Investment | Kevin Wong

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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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Pullbacks, Corrections, and Bear Markets

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

Investments

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

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Separating the Signal From the Noise

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

Investing with Your Heart

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

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

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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 Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Comparing Investments

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

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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Global and International Funds

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

Jane Bond: Infiltrating the Market

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

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?

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.