How to Open a Certificate of Deposit (CD) Account

Are you considering opening a certificate of deposit (CD) account? With the current market trends offering favorable rates and increased interests in CDs, it’s important to make an informed decision that aligns with your financial goals. 

Our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, was recently quoted in MarketWatch sharing her insights on the process of opening a CD account. Not all CDs are created equally, and Marianela’s insights urge prospective depositors to delve into the various types and their respective rules and risk profiles. Each version of a CD offers unique features, making it crucial to understand which aligns best with your financial objectives. “It’s always good to know why you are investing in a CD and whether that helps you reach your long-term goals.” 

Learn more here:

On your keyboard tap enter to search or esc to close