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INVESTMENTS

Your Path to Financial Growth

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Investing With Western & Southern

We can help you work toward financial goals like starting a family, funding a child's education, or retiring early. By investing into assets like stocks, bonds, and mutual funds, you take on some risk in exchange for the potential of higher long-term returns.

Types of Investments

Mutual Funds

Mutual funds pool money from multiple investors into a diversified portfolio of stocks, bonds, or other assets. They offer professional management and diversification1, making them a convenient option for long-term investors.

Investment Advisory

Investment advisory services provide personalized guidance on managing your investment portfolio. Advisors help align your investments with your financial goals through ongoing planning and performance reporting.

529 College Savings Plan

A 529 plan is a savings account designed to help you save for future education expenses. Post-tax investments can grow tax-deferred and withdrawals are tax-free when used for qualified education costs.

Learn More About Investments

What is a Diversified Portfolio?

The Impact of Inflation on Your Savings & Investments

How Does Compound Interest Work?

How to Roll Over a 401(k) to a New Employer

What Is a Pension Plan?

Have You Considered Investing After Retirement?

5 Common Investment Myths Debunked

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Why Investments From Western & Southern? 

As you take more risk to earn potentially greater returns with your investments, you may want to partner with a company known for its financial stability. With solid financial ratings and a heritage of financial strength, Western & Southern is one of the strongest life insurance groups. We’re here to help you make informed investment choices.

IMPORTANT DISCLOSURES

1 Diversification does not ensure a profit and does not protect against a loss in declining markets.

Securities offered by Registered Representatives through W&S Brokerage Services, Inc. (“W&SBS”), member FINRA/SIPC. Advisory Services offered by Financial Advisors through W&SBS, a registered investment advisor. All companies are members of Western Southern Financial Group.