Investment | Shellee Pietras

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 Junk Drawer Approach to Investing

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

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The Fed and How It Got That Way

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

The Business Cycle

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

Finding the Balance

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

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Impact Investing or Philanthropy

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

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Make Your Mark Through Sustainable Investing

Have you considered the impact of your investments? Learn how to contribute to positive change through sustainable investing.

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Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

What Is the Dividend Yield?

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

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Debt vs. Investment

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

Student Loan Payoff Calculator: Extra Payments Can Save You

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

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Behavioral Finance

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

Bridging the Confidence Gap

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

Jane Bond: Scaling the Ladder

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.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Emerging Market Opportunities

What are your options for investing in emerging markets?