News headlines. Fluctuations in the financial markets. Changing regulations. Life events.
All these things and more can have an impact on your investments. They may also influence how you feel about your ability to achieve your financial goals.
It’s important to have an experienced, objective advisor who can help you stay focused on your goals and avoid making emotional decisions. Your emotions — and even overconfidence — can cloud your judgment and cost you. Bringing in a candid, unbiased perspective provides support for any kind of market activity — stable or volatile.
Market volatility isn’t the only time you can benefit from objective advice. It is also helpful when you experience life events such as retirement, loss of a loved one, marriage or divorce and more.
Commerce clients appreciate their advisors for sharing new ideas as well as proven strategies that have helped similar investors.
Advisors at Commerce help clients:
- Rebalance their portfolios when market changes disrupt their asset allocation,
- Identify the right investments for their risk tolerance and investment timeline,
- Tactfully navigate estate planning considerations in blended families,
- Determine the best strategy to get liquidity in an emergency, and
- Make countless other decisions that have financial implications.
A step further
Advisors across Commerce put experience and objectivity to work on your behalf. They share new ideas and bring a fresh perspective to your situation. Those in Commerce Trust abide by the fiduciary standard. That means they are required to make recommendations in the client's best interest, when offering personalized financial advice. Our advisors at Commerce are committed to find the right solutions for your needs.
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Disclosures:
Commerce Trust is a division of Commerce Bank.
Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Past performance is no guarantee of future results.
This summary is intended to provide general information only and is reflective of the opinions of Commerce Trust.
Commerce does not provide tax advice or legal advice to customers. Consult a tax specialist regarding tax implications related to any product and specific financial situation.
Mutual funds, annuities, and other investment products:
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Not FDIC-insured
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May lose value
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No bank guarantee
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