Good Financial Reads: Investment Theory

2 min read
December 07, 2018

Investment Theory

5 Things Every Investor Should Know About Their Portfolio

by Levi Sanchez, Millennial Wealth

When I first started to invest on my own at 19 through a Scottrade account, I admittedly had no idea what I was doing. I would scour through articles on the internet looking for information on the latest and greatest technology in hopes of finding a hidden gem of a company to buy stock in. I paid zero attention to what stocks my portfolio eventually held or the amount of “risk” I was taking. 

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Investing 101: Have a Process and a Plan

by John Chesbrough, Trail Financial Planning LLC

Investing, to many people, is a mysterious realm, a bit like the Ocean. We wonder at the Ocean’s beauty, play in its margins, and know its vitality to the world. But we also know the Ocean to be fierce, hazardous, unfathomable below the surface. Investing has a similar allure and danger, although even more unknowable due to when we need our investments—in the future.  

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The Three Rules of Investing

by Ian Murphy, Sona Financial

I’m not the first to articulate the three rules of investing. It seems to be a right of passage for a number of personal finance writers. There was the quartet of Michael Edesess, Kwok L. Tsui, Carol Fabbri, and George Peacock, who literally wrote the book on the subject (The Three Simple Rules of Investing). Their rules are:

  1. Simplify your options
  2. Look only forward
  3. Tune out the noise

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The Theory Behind Smart Investing

by Britton Gregory, Seaborn Financial, LLC

If you want to invest wisely, you need to know what "investing wisely" even means. There have been incredible breakthroughs in the science of investing over the past century, with academic research that has put together a solid framework for designing investment portfolios...a framework that, by and large, is unknown to the investing public. 

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Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.