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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.

5 Smart Investing Principles
Featured Presentation

5 Smart Investing Principles

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

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What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

How the Federal Reserve Works

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.

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

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.

  • Articles
  • Calculators
  • Presentations
  • Videos

Four Really Good Reasons to Invest

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

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Don’t Be Your Own Worst Enemy

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

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

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How Compound Interest Works

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

Impact of Taxes and Inflation

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

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.

Taxable vs. Tax-Deferred Savings

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

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.

View all presentations

Bursting the Bubble

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

Global and International Funds

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Are Alternative Investments Right for You?

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

Behavioral Finance

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

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.

View all videos

  • Articles

    Separating the Signal From the Noise

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

    Pullbacks, Corrections, and Bear Markets

    Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.

    Investing with Your Heart

    For some, the social impact of investing is just as important as the return, perhaps more important.

    What’s Your Investment IQ?

    You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

    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.

    TIPS for Inflation

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

    View all articles

  • Calculators

    Taxable vs. Tax-Deferred Savings

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

    Saving for College

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

    What Is the Dividend Yield?

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

    Contributing to an IRA?

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

    What Is My Risk Tolerance?

    This questionnaire will help determine your tolerance for investment risk.

    How Compound Interest Works

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

    View all calculators

  • Presentations

    5 Smart Investing Principles

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

    5 Smart Investing Strategies

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

    View all presentations

  • Videos

    Are Alternative Investments Right for You?

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

    Inflation and Your Portfolio

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

    Emerging Market Opportunities

    What are your options for investing in emerging markets?

    When Markets React

    When markets shift, experienced investors stick to their strategy.

    Jane Bond: Scaling the Ladder

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

    Behavioral Finance

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

    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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