Investment | Jake Linder

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.

Inflation and Your Portfolio

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

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The Business Cycle

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

A Look at Diversification

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

Bursting the Bubble

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

Investing with Your Heart

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

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.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

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

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Rebalancing Your Portfolio

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

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What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Comparing Investments

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

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

How Long Will Your Money Last?

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

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Inflation and Your Portfolio

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

Are Alternative Investments Right for You?

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

Investments

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

The Business Cycle

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

Should You Invest in Exchange Traded Funds?

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

Jane Bond: Infiltrating the Market

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