Investment | Aim 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.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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Global and International Funds

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

Estimating the Cost of College

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

Are Alternative Investments Right for You?

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

Earnings for All Seasons

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

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.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Do Our Biases Affect Our Financial Choices?

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

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

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Taxable vs. Tax-Deferred Savings

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

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.

College Savings

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

Wedding Budget Calculator

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

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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When Markets React

When markets shift, experienced investors stick to their strategy.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Investments

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

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.