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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.

16 Wall Street Cliches in 60 Seconds
Featured Video

16 Wall Street Cliches in 60 Seconds

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

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The Fed and How It Got That Way

The Fed and How It Got That Way

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

Keeping Your Business Strong

Keeping Your Business Strong

Think about your investment in your business. It’s not simply a business, it’s your life’s work.

Where Is the Market Headed?

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?”

  • Articles
  • Calculators
  • Videos

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Keeping Your Business Strong

Think about your investment in your business. It’s not simply a business, it’s your life’s work.

Ways to Turn Spending into Savings

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

Financial Hacks for Millennials: Values-Based Investing

Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.

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.

Driving Interest on Interest with the Next Generation

Maybe your middle schooler is already hip to saving. Many kids this age do chores and earn allowances, perhaps putting part of what they earn into a savings account for college....

View all articles

How Compound Interest Works

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

Taxable vs. Tax-Deferred Savings

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

Saving for College

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

View all calculators

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.

The Business Cycle

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

Behavioral Finance

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

The Fed and How It Got That Way

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

16 Wall Street Cliches in 60 Seconds

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

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?”

View all videos

  • Articles

    Driving Interest on Interest with the Next Generation

    Maybe your middle schooler is already hip to saving. Many kids this age do chores and earn allowances, perhaps putting part of what they earn into a savings account for college....

    Diversification, Patience, and Consistency

    Three important factors when it comes to your financial life.

    Keeping Your Business Strong

    Think about your investment in your business. It’s not simply a business, it’s your life’s work.

    4 Ways Thinking Long-Term Can Improve Your Everyday Life

    Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.

    Infographic: The Whole Story of Dividends

    The whole story of dividends

    Emotional vs. Strategic Decisions

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

    View all articles

  • Calculators

    How Compound Interest Works

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

    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.

    View all calculators

  • Videos

    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.

    Behavioral Finance

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

    The Business Cycle

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

    Inflation and Your Portfolio

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

    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.

    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.

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Copyright 2022 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