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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There are some key concepts to understand when investing for retirement.
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Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This worksheet can help you estimate the costs of a four-year college program.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Despite a closing push, August closed on a weak note for stocks, ending a tumultuous month marked by high volatility.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
There are some key concepts to understand when investing for retirement
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
$1 million in a diversified portfolio could help finance part of your retirement.
How will you weather the ups and downs of the business cycle?
Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How do the markets usually react to elections? Was the 2016 election any different?