Investment | WMS Financial

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.

Investments

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

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The Junk Drawer Approach to Investing

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

The Great Debate Continues: Active vs. Passive

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

The Fed and How It Got That Way

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

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Rebalancing Your Portfolio

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

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Getting a Head Start on College Savings

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

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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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.

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.

Wedding Budget Calculator

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

Student Loan Refinance Calculator

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

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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.

Jane Bond: Infiltrating the Market

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

Inflation and Your Portfolio

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

The Junk Drawer Approach to Investing

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

The Fed and How It Got That Way

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