Mutual funds allow investors to pool their assets to access a diversified mix of stocks, bonds, and money market instruments issued by companies, institutions, or government agencies. The Legend Group provides access to a broad selection of mutual funds from nationally recognized fund and insurance companies through Lincoln Investment.
Through Lincoln Investment, our advisors offer a variety of retirement accounts designed to help you prepare for the future while offering certain tax advantages. The Legend Group’s advisors are experienced in the details of 403(b), 457, 401(k), and IRA plans. Learn More.
An annuity is a contract with an insurance company that pays you periodic payments, starting immediately or later. A variable annuity’s interest fluctuates with the subaccount investments’ performance. A fixed annuity pays a set interest rate over a specified time. Learn More.
Some investors prefer to have their accounts professionally monitored. The Legend Group offers portfolio management services, with an investment team that regularly reviews and manages accounts to help ensure they remain aligned with client goals. Learn More.
Stocks represent ownership in a corporation and are often core components of investment portfolios. Exchange-traded funds (ETFs) track an index, commodity, or group of assets and trade like stocks on an exchange. Unlike a mutual fund, the price of an ETF is adjusted throughout the day.
Several types of college savings plans are available, each with its own rules, benefits, and considerations. A Legend advisor can explain the options and help you develop a strategy that fits your family’s education goals. Learn More.
Employers who partner with The Legend Group can offer retirement planning services, a range of investment options, portfolio management services, and financial education, all through a single relationship. Learn More.
Bonds represent a loan or debt owed to the investor and typically pay interest for a set period of time. Bonds may provide income or help balance risk within a portfolio. Their value can fluctuate with changes in interest rates.
Money market instruments pay a fixed or variable rate of income over a short duration, returning the principal when the term ends. These may include treasury bills, certificates of deposit, commercial paper, and short-term bonds from large U.S. corporations.