Lon Lederman & Jared Arn
1019 1st Center Avenue, Ste A
Brodhead, WI 53520
608-897-3015
jared.arn@lpl.com

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.

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What Smart Investors Know

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Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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

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

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Compound Interest Works

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

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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There are some smart strategies that may help you pursue your investment objectives

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Principles that can help create a portfolio designed to pursue investment goals.

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Savvy investors take the time to separate emotion from fact.

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There are thousands of ETFs available. Should you invest in them?

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

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