Investment | Rick Weeks

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.

Inflation and Your Portfolio

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

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Bridging the Confidence Gap

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

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

How Will the Economy React to AI?

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

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Bull & Bear Markets: A Timeline

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

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

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Debt-to-Income Ratio Calculator

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.

Wedding Budget Calculator

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

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Bi-Weekly Mortgage Payments

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

How Can I Save a Million Dollars?

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

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The Cycle of Investing

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

The Real Cost of a Vacation Home

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

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.