Investment | 1 On 1 Financial

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 Fed and How It Got That Way

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

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Finding the Balance

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

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

The Business Cycle

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

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Bull & Bear Markets: A Timeline

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

Required Reading: The Economic Report of the President

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

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

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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The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

College Savings

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

Bi-Weekly Mortgage Payments

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

How Long Will Your Money Last?

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

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.

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Junk Drawer Approach to Investing

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

When Markets React

When markets shift, experienced investors stick to their strategy.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.