top of page

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.

the fed and how it got that way.jpg

Here is a quick history of the Federal Reserve and an overview of what it does.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Rebalancing Your Portfolio

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

A Decision Not Made Is Still a Decision

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

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

The Utility of Sector Investing

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

Have A Question About This Topic?

Thanks for submitting!

LEGAL, INVESTMENT, AND TAX NOTlCE
This information is not intended to be and should not be treated as legal, investment, or tax advice. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel.

The content within this website is for educational purposes only and should not be construed as investment advice. It is important to note that the implementation of any strategies provided as a part of LEAP are designed to aid one in reaching their financial objectives, but no assurance can be made that these objectives will in fact be reached. Individual results may vary.  LEAP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth (PS&G) Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC.

IRS CIRCULAR 230 NOTICE

To the extent that this message or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer tor the purpose of avoiding penalties that may be imposed by law. This communication is for informational purposes only and is not intended to constitute the solicitation of life insurance as defined in the recipient's country of domicile. Recipients of this communication can only purchase life insurance through agents who are licensed in their country of domicile.

bottom of page