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Uncovering Hidden Investment Opportunities Since 1972

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C.L. King - Growth Stock Investing

Growth stock investing is a typical way to long term investing. When we hear the phrase "stock market", we might think of shares being traded every day. But trading in stock market is different from growth stock investing. In trading, traders only take advantage of the stock's price fluctuation. Normally, a trader buys a stock at a lower price and sells at a higher one. Profit comes from the price margin or from the resulting balance between the buying and the selling price. In growth stock investing, it is not only the increasing price of stocks that makes an individual investor buy some shares. The increasing size of portfolio and its dividends are in fact the primary considerations.

 

Buying some growth stocks begins with identifying the future of a small company. Most people think that large companies are a good bet for investment. In reality, these large companies do not have any more room for growth perhaps because of operational cost. The most probable reason to buy such blue chips is the stability of investment and income. Smaller companies can be a better source of growth stocks. However, not all small companies could become growth stocks. There must be a condition to determine so. Some companies are said to be growth stocks when they are fast growing. Ideally, early buyers are the ones who will benefit the most. Thus, every investor wishes not to be late in his entry.

 

It must be sought and analyzed why some companies grow so fast. It could be that they are competitive in their respective industry or they just happen to get some opportunities that make them competitive. This competitiveness can be identified by their consistent effort to innovate. Assuming, a company introduces a new product which is unique in the market. After a short period of time, the product becomes popular and the best in the market. Not long ago, the company plans to develop another unique product in order to sustain their market dominance and repeat the same miracle. Since they have proven their credibility, investors will surely line up to buy some shares of such a company even upon the release of the news that the company is said to develop another competitive product. This aggressive innovation can make the company a candidate for becoming a growth stock.

 

Our experts at C.L. King & Associates recommend investors to start with enough capital when investing in growth stocks. There is no exact amount of what is enough for all investors. But everyone knows what is acceptable for himself. Let us suppose that we started with $50,000. We bought a stock worth $1 per share, so we owned 50,000 shares of a growth stock. After a year, our stock was worth $2 and the dividend was $10%. If the dividend were declared to be a stock dividend, our shares would become 55,000 shares. Since the market value of the stock was $2, we had a floating investment worth $110,000. In just one year, we gained more than a hundred percent. If we had put the money in a bank, we would have earned only around 10%. In that case, our money would only be $55,000. This example is not a joke. It happens all the time in the US stock market. The important thing an investor should consider is to select the right stock. Therefore, in this scenario, growth stock investing is value investing. Investors should invest in the anticipation of shares valuation. The larger the capital we invest, the higher the value the investment can have.

 

When the US economy is growing faster, more and more companies benefit. The strongest factor why many companies grow fast is a better business climate. Growth stock investing is a lot easier in such condition. It is the period of expansion not only for certain companies and industries but for the whole economy itself. To begin a growth stock investing, investors should become familiar with the right economic fundamentals that affect the business environment and the performance of stocks in general. Most economic indicators are released monthly, quarterly, and annually. Not all indicators are influential to growth stock investing. But anything that affects the economy in general can directly affect any stock. There are a few economic indicators that we should look at in growth stock investing such as The Federal Reserve rate decision, the Non-Farm Payroll (NFP), and the Growth Domestic Product (GDP), and global economic news.

 

The Federal Reserve rate cut encourages risk appetite for investment in equities or stock market. It may also imply that the inflation is not any more a threat to the health of the economy. Sometimes, even without a rate cut, any dovish statement of the Fed chairman favoring a potential rate cut can move the market sentiment. Meanwhile, a hawkish comment favoring a possible rate hike creates risk aversion or a sentiment that the economy is overheating and the inflation is threatening the general health of the economy. A rate hike is a strong warning that the growing economy has reached the limit. Therefore, it is highly risky for growth stock investing.

 

Another influential fundamental indicator is the Non-Farm Payroll. It shows whether or not new jobs are created within a certain period of time. When NFP result is higher than expected, it implies expansion. It means that jobs are added to the payroll of most companies because of the growing demand of their products and services. Additional jobs can also mean more buying power of the consumers. This is the reason why the Dow Jones and S&P500 react heavily every time the NFP data is released. When the NFP data is better than expected, it is also a better timing for growth stock investing. However, this data can make or break a stock position. If the actual result is much lower than the previous one, the value of stocks will surely decline.

