Investment | Premier Financial Associates

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.

Behavioral Finance

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

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The Business Cycle

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

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Bursting the Bubble

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

Bull & Bear Markets: A Timeline

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

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Value vs. Growth Investing

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

Buying a Home

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

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

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Monthly Budget

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

Wedding Budget Calculator

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

Debt-to-Income Ratio Calculator

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

How Compound Interest Works

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

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Bi-Weekly Mortgage Payments

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

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From Boats to Brokers

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

Global and International Funds

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

The Business Cycle

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

Jane Bond: Infiltrating the Market

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

Bull and Bear Go To Market

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

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?”