Investment | WealthPoint Financial Planning

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 Business Cycle

How will you weather the ups and downs of the business cycle?

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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?

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

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?"

How to Invest in LGBTQ+ Friendly Companies

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

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Investing with Your Heart

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

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

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.

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Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Investments

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

Finding the Balance

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

From Boats to Brokers

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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Articles

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

The Business Cycle

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

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Rebalancing Your Portfolio

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

Risk Perspective

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

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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Videos

Bridging the Confidence Gap

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

The Cycle of Investing

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

Inflation and Your Portfolio

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

From Boats to Brokers

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

The Junk Drawer Approach to Investing

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

Investments

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

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