 

On the other hand, the GDP is one of the most reliable data to measure the growth of the economy. Upon the release, stock prices fluctuate. If the GDP is higher than the previous, investors may take advantage of the overall health of the economy. But sometimes, the GDP is not that influential. In fact, it is a little risky for growth stock investing especially when the GDP is increasing along with the higher inflation. However, the annual GDP result is a lot helpful for a long term growth stock investing. It shows that the economy has already gone far and the fundamentals are strong. So, it is safe for any long term growth stock investing.

 

Global economic issues can somehow affect the US stock market. Most large companies in the US have widespread international exposure. In the New York Stock Exchange, most stocks, being traded every day, are multinational companies (MNC) with operations around the world. Any good or bad news abroad can move the US stock market. One good example is the Euro-zone debt crisis. There are a lot of American companies operating in Europe. So, when the price of the Euro goes down, so does the S&P500 or vice versa.

 

It is therefore ideal for growth stock investing when there is no problem around the world. But there are some investors who have different attitude toward growth stock investing. They buy stocks on dip and they sell on rally. These contrarian investors trade during the worst time because they believe that the cheapest stock price is the best start for any growth stock investing. And after quite some time, they sell when everybody is willing to buy.

 

Whatever method one wishes to follow, the key fundamentals of the US stock market are highly important for growth stock investing. Investors' decision depends on the information they get and each finds different opportunities and perceptions. This condition makes the stock market more efficient for growth stock investing.

 

If you need any help then consult with the experts at C.L. King.
C.L. King has a rich history of providing equity research, market making and liquidity creation services to clients specializing in small- and mid-capitalization value and growth stocks. Our commitment to excellence and demonstrated analytical, trading and investment banking expertise sets us apart from our competitors in the boutique capital markets space

Channeling Stocks Offer Both Great Buying and Shorting Investment Opportunities

Long and Short Backtesting Results of Stocks

Trading channeling offers one of the best opportunities to make good, consistent profits in the stock market. Good, consistent profits can be made by both buying and shorting channeling stocks. This article will explore the findings regarding backtesting channeling stocks, thus illustrating the opportunities available through buying and shorting channeling stocks.

 

What are channeling stocks?

First, channeling stocks, or sometimes called rolling stocks, are stocks that are moving up and down between their support price and their resistance price. While all stocks will at some point break out of their channel in one direction or the other, many channeling stocks will continue to move up and down between their support price and their resistance price for a period of time, thus providing the investor an opportunity to make a fairly predictable return as the stock continues to move between its support price and its resistance price.

 

Criterion for Research

As stated above, the purpose of this article is to present the findings on backtesting channeling stocks. The important criterion used to determine which stocks were included in the research is presented first. In order for the stock to be considered a channeling stock, the stock had to first establish its resistance price and its support price by touching its support price and its parallel resistance price two times each. The current price of the stock had to be within 1%, above or below, of its previously determined resistance or support price, which would be the third time it had been at this support price or resistance price, and the distance between the support price and the resistance price had to be at least 15%.

 

Secondly, 1% of the average market capitalization traded each day for the last year had to be at least $1,000. While there are many thinly-traded penny stocks that trade in a channeling pattern, it is very hard to make a profit on these stocks after taking into account the trading fees.

 

Lastly, the returns of the stocks were calculated for up to 60 days after the stock reached its support price or its resistance price. Any stock that closed more than 1% above its resistance price, in the case of shorting, or more than 1% below its support price, in the case of buying, during this 60-day period, was considered covered or sold at the closing price of that day.

 

Results

Using the criterion above, over 11,000 U.S. Stocks were tested from January 2011 to January 2012. During that period there were 2,946 different stocks that traded in a channeling pattern at one time or another, representing 6,547 occurrences, both long and short.

