Investment | BG Wealth Management

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.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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The Business Cycle

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

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Are Alternative Investments Right for You?

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

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

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.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Comparing Investments

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

What Is My Net Worth?

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

How Compound Interest Works

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

How Long Will Your Money Last?

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

College Savings

See how much you may need to save now to cover future college costs for your child.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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?”

Are Alternative Investments Right for You?

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

Behavioral Finance

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

From Boats to Brokers

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