Lisa Raye Hund, ChFC® CExP™ MBA

803-242-1288

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.

 
 
What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Best-Performing Asset Classes

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

 

Estimating the Cost of College

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

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Types of insurance business owners often overlook

Protecting yourself in your personal life can help protect your business in the long term. 

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Inflation and Your Portfolio

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

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