Investment | Coin and Seed 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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Investments

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

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Behavioral Finance

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

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

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College Savings

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

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

What Is the Dividend Yield?

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

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

How Compound Interest Works

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

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Are Alternative Investments Right for You?

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

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.

From Boats to Brokers

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

Jane Bond: Scaling the Ladder

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.