Investment | Rob Jonker CPA PFS

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!

Have A Question About This Topic?

The Business Cycle

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

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

The Fed and How It Got That Way

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

Pullbacks, Corrections, and Bear Markets

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

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

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.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

View all articles

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

How Compound Interest Works

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

Monthly Budget

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

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.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

View all calculators

Are Alternative Investments Right for You?

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

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.

Global and International Funds

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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?