Investment

Investing should be easy...

... just buy low and sell high – but most of us have trouble following this simple advice. There are principles and strategies which 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 the pitfalls which snare some investors.

 

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 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. Copyright 2016 FMG Suite.

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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.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The Junk Drawer Approach to Investing
It’s easy to let investments accumulate like the junk in a junk drawer.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Articles 1
Calculators 2
Presentations 3
Videos 4

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.

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

A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.

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

The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

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

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

What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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

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

Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.

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.

Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement

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

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

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.

Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

The Good Ship IPO
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.