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.
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Market volatility can hurt your confidence, but patience, especially for long-term investors, is a virtue.
Understanding the economy's cycles can help put current business conditions in better perspective.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
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.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Pundits say a lot of things about the markets. Let's see if you can keep up.
It's easy to let investments accumulate like old receipts in a junk drawer.
Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me.
Smart investors take the time to separate emotion from fact.