Stacie Wallice CDFA®, CMFC®

130 Milestone Way, Suite C
Greenville, SC 29615

864-208-9140 x1

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 St., the stock market has a long and storied history.

The Threat of Identity Theft

The Threat of Identity Theft

An article informing readers about the threats of Identity Theft.

Global and International Funds

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Even the most seasoned investors have biases affecting their financial choices.

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Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

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Read this overview to learn how financial advisors are compensated.

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Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

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See how long a lump sum of savings could last based on your withdrawal rate and return.

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

Comparing Investments

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

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

How Compound Interest Works

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

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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

Global and International Funds

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

Investments

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

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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

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