Investment | The Patriot Financial Group, LLC

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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Are Alternative Investments Right for You?

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

Investment Challenges of the Affluent Investor

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

The Business Cycle

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

Make Your Mark Through Sustainable Investing

Have you considered the impact of your investments? Learn how to contribute to positive change through sustainable investing.

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

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.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

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.

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Student Loan Refinance Calculator

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

Debt vs. Investment

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

Student Loan Payoff Calculator: Extra Payments Can Save You

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

What Is My Net Worth?

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

How Long Will Your Money Last?

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

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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Bursting the Bubble

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Global and International Funds

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