Mutual insurance

penny stock typically trades outside of the major market exchanges at arelatively low price and has a small market capitalization. These stocks aregenerally considered highly speculative and high risk because of their lack ofliquidity, large bid-ask spreads, small capitalization and limited following anddisclosure. They often trade over-the-counter through the OTC Bulletin Board(OTCBB) and pink sheets The term penny stock has evolved with the market. Inthe past, penny stocks where stocks that…

Following the events of the latest financial crisis, the interest of media, public and investors towards the behavior and management of companies has seen a steady increase. Nowadays, companies are not judged solely on their financial performance but also on activities affecting a wider range of stakeholders. The set of activities under scrutiny by this research revolves around Environmental, Social and Governance practices and their effect on returns. Theoretically speaking, such activities are…

since the client wants to get married with her boyfriend in two years, investing 50% of her inheritance to GICs will insure that the wedding will be held as scheduled. Hence, investing $7000 in GICs is a very rational plan for the client. Mutual funds Mutual fund is a good way to invest money since the fund manager is very professional with…

Fund overview Blue Chip Investor Fund ("The Fund") (ticker BCIFX) is an active equity mutual fund in United States "primarily investing in the common stocks of industry-dominant companies whose earnings have demonstrated superior growth" (Eikon). Having been launched since January 1, 2002 with the minimum investment of $5,000 USD, The Fund has its nominated benchmark index is the S&P 500 Total Return Index (Eikon code SPXTR). The Fund was established by Steven Check (past President of the CFA…

Brand Promise Evaluation Koele Godfrey Investment Group has a clear selling point in their main tagline, “financial guidance and strategies for life.” This encompasses the purpose of the company, financial guidance, while making the connection that this relationship will be long lasting. KGIG is adamant about protecting what each client has built and will be sure to act in their best interest. They have an attorney on site, giving them an advantage over other investment firms both locally and…

Fund overview Fidelity Contrafund is an active equity mutual fund aimed at companies and public investors. This fund began for investment at 17th May, 1967 in the U.S.. The ticker of Fidelity Contrafund is FCNTX.O. The nominated benchmark index is the S&P 500 (Eikon code is .SPXTR). Moreover, $2500 is the minimum amount of initial investment. Fidelity Contrafund is operated by the Fidelity Management & Research Company that is one of the largest and earliest investment fund managers in the U.S…

in varied forms like • Shares • Government Securities • Derivative product • Units of Mutual Funds etc., square measurea number of the securities investors within thestock marketwill invest in. Long-term financial options available for investment Long-term financial options available for investments are Post Office Savings Schemes, Public Provident Fund, Company Fixed Deposits, Bonds and Debentures, Mutual Funds etc.  Post Office Savings: Submit workplace month-to-month earnings Scheme is…

With more than $2 trillion stashed away for Social Security, you want to be sure you’re getting the most benefits from this popular retirement fund program. The money management professionals at Sullivan & Company in Bethesda, MD, specialize in helping their clients build and grow their retirement plans for the long term. Here are a few tips to keep in mind before collecting Social Security payments: • Consider Life Expectancy: The average time you’re expected to live can help determine when it…

A Portfolio manager’s role in the mutual fund is to maximize the wealth of the investors, through investment of assets in stocks of corporations. Every citizen/corporation has a social responsibility towards the society in which he lives in. Similarly mutual funds have a responsibility towards the society in which it operates. By investing on companies, investors seek to promote the growth and development of the company in anticipation of good results. They thus play a role in promoting the…

Learning Team A Global Business Financial Environment ACC/300 Brandy Havens Alesia Batiste GM Motors uses SEC filings (US Securities and Exchange Commissions). Available-for-sale securities are one type of investment a company can make. Available-for-sale securities are any security not classified as a trading security or held to maturity security. These can either be debt or equity securities, however, the accounting is the same for each. An accountant must properly account and report…