Office

25550 Chagrin Boulevard,,

Suite 220
Beachwood, OH 44122

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.

Have A Question About This Topic?

Thank you! Oops!
What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

How Will the Economy React to AI?

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

The Business Cycle

The Business Cycle

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

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

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.

The Great Debate Continues: Active vs. Passive

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

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Best-Performing Asset Classes

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

View all articles

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is the Dividend Yield?

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

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

Saving for College

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

View all calculators

Emerging Market Opportunities

What are your options for investing in emerging markets?

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Are Alternative Investments Right for You?

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

The Cycle of Investing

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

Should You Invest in Exchange Traded Funds?

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

When Markets React

When markets shift, experienced investors stick to their strategy.

View all videos