Investment | First Asset Managers, Inc.

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.

Bull and Bear Go To Market

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

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Are Alternative Investments Right for You?

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

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Jane Bond: Scaling the Ladder

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

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

The Pros and Cons of an NUA Strategy

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

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

How Stocks Work

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

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

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Debt-to-Income Ratio Calculator

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

Comparing Investments

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

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Bi-Weekly Mortgage Payments

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

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

When Markets React

When markets shift, experienced investors stick to their strategy.

Are Alternative Investments Right for You?

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

Global and International Funds

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