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Kurt Thibault,CFP
Branch Manager |
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Mutual Funds Provided Through FundEX Investments Inc.
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Welcome to
Thibault Investment Planning
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FIDELITY INVESTMENTS LOWERS MANAGEMENT FEES - 
Fidelity has announced that starting January 10, 2005, they are offering lower management fees on Fidelity Initial Sales Charge fund units. Also, Fidelity Deferred Sales Charge fund units will automatically convert to Initial Sales Chage fund units when they mature, allowing them to participate in the lowered management fees. This applies to units already held and new purchases of units. Lower management fees directly increase the growth for the investor. For more information, contact Kurt Thibault.
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ACCOUNT ACCESS IS HERE!
Now our clients can access all of their accounts in one place online. Simply contact us to have a username and password assigned. Then, click on Account Access on the left side of this page. This will open the Login page where you can input your username and password. Once Logged in, click on Get Standard Report.
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If you have questions, or if you wish to receive an account update by mail, email, or fax, simply call or email Kurt Thibault.
NOTE: Any Pop-Up blocking programs that are running must be disabled for Account Access to work properly.
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TIRED OF MARKET SWINGS? - GET BALANCED
Balanced funds attempt to give you the best of both worlds: higher returns with less risk. Most balanced funds are less volatile, but they have mediocre long-term returns. Many have even experienced deep losses in some years. There are a select few balanced funds that have managed to generate very good long-term returns, while not losing much ground in the bad years. These few balanced funds are not the average, they are rare. Ask us about our short-list of Balanced Funds.
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FINANCIAL PLANNING & MUTUAL FUNDS:
A Powerful Combination.
Mutual Funds provide many benefits to individual investors such as diversification, professional portfolio management and reduced transaction & research costs.We combine these benefits with a rock-solid financial plan that is built, reviewed and adjusted regularly by a Certified Financial Planner so that you will build wealth over time. We will help you:
- Focus on the long-term plan.
- Take advantage of market swings.
- Invest in a more tax efficient way.
- Make decisions based on logic rather than emotion.
- Reach your financial goals.
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Take a long-term financial planning approach
to investing - with the guidance of a
Certified Financial Planner.
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