Investment | Edge First Wealth Partners

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.

Bull and Bear Go To Market

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

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Jane Bond: Infiltrating the Market

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

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

What Can a Million Dollars Buy You?

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

TIPS for Inflation

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

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.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

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College Savings

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

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Debt-to-Income Ratio Calculator

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

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.

Student Loan Refinance Calculator

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

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The Fed and How It Got That Way

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

Bridging the Confidence Gap

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

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.

When Markets React

When markets shift, experienced investors stick to their strategy.

Behavioral Finance

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

Inflation and Your Portfolio

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