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(727) 210-7795
marc.delia@premierplanninginc.com
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Investment

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.

Inflation and Your Portfolio
Featured Video

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

5 Smart Investing Strategies
Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

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Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

  • Articles
  • Calculators
  • Presentations
  • Videos

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

How Stocks Work

Understanding how a stock works is key to understanding your investments.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

When Markets React

When markets shift, experienced investors stick to their strategy.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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  • Articles

    Inflation & Your Money

    It's important to understand how inflation is reported and how it can affect investments.

    Risk Perspective

    Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

    Four Really Good Reasons to Invest

    There are four very good reasons to start investing. Do you know what they are?

    Investment Challenges of the Affluent Investor

    Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

    Don’t Be Your Own Worst Enemy

    Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

    Value vs. Growth Investing

    Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

    View all articles

  • Calculators

    Contributing to an IRA?

    Determine if you are eligible to contribute to a traditional or Roth IRA.

    What Is the Dividend Yield?

    This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

    Impact of Taxes and Inflation

    Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

    How Compound Interest Works

    Use this calculator to better see the potential impact of compound interest on an asset.

    What Is My Risk Tolerance?

    This questionnaire will help determine your tolerance for investment risk.

    Saving for College

    This calculator can help you estimate how much you should be saving for college.

    View all calculators

  • Presentations

    5 Smart Investing Strategies

    There are some smart strategies that may help you pursue your investment objectives

    5 Smart Investing Principles

    Principles that can help create a portfolio designed to pursue investment goals.

    View all presentations

  • Videos

    The Junk Drawer Approach to Investing

    It's easy to let investments accumulate like old receipts in a junk drawer.

    Jane Bond: Scaling the Ladder

    Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

    16 Wall Street Cliches in 60 Seconds

    Pundits say a lot of things about the markets. Let's see if you can keep up.

    Bridging the Confidence Gap

    In the world of finance, the effects of the "confidence gap" can be especially apparent.

    Bursting the Bubble

    Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

    Where Is the Market Headed?

    We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

    View all videos

Contact

Office: (727) 210-7795

Fax: (727) 245-6900

801 West Bay Drive

Suite 707

Largo, FL 33770

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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