Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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Understanding the economy's cycles can help put current business conditions in better perspective.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
For some, the social impact of investing is just as important as the return, perhaps more important.
Bonds may outperform stocks one year only to have stocks rebound the next.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Financial success, while rewarding, can make life more complex. I can help you navigate these challenges and organize your financials with WealthLink, your own personal financial website. Let’s talk.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
What are your options for investing in emerging markets?
Understanding the cycle of investing may help you avoid easy pitfalls.
Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here is a quick history of the Federal Reserve and an overview of what it does.
Even low inflation rates can pose a threat to investment returns.