250 Crossways Park Drive
Woodbury, NY 11797

LinkedIn

Evergreen Planning

(516) 677-6213

 

Investment

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.

 
 
Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Best-Performing Asset Classes

Best-Performing Asset Classes

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

Understanding Dividends

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

How Stocks Work

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

Financial Hacks for Millennials: Values-Based Investing

Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.

Ways to Turn Spending into Savings

Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.

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.

The 12 Steps to Living Confidently: The Small Business Dream

Starting a small business? First, take care of the basics. 5 essential steps to help position your new business for success.

View all articles arrow

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?”

Emerging Market Opportunities

What are your options for investing in emerging markets?

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

View all videos arrow