Investment | Lori J. Ellingson, CRPC®

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.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

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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?”

Are You Ready for Your Portfolio to Make a Difference?

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

Inflation and Your Portfolio

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

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

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.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

The Great Debate Continues: Active vs. Passive

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

How Stocks Work

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

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Saving for College

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Bursting the Bubble

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

Are Alternative Investments Right for You?

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.