In Loving Memory of Jeffrey Collier

October 2, 1951 – November 27, 2020

Jeffrey C. Collier

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.

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Bull and Bear Go To Market

Bull and Bear Go To Market

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

Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Inflation and Your Portfolio

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

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This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

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

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Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

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

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

What Is the Dividend Yield?

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

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

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Understanding the cycle of investing may help you avoid easy pitfalls.

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All about how missing the best market days (or the worst!) might affect your portfolio.

When Markets React

When markets shift, experienced investors stick to their strategy.

Are Alternative Investments Right for You?

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

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

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