Investment | Eliason 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 Junk Drawer Approach to Investing

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

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Finding the Balance

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

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.

The Great Debate Continues: Active vs. Passive

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

The Business Cycle

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

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

How Stocks Work

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

Investing with Your Heart

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

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Taxable vs. Tax-Deferred Savings

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

How Compound Interest Works

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

Bi-Weekly Mortgage Payments

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

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

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.

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Bull and Bear Go To Market

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

The Fed and How It Got That Way

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

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.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Investments

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

Should I Invest in Gold?

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