GoalQuest Financial Group

2700 12th Avenue South
Suite A
Fargo, ND 58103

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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Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

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

Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Investing with Your Heart

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

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

Earnings for All Seasons

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

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

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What Is the Dividend Yield?

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.

Saving for College

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Contributing to an IRA?

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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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.

From Boats to Brokers

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

Are Alternative Investments Right for You?

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?

What Can a Million Dollars Buy You?

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

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