HOMEABOUT RESOURCES ACCOUNT VIEWCONTACTAPPLY HERE 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 It Was the Best of Times, It Was the Worst of Times All about how missing the best market days (or the worst!) might affect your portfolio. Featured Presentation 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals. Related Content Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity. Required Reading: The Economic Report of the President The Economic Report of the President can help identify the forces driving — or dragging — the economy. The Business Cycle How will you weather the ups and downs of the business cycle? Articles Calculators Presentations Videos Earnings for All Seasons Earnings season can move markets. What is it and why is it important? A Look at Diversification Diversification is an investment principle designed to manage risk, but it can't prevent against a loss. Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind. Risk Perspective Is it possible to avoid loss? Not entirely, but you can attempt to manage risk. A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies. Alternative Investments - Going Mainstream Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity. View all articles Contact Office: (831) 438-7223 Fax: (831) 438-6335 chris@difi.com Have A Question About This Topic? Name Email Question 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. The Advisors of Diversified Financial are Registered Representatives with and Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Diversified Financial, a registered investment advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, IL, NM, OH, OR, WA. Contact Diversified Financial Office: (831) 438-7223 Fax: (831) 438-6335 108 Whispering Pines Drive Suite 130 Scotts Valley, CA 95066 chris@difi.com CA Insurance License #0G98071 Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations