Investment | Matt Stewart, CFP®, ChFC®

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.

TIPS for Inflation

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

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

The Great Debate Continues: Active vs. Passive

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

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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.

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

The Business Cycle

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

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College Savings

See how much you may need to save now to cover future college costs for your child.

What Is My Net Worth?

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

Debt vs. Investment

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

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Wedding Budget Calculator

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

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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Should You Invest in Exchange Traded Funds?

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

Bull and Bear Go To Market

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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Bridging the Confidence Gap

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