5080 North 40th Street
Suite 400
Phoenix, AZ 85018

Kevin Gotwalt

(602) 957-7155

 

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

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Asset Allocation

Asset Allocation

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

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

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

 

How to Spend Smart to Improve Cash Flow

Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business?

Ways to Turn Spending into Savings

Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.

The Basics of Investing

What’s the connection between cars and financial management?

How to Invest in LGBTQ+ Friendly Companies

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

How Will You Be Remembered?

Estate planning is one of the best ways to leave a lasting legacy to your loved ones.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

View all articles arrow

The Junk Drawer Approach to Investing

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

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.

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?”

The Fed and How It Got That Way

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

From Boats to Brokers

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

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

View all videos arrow