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Doug Thomas

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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.

 
 
Investments

Investments

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

Value vs. Growth Investing

Value vs. Growth Investing

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

Global and International Funds

Global and International Funds

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

 

How Stocks Work

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

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Separating the Signal From the Noise

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

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Are You Ready for Your Portfolio to Make a Difference?

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

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

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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.

College Savings

See how much you may need to save now to cover future college costs for your child.

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.

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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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Jane Bond: Infiltrating the Market

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

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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?"

Global and International Funds

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

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