 

Long

For stocks that were at their support price and presented an opportunity to buy, these stocks rose to an average high price of 9.1% above their support, with a standard deviation of 23.5%. The percentage of stocks that rose above their support, thus offering an opportunity for a positive return, was 75.3%. The maximum return was 585% and the minimum return was -48.3%. Additionally, the average number of days it took the stocks to rise to their high price or to be stopped out at more than 1% below their support was 9.4 days, with a standard deviation of 15.2 days.

 

Short

On the other hand, when channeling stocks were at their resistance price, thus presenting an opportunity to short, these stocks dropped to an average low price of 7.7% below their resistance price, with a standard deviation of 11.9%. The percentage of stocks that dropped below their resistance price, thus offering an opportunity for a positive return, was 79.7%. The maximum return was 75% and the minimum return was -23.3%. Additionally, the average number of days it took the stocks to drop to their low price or to be stopped out at more than 1% above their resistance price was 9.6 days, with a standard deviation of 15.2 days.

 

CL King & Associates is an investment bank and self-clearing broker-dealer founded in 1972. CL King has worked as a Co-Manager for Bond Offering, Subordinated Notes Offering, Notes Offering and many more for the reputed firms such as Citigroup, Walmart, AT&T’s etc. We transact directly in the capital markets on behalf of corporations through our Corporate Services business focused on share repurchase and continuous share offerings.

To learn more, please visit here: http://clkingassociates.weebly.com

Initial Public Offering - Advantages and Challenges

There are many reasons why the owners of the private companies are willing to go through the vigorous IPO exercise to get their company listed in the stock exchange. While monetary gains are mostly the expectations, let us explore the other advantages and disadvantages a public listed company may have:

 

Advantages of IPO

1. Better market value: The valuation of a public listed company is generally higher than a private-owned company. This is because of the readily available company information for the general public to ascertain the value.

2. Improved company image: Given the right marketing and positioning strategy, the company's image can improve tremendously once it is public listed, in the area of branding and confidence level to many stakeholders.

3. Human assets: The company is able to attract and retain its good employees through schemes like share options and career advancements.

4. Acquisition: A public listed company can use it's publicly traded shares as payment to acquire other businesses.

5. Collateral: The shareholders may pledge their shares to financial institutions as collaterals for certain financing activities, either for the company or personal. The financial institutions are able to accept these shares as collateral because if their nature of being publicly traded.

6. Improved liquidity to the shareholders: If at any point (after the moratorium period), that the shareholders needed liquidity for their personal purposes, they can easily sell down they shares are the stock exchange.

 

Challenges

1. Transparency: Due to the mandatory reporting requirements where extensive information must be disclosed publicly, there could be business sensitive information that will be made available to customers, competitors and employees.

2. Vulnerable to takeovers: With the shares of the company being publicly traded, the shareholder's ability to control their ownership on the company is reduced, and being exposed to threats of unsolicited takeovers.

3. Pressure: There are many performance pressures associated with a public listed company, due to the fact that many information are made public within a very short span of time for the investors to ensure timely decision making. Therefore, it is normal to expect pressure on the sales and financial reporting in all public listed companies as their reporting deadlines are very periodic, i.e. Quarterly, half-yearly and annually

 

For more information consult with the experts at CL King & Associates
C.L. King has worked as a Co-Manager for Bond Offering, Subordinated Notes Offering, Notes Offering and many more for the reputed firms such as Citigroup, Walmart, AT&T’s etc. We transact directly in the capital markets on behalf of corporations through our Corporate Services business focused on share repurchase and continuous share offerings ("ATMs").

How Fundamental Analysis Increases Profits for Forex Traders?

The Foreign Exchange or Forex Market is potentially more profitable and easier to trade than the stock market, yet few people take the time to learn about Forex trading principles.

 

The good news, whether you are experienced in Forex trading, or if you're an equity trader looking at the Forex market for the first time, is that many of the techniques that are used when trading equities are equally as valuable when they are used in Forex trading. The principles of Fundamental analysis are a good example, so let's take a closer look.

 

When you are trading in the equities market you use fundamental analysis techniques to determine the long-term value of a company and the likelihood that it will continue to generate returns that are in line with your investment goals.

 

When you are trading in the Forex market, you are attempting to predict long term currency trends utilizing basic financial data about the country pairs behind the currencies you are considering trading.

