Investment | Noble Oak Financial

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 Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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The Cycle of Investing

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

Rollover Unused 529 Funds to a Roth IRA

The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

A Quick Guide to Socially Responsible Investing

Want to contribute to a better world and grow your wealth? Learn how in this quick guide to socially responsible investing.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

The Great Debate Continues: Active vs. Passive

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

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

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Bi-Weekly Mortgage Payments

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

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

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When Markets React

When markets shift, experienced investors stick to their strategy.

Global and International Funds

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

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

Emerging Market Opportunities

What are your options for investing in emerging markets?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Business Cycle

How will you weather the ups and downs of the business cycle?