Investment | Stonebridge Financial Group, LLC

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.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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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.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Jane Bond: Scaling the Ladder

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

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

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.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

The Pros and Cons of an NUA Strategy

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

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

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Bi-Weekly Mortgage Payments

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

Student Loan Refinance Calculator

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

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

College Savings

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

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Wedding Budget Calculator

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

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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.

What Can a Million Dollars Buy You?

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

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

16 Wall Street Cliches in 60 Seconds

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

Behavioral Finance

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