Investment | Shopiro & Meyer Associates

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.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Bull and Bear Go To Market

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

Don’t Be Your Own Worst Enemy

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

Bull & Bear Markets: A Timeline

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

Are You Ready for Your Portfolio to Make a Difference?

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

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.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

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Comparing Investments

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

How Compound Interest Works

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

Debt vs. Investment

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

What Is the Dividend Yield?

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

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 My Net Worth?

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

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Should You Invest in Exchange Traded Funds?

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

Behavioral Finance

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

Are Alternative Investments Right for You?

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

Investments

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