909 N. Mayfair Road
Suite 200
Wauwatosa, WI 53226

John Coloso

(414) 431-0488

 

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.

 
 
 
The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

How Financial Advisors Are Compensated

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

The Rule of 72

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 Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

A Taxing Story: Capital Gains and Losses

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

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Earnings for All Seasons

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

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for College

This calculator can help you estimate how much you should be saving for college.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Emerging Market Opportunities

What are your options for investing in emerging markets?

16 Wall Street Cliches in 60 Seconds

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

Bursting the Bubble

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

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.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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