801 West Bay Drive, Suite 707, Largo, FL 33770

(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.

The Rule of 72
Featured Video

The Rule of 72

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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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

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

The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

  • Articles
  • Calculators
  • Videos

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

College Savings

See how much you may need to save now to cover future college costs for your child.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

View all calculators

Are Alternative Investments Right for You?

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

Bridging the Confidence Gap

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

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Bursting the Bubble

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

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

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  • Articles

    How to Conquer the World - 5 Financial Strategies for Savvy

    Learn more about women taking control of their finances with this infographic.

    All Muni Bonds Are Not Created Equal

    Gaining a better understanding of municipal bonds makes more sense than ever.

    Separating the Signal From the Noise

    A good professional provides important guidance and insight through the years.

    Inflation & Your Money

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

    Global vs. International: What’s the Difference?

    International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

    The Investment Risk No One’s Ever Heard Of

    You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

    View all articles

  • Calculators

    Comparing Investments

    Compare two different scenarios side by side to see how they stack up over time.

    How Compound Interest Works

    Explore how compound interest can grow your money over time with this interactive tool.

    What Is My Net Worth?

    Get a snapshot of your overall financial picture by calculating your total net worth.

    How Long Will Your Money Last?

    See how long a lump sum of savings could last based on your withdrawal rate and return.

    College Savings

    See how much you may need to save now to cover future college costs for your child.

    View all calculators

  • Videos

    Behavioral Finance

    An amusing and whimsical look at behavioral finance best practices for investors.

    What Smart Investors Know

    Savvy investors take the time to separate emotion from fact.

    Bull and Bear Go To Market

    Learn about the difference between bulls and bears—markets, that is!

    Finding the Balance

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

    Should You Invest in Exchange Traded Funds?

    There are thousands of ETFs available. Should you invest in them?

    Bridging the Confidence Gap

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

    View all videos

Contact

Office: (727) 210-7795

Fax: (727) 245-6900

801 West Bay Drive

Suite 707

Largo, FL 33770

marc.delia@premierplanninginc.com

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