Investment | Clearwealth Advisors

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.

Global and International Funds

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

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The Cycle of Investing

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

The ABCs of Zero Coupon Bonds

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

Behavioral Finance

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

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Inflation & Your Money

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

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

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College Savings

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

What Is My Net Worth?

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

Student Loan Refinance Calculator

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

How Long Will Your Money Last?

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

How Compound Interest Works

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

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Investments

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

Should You Invest in Exchange Traded Funds?

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

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.