Investment | LifeBridge Financial Group

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

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

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Sequence of Returns

A look at how variable rates of return impact investors over time.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

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.

Buying a Home

A look at what you need to think about when buying a home.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

How to Conquer the World - 5 Financial Strategies for Savvy

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

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Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

What Is the Dividend Yield?

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

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Real Cost of a Vacation Home

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

The Business Cycle

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

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Finding the Balance

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