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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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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

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

6 Tips to Manage Market Stress

6 Tips to Manage Market Stress

Things you and clients can do to manage market stress

When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.

  • Articles
  • Calculators
  • Videos

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.

Risk Perspective

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

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

6 Tips to Manage Market Stress

Things you and clients can do to manage market stress

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

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Saving for College

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

Taxable vs. Tax-Deferred Savings

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

How Compound Interest Works

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

View all calculators

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 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.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Business Cycle

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

The Junk Drawer Approach to Investing

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

View all videos

  • Articles

    Why Regular Rebalancing Makes Sense

    Without your knowing, your investment portfolio could be off-kilter.

    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.

    Emotional vs. Strategic Decisions

    Information vs. instinct. Are your choices based on evidence of emotion?

    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.

    Estimating the Cost of College

    This worksheet can help you estimate the costs of a four-year college program.

    Diversification, Patience, and Consistency

    Three important factors when it comes to your financial life.

    View all articles

  • Calculators

    Saving for College

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

    Taxable vs. Tax-Deferred Savings

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

    How Compound Interest Works

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

    View all calculators

  • Videos

    16 Wall Street Cliches in 60 Seconds

    Pundits say a lot of things about the markets. Let's see if you can keep up.

    The Fed and How It Got That Way

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

    Inflation and Your Portfolio

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

    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.

    What Smart Investors Know

    Savvy investors take the time to separate emotion from fact.

    View all videos

Contact

Office: (732) 355-1050

Fax: (732) 355-1051

Princeton Executive Center

4301 Route 1 South; Suite 220

Monmouth Junction, NJ 08852

FINRA Series 6, 7, 24, 63 & 65

akazim@unitedwealthllc.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.

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.

Nick Saleem

Securities products offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.OSJ: 355 Lexington Avenue, 9 Fl., New York, NY 10017, Phone # 212-541-8800. PAS is a wholly owned subsidiary of Guardian Life Insurance Company of America® (Guardian), New York, NY. United Wealth Group LLC is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License #2973673. CA Insurance License #0H03588. 

Asghar Kazim

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Floor, New York, N Y 10017- 6603, Phone # 212-541-8800. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  United Wealth Group LLC is not an affiliate or subsidiary of PAS or Guardian. California Insurance License # 0C53306.  AR Insurance License #703269.

This Forbes award is not issued or endorsed by Guardian or its subsidiaries.
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2021-126035  exp 8/30/23