19901 Southwest Freeway
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Sugar Land, TX 77479

Pamela J. Britz, EA

281.937.0447

 

Investment

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.

 
 
 
Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

 

Asset Allocation

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

A Reminder of Why It's Important to Take a Long-Term View

The recent market drop is an important reminder of why it's important to take a long-term view.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Inflation & Your Money

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

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Best Performing Asset Classes

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

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Saving for College

This calculator can help you estimate how much you should be saving for college.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Investments

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

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Jane Bond: Infiltrating the Market

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

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Global and International Funds

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

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