BetterInvesting s Online Stock and Mutual Fund Analysis Tools
|
|
- Lee Davidson
- 8 years ago
- Views:
Transcription
1 BetterInvesting s Online Stock and Mutual Fund Analysis Tools
2 A faster, more effective way to identify and select quality growth stocks and mutual funds. Membership in BetterInvesting brings you a wealth of valuable resources. And the core of your investing power is our online stock and mutual fund analysis tools. The Stock Selection Guide, Stock Comparison Guide, and suite of Mutual Fund analysis tools put greater investing power to work for you, with sophisticated, easy-to-master investing resources: Powered by Standard & Poor s (S&P) data on over 7,000 stocks and 20,000 mutual funds, including exchange traded funds. These tools are based on the BetterInvesting methodology for long-term investing success: Invest regularly Reinvest earnings Buy quality growth stocks and mutual funds Diversify These four principles have guided millions of investors for more than 50 years, in every kind of market. And by using our online tools, you can achieve success faster and easier than ever. Available 24/7 from any PC or Mac with Internet access. Simple, step-by-step selection and comparison great for beginners and experienced investors. Easy-to-understand interface and graphics. No software to buy, install or update. Getting Started curriculum with interactive, step-by-step instructions covering both stock and mutual fund analysis tools.
3 The Stock Selection Guide How do you identify quality growth stocks, from the thousands available? You could do it with an army of analysts or you can do it quickly, easily, and from the comfort of your own home, with the Stock Selection Guide. This remarkable analysis tool helps you quickly narrow the field to quality stock candidates. Gauge company performance. Easily evaluate quality and price. And control your investment risk. The Stock Selection Guide takes you through five logical steps, to identify stocks with the best potential to meet your investment goals: 3. Forecast Sales and Earnings Cut data gathering and analysis time down to minutes. Quickly generate lists of qualified growth companies. Easily view S&P data. Automatically compare a stock s performance to peer and industry averages. Generate 5-year growth projections. Quickly assess a stock s Buy, Sell or Hold standing. 1. Analyze Growth 2. Evaluate Management 4. Assess Risk/Reward 5. Determine Five -Year Potential The Stock Selection Guide will help you select candidates that exhibit strong sales and earnings growth, consistent or rising profits, and strong returns on shareholder investment. The Stock Comparison Guide Working seamlessly with the Stock Selection Guide, the Stock Comparison Guide lets you quickly and easily identify the strongest of your buy candidates. At a glance, you can compare key characteristics for up to five stocks of the same category simultaneously allowing you to zero-in on the best choices for your portfolio.
4 The Mutual Fund Tool Suite The same ease of use and advanced technology that drives the Stock Selection Guide is put to work for mutual funds. This is an integrated set of online tools that makes mutual fund selection faster and easier than you ever thought possible: Instantly collect and organize key fund data. Compare mutual funds to each other, and their benchmarks. Quickly find funds that meet your performance criteria. Track key fund performance and management indicators over time. The Screening Tool Identifies mutual funds with the best potential to meet your investment goals. Criteria include performance, growth rates, average turnover, credit quality, costs and more. The Checklist Lets you examine a mutual fund s key characteristics and performance: composition, asset allocation, management characteristics, total returns, expense ratio and fees. The Trend Report Presents a fund s complete performance history in precise detail. Determine a fund s stability and predictability over time and help reduce your investment risk. The Comparison Guide Highlights relevant differences between funds you ve selected with an historical overview allowing you to determine the best fund choice for your portfolio. The S&P Report An in-depth overview provided by Standard & Poor s, covering all key fund criteria from an expert, third-party perspective. View online, or download as a PDF.
