Tim Cowdrick

Lakeside Financial Partners

Fax:



        CONNECT

        Address:

        40 Eagle Valley Ct
        Cleveland, OH 44147

        Phone:

        440-746-8100

        Investing

        Many financial plans include at least some weighting in stocks and/or mutual funds, and while historically equities have tended to rise in value over the long term, they carry a certain amount of risk, both for long- and short-term investors. It is therefore imperative that you have realistic financial goals and investment objectives in place before you begin to invest.

        Calculators

        • College Funding

          Use this calculator to estimate the cost of your child’s education, based on the variables you input.

        • Tax-Deferred Savings

          Compare the potential future value of tax-deferred investments to that of taxable investments.

        Flipbooks

        Research Articles

        • 529 Plans

          529 plans are tax-advantaged college savings plans that generally allow people of any income level to contribute.

        • Annuities

          An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

        • Asset Allocation

          Asset allocation is a method used to help manage investment risk; it does not guarantee a profit or protect against investment loss.

        • Asset Classes

          There are five broad asset classes that you should take into consideration when constructing your investment portfolio.

        • Bonds

          A bond is simply evidence of a debt from a government entity or a corporation and represents a long-term IOU.

        • Closed-End Funds

          With closed-end funds, investors pool their money together to purchase a professionally managed portfolio of stocks and/or bonds.

        • College Investment Options

          Starting to invest early for college and remaining consistent can help investors reach their goals.

        • College Savings Plans

          There are several funding methods for a child's college education including mutual funds and Section 529 plans.

        • Diversification

          An important element to successful investing is to manage investment risk while maintaining the potential for growth.

        • Dollar-Cost Averaging

          Dollar-cost averaging involves investing a set amount of money on a regular basis, regardless of market conditions.

        • Effects of Inflation

          Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

        • Fixed vs. Variable Annuities

          Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.

        • Money Market Funds

          Money market funds can be a highly liquid and effective cash management tool.

        • Mutual Fund Profits

          Want to keep more of your mutual fund profits? You may be interested in strategies to help lower your tax liability.

        • Mutual Funds

          A mutual fund is a collection of stocks, bonds, and other securities with certain benefits and risks.

        • Mutual Funds vs. Stocks

          The difference between purchasing an individual stock versus shares in a mutual fund to potentially earn dividends.

        • Stock and Bond Investing Alternatives

          There are other ways to invest in stocks and bonds besides owning individual shares or bonds.

        • Stock Indexes

          Stock market indexes can be useful benchmarks for gauging the performance of an investment portfolio over time.

        Videos

        Check the background of this financial professional on FINRA's BrokerCheck
        Check the background of this financial professional on FINRA's BrokerCheck