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.

Bursting the Bubble

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

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Asset Allocation

Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Investing with Your Heart

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

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

Getting a Head Start on College Savings

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

How Stocks Work

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

Inflation & Your Money

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

A Look at Diversification

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

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The Business Cycle

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Junk Drawer Approach to Investing

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

Inflation and Your Portfolio

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Asset Allocation

Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me.

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Articles

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

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.

A Primer on Dividends

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

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

A Look at Diversification

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

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

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Videos

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Real Cost of a Vacation Home

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

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.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Investments

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

Global and International Funds

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

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