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Investment Strategies



Why leave your money sitting in a bank account earning for other people when you can put it to work for yourself? This section is dedicated to tested and proven investment strategies and concepts.

Financial Guides


Financial GuidesInvestment Basics: What You Should Know
Asset Allocation: How To Diversify For Maximum Return
Buying On Margin: How It Works and What To Watch Out For
Financial Planning Checklist
Investment Clubs: What You Need To Know
Swap Tactic Lets You Defer Capital Gains Tax
Changing Jobs? Don't Forget Your 401(k)
How Brokers Execute Trades: What Every Investor Should Know
Investing In Mutual Funds: The Time-Tested Guidelines
Mutual Fund Taxation: How To Cut The Tax Bite
Penny Stocks: How To Investigate Them and Avoid the Traps
Annuities: How They Work and When You Should Use Them
10 Retirement Saving Tips
Your Retirement Plan: How To Get Started
Roth IRAs: How They Work and How To Use Them


Frequently Asked Questions


Frequently Asked QuestionsInvestment Options: Frequently Asked Questions
Mutual Funds: Frequently Asked Questions
Stocks: Frequently Asked Questions
Bonds: Frequently Asked Questions
Annuities: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Developing a Financial Plan: Frequently Asked Questions
Traditional vs Roth IRAs: Frequently Asked Questions


Financial Calculators


Financial CalculatorsAm I saving enough for my retirement?
How Much Can I Contribute To An IRA?
Should I Convert To A Roth IRA?
What are my projected required minimum distributions?
How Do Taxes and Inflation Impact My Investment Return?
What are my projected required minimum distributions?
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The Brentwood Office is located at:
101 Winners Circle
Brentwood, TN 37027
Phone: (615) 373-3771
Fax: (615) 377-4915
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The Dickson Office is located at:
308 East College St
Dickson, TN 37055
Phone: (615) 446-5106
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The Mt. Juliet Office is located at:
2672 North Mount Juliet Road
Mt. Juliet, TN 37122
Phone: (615) 889-1153
Fax: (615) 883-2929
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The Goodlettsville Office is located at:
917 Conference Drive
Goodlettsville, TN  37072
Phone: (615) 859-8800
Fax: (615) 859-8188
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The Nashville Office is located at:
700 Church Street Suite 100
Nashville, TN 37203
Phone: (615) 992-9222
Fax: (615) 859-8188
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The Murfreesboro Office is located at:
2656 Rideout Lane
Murfreesboro, TN 37128
Phone: (615) 546-6500
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The Columbia Office is located at:
102 W 7th St Suite 100
Columbia, TN 38401
Phone: (615) 992-9222
Fax: (615) 859-8188
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