Investment

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 Cycle of Investing
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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

5 Smart Investing Principles
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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Global and International Funds

Global and International Funds

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

Inflation and the Real Rate of Return

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.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

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

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Pullbacks, Corrections, and Bear Markets

Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

TIPS for Inflation

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

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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What Can a Million Dollars Buy You?

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

16 Wall Street Cliches in 60 Seconds

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

Should I Invest in Gold?

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

The Fed and How It Got That Way

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

When Markets React

When markets shift, experienced investors stick to their strategy.

The Real Cost of a Vacation Home

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

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Investment advisory services offered through Echelon Wealth Strategies, LLC, a Tennessee and New Jersey registered investment adviser. For a complete description of investment risks, fees and services, review the Echelon Wealth Strategies, LLC firm brochure (ADV Part 2A) which is available from your Investment Adviser Representative or by contacting Echelon Wealth Strategies, LLC. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. For complete information on our fees, please review the Echelon Wealth Strategies ADV Part 2A Brochure at:  

https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=606228.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Examples and hypothetical illustrations are for illustrative and presentation purposes only and do not take into account your particular investment objectives, financial situation or needs and may not be suitable for all investors. It is not intended to project the performance of any specific investment and is not a solicitation or recommendation of any investment strategy. Actual investment experience will vary with investment selection and changing market conditions

The Dow Jones Industrial Average (DJIA) is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange (NYSE) and the Nasdaq. The DJIA was designed to serve as a proxy for the broader U.S. economy. The S&P 500 index is designed to be a broad based unmanaged leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe or representative of the equity market in general. The S&P 500 index is designed to be a broad based unmanaged leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe or representative of the equity market in general.

As an investment adviser representative ("IAR"), I am a “fiduciary” to my advisory clients’ investments. This means that I have an obligation to act in the best interests of my clients and to provide investment advice in my clients’ best interests. I should avoid engaging in any activity that could create a conflict of interest with any client; however, if a conflict of interest does arise, I will make full disclosure of that conflict to my client. I must employ reasonable care to avoid misleading clients and I must provide full and fair disclosure of all material facts to my clients and prospective clients. My fiduciary duty extends solely to investment advisory advice and does not extend to advice relating to insurance product sales, including annuities, life insurance, and long-term care insurance. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. In my capacity as an investment adviser representative (“IAR”) and as a licensed insurance agent, I may offer fixed life insurance products and receive normal and customary commissions. The client is under no obligation to purchase products through me on a commissionable basis. In addition, I may receive other compensation such as fixed or variable life trails. The potential for receipt of commissions and other compensation when acting as an insurance agent may give me an incentive to recommend insurance products based on the compensation received.

The Certified Senior Advisor (CSA) certification requires individuals to pass a rigorous exam and to uphold the highest ethical standards for the benefit and protection of the health and welfare of seniors. CSAs are multidisciplinary professionals who have demonstrated advanced knowledge in the multiple processes of aging.

Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Echelon Wealth Strategies, is not affiliated with or endorsed by the Social Security Administration or any other government agency. The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.

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