Investment | Agostino Financial Management, Inc.

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.

Bursting the Bubble

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

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Are Alternative Investments Right for You?

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

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

From Boats to Brokers

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

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

How Will the Economy React to AI?

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

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Asset Allocation

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

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.

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What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Wedding Budget Calculator

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

Comparing Investments

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

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

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.

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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Bursting the Bubble

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

The Business Cycle

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

Behavioral Finance

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