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Steve Faraji

Vice President and Investment Officer, BOAA Financial Services

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Diane Winner, CFP®, CDFA®

Vice President and Investment Officer, BOAA Financial Services

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Matt Crème

Vice President and Investment Officer, BOAA Financial Services

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Should You Sell When the Market Drops?

The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?

Newsletters

Birthday Benefits Quiz

This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information

Recent action by the Federal Trade Commission highlights the potential for abuse by online data brokers. This article offers some tips that might help consumers keep their private data private.
Can Your Personality Influence Your Portfolio? New Research Points to Yes

The findings of two recent academic studies may offer insight into how investors can make more fruitful financial decisions.
Fixed Annuities: Retirement Income for Now or Later

Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.

More Newsletters »

Calculators

Working While Collecting Social Security Benefits

What will my net Social Security benefit be?
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators »

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. Bank of Ann Arbor and BOAA Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BOAA Financial Services, and may also be employees of Bank of Ann Arbor. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank of Ann Arbor or BOAA Financial Services. Securities and insurance offered through LPL or its affiliates are:

• Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not a Bank Deposit • Not Insured by Any Federal Government Agency

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Bank of Ann Arbor provides referrals for financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This Creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

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