Investment | Rummel Wealth Management

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.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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Behavioral Finance

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

What You Need to Know About Socially Responsible Investing

Grow wealth and do some good? It’s possible with a dedicated SRI strategy.

From Boats to Brokers

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

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

How to Invest in LGBTQ+ Friendly Companies

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

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.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

College Savings

See how much you may need to save now to cover future college costs for your child.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

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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.

When Markets React

When markets shift, experienced investors stick to their strategy.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Finding the Balance

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