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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.

Global and International Funds
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Global and International Funds

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

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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.

Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

The Business Cycle

The Business Cycle

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

  • Articles
  • Calculators
  • Videos

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Buying a Home

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

Mutual Funds vs. ETFs

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

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.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

View all articles

Comparing Investments

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

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.

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.

View all calculators

From Boats to Brokers

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

Bridging the Confidence Gap

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

Bull and Bear Go To Market

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

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Bursting the Bubble

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

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  • Articles

    Global vs. International: What’s the Difference?

    International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

    A Taxing Story: Capital Gains and Losses

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

    Impact Investing or Philanthropy

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

    Pullbacks, Corrections, and Bear Markets

    When the market experiences volatility, it may be a good time to review these common terms.

    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.

    The ABCs of Zero Coupon Bonds

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

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  • Calculators

    College Savings

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

    How Long Will Your Money Last?

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

    Comparing Investments

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

    What Is My Net Worth?

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

    How Compound Interest Works

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

    View all calculators

  • Videos

    What Can a Million Dollars Buy You?

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

    Finding the Balance

    The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

    Bridging the Confidence Gap

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

    What Smart Investors Know

    Savvy investors take the time to separate emotion from fact.

    Should You Invest in Exchange Traded Funds?

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

    From Boats to Brokers

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

    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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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

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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Financial & retirement planning that follows strict ethical, moral and fiduciary standards.

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Pacific Legacy Wealth Partners

As a close-knit, multi-generational team with strong values and a broad range of skills, we welcome clients from all walks of life.

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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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