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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 Cycle of Investing
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The Cycle of Investing

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

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Bridging the Confidence Gap

Bridging the Confidence Gap

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

Rebalancing Your Portfolio

Rebalancing Your Portfolio

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

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

  • Articles
  • Calculators
  • Videos

Mutual Funds vs. ETFs

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

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Rebalancing Your Portfolio

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

Emotional vs. Strategic Decisions

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

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How Long Will Your Money Last?

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

Debt-to-Income Ratio Calculator

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

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.

Comparing Investments

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

Student Loan Refinance Calculator

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

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Finding the Balance

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

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?"

Are Alternative Investments Right for You?

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

Behavioral Finance

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

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.

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  • Articles

    The Utility of Sector Investing

    Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

    How to Conquer the World - 5 Financial Strategies for Savvy

    Learn more about women taking control of their finances with this infographic.

    A Look at Diversification

    Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

    Types of Stock Market Analysis

    Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

    Understanding Equity Compensation

    Net Unrealized Appreciation and how it affects tax responsibilities.

    Getting a Head Start on College Savings

    A few strategies that may help you prepare for the cost of higher education.

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  • 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 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.

    Student Loan Refinance Calculator

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

    Wedding Budget Calculator

    Estimate total wedding costs and see how different choices affect your overall budget.

    View all calculators

  • Videos

    Are Alternative Investments Right for You?

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

    What Smart Investors Know

    Savvy investors take the time to separate emotion from fact.

    Bull and Bear Go To Market

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

    The Real Cost of a Vacation Home

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

    From Boats to Brokers

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

    The Rule of 72

    Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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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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