 

Many traders in the Forex market use Forex trading fundamental analysis techniques to predict long-term economic trends that will affect a currency pair and believe that it is not a technique that suits short-term Forex traders. However, the dedicated Forex trading professional who keeps up-to-date on the data used to predict these long-term trends can also easily become adept at spotting "mini-trends" that become obvious when the collected data is analyzed.

 

The use of fundamental analysis in Forex trading requires you to analyze economic indicators such as Inflation Rate, Unemployment Rate, Interest Rates, Gross National Product (GNP), Retail Sales, Consumer Price Index (CPI), Non-Farm Payroll, and the sales of Durable Goods.

 

While all of these indicators are readily available, fundamental analysis in the Forex market also requires you to be aware of each country's political climate as well as world trends that could have a trickle-down effect such as changes in tourism to that particular region, trade embargos, threat of war, and the potential for economy-disrupting natural disasters to occur within the region.

 

While the process of performing technical analysis on a company is much easier than performing it on two separate countries, it is worth both the time as well as the effort to learn the techniques if you want to be "ahead of the pack" by being able to predict Forex market trends before most of the world's Forex trading investors wake up to an opportunity that you spotted long ago.

 

For more info you can consult with the experts at C.L. King financial services.
The firm founded in 1972 provides investment banking, equity research, sales and trading, offshore and investor services to corporations and institutions. C.L. King co-manages bond offerings, IPOs, follow-ons, secondaries, convertibles, and preferred.
 

Why Set Up An Offshore Bank Account?

Suggest to the average American that he or she might benefit by owning a foreign bank account and you'll more than likely get a questioning look and a response such as, "Why on Earth would I want to do that?"

 

Americans, you see, tend to have an extremely parochial attitude when it comes to their money — and they also tend to have an almost unnatural suspicion of foreign banking activities. After all, the media have ex­posed them to an unending series of foreign banking tales involving political shenanigans, financial fiascos and criminal capers.

 

Yet, the simple fact is, most Americans could benefit by owning a foreign bank account. Already, foreign banking — or, as it is more popularly known today, "offshore banking" — has become an important tool for thousands of legitimate and highly successful businesses and individuals.

 

And in today's high tech computerized satellite communications world it is easier than one could ever of believed.

Who would have believed even 5 years ago that standard simple transactions as talking to an American Express agent that the person demanding a cheque stub number could be half way around the world in India speaking better English than most Americans.
To top it off this person was probably born in a low tech mud hut and 15 years ago did not even have access to electricity and running water.

 

In practice, a foreign bank account gives the prudent investor the opportunity to synchronize the benefits of various banking activities and blend them into a unique profit-making and tax-saving financial strategy. For the careful and conscientious investor, it is one of the most pragmatic ways of expanding the realm of financial op­portunity, because it is one of the most creative ways of diversifying assets.

 

Since offshore banks don't operate within the United States (hence their name), accounts held in them are rarely subject to our state and federal laws and regulations. Offshore banks can also offer a wide range of services well beyond the legal ability of domestic banks. Through aggressive use of these services, investors can increase their profits, reduce their tax burdens and raise capital at lower interest rates — all without the restrictive maze of red tap often encountered in the United States.

 

There are approximately 45 jurisdictions around the world that bill themselves as offshore financial centers or banking havens. Many of these centers are remote, lack adequate support facilities or have flaws in their banking or tax laws that could affect your privacy or your rate of investment return. That does not necessarily mean you should avoid banks in these jurisdictions when shopping for a location for your foreign bank account.

 

However, it does mean that you should exercise additional caution, making sure the bank is well managed and offers the services, experience and security you are seeking.

 

As a means of increasing your wealth by diversifying your investments, minimizing your tax load and increasing your investment profit you should seriously look at obtaining one or more offshore bank accounts.

As the saying goes, do not place all your eggs in one basket.

 

If you are looking for financial services to help you manage your wealth, assets, make investments for you, or manage your business banking, contact C.L. King financial services.
The firm founded in 1972 provides investment banking, equity research, sales and trading, offshore and investor services to corporations and institutions. The company co-manages bond offerings, IPOs, follow-ons, secondaries, convertibles, and preferred.