5 The Rewards of Membership Join BetterInvesting and you ll have exclusive access to these online tools, plus a wide range of other resources. Member benefits include BetterInvesting Magazine, access to member-only areas on the website, ongoing education opportunities, the support and guidance of the BetterInvesting Chapters, and much more. If you re not taking advantage of these remarkable tools with your current membership, you can easily upgrade at the member-only BetterInvesting.org store. You even get 30 days to try BetterInvesting online tools at no cost and risk-free. Learn how much faster and easier it is to build a strong, profitable portfolio with BetterInvesting. FOR MORE INFORMATION, VISIT OR CONTACT BETTERINVESTING: TOLL FREE: TEL: FAX: service@betterinvesting.org OFFICE HOURS MONDAY-FRIDAY 8:30 AM 5:00 PM ET MEMBER SERVICES HOURS MONDAY-FRIDAY 8:00 AM 6:00 PM ET
BetterInvesting. Member. Benefits. A Guide to Making the Most Out of Your Membership
BetterInvesting Member Benefits A Guide to Making the Most Out of Your Membership Congratulations on Taking an Important Step Toward A Better Financial Future Who We Are... Since 1951, BetterInvesting
More informationMutual Fund Basics TYPES OF MUTUAL FUNDS WHAT ARE THE BENEFITS OF INVESTING IN A MUTUAL FUND?
Mutual Fund Basics A mutual fund pools the money of many investors to purchase securities. The fund s manager buys securities to pursue a stated investment strategy. By investing in the fund, you ll own
More informationMorningstar Investment Research Center User s Guide
Morningstar Investment Research Center User s Guide Welcome to the Guide to Morningstar Investment Research Center. Morningstar Investment Research Center is among today s most comprehensive financial
More informationMutual Funds Page 1 MUTUAL FUND BASICS
Mutual Funds Page 1 MUTUAL FUND BASICS CHOOSING A MUTUAL FUND REQUIRES CAREFUL THINKING ABOUT NUMEROUS FACTORS. THE MOST IMPORTANT OF THESE TO CONSIDER INCLUDE YOUR INVESTMENT OBJECTIVES, RISK TOLERANCE
More informationtime to get started Intuit QuickBooks Online Quick tips to get you up and running Create and manage invoices Track expenses See how you are doing
Intuit QuickBooks Online time to get started Quick tips to get you up and running Create and manage invoices Track expenses See how you are doing See inside to learn how you can get the most out of QuickBooks
More informationMorningstar Investment Services Managed Portfolios
Morningstar Investment Services Managed Portfolios Mutual Fund Portfolios ETF Portfolios Select Stock Baskets A Team You Can Trust The Insight of Your Financial Advisor, The Strength of Morningstar At
More informationSELECT YOUR SHARE PORTFOLIO
SELECT YOUR SHARE PORTFOLIO Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 ( CommSec ) Locked Bag 22, Australia Square NSW 1215 Important information. Commonwealth Securities Limited is
More informationUnderstanding the Equity Summary Score Methodology
Understanding the Equity Summary Score Methodology Provided By Understanding the Equity Summary Score Methodology The Equity Summary Score provides a consolidated view of the ratings from a number of independent
More informationFEBIS Website Audit Award Winner: Best Commercial Efficiency
Worldwide Online Credit and Business Information For Credit Managers, Competitive Intelligence Professionals, Strategic Planners, Corporate & Law Librarians, Sales Managers, Market Researchers, Business
More informationPrivate Wealth Management Mutual Fund Solution
Private Wealth Management Mutual Fund Solution A Step-by-Step Guide to Investment Success In Collaboration with Portfolio Resources Group, Inc. The Strategic Approach to Building Mutual Fund Portfolios
More informationWEALTH MANAGEMENT SHOULD START WITH A CONVERSATION ABOUT YOU
WEALTH MANAGEMENT SHOULD START WITH A CONVERSATION ABOUT YOU YOUR WEALTH MANAGEMENT PROGRAM IS A SERIOUS ENDEAVOR, one that calls for skill, trust, commitment, responsibility, and performance; but mostly,
More informationRETIREMENT PLANNING GUIDE. Getting you on the right track
RETIREMENT PLANNING GUIDE Getting you on the right track Table of Contents Why is a retirement plan important? 2 How much will you need? 4 How can your retirement plan help? 6 Where should you invest?
