Investment Portfolios Investment Portfolios What is An Investment Portfolio? 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. Learn more about Investment Portfolios Ask Us How We Can Help Comprehensive financial management firm that services clients all across our great country! Find Out How What Can a Million Dollars Buy You? $1 million in a diversified portfolio could help finance part of your retirement. Play Video 5 Smart Investing Strategies Getting what you want out of your money may require the right game plan. Start Slideshow Have A Question About This Topic? Name Email Address Phone Question Thank you! Oops! Global and International Funds Investors seeking world investments can choose between global and international funds. What's the difference? Learn more Four Really Good Reasons to Invest There are four very good reasons to start investing. Do you know what they are? Learn more Should You Invest in Exchange Traded Funds? There are hundreds of ETFs available. Should you invest in them? Learn more Articles Calculators Presentations Videos Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets. Learn More Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio. Learn More New Retirement Contribution Limits for 2023 A look at the new, record-high retirement contribution limits from the IRS. Learn More Your Changing Definition of Risk in Retirement A change in your mindset during retirement may drive changes to your portfolio. Learn More Healthcare Costs in Retirement Without a solid approach, health care expenses may add up quickly and potentially alter your spending. Learn More Where Will Your Retirement Money Come From? Retirement income may come from a variety of sources. Here's an overview of the six main sources. Learn More Saving for Retirement This calculator can help you estimate how much you may need to save for retirement. Learn More My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates. Learn More Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP. Learn More Estimate Your RMD Help determine the required minimum distribution from an IRA or other qualified retirement plan. Learn More Roth 401(k) vs. Traditional 401(k) This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k). Learn More Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living. Learn More Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals. Learn More An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living. Learn More What You Need to Know About Social Security Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype? Learn More Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Learn More Social Security: By the Numbers Here are five facts about Social Security that might surprise you. Learn More Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. Learn More Retirement Redefined Around the country, attitudes about retirement are shifting. Learn More Timing Your Retirement This short video illustrates why knowing when to retire can be a crucial part of your strategy. Learn More Get To Know Us Our Reputation DEB Financial’s reputation is built on our long-term commitment to the financial services process, our focus on our clients and their unique needs, and responsible financial management. Learn more Our Process We have a highly specialized practice working with physicians and dental professionals. I believe making your finances a priority is integral to put yourself on the proper financial track. Learn more About Our Firm Our clients come from all walks of life, different areas of the world, and represent all ages. What they share is the realization that they can and should coordinate today’s financial decisions. Learn more As Featured In How Can DEB Financial Help? When it comes to financial management, clients have a general idea of what they want their financial puzzle to look like. Unfortunately, they often do not know the pieces required to complete the puzzle in a cohesive and concise manner. DEB Financial is a national, comprehensive financial management firm that services clients all across our great country!