(352) 597-3879 Menu 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. Featured Video Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent. Featured Presentation 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals. Have A Question About This Topic? Name Email Question Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity. Risk Perspective Is it possible to avoid loss? Not entirely, but you can attempt to manage risk. Investments You’ve made investments your whole life. Work with us to help make the most of them. ARTICLES CALCULATORS PRESENTATIONS VIDEOS You Would Rather Be... Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance. Required Reading: The Economic Report of the President The Economic Report of the President can help identify the forces driving — or dragging — the economy. Best-Performing Asset Classes Bonds may outperform stocks one year only to have stocks rebound the next. How Stocks Work Understanding how a stock works is key to understanding your investments. TIPS for Inflation If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering. Four Really Good Reasons to Invest There are four very good reasons to start investing. Do you know what they are? VIEW ALL ARTICLES Contact Coastal Financial Services Office: (352) 597-3879 Fax: (352) 592-7526 5143 Commercial Way Spring Hill, FL 34606 6, 7, 26, 63, 65, FL 215 Life Health and Variable Annuity, and FL Real Estate License Send an Email Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Coastal Financial Services and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.