406-542-7718 Home About Disability Client Center Resources Tools Contact 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 Behavioral Finance An amusing and whimsical look at behavioral finance best practices for investors. 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. ARTICLES CALCULATORS PRESENTATIONS VIDEOS Value vs. Growth Investing Among stock-market investors there’s long been a debate between those who favor value and those who favor growth. The Business Cycle Understanding the economy's cycles can help put current business conditions in better perspective. Are You Ready for Your Portfolio to Make a Difference? Learn about the rise of Impact Investing and how it may benefit you. 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. Mutual Funds vs. ETFs Exchange-traded funds have some things in common with mutual funds, but there are differences, too. The Great Debate Continues: Active vs. Passive In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?” VIEW ALL ARTICLES Contact Rocky Mountain Financial LLC Office: 406-542-7718 Fax: 406-542-8614 1800 South Reserve Street Suite B Missoula, MT 59801 chuckb@rockymtnfin.org 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. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck. Securities and investment advisory services offered through FSC Securities Corporation [FSC], a registered broker-dealer and Member FINRA and SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC No offers may be made or accepted from any resident outside the states where a financial advisor is licensed. Please contact the office for details.