Read also: The Benefits of Corporate Bonds

CL King - A Brief History of Banking

If you've ever wondered exactly how it is that modern banking originated, you're not alone. Though many of the practices of modern banking have come about only within the past one hundred years (or less), some of the early basis for modern banking can be traced back to the Middle Ages and before

 

Below you'll find some basic information on some of the origins of banking, from the early days of the barter system and the banks of the old empires to the moneylenders of the Middle Ages, as well as some of the more recent developments that have evolved into the modern banking system that we know and use today.

 

Before Banking

As some form of banking has existed for most of written history, there isn't very much information available about what life was like before banking of any form existed.
Most likely there was a barter system of some sort in place, where individuals traded goods and services for other goods and services without an official currency or exchange rate set.

Variations of the barter system continue to exist today, though it is nowhere near as widely used as it was as little as 50 years ago.

 

Early Origins of Banking

As early as the days of ancient Greece and Rome there was evidence of at least a rudimentary banking system in place. Coins were minted bearing the likenesses of emperors and other rulers, and goods and services were paid for using these coins in addition to standard barter.

Tribute was also paid to rulers in coins as well as goods and services, and these transactions were recorded by financial officers within the palace or government.

Unfortunately, the value of currency and the currency that could be used often varied from ruler to ruler and emperor to emperor… especially in cases where one ruler was overthrown by another and the previous ruler's coins were rendered useless.

 

Banking in the Middle Ages

By the time the Middle Ages came around, banking had evolved into a more stable form in the guise of moneylenders. These individuals would set up a table or bench in marketplaces, offering loans with interest much like modern banks.

Unlike modern banks, however, many of the moneylenders were corrupt and sought only to make as much profit as possible from those who needed their services.

Competition between moneylenders could be fierce, as well… after all, there was only so much of a market for their services to go around.

Moneylenders who failed in their business efforts often broke apart their bench (known as a “banca”), and it is from them that we get both the word “bank” (from the benches they did business on) and “bankrupt from the breaking apart of their benches.

 

Modern Banking

Obviously, banking has come quite a way from the corrupt moneylenders of the Middle Ages. Banks are now regulated by the government on a national level and are watched by a variety of groups to ensure that their practices are just.

There are also a variety of account types and banking services that have evolved from the original loans offered by moneylenders… savings, cheques, and even money market and investment accounts.

The advent of the internet has added even more banking services, and account access to a level that has never been seen before.

 

If you are looking for financial services to help you manage your wealth, assets, make investments for you, or manage your business banking, then contact C.L. King financial services provider
The firm founded in 1972 provides investment banking, equity research, sales and trading, offshore and investor services to corporations and institutions.

Read also: Finding Effective Offshore Banking With Good Security

What are Offshore Banking Accounts?

Offshore Banking Accounts refer to opening an account in one of the many banking or investment institutions in another country or jurisdiction. Any bank can be considered an offshore bank if it is located in a low-regulation, low-taxation, haven, jurisdictions.

 

Since they began, offshore banks have had a bad reputation. They have been accused of being involved in everything from tax evasion, to money laundering. The careful examination of where illicit funds are really held shows the truth of the situation. Other false accusations about offshore banks are-unsafe environments and poor regulation are untrue. Most Offshore Bank account jurisdictions are very sophisticated, with stable banking regulations. It is in their best interest to attract depositors. The regulations are bent toward meeting the needs of a depositor.

 

One of the benefits of having an offshore banking account is the fact that they are usually located in tax havens that provide great asset protection and confidentiality to the bank holder. This often allows for relaxed restrictions with regard to the types of accounts available to depositors and investors, there is generally a decreased tax liability. Offshore banks can be located in actual island states like, the Caymans or Channel Islands, or landlocked countries such as Switzerland. It is not imperative that the land is surrounded by water.

 

There are still a number of misconceptions associated with offshore banking accounts, but as a offshore bank account owner, you will need to take many of these statements with a grain of salt. You should also do a bit of homework on any offshore bank you are thinking of opening an account in. Most offshore banking accounts offer confidential and secure environments. While there are a few offshore jurisdictions that do a poor job of managing and regulating their banking institutions, if you are informed you will know these offshore banks are unsuitable for you.

