Investments and Accounts
At Stiba Wealth Management, we provide professional assistance in the following areas
A form of borrowing in which you are lending money to either a company or a government entity.
Securities entitling the purchaser to a portion of ownership in a corporation.
Investment account that is tax-advantaged to be utilized solely for higher education.
An retirement investment tool offering tax advantages to the purchaser.
Basically, a Traditional type of IRA that is for self-employed individuals or small business owners.
An investment tool funded by after-tax income up to a certain amount annually.
Stands for Savings Inventive Match PLan for Employees. This allows employees/employers to contribute to employee Traditional IRA’s.
An account with an arrangement between the investor and a brokerage firm allowing the buy and sell of investments.
A debt obligation that is short term and backed by the U.S. Treasury.
Bonds or other types of promissory certificates that are issued by the government.
A note that is issued by the U.S. Treasury for use as currency.
Used as an income stream in retirement, Annuities pay out a fixed stream of payments to an individual.