Investment | Rise North Capital

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.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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When Markets React

When markets shift, experienced investors stick to their strategy.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Estimating the Cost of College

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

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

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Impact of Taxes and Inflation

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

Contributing to an IRA?

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

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