Investment | Kim Lutes

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 Junk Drawer Approach to Investing

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

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Great Debate Continues: Active vs. Passive

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

TIPS for Inflation

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

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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Debt-to-Income Ratio Calculator

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

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Wedding Budget Calculator

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

Comparing Investments

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

College Savings

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

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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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

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.

Finding the Balance

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.