The Investment Center - Heidi Strutz

The Investment Center - Heidi Strutz Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.

We offer assistance with Investment Services, Retirement Planning, and 401K Rollover Education.
*For full disclosures, please see our website at www.heidistrutz.com. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of AL, CO

, FL, IN, MI and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Bonds can play a big role in a well-balanced investment portfolio. Why? Because they can help balance out risk over time...
06/01/2026

Bonds can play a big role in a well-balanced investment portfolio. Why? Because they can help balance out risk over time. But there are many to choose from and their risks vary. Test your bond knowledge!

A bond, offered by most brokerage platforms, is a fixed-income investment issued by a borrower to an investor with regular interest payments to the bondholder.

While stocks introduce a different level of risk into a portfolio, they can be an integral part of a sound investing str...
05/26/2026

While stocks introduce a different level of risk into a portfolio, they can be an integral part of a sound investing strategy. There are different kinds of stocks to invest in with different levels of risk. Learn more about them here!

Learn how to invest in stocks with this comprehensive beginner’s guide. Discover the essential steps, tips, and strategies to start growing your wealth today.

05/25/2026
Unlike traditional IRAs and 401(k)s, withdrawals from Roth IRAs are tax-free. This can give you tax-free income in retir...
05/18/2026

Unlike traditional IRAs and 401(k)s, withdrawals from Roth IRAs are tax-free. This can give you tax-free income in retirement! Check out the benefits of Roth IRAs and how they could help you reach retirement goals.

There's a lot to like about Roth IRAs, including tax-free withdrawals in retirement. But the accounts do have some cons, such as no upfront tax break, and income limits for contributing.

Today we celebrate Armed Forces Day by recognizing the important role that our military plays in safeguarding our nation...
05/16/2026

Today we celebrate Armed Forces Day by recognizing the important role that our military plays in safeguarding our nation and promoting peace around the world. Thank you for your service and your commitment to protecting our way of life.

In good times and bad, your financial professional is there to help. If you need someone to help you navigate what’s ahe...
05/14/2026

In good times and bad, your financial professional is there to help. If you need someone to help you navigate what’s ahead and help you protect your finances, you can turn to your financial professional.

If your employer offers a 401(k), chances are you should use it to maximize your earnings through significant tax benefi...
05/11/2026

If your employer offers a 401(k), chances are you should use it to maximize your earnings through significant tax benefits. And if they offer a match on contributions, it’s an even better opportunity! Here’s why 401(k)s are essential.

Learn how a 401(k) works, about 401(k) benefits, and about Roth 401(k)s.

Your financial professional should get the scoop about your work life. Whether you get that big raise, start a new job o...
05/07/2026

Your financial professional should get the scoop about your work life. Whether you get that big raise, start a new job or get a new title, or start your own business, your financial pro needs to be in the loop.

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1917 N Stephenson Avenue
Iron Mountain, MI
49801

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Monday 8am - 4pm
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Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

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