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.

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Understanding Dividends

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

Types of Stock Market Analysis

Types of Stock Market Analysis

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

Driving Interest on Interest with the Next Generation

Driving Interest on Interest with the Next Generation

Maybe your middle schooler is already hip to saving. Many kids this age do chores and earn allowances, perhaps putting part of what they earn into a savings account for college....

A Look at Diversification

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

Asset Allocation

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

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

How to Spend Smart to Improve Cash Flow

Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business?

Don’t Be Your Own Worst Enemy

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

Financial Hacks for Millennials: Values-Based Investing

Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.

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Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

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?”

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