Investment | True Advisory 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.

Investments

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

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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?"

Risk Perspective

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

When Markets React

When markets shift, experienced investors stick to their strategy.

Buying a Home

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

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

Mutual Funds vs. ETFs

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

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

How Can I Save a Million Dollars?

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

What Is the Dividend Yield?

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

Bi-Weekly Mortgage Payments

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

Comparing Investments

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

How Long Will Your Money Last?

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

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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Inflation and Your Portfolio

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

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Real Cost of a Vacation Home

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

The Junk Drawer Approach to Investing

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