InvestorKeep

InvestorKeep InvestorKeep continuously monitors financial accounts, alerting customers to changes that may be costing them money.

There is always something to be thankful for. We're thankful for you! Hoping your day is filled with joy and gratitude a...
11/24/2022

There is always something to be thankful for. We're thankful for you! Hoping your day is filled with joy and gratitude as you spend time with family and friends.

A fit investment is one that meets your personal goals. An investment that is good for one investor is not necessarily ...
11/18/2022

A fit investment is one that meets your personal goals. An investment that is good for one investor is not necessarily good for another. The amount of risk you are comfortable with, how long before you will need the money from the investment, and your age all factor into what is considered a good “fit” for you.

Read this week's blog to learn more: https://hubs.la/Q01sl5N70
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A recent Harris poll found a 15% increase in new digital banking users over the year and a 35% rise in the use of digita...
11/16/2022

A recent Harris poll found a 15% increase in new digital banking users over the year and a 35% rise in the use of digital channels by established users.

Learn more here on how we can optimize your online banking experience by visiting us at https://hubs.la/Q01sl4Yq0.
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Your certificate of deposit (CD) has matured, now what? Read this week's blog to learn the next steps:https://hubs.la/Q0...
11/11/2022

Your certificate of deposit (CD) has matured, now what?

Read this week's blog to learn the next steps:
https://hubs.la/Q01rSsH70
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As more and more consumers were being drawn toward higher quality digital experiences, a new kind of bank with no physic...
11/09/2022

As more and more consumers were being drawn toward higher quality digital experiences, a new kind of bank with no physical footprint and no technology debt to drag them down has emerged. We are here to help take your investing experience to new levels.

Learn more at https://hubs.la/Q01rSsKR0
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What is the tax-cost ratio, and how does it impact your investments? Read this weeks blog to learn more: https://hubs.la...
11/04/2022

What is the tax-cost ratio, and how does it impact your investments?

Read this weeks blog to learn more: https://hubs.la/Q01rsdY10
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InvestorKeep helps you know what conversations to have with your financial professional to minimize tax liability, manag...
11/03/2022

InvestorKeep helps you know what conversations to have with your financial professional to minimize tax liability, manage risk, and meet your long-term goals.

Learn more at https://hubs.la/Q01rs3bj0
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Your bond has been called, now what? Read this week's blog to learn the next steps and how to protect your bond portfoli...
10/28/2022

Your bond has been called, now what? Read this week's blog to learn the next steps and how to protect your bond portfolio.

Learn more: https://hubs.la/Q01qSNWN0
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Are you required to take a minimum distribution from your retirement account? Past the age of 72, the IRS begins to requ...
10/23/2022

Are you required to take a minimum distribution from your retirement account? Past the age of 72, the IRS begins to require that you take a minimum distribution. Otherwise, you may face stiff penalties.

Read this week's Blog to learn more: https://hubs.la/Q01qrFFL0
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In order to help you select the appropriate investments in the right account, it’s imperative you start with the end in ...
10/14/2022

In order to help you select the appropriate investments in the right account, it’s imperative you start with the end in mind. Read this week’s blog to learn more about how to think about investing. https://hubs.ly/Q01pt4dz0
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If you have financial accounts (checking, savings, 401(k), IRA, etc.) InvestorKeep can be a valuable tool. Imagine havin...
10/12/2022

If you have financial accounts (checking, savings, 401(k), IRA, etc.) InvestorKeep can be a valuable tool. Imagine having a trained professional analyzing your accounts 24/7 and alerting you to areas of opportunities or concern and then providing you an “easy button” you can click to address the account with your financial professional.

Learn more at https://hubs.la/Q01psRV50
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InvestorKeep helps you know what conversations to have with your financial professional to minimize tax liability, manag...
10/11/2022

InvestorKeep helps you know what conversations to have with your financial professional to minimize tax liability, manage risk, and meet your long-term goals.

Learn more at https://hubs.la/Q01psPnS0
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Chico, CA

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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