 

Europeans have always been subject to heavy tax burdens. In the British Isles, as well as on the continent, they were faced with the burden of huge tax bills. The solution came when the small, island nation known as the Channel Islands convinced the European depositors that opening a banking account in their banks would make their deposits free from the heavy handed taxation. The European taxpayers agreed and soon the idea of offshore banking accounts became quite popular. Other jurisdictions became aware of this idea and they began changing their banking institutions, adopting banking rules and regulations that eased the concerns of investors and depositors. This was the start of the offshore bank.

 

Soon Offshore banking institutions were started in smaller, haven jurisdictions that offered safe, secure, practical and confidential banking regulations. Soon the rest of the world got the word and began looking into these havens as solutions to their banking needs. Unlike conventional banks, are not subjected to economic or political strife. In the past few years they have a greater use and more visibility, it has become widely known that offshore banks can be havens for funds and assets in need of secure, safe, confidential keeping.

 

If you are looking for financial services to help you manage your wealth, assets, make investments for you, or manage your business banking, then contact C.L. King & Associates financial services provider

The firm provides investment banking, equity research, sales and trading, and investor services to corporations and institutions.
To learn more, please visit here: http://www.clking.com/

7 Online Banking Success Stories

You have seen their ads and you may have wondered if they are worth a second look. What am I talking about? Online banks! Also known as internet banks, these are financial institutions who provide the majority of their banking services over the internet. Typically, online banks offer consumers high savings rates, low loan rates, and a mix of other services. Let's look at 7 winners in this fast growing field:

 

1) E Trade Bank: Part of E Trade Financial, the discount internet stockbroker. E Trade Bank offers checking accounts, money markets, and certificates of deposits as well as a VISA credit card.

2) Netbank: Along with offering checking and money market accounts, Netbank provides mortgage and home equity lines of credit to customers. With tie-ins to affiliated companies Netbank also offers Auto, Homeowners, Condo/Co-op & Renters Insurance and Life, Health, Long Term Care & Dental Insurance.

3) Virtual Bank: VirtualBank, a division of Lydian Private Bank, is a federally chartered bank regulated by the Office of Thrift Supervision. The bank offers checking, savings, and credit card services to customers.

4) Ever Bank: This leading internet provider of banking services offers the most extensive, and varied services of any online institution. Ever Bank offers business and personal checking accounts, mortgages, home equity loans/lines of credit, reverse mortgages, a VISA credit card, and world currency accounts. This latter category is for investing in Deposit accounts and CDs denominated in any major world currency.

5) Emigrant Direct: Part of Emigrant Savings Bank which traces its roots back to 1850 as a service provider to Irish immigrants. Emigrant has $10 billion in assets and more than $1 billion in net worth. It operates as a full service bank through 36 branches in the New York metropolitan area, and through EmigrantDirect.com. Emigrant offers only consumer services online; their high paying savings account is a chief investment vehicle.

6) ING Direct: ING is a global financial institution of Dutch origin offering banking, insurance and asset management to over 60 million private, corporate and institutional clients in more than 50 countries. ING offers mortgages, loans/lines of credit, savings accounts, certificates of deposit, and money market mutual funds through another division.

7) MetLife Bank: Yes, MetLife. A division of insurance powerhouse Metropolitan Life, MetLife Bank offers savings accounts, certificates of deposit, money market accounts, mortgages, and IRAs to consumers.

 

If you are banking exclusively with a "brick and mortar" institution you may be missing out on high paying investment options or competitive loan rates that easily undercut many traditional banking entities. These online banking success stories are only part of a growing number of savvy providers, some of whom are definitely worth a closer look by you, the consumer.

