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A knowledgeable investor is a powerful investor. Understanding the basics of investing can give you confidence in making investing decisions and our goal is to empower you in making fundamentally sound investments.

To provide you with the information that you need we have prepared information on the following topics. Our investment consultants are available to answer your questions, so please contact us at (800) 225-8778 or send us an email at info@citfunds.com to discuss your investment options.

  • The Importance of Starting Your Investment Plan Now.
  • Why Asset Allocation is a Sound Investment Strategy.
  • Stocks & Bonds, Working Together.
  • The Investment Life Cycle: Where Are You?
  • What is Your Investment Profile?
  • How Much Do You Need to Retire?
  • The Importance of Dollar Cost Averaging.
  • How You Can Manage Risk Within Your Portfolio?
  • Three Key Risk Measurements.
  • Market Timing vs. Buy and Hold.
  • Should You Consolidate Your IRA Accounts?
  • What To Do with Your Old 401(k) Account?
  • Why You Should Maximize Your 401(k)?
  • The Importance of Tax Efficient Investing.
  • Municipal Bond Funds in Your Portfolio.
  • Why Index Funds Make Sense?
  • Municipal Bond Funds vs. Individual Municipal Bonds.
  • Five Great Reasons to Consider a Rollover IRA.
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If you have questions or need assistance, please call (800) 225-8778 or send us an email.

 

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