Understanding Today's Financial Environment
Welcome, we're InnoVest Financial Services, LLC, a financial organization in Enfield, CT. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.Services We Offer Meet the Team Contact Us
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Apps that help small business owners better manage and grow their business.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There’s an alarming difference between perception and reality for current and future retirees.
Pundits say a lot of things about the markets. Let's see if you can keep up.
When markets shift, experienced investors stick to their strategy.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.