More informationCommitted to Exceptional Portfolio Management
The NEI Investments Portfolio Manager Selection and Monitoring : Committed to Exceptional Portfolio Management MUTUAL FUNDS DONE DIFFERENTLY..888.809. NEIinvestments.com @NEIinvestments MUTUAL FUNDS DONE
More informationInvestment Loan Program
Product Brochure Investment Loan Program For advisor information only Page 1 of 16 Page 1 of 16 About B2B Bank A leading Canadian supplier of third-party investment and RRSP loans. Provides lending solutions
More information22 West Washington Street Chicago Illinois 60602
22 West Washington Street Chicago Illinois 60602 Table of Contents Overview Morningstar Investment Research Center 1 Screeners Get to Screeners from the Homepage 2 The Basics of Creating a Screen 3 Morningstar
More informationStandard & Poor s Mutual Fund Reports
Mutual Fund Reports FLEXIBLE MUTUAL FUNDS RELIABLE EQUITIES DATA ANALYSIS INDEPENDENT GLOBAL EQUITY FLEXIBLE MUTUAL FUNDS EQUITIES MUTUAL FUNDS FLEXIBLE DATA ANALYSIS EQUITIES RELIABLE MUTUAL FUNDS FLEXIBLE
More informationProduct brochure. Investment Loan Program BANKING THAT WORKS FOR ADVISORS. For advisor information only
Product brochure For advisor information only Investment Loan Program BANKING THAT WORKS FOR ADVISORS About B2B Bank A leading Canadian supplier of third-party investment and RSP loans. Provides lending
More informationStock Market Instructor Guide
Stock Market Using GoVenture In Your Learning Environment Contents 1. Welcome... 3 2. About GoVenture... 4 3. What Makes GoVenture Stock Market Unique... 5 4. How GoVenture Differs from Other Stock Simulations...
More informationMutual Fund Basics. Types of mutual funds. What are the benefits of investing in a mutual fund?
EBNY Financial, LLC Kevin Kautzmann, CFP Certified Financial Planner 80 Fifth Avenue #1403 New York, NY 212-269-2625 kevin@ebnyfinancial.com www.ebnyfinancial.com Mutual Fund Basics Page 1 of 5, see disclaimer
More informationREQUIRED MINIMUM DISTRIBUTIONS
MAKING ADVISED CHOICES RETIREMENT UN D E R S TA N D I N G REQUIRED MINIMUM DISTRIBUTIONS PRUDENTIAL CAN HELP Prudential has developed this guide to help you avoid common and costly mistakes, provide valuable
More informationTHOMSON ONE WEALTH SOLUTIONS INTELLIGENT INFORMATION DELIVERED THROUGH ONE FLEXIBLE SOURCE
FINANCIAL AND RISK MANAGEMENT SOLUTIONS FROM THOMSON REUTERS THOMSON ONE WEALTH SOLUTIONS INTELLIGENT INFORMATION DELIVERED THROUGH ONE FLEXIBLE SOURCE THOMSON ONE WEALTH SOLUTIONS OVERVIEW Successfully
More informationAdvanced Support Services for Your Personal Portfolio
P O R T F O L I O S U P P O R T S E R V I C E S Advanced Support Services for Your Personal Portfolio Advanced technology, investment research, and administrative services to support your advisor A Foundation
More informationANZ E*TRADE Share Investment Loan
ANZ E*TRADE Share Investment Loan Benefits at a glance Combine your money with a bank loan to increase your portfolio. Interest incurred on your loan may be tax-deductible. An optional diversified feature
More informationQuick Start Guide Getting Started with Stocks
Quick Start Guide Getting Started with Stocks Simple but Sophisticated Don t let the name fool you: the scan may be simple, but behind the curtain is a very sophisticated process designed to bring you
More informationAlaska Chapter Newsletter
Alaska Chapter Newsletter http://www.betterinvesting.org FALL/WINTER 2007 President s Message As the end of my term nears, I would like to thank all of the volunteers who have spent many hours helping
More informationQUICK START GUIDE: GETTING STARTED WITH STOCKS
: GETTING STARTED WITH STOCKS In this guide, we ll show you the four simple steps to investing in stocks with The Wizard. It s important to us that you understand what to do before you learn how to do
More informationThe Stocks with the Largest Price Increase Potential. How to maximize your stock market earnings in a world full of unexpected changes?
