Investment | Delisanti Wealth Management

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.

Jane Bond: Scaling the Ladder

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

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Inflation and Your Portfolio

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

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Global and International Funds

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

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Required Reading: The Economic Report of the President

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

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Value vs. Growth Investing

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

A Taxing Story: Capital Gains and Losses

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

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How Compound Interest Works

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

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.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

What Is the Dividend Yield?

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

Student Loan Refinance Calculator

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

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Bull and Bear Go To Market

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

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

The Fed and How It Got That Way

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

The Real Cost of a Vacation Home

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

From Boats to Brokers

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

Bursting the Bubble

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