Investment | Matthew Presser

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.

Inflation and Your Portfolio

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

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The Real Cost of a Vacation Home

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

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

From Boats to Brokers

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

Investing with Your Heart

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

A Decision Not Made Is Still a Decision

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

Do Our Biases Affect Our Financial Choices?

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

Impact Investing or Philanthropy

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

Buying a Home

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

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

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Debt vs. Investment

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

How Compound Interest Works

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

College Savings

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

Student Loan Refinance Calculator

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

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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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Inflation and Your Portfolio

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

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?

The Business Cycle

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

The Real Cost of a Vacation Home

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

16 Wall Street Cliches in 60 Seconds

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