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Haddon Heights, NJ 08035

Rafter Lewis Financial Advisors, LLC

856-546-1890

 

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.

 
 
 
Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

 

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Four Really Good Reasons to Invest

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

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more 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.

Saving for College

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Compound Interest Works

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

Impact of Taxes and Inflation

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

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5 Smart Investing Strategies

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

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Should You Invest in Exchange Traded Funds?

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

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Bursting the Bubble

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

16 Wall Street Cliches in 60 Seconds

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

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