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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.

Bridging the Confidence Gap
Featured Video

Bridging the Confidence Gap

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

5 Smart Investing Strategies
Featured Presentation

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

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From Boats to Brokers

From Boats to Brokers

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

The Anatomy of an Index

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 Your Portfolio

Inflation and Your Portfolio

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

  • Articles
  • Calculators
  • Presentations
  • Videos

Alternative Investments - Going Mainstream

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

TIPS for Inflation

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

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Emotional vs. Strategic Decisions

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

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Separating the Signal From the Noise

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

View all articles

Impact of Taxes and Inflation

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

Saving for College

This calculator can help you estimate how much you should be saving for college.

Contributing to an IRA?

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

How Compound Interest Works

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

Taxable vs. Tax-Deferred Savings

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators

5 Smart Investing Principles

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

5 Smart Investing Strategies

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

View all presentations

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?”

Emerging Market Opportunities

What are your options for investing in emerging markets?

Behavioral Finance

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

Are Alternative Investments Right for You?

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

The Cycle of Investing

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

Bull and Bear Go To Market

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

View all videos

  • Articles

    Separating the Signal From the Noise

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

    How Stocks Work

    Understanding how a stock works is key to understanding your investments.

    Asset Allocation

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

    Emotional vs. Strategic Decisions

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

    Risk Perspective

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

    Investment Challenges of the Affluent Investor

    Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

    View all articles

  • Calculators

    Saving for College

    This calculator can help you estimate how much you should be saving for college.

    Taxable vs. Tax-Deferred Savings

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

    What Is My Risk Tolerance?

    This questionnaire will help determine your tolerance for investment risk.

    Impact of Taxes and Inflation

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

    Contributing to an IRA?

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

    How Compound Interest Works

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

    View all calculators

  • Presentations

    5 Smart Investing Principles

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

    5 Smart Investing Strategies

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

    View all presentations

  • Videos

    Global and International Funds

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

    The Real Cost of a Vacation Home

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

    Bridging the Confidence Gap

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

    Behavioral Finance

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

    Emerging Market Opportunities

    What are your options for investing in emerging markets?

    From Boats to Brokers

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

    View all videos

Contact

Office: 253-528-5285

Fax: 253-528-5284

33530 1st Way South

Suite 102

Federal Way, WA 98003

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

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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Location33530 1st Way South Suite 102
Federal Way, WA 98003

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

Emailcontact@pacificlegacywp.com

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