Investment | Albert N. Panzeca, CPA

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.

Investments

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Behavioral Finance

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

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

What Can a Million Dollars Buy You?

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What It Takes to Become an Accredited Investor

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Rollover Unused 529 Funds to a Roth IRA

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The Great Retirement Savings Debate: 401(k) vs. IRA

Viewing 401(k) plans and IRA plans in either/or terms might mean a missed opportunity. You can have both.

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What Is the Dividend Yield?

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

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Debt-to-Income Ratio Calculator

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

Taxable vs. Tax-Deferred Savings

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Business Cycle

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Emerging Market Opportunities

What are your options for investing in emerging markets?

When Markets React

When markets shift, experienced investors stick to their strategy.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Fed and How It Got That Way

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