1 The Stocks with the Largest Price Increase Potential Now every day at How to maximize your stock market earnings in a world full of unexpected changes? You make the highest earnings on the stock market
More informationFor more than 35 years the world s investment professionals have trusted FactSet to power their research, analytics, and data integration.
For more than 35 years the world s investment professionals have trusted FactSet to power their research, analytics, and data integration. Analytics to Outperform FactSet s all-in-one solution is intuitive
More informationBenefit from the Vanguard difference
Benefit from the Vanguard difference Contents 2 About Vanguard 3 An enduring investment philosophy 4 A different way to invest 6 An indexing leader 7 A trusted partner for advisors in Canada 8 Contact
More informationFUND FACTS A GUIDE TO UNDERSTANDING YOUR MUTUAL FUND INVESTMENT
THE FACTS EXPLAINED The fund facts document is a clear, plain language document that contains key information about the mutual fund you re thinking about purchasing. In no more than two double-sided pages,
More informationTrade Today. Your guide to getting started with TD Direct Investing
Trade Today Your guide to getting started with TD Direct Investing Welcome to TD Direct Investing Thank you for choosing TD Direct Investing. We value the trust you ve placed in us and look forward to
More informationUNDERSTANDING THE JARGON
UNDERSTANDING THE JARGON Disclaimer: All stock references are meant to be used for educational purposes. No recommendation for purchase or sale is intended or implied. Ken Kavula President Mid-Michigan
More informationFINANCE AND INVESTMENTS COURSES
FINANCE AND INVESTMENTS COURSES Finance is a branch of economics that deals with the management of funds, financial resources and other assets. In broader terms, finance is raising or investing money either
More informationHOW TO BUY A STOCK BY KELLY GREEN
HOW TO BUY A STOCK BY KELLY GREEN HOW TO BUY A STOCK WELCOME TO THE WORLD OF STOCK TRADING We understand that buying your first stock can be a daunting process. But if you break it down into smaller steps,
More informationconnect.munichre Munich Re s exclusive client portal your success is our business
connect.munichre Munich Re s exclusive client portal your success is our business Welcome to a new way of working: connect.munichre a safe space to develop yourself and your business, optimise your processes,
More informationStrategic Advisers Fundamental Research Process: A Unique, Style-Based Approach
STRATEGIC ADVISERS, INC. Strategic Advisers Fundamental Research Process: A Unique, Style-Based Approach By Jeff Mitchell, Senior Vice President, Director of Research, Strategic Advisers, Inc. KEY TAKEAWAYS
More informationOur time-tested approach to investing is very straightforward. And we re ready to make it work for you.
What Works Our time-tested approach to investing is very straightforward. And we re ready to make it work for you. Three important steps. Ten effective principles. Three important steps. Ten effective
More informationClub. The role of Core Asset Managers in the Global Economy February 2015. Introduction. Content: Yves Choueifaty, 300 Club
The role of Core Asset Managers in the Global Economy February 2015 Yves Choueifaty, 300 Club The Club Views expressed here are those of the author, who is solely responsible for any errors and omissions.
