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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 Business Cycle
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The Business Cycle

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

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Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

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

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

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

  • Articles
  • Calculators
  • Videos

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

The Business Cycle

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

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Buying a Home

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

A Taxing Story: Capital Gains and Losses

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

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

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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.

How Compound Interest Works

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

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.

View all calculators

The Junk Drawer Approach to Investing

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

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Jane Bond: Scaling the Ladder

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

The Fed and How It Got That Way

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

Should You Invest in Exchange Traded Funds?

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

Inflation and Your Portfolio

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

View all videos

  • Articles

    The Business Cycle

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

    The Anatomy of an Index

    The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

    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.

    TIPS for Inflation

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

    The ABCs of Zero Coupon Bonds

    Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

    The Investment Risk No One’s Ever Heard Of

    You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

    View all articles

  • Calculators

    College Savings

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

    Comparing Investments

    Compare two different scenarios side by side to see how they stack up over time.

    How Compound Interest Works

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

    How Long Will Your Money Last?

    See how long a lump sum of savings could last based on your withdrawal rate and return.

    What Is My Net Worth?

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

    View all calculators

  • Videos

    Global and International Funds

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

    The Business Cycle

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

    Jane Bond: Scaling the Ladder

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

    Are Alternative Investments Right for You?

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

    The Real Cost of a Vacation Home

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

    Bursting the Bubble

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

    View all videos

Contact

Office: 253-528-5285

Fax: 253-528-5284

33930 Weyerhaeuser Way S

Suite 200

Federal Way, WA 98001

contact@pacificlegacywp.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Pacific Legacy Wealth Partners is not registered as a broker-dealer or investment advisor.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Location33930 Weyerhaeuser Way S
Suite 200
Federal Way, WA 98001

Phone Numbers253-528-5285 OFFICE
253-528-5284 FAX

Emailcontact@pacificlegacywp.com

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