J. BRADFORD INVESTMENT INSTITUTE

EDUCATION AND RESOURCE CENTER

Discover new insights, learn new concepts, research financial problems and use 3rd party tools to become a better informed and educated investor.

We're here to collaborate with you every step of the way.

 

INVESTING 101 SEMINAR

A great place to start for novice investors and also for more experienced investors who want to validate the principles and best practices that they already know or get additional information on the core concepts of investing.

JASON' BLOG

If you want to read complex and highly quantitative financial articles, look elsewhere. Jason's Blog takes a casual and "easy to digest approach" to financial topics. From negative interest rates, to retirement plans of UFC stars, to Bitcoin to Brangelina, Jason's Blog covers it all and typically provides secondary links for additional exploration.

TELEVISION AND RADIO

We offer "snack sized" video bites through our Coffee and a Question series as well as some longer segments that were recorded in front of live audiences. We also have some of our favorite 3rd party and late night material linked here. Topics and lengths vary.

CONSCIOUS CAPITAL

At J. Bradford, we believe in Conscious Capitalism and we believe that it is absolutely possible to invest in a socially responsible and environmentally friendly way and to also achieve our investment goals and objectives. Further, we believe that companies who do right by their employees, customers and suppliers will do better in the long-run.

EXTERNAL TOOLS*

There are many excellent tools, calculators, guides and templates available on the web. You should always seek professional help on topics that you are unsure of, or that are unique to your circumstances, but many tools are good educational and informational sources to get started on a particular situation, problem or question.

ENTREPRENEURS AND STARTUPS

Have you started a business? Are you thinking about starting one? Are you excited about your idea, but need funding? Check out the 3rd party resources and links* we've compiled and take advantage of our consulting offer.

FIDUCIARY STANDARD

Independent, feel only, advisors are held to the fiduciary standard and must act in your best interest at all times. It means making the best possible recommendation given many potential factors in addition to cost, such as service, liquidity, business risk and suitability among others.

DIVERSIFICATION AND RISK

Diversification is one of the fundamental concepts of investing. The research and practical application both suggest that a portfolio made up of many different kinds of investments (stocks, bonds, real estate, commodities, cash and others) will do better in the long run than a portfolio of just one stock or a few stocks

CORRELATION

Correlation helps us determine how "related" to one another two investments or two portfolios are. Understanding the correlation between assets in your portfolio can help ensure the right level of risk and and ensure the right level of exposure to desired markets and asset classes.

ASSET ALLOCATION

Asset Allocation is an assessment of how your investments are spread across different investment categories - like stocks, bonds and cash. If you are willing and able to take more risk, you should have more money allocated to risky investment buckets and if you desire and need to take less risk, you should have more money allocated to less risky buckets.

WELL SAID

Although not endorsed or independently verified by J. Bradford Investment Management, here are some links to other sources* and articles that articulate many of the same points that we make from different angles and in different contexts.

BITCOIN

Bitcoin education, insights and education.

 

NASHUA

You don't have to travel to Boston to get an experienced and collaborative Investment Manager, Financial Planner or Financial Advisor who will build you a personalized financial plan or handle your complex financial needs.