Investment | Cunningham Financial

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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What Can a Million Dollars Buy You?

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

The ABCs of Zero Coupon Bonds

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

Jane Bond: Scaling the Ladder

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

Emotional vs. Strategic Decisions

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

The Pros and Cons of an NUA Strategy

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

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

Investing with Your Heart

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

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Best-Performing Asset Classes

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

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Debt-to-Income Ratio Calculator

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

What Is the Dividend Yield?

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

College Savings

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

How Compound Interest Works

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

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.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Jane Bond: Scaling the Ladder

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

Jane Bond: Infiltrating the Market

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

Are Alternative Investments Right for You?

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

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”