CONTACT US
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Craig Lundquist, MBA, ChFC®, CRPC®
VP of Wealth Management
651-773-2757
Kristin Becker
Senior Administrative Assistant
651-773-2821
Ideal Wealth Advisors
Located at Ideal Credit Union
8499 Tamarack Road
Woodbury, MN 55125
CRPC conferred by College for Financial Planning
Inflation is an increase in the cost of goods and services you use every day. It can rob your money of its buying power. Investors who don’t take steps to cushion their portfolios against the long-term effects of inflation may find themselves without the savings they’ll need to live comfortably in retirement. Purchasing investments that offer a potential hedge against inflation may offer some protection.
Many people choose to invest in mutual funds, which is convenient and requires fewer decisions than purchasing individual stocks. Mutual funds* provide diversified holdings instantly because investors’ money is invested in a wide variety of securities and has professional management.
Your financial professional can help you select investments for your portfolio that offer inflation protection.
*Investors should consider the fund’s investment objectives, risks, charges and expenses before investing. The fund’s prospectus, which can be obtained from your financial representative, contains this and other information about the fund. Read the prospectus carefully before you invest or send money. Shares, when redeemed, may be worth more or less than their original cost.
**REITs are subject to various risks such as illiquidity and property devaluations based on adverse economic and real estate market conditions and may not be suitable for all investors. A prospectus that discloses all risks, fees and expenses may be obtained from your financial representative. Read the prospectus carefully before investing. This is not a solicitation or offering which can only be made in conjunction with a copy of the prospectus.
1-05181045
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ideal Credit Union and Ideal Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Ideal Wealth Advisors, and may also be employees of Ideal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Ideal Credit Union or Ideal Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
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