Posts Tagged ‘financial tools’

27 Jun 2013
0

The Rule of 100 – How to use this investment tool.

Investors are always trying to evaluate risk and how much risk they are willing to take on within their portfolios. A great amount of risk can potentially result in a large reward; it can also lead to an equal or greater amount of loss. For some investors, more risk is a good thing because they have time and resources to fall back on. For others, risk is something to minimize. So how do you know what amount of risk you should be taking on?

The “Rule of 100” is a simple way to estimate how aggressive your investments should be. We have provided an easy-to-read infographic that will teach you how to use the “Rule of 100” and what it can show you about your portfolio.

Keep in mind that the Rule of 100 is a tool that helps make estimations from a general prospective. Each person is different and your investment strategy may not reflect exactly what the Rule of 100 shows. That is OK. The purpose is to have investors thinking about what changes to make to their portfolio as they get older. Try to use this investment tool on your own. What does it tell you? We would also love to talk to you about how to use this tool and other investment resources we have. Feel free to give us a call or email.

Here at USelfDirect we believe in empowering investors through education. Our team of experienced Self Directed Investment professionals are here to help answer your questions. We have years of experience and have seen nearly every type of account, investment, tax issue, funding method, and question imaginable. Give us a call and let us offer our expertise.

For more information on this investment tool or on others, please send us an email at info@uselfdirect.com

Also try some of our other investment tools by clicking here

27 Jun 2013
0

The Rule of 72 – How to use this Investment Tool

One of the most common tools we teach our clients about is the “Rule of 72.” This rule allows you to quickly estimate the future value of your money as it pertains to the returns you are receiving right now. Even Albert Einstein recognized the strength of the time value of money!

One of the biggest difficulties investors face when analyzing investments or planning for retirement is understanding how to estimate what returns they should be receiving NOW in order to have the money they want in the future. Fortunately there are some easy to use tools that can help any investor better analyze returns. One of those tools is the “Rule of 72.” We have provided an easy guide to understanding how to use this tool and how it can help you invest smarter.

Here at USelfDirect we believe in empowering investors through education. Our team of experienced Self Directed Investment professionals are here to help answer your questions. We have years of experience and have seen nearly every type of account, investment, tax issue, funding method, and question imaginable. Give us a call and let us offer our expertise.

For more information on this investment tool or on others, please send us an email at info@uselfdirect.com

Also try some of our other investment tools by clicking here