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Continental Investors Services, Inc.

1330 Broadway St., PO Box 888
Longview, WA 98632

Phone:

(360) 423-5110

Fax:

(360) 423-6311

E-mail:

mkamp@cisinvest.com

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Securities Broker-Dealer Firm

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Continental Investors Services, Inc. is a Washington State based Broker-Dealer firm licensed in several states and operates branch offices throughout the United States. The company serves both fixed income and equity investors.

Continental Investors Services, Inc. is a registered investment adviser in several states. The firm will not transact business in states where it is not appropriately registered, excluded or

exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

See Firm Disclosures for a link to our Form CRS

Member SIPC Member FINRA

Newsletters

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

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IRA Eligibility

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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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