Investment | OMNI Investment Services

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

Savvy investors take the time to separate emotion from fact.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Finding the Balance

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

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Estimating the Cost of College

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

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Inflation and Your Portfolio

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

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.