INVESTMENTS

Your Path to Financial Growth

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Investing With Western & Southern

We can help you work toward financial goals like starting a family, funding a child's education, or retiring early. By investing into assets like stocks, bonds, and mutual funds, you take on some risk in exchange for the potential of higher long-term returns.

Types of Investments

Mutual Funds

Mutual funds pool money from multiple investors into a diversified portfolio of stocks, bonds, or other assets. They offer professional management and diversification¹, making them a convenient option for long-term investors.

Individual Retirement Accounts

Individual Retirement Accounts (IRAs) are tax-advantaged accounts designed to help you save for retirement. They offer potential tax deductions or tax-free growth, depending on the type of IRA you choose.

529 College Savings Plan

A 529 plan is a savings account designed to help you save for future education expenses. Post-tax investments can grow tax-deferred and withdrawals are tax-free when used for qualified education costs.

Learn More About Investments

What is a Diversified Portfolio?

The Impact of Inflation on Your Savings & Investments

How Does Compound Interest Work?

How to Roll Over a 401(k) to a New Employer

What Is a Pension Plan?

Have You Considered Investing After Retirement?

5 Common Investment Myths Debunked

Why Investments From Western & Southern?

As you take more risk to earn potentially greater returns with your investments, you may want to partner with a company known for its financial stability. With solid financial ratings and a heritage of financial strength, Western & Southern is one of the strongest life insurance groups. We’re here to help you make informed investment choices.

IMPORTANT DISCLOSURES

¹ Diversification does not ensure a profit and does not protect against a loss in declining markets.

Securities offered by Registered Representatives through W&S Brokerage Services, Inc. (“W&SBS”), member FINRA/SIPC. Advisory Services offered by Financial Advisors through W&SBS, a registered investment advisor. All companies are members of Western Southern Financial Group.