More informationPDF File: Python: Programming, Master's Handbook: A TRUE Beginner's Guide! Problem Solving, Code, Data 1Science,
Python: Programming, Master's Handbook: A TRUE Beginner's Guide! Problem Solving, Code, Science, Structures & Algorithms (Code like a PRO in... less!) (Master's Handbook Edition Series) PDF PDF File: Python:
More informationI.e., the return per dollar from investing in the shares from time 0 to time 1,
XVII. SECURITY PRICING AND SECURITY ANALYSIS IN AN EFFICIENT MARKET Consider the following somewhat simplified description of a typical analyst-investor's actions in making an investment decision. First,
More informationStart Your Own Investment Club
Start Your Own Investment Club Presented by: Lynn Ostrem garbagecop@gmail.com Why Start a Club? Learn how to invest in the stock market Shore up retirement Make new friends Have fun! This is a HOW-TO class
More informationBuilding wealth over the long term requires an understanding of investment strategies to reach your goals. In this lesson, students will:
PROJECT 8: SAVING AND INVESTING FOR THE LONG TERM INSTRUCTOR OVERVIEW INSTRUCTIONAL OBJECTIVES Building wealth over the long term requires an understanding of investment strategies to reach your goals.
More informationTarget Stock Fund Purchase Cap in the TGT 401(k)
Target Stock Fund Purchase Cap in the TGT 401(k) When it comes to investing, you have likely been cautioned against putting all your eggs in one basket. Most financial planners and the U.S. Department
More informationIs it time to hire a professional to manage your bonds?
Is it time to hire a professional to manage your bonds? Today s bond markets are more complex Finding the right bonds can be difficult. The bond markets are large and complex, and it takes a lot of homework
More informationMOTOROLA SOLUTIONS 401(k) PLAN ANNUAL FEE DISCLOSURE - APRIL 2015
MOTOROLA SOLUTIONS 401(k) PLAN ANNUAL FEE DISCLOSURE - APRIL 2015 THIS NOTICE INCLUDES IMPORTANT INFORMATION ABOUT OPTIONS, FEES AND OTHER EXPENSES IN THE MOTOROLA SOLUTIONS 401(k) PLAN (THE PLAN ). The
More informationInvestments, Chapter 4
Investments, Chapter 4 Answers to Selected Problems 2. An open-end fund has a net asset value of $10.70 per share. It is sold with a front-end load of 6 percent. What is the offering price? Answer: When
More informationRobust Asset Allocation Software
Morningstar EnCorr Robust Asset Allocation Software Institutions worldwide use Morningstar EnCorr to research, create, analyze, and implement optimal asset allocation strategies within a single software.
More informationAnswers to Concepts in Review
Answers to Concepts in Review 1. A portfolio is simply a collection of investments assembled to meet a common investment goal. An efficient portfolio is a portfolio offering the highest expected return
More informationA GUIDE TO MUTUAL FUND INVESTING
Many investors turn to mutual funds to meet their long-term financial goals. They offer the benefits of diversification and professional management and are seen as an easy and efficient way to invest.
More informationBest and Worst Dividend Paying Stocks
1 Getting risk-free U.S. Treasury securities and bank securities doesn t seem so great now, especially with the rock-bottom returns that are being offered. Instead, investors like you are looking for other
More informationVALUE ADDED INDEXING SM PERSPECTIVES. Top Ten List: Why Passive Investing Wins SUMMARY:
VALUE ADDED INDEXING SM PERSPECTIVES Top Ten List: Why Passive Investing Wins SUMMARY: Too often the active vs. passive investing debate focuses only on performance. While research shows passive strategies
More informationYour Guide to E*TRADE s Platinum Independent Advisor Platform
1 Your Guide to E*TRADE s Platinum Independent Advisor Platform As an independent advisor, you can rely on E*TRADE s state-of-the-art, advisor-only system to help you better serve your clients, while making
More informationYOUR GUIDE TO FINANCIAL ENGINES THE RETIREMENT HELP YOU MAY NEED TO PURSUE THE RETIREMENT YOU WANT.
