Investment | Roger Brooks

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.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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When Markets React

When markets shift, experienced investors stick to their strategy.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Getting a Head Start on College Savings

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

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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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.

Student Loan Payoff Calculator: Extra Payments Can Save You

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

Debt-to-Income Ratio Calculator

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

Monthly Budget

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

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

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Behavioral Finance

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