Steve Lelli, CWS®

Senior Vice President, Financial Advisor, Branch Manager

CONNECT

Address:

360 SW Bond St. Suite 300
Bend, OR 97702

Phone:

541-312-5825 | 800-899-9882

Articles

79% of Americans agree they would benefit from having basic financial education and information.

Source: The 2018 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estates & Trusts

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

  • Living Trusts

    A living trust can help control the distribution of your estate upon death.

Retirement

  • Annuity Living Benefits

    Living benefits can help protect variable annuity owners from running out of money in retirement.

  • Future of Social Security

    Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

  • Social Security Income

    The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

Investing

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • Mutual Funds vs. Stocks

    The difference between purchasing an individual stock versus shares in a mutual fund to potentially earn dividends.

  • Annuities

    An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

  • Asset Allocation

    Asset allocation is a method used to help manage investment risk; it does not guarantee a profit or protect against investment loss.

Cash Management

  • Doubling Your Money

    Before making investment decisions, it is helpful to determine the real rate of return on the investment.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck