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Investment | Tim Gristy

http://www.gristyfinancial.com/resource-center/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. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. 5 Smart Investing Strategies.

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A Decision Not Made Is Still a Decision | Tim Gristy

http://www.gristyfinancial.com/resource-center/investment/a-decision-not-made-is-still-a-decision

A Decision Not Made Is Still a Decision. Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no decision at all.”¹. Investment inaction is played out in many ways, often silently, invisibly and with potential consequence to an individual’s future financial security. Let’s review some of the forms this takes. Distributions from 401(k) plans and most other ...

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Resource Center | Tim Gristy

http://www.gristyfinancial.com/resource-center

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. The data below reflects close 2 days ago. INX, OEX, IXIC, TNX.

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Team | Tim Gristy

http://www.gristyfinancial.com/team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. We also can answer your questions, including:. Can I retire early? Are my investments working hard enough? What’s a good approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Click to read more.

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Glossary | Tim Gristy

http://www.gristyfinancial.com/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

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Tools | Tim Gristy

http://www.gristyfinancial.com/tools

Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Our collection of 40 calculators is a great starting point if you have a question or concern about your personal finances. Click on a calculator to begin. INX, OEX, IXIC, TNX.

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Jane Bond: Infiltrating the Market | Tim Gristy

http://www.gristyfinancial.com/resource-center/investment/jane-bond-infiltrating-the-market

Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Jane Bond: Decoding Diversification. Agent Jane Bond is on the case, discovering how bonds diversify a portfolio. Inflation and Your Money. It's important to understand how inflation is reported and how it can affect investments. 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals. The data below reflects close 2 days ago. INX, OEX, IXIC, TNX.

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Should I Invest In REITs? | Tim Gristy

http://www.gristyfinancial.com/resource-center/investment/should-i-invest-in-reits

Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? You’ve made investments your whole life. Work with us to help make the most of them. Understanding how a stock works is key to understanding your investments. 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals. The data below reflects close 2 days ago. INX, OEX, IXIC, TNX. Market data provided by xignite. Have A Question About This Topic?

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Mission

http://www.gristyfinancial.com/p/mission

160;                                                  . You want to be in good shape financially. You want steady income that you won't outlive. You want someone who will listen to your concerns.and respond. Retirement can last 20-30 years, so today. More than ever, it is important to have a plan. We understand the challenges families face today. The data below reflects close 2 days ago. INX, OEX, IXIC, TNX. Market data provided by xignite. Sign up for my Newsletter.