 

C.L. King & Associates is a full-service investment bank and self-clearing broker-dealer founded in 1972.
Since our founding CL King has evolved from an equity boutique to a full-service investment bank. Our focus on debt and equity capital markets remains the core of our robust platform supported by a well-respected research, sales, trading and clearing operation. 
To learn more about how C.L. King & Associates ’s capabilities align with your long-term goals, please contact us at 212.364.1830
Or visit us here: http://www.clking.com/

Advantage of Long Term Equity Investment

Though you would like to gain a sensible return on your investment by investing in equity, you may not have the time to endlessly track the market on a day to day basis. Equity investing also requires skill, information, and experience. While a lot of traders consider on the market, most do not succeed in getting excellent returns. This is why investing in equity mutual funds is one of the greatest ways of participating in the equity market. Here is some advantage that equity mutual funds offer:

 

Professional capability:

Equity mutual funds are managed by professional and qualified fund managers who have expertise and knowledge in financial markets.

 

Low cost of Asset Organization:

As mutual funds collect money from many investors, the cost of asset management is divided between a larger number of people, thus reducing the asset management fee per person.

 

Diversification Strategy:

To minimize risk, equity mutual funds raise your money across dissimilar securities of various companies across sectors. In this way, the funds seek to advantage from an increase in the sectors it invests in and also avoid the risk of default in any exacting sector or stock.

 

Better Regulated:

In India, mutual funds are synchronized by the Securities and Exchange Board of India, which works towards protecting investors' interests. SEBI forces simplicity on the mutual funds, which helps the investor make a knowledgeable choice. Sebi mandates mutual funds to release their portfolios commonly, which helps you maintain track whether the fund is invested in line with its purpose or not.

 

Long Term Investment

These schemes have a permanent maturity date wherein the scheme gets complete. These schemes are closed finished in nature. They are released for a fixed duration, at first, during which investors can give two units of the plan. After the fixed period gets over, the methods close for additional subscriptions. Units are selected only the persons who have invested through the initial opening time. The plans have preset maturities like three months, six months, 1 year, etc. After such a preset period or the maturity date, units of the investors are bought back by the mutual fund at the NAV appropriate on that day. The objective of these schemes is to provide a set income for a fixed period to the unit holders from a portfolio of a variety of balance instruments.

 

For more details you can consult with us at CL King & Associates.
CL King & Associates is Uncovering Hidden Investment Opportunities Since 1972. We provide investment banking, equity research, sales and trading, and investor services to corporations and institutions.
Also C.L. King’s annual Best Ideas Conference is held every September in New York City, bringing together company managements from covered (and uncovered) companies and investors for presentations and one-on-one or group meetings.

Read also: Skilled and Resourceful Equity Research Providing Precise Information

Knowing About Strategic Wealth Management

Today, there are lots of people who are enjoying their financial benefits from their salary, business, retirement, and other source of their income. They considered these things as their wealth because they work hard to earn from it. These wealth are also important for them as these help them in financing for their everyday expenses and this will be their means of living their life in the future. Bonuses, salaries and others that can be a source of money makes it to be essential in the future when you have a good and effective strategic wealth management.

 

Where does strategic wealth management stand?

This does not only focus on ways on how you will be able to handle and keep your money, but it also has strategies and new ways on investing something out of your wealth. If you do not apply the basics of strategic wealth management, you can reach to the point that all your saved wealth and luxuries will gone. For example, you have a small business and the money from your business was keep and saved you. As strategic wealth management is concern, you can use that money as a way of investing again from it. Eventually, you will notice that your money that comes from a single business will be doubled up. Wealth management firms will then help you in providing ways and techniques on how you will maintain that money you have earned. You can accept a wealth management advice from that aides you in making your business successful.

 

What if not?

Once you are not aware of what it offers, you can somehow meet failures in the future. All of your savings, financial plans and budgeting will not be successful. You are most likely to end up noting. But there are private wealth management that you can trust and rely on. They will help you rise in all your plans and objectives with regards to your business and wealth management services. These services are widely offered to people who are in need of appropriate strategies and management skills.

 

If you are in trouble with your wealth, all you have to do is to consult from the experts at C.L. King & Associates and they will lead you in the right way, C.L. King will teach you on handling and ways of investing from your money. Always remember that you have the right to make decisions out of your plan. The strategies and new trends on the management of your wealth are very essential when you run a large business that includes more people and investors. In that way, you can actually foresee what will be your business in the future.
To learn more please visit here: http://www.clking.com/

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