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When you work with Infinex Financial Group, you can expect the same professional service you have come to trust at Heartland Bank. One of our experienced investment representatives can help you investigate the wide variety of investment services and products available and how they might work together to best meet your financial goals.
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Is Smart Beta a Smart Strategy for You?
Traditional investment indexes such as the S&P 500 are weighted based on market capitalization, the value of a company's total outstanding stock. This means the
Tax Benefits of Homeownership
Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive. There may also be tax
Is It Wise to Trade Your Pension for a Lump Sum?
Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s.
Are you ready to retire?
Here are some questions to ask yourself when deciding whether or not you are ready to retire.
What is an ERISA fiduciary?
The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other employee benefit
Investment and insurance products and services offered through
INFINEX INVESTMENTS, INC.
. Heartland Investment Services is a subsidiary of the bank. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
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