150A Andover Street Suite 2 Danvers, MA 01923

978.777.6554
rcella@ipswichfinancial.com
Client Login
Ipswich Bay Advisors Home
Ipswich Bay Advisors Home
  • Home
  • Home
  • About Us 
    • Our Mission
    • Our Pledge
    • Our Team
    • Our Strategic Partners
    • Ed Slott Master Elite IRA Experts
    • Research-Based Investing
  • Services 
    • Retirement Planning
    • Tax Planning
    • Investment Management
    • Financial Planning
  • 401k Business Services 
    • Advisory and Management Services
    • Employee Education
    • Plan Sponsors
    • Participants
  • Events 
    • Meet Ed Slott Live!
    • Monthly Webinars
  • Resources 
    • State of the Market
    • Newsletters
    • LPL Research
    • Videos
    • Your Personal Retirement Machine
  • Contact Us
Client Login

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.

What Smart Investors Know
Featured Video

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

5 Smart Investing Principles
Featured Presentation

5 Smart Investing Principles

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

Have A Question About This Topic?

Thank you! Oops!
When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Bridging the Confidence Gap

Bridging the Confidence Gap

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

  • Articles
  • Calculators
  • Presentations
  • Videos

Earnings for All Seasons

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

Investing with Your Heart

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

Getting a Head Start on College Savings

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

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

View all articles

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.

How Compound Interest Works

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

Saving for College

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Impact of Taxes and Inflation

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

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Jane Bond: Infiltrating the Market

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

Jane Bond: Scaling the Ladder

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

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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.

Finding the Balance

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

View all videos

  • 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.

    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.

    What’s Your Investment IQ?

    You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

    Diversification, Patience, and Consistency

    Three important factors when it comes to your financial life.

    Pullbacks, Corrections, and Bear Markets

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

    View all articles

  • Calculators

    What Is My Risk Tolerance?

    This questionnaire will help determine your tolerance for investment risk.

    Taxable vs. Tax-Deferred Savings

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

    What Is the Dividend Yield?

    This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

    Contributing to an IRA?

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

    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.

    View all calculators

  • Presentations

    5 Smart Investing Strategies

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

    5 Smart Investing Principles

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

    View all presentations

  • Videos

    The Business Cycle

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

    The Real Cost of a Vacation Home

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

    Global and International Funds

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

    Emerging Market Opportunities

    What are your options for investing in emerging markets?

    The Cycle of Investing

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

    Jane Bond: Scaling the Ladder

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

    View all videos

Contact

Office: 978.777.6554

Fax: 978.777.6560

150A Andover Street

Suite 2

Danvers, MA 01923

Series 6, 7, 24, 26, 63, 66

rcella@ipswichfinancial.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and investment advice offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Ipswich Bay Advisors and LPL Financial are separate entities.  

Ed Slott is not affiliated with LPL Financial and Ipswich Bay Advisors.