Bergkamp

Financial

230 S. Maize Road
Wichita, KS 67209

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.

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From Boats to Brokers

From Boats to Brokers

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

Estimating the Cost of College

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

Jane Bond: Decoding Diversification

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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Financial success begins with a financial plan

Financial success, while rewarding, can make life more complex. I can help you navigate these challenges and organize your financials with WealthLink, your own personal financial website. Contact me today for a site demo and to talk about your goals. Call my office or simply reply to this email.

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Investing with Your Heart

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

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

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Saving for College

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

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

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

How Compound Interest Works

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

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This questionnaire will help determine your tolerance for investment risk.

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

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Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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All about how missing the best market days (or the worst!) might affect your portfolio.

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

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How do the markets usually react to elections? Was the 2016 election any different?

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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.

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

Inflation and Your Portfolio

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

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