618 Fairfield Avenue
Bellevue, KY 41073

Gerry Barone CPA/PFS, EA, ABA, ATA, CFP®

(859) 431-4594

 

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.

 
 
16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

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

Asset Allocation

Asset Allocation

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

The Fed and How It Got That Way

The Fed and How It Got That Way

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

 

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.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

TIPS for Inflation

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

Do Our Biases Affect Our Financial Choices?

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

Required Reading: The Economic Report of the President

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

Buying a Home

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

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How Compound Interest Works

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

Monthly Budget

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

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.

Debt-to-Income Ratio Calculator

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

Bi-Weekly Mortgage Payments

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

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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.

Bull and Bear Go To Market

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

16 Wall Street Cliches in 60 Seconds

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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