TYPES of INVESTMENTS
- EQUITIES: Provide ownership in shares of domestic, international, multinational, or global companies- small, medium and large. Shares may be categorized as growth, income or a combination of both. Investors should consider their holding time frame of ownership to be long, short or as a trading vehicle.
- COMMON STOCKS-Some companies over the years have experienced growing earnings, increased dividends and even appreciation in the value of their shares. Stocks may tend to do better in inflationary times since companies may be able to raise the prices of their products and services.
- REITs- REITs invest in real estate properties in portfolios and may offer better than average current yields plus certain tax advantages and a mandated liberal distribution "payout" policy of dividend income to share holders.
- UTILITIES- Your local or foreign country provider of our day to day needs... electric, water, gas, and telecomunications may offer reasonable growth with current income.
- PREFERRED COMMON shares- These "income" shares have preference to any company dividends paid on that same company's common shares.
- CORPORATE and TREASURY BONDS and NOTES- Debt structured instruments with less tax advantages than municipal bonds. Some, however, have corporate or US Government backing. The interest payments are fixed, therefore percent "yields" will vary with interest rate and price fluctuations.
- TIPS- US Treasury Inflation Protection Securities. The value of these bonds typically rises with the consumer price index.
- MUNICIPAL BONDS- Income is Federal tax exempt and where applicable state tax exempt as well. Certain issued bonds have "call" features for early redemption and may be insured.
- Different types include; growth, growth and income, balanced mutual funds, sector and specialty funds- which offer specific-style investing in an industry, country, index or niche.
- ETFs and UITs: Specific, index or sector area investment through equity ownership provided by unmanaged portfolios of shares traded on the various exchanges.
* Investing involves risk, including possible loss of principle. The material above is presented to provide information. There is no guarantee that these strategies will be successful in all market conditions. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing. Past performance is no guarantee of future results.
We have a wide range of types and styles of accounts in which one can use the SELECTION PROCESS to input his or her investment strategies.