Investment | Donald Montgomery

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 Real Cost of a Vacation Home

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

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Inflation and Your Portfolio

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

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Buying a Home

A look at what you need to think about when buying a home.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

The Business Cycle

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

Getting a Head Start on College Savings

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

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Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Jane Bond: Scaling the Ladder

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Bridging the Confidence Gap

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