YOUR GUIDE TO FINANCIAL ENGINES THE RETIREMENT HELP YOU MAY NEED TO PURSUE THE RETIREMENT YOU WANT. RETIREMENT HELP FROM THE EXPERTS Marsh & McLennan Companies has currently selected Financial Engines
More informationYour investment choices and charges. Explaining the investment options and charges for our Active Money Self Invested Personal Pension
Your investment choices and charges Explaining the investment options and charges for our Active Money Self Invested Personal Pension Contents 02 Level 1 investments 04 Level 2 investments 06 Level 3 investments
More informationPROFUNDS GROUP INVESTOR EDUCATION GUIDE 1 GEARED INVESTING. An introduction to leveraged and inverse funds
PROFUNDS GROUP INVESTOR EDUCATION GUIDE 1 GEARED INVESTING An introduction to leveraged and inverse funds GEARED FUNDS have generated a great deal of interest in recent years. Also known as LEVERAGED AND
More informationUnsurpassed Tools to Enhance Your Manager Research Content and Capabilities
Unsurpassed Tools to Enhance Your Manager Research Content and Capabilities PSN Enterprise Informa Investment Solutions provides clients a full spectrum of back to front office applications and services.
More informationTHOMSON ONE INVESTMENT MANAGEMENT
THOMSON REUTERS INVESTMENT MANAGEMENT THOMSON ONE INVESTMENT MANAGEMENT POWERFUL PORTFOLIO MANAGEMENT. INCREASED ALPHA. IN-DEPTH INSIGHTS. INCREASED ALPHA. Thomson ONE Investment Management one single
More informationPractical aspects of implementing MiFID requirementsin GIPS compositereports
GIPS and MiFID investmentreporting: Practical aspects of implementing MiFID requirementsin GIPS compositereports Zurich, November 15, 2007 Eugene Skrynnyk, UBS Wealth Management November 15, 2007 Agenda
More information35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM
35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM Achieving Growth Targets 1. Managing Sales Goals Sales teams need to know how they re performing in comparison to their sales goals. Are
More informationU.S. Treasury Securities
U.S. Treasury Securities U.S. Treasury Securities 4.6 Nonmarketable To help finance its operations, the U.S. government from time to time borrows money by selling investors a variety of debt securities
More informationYour New Additional Voluntary Contribution and Defined Contribution Investment Choices
THALES UK PENSION SCHEME Your New Additional Voluntary Contribution and Defined Contribution Investment Choices The Trustees of the Scheme ( the Scheme ) have recently completed a review of the Scheme
More informationMutual Funds 101. What is a Mutual Fund?
Mutual Funds 101 So you re looking to get into the investment game? Great! Mutual funds are a good investment option. But before you invest, make sure to do your research! You would never go to a car dealership,
More informationBusiness Value Drivers
Business Value Drivers by Kurt Havnaer, CFA, Business Analyst white paper A Series of Reports on Quality Growth Investing jenseninvestment.com Price is what you pay, value is what you get. 1 Introduction
More information6 Ways to Close Leads Faster (and Easier) than Your Competition. Discover the Secrets of Closing Internet Insurance Leads
Discover the Secrets of Closing Internet Insurance Leads Introduction You know your sales are out there. You ve been using the internet to generate insurance leads, and your inbox has been filling up with
More informationHow to Screen for Winning Stocks
How to Screen for Winning Stocks A Brief Guide to 9 Backtested Strategies By Kurtis Hemmerling Published by Kurtis Hemmerling at Smashwords Copyright 2011 Kurtis Hemmerling Table of Contents Message to
More informationAmerican Funds Insurance Series. U.S. Government/ AAA-Rated Securities Fund. Summary prospectus Class 3 shares May 1, 2016
American Funds Insurance Series U.S. Government/ AAA-Rated Securities