14021 METROPOLIS AVE.
FORT MYERS, FL 33912

LANNY D. LEVIN AGENCY, Ic.

(847) 863-2860

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.

 
 
Understanding Dividends

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

Ways to Turn Spending into Savings

Ways to Turn Spending into Savings

Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.

How to Spend Smart to Improve Cash Flow

How to Spend Smart to Improve Cash Flow

Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business?

 

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Driving Interest on Interest with the Next Generation

Maybe your middle schooler is already hip to saving. Many kids this age do chores and earn allowances, perhaps putting part of what they earn into a savings account for college....

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

The 12 Steps to Living Confidently: The Small Business Dream

Starting a small business? First, take care of the basics. 5 essential steps to help position your new business for success.

View all articles arrow

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

View all videos arrow