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Automatic Investments

Automatic investing is considered a core strategy for achieving financial success. It's a smart and easy way to make regular contributions and commit to your overall investment plan.

Eliminate the Guesswork

Markets will have their ups and downs. But automatic investing may help keep your investments on a steady course. It's a proactive approach that can help you avoid emotional decisions and knee-jerk reactions to volatility.

Let Market Swings Work for You

Investing a set amount every month eliminates the temptation to quit investing if the markets aren't going your way (or perhaps the temptation to invest more when markets are peaking). In other words, you buy more shares when prices are low and fewer shares when prices are high.

This dollar-cost averaging strategy does not assure a profit or protect against loss in declining markets. To fully take advantage of it, be prepared to continue investing at regular intervals, even during economic downturns.

Put Time on Your Side

Even small amounts have the potential to grow and compound over time, helping get you closer to your financial goals. See how investing $50, $100 or $200 a month can pay off.

These are hypothetical calculations assuming a $2,500 initial investment and monthly (or weekly) investments over 40 years with a 6% return rate. Assumes reinvestment of all gains, dividends and interest, and does not include fees, expenses or taxes. If all taxes, fees and expenses were reflected, the reported value would be lower. Source: American Century Investments Future Value Calculator. Financial Calculators from Dinkytown.net. ©2024 KJE Computer Solutions, LLC.
This hypothetical situation contains assumptions that are intended for illustrative purposes only and are not representative of the performance of any security. There is no assurance similar results can be achieved, and this information should not be relied upon as a specific recommendation to buy or sell securities.

Start Now

Log in and click on Transact, then select Auto Invest. If you only have a business retirement plan, call us for more investment options.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.

Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.