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.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Gaining a better understanding of municipal bonds makes more sense than ever.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
What are your options for investing in emerging markets?
Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me.
There are hundreds of ETFs available. Should you invest in them?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Pundits say a lot of things about the markets. Let's see if you can keep up.