE
Stocks are a type of security signifying ownership in a corporation and typically at the heart of most portfolios. An exchange-traded fund (ETF) is a security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange. Unlike a mutual fund, the price is adjusted during the day.
Several different types of college savings plans are available, each with its own rules, benefits and drawbacks. Your Legend advisor can help you make sense of your choices, and devise a strategy utilizing the option or options that may best suit your situation and goals. LEARN MORE
Employers who partner with The Legend Group can offer a wide range of retirement planning services, a variety of investment options, professional portfolio management services and a wealth of financial knowledge–all through a single relationship. LEARN MORE
Bonds represent a loan or debt owed to the investor and typically pay a fixed rate of interest for a set period of time. This income may help offset stock market volatility or provide a means to meet current expenses. Bond values fluctuate with changes in interest rates.
Money market instruments pay a fixed or variable rate of income for a short duration and return the principal to the investor when the time period has passed. They may include treasury bills, CDs of large banks and commercial paper, as well as short-term bonds of large U.S. corporations.