Daniel LeRoy- Senior Associate
Phoenix Private Wealth

CONNECT

Address:

6200 Old Dobbin Lane Ste 100
Columbia, MD 21045

Phone:

443-832-1926

Investing

Many financial plans include at least some weighting in stocks and/or mutual funds, and while historically equities have tended to rise in value over the long term, they carry a certain amount of risk, both for long- and short-term investors. It is therefore imperative that you have realistic financial goals and investment objectives in place before you begin to invest.

Calculators

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

Research Articles

  • Asset Allocation

    Asset allocation is a method used to help manage investment risk; it does not guarantee a profit or protect against investment loss.

  • Asset Classes

    There are five broad asset classes that you should take into consideration when constructing your investment portfolio.

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • Dollar-Cost Averaging

    Dollar-cost averaging involves investing a set amount of money on a regular basis, regardless of market conditions.

  • Effects of Inflation

    Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

  • Stock and Bond Investing Alternatives

    There are other ways to invest in stocks and bonds besides owning individual shares or bonds.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck