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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.

Inflation and Your Portfolio
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Inflation and Your Portfolio

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

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Finding the Balance

Finding the Balance

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

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

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

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

Risk Perspective

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

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

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.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

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.

The Sequence of Returns

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

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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.

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.

What Is My Net Worth?

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

View all calculators

Jane Bond: Infiltrating the Market

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

The Business Cycle

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

The Cycle of Investing

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

Global and International Funds

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

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?

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  • Articles

    How Will the Economy React to AI?

    What do concerns or uncertainty about AI mean for your future and your financial strategy?

    Understanding Equity Compensation

    Net Unrealized Appreciation and how it affects tax responsibilities.

    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.

    It Was the Best of Times, It Was the Worst of Times

    Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

    Bull & Bear Markets: A Timeline

    This helpful infographic will define bull and bear markets, as well as give a historical overview.

    Value vs. Growth Investing

    Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

    View all articles

  • Calculators

    College Savings

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

    What Is My Net Worth?

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

    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.

    View all calculators

  • Videos

    Bull and Bear Go To Market

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

    The Fed and How It Got That Way

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

    Jane Bond: Scaling the Ladder

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

    Behavioral Finance

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

    The Junk Drawer Approach to Investing

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

    Investments

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

    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

iba@ipswichfinancial.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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Ed Slott is not affiliated with LPL Financial and Ipswich Bay Advisors. Ed Slott’s Elite IRA Advisory Group™ is for investment services only. Ed Slott’s endorsement does not extend to the financial planning or investment advisory services offered by the representative. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarentee investment success.