Investing
Explore personalized investment strategies with MHV Investment & Retirement Center professionals who can help you plan for your financial goals.
Start building your financial future.
You don’t have to navigate investing on your own. Our financial professionals can help you understand your options and develop a strategy that’s right for you.
Put your money to work for you.
An investment strategy can help you turn today’s savings into progress towards tomorrow’s goals. There are many options to consider based on your particular goals, timeline and risk tolerance.
How we can help
Define Your Goals
Identify what you’re investing for and how different investment strategies can help you work toward your objectives.
Understand Your Options
Learn about different types of investments and how they can play a role in your plan.
Build a Diversified Plan
Develop an approach that might include stocks, bond and other investments based on your situation.
Navigate Market Changes
Guide you through market up and downs with a focus on your long-term goals.
Adjust as Life Changes
Make adjustments to your strategy as your personal and financial situations change over time.
Our financial professionals
Sal Bocchimuzzo, CFP®
Daniel McDonough, CRPC*
Helpful resources
Asset Allocation
Asset allocation is a critical building block of investment portfolio creation. Having a strong knowledge of the concept may help you when considering which investments may be appropriate for your long-term strategy.
Diversification, Patience, and Consistency
The saying “don’t put all your eggs in one basket” has some application to investing. Over time, certain asset classes may perform better than others. If your assets are mostly held in one kind of investment, you could find yourself under a bit of pressure if that asset class experiences some volatility.
Saving Early & Letting Time Work for You
As a young investor, you have a powerful ally on your side: time. The earlier you start saving, the more opportunity your investments have to increase in value.
Your questions, answered
Get clear answers to common questions, and connect with the MHV Investment & Retirement Center team when you’re ready for personalized support.
Request an Appointment
Call us at 845.336.4444 , ext. 3515
Getting started begins with understanding your goals, timeline, and comfort with risk. A financial professional can help you build a strategy that works for you.
You don't need a large amount to get started. Choosing an amount that fits your budget and investing consistently over time will help you build towards your goals.
Saving is generally for short-term goals or emergencies, while investing is designed to help your money grow over the long term for goals like retirement, education, or building wealth.
The right investments depend on your financial goals, timeline, and risk tolerance. A diversified portfolio can often help balance risk and potential returns. A financial professional can help explain your different options.
Everyone's comfort level with risk is different. Your age, financial goals, investment timeline, and personal preferences all play a role in determining an appropriate strategy.
Diversification means spreading your money across different types of investments. This can help manage risk and the impact any one investment may have on your overall portfolio.
It's a good idea to review your investment strategy regularly, especially after major life events like getting married, changing jobs, or retiring.
If you're unsure where to begin, want help creating a plan, or simply want a second opinion, a financial professional can provide guidance based on your unique situation and goals.
*CRPC conferred by College for Financial Planning.
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. Mid-Hudson Valley Federal Credit Union (MHV) and MHV Investment & Retirement Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MHV Investment & Retirement Center, and may also be employees of MHV. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MHV or MHV Investment and Retirement Center. Securities and insurance offered through LPL or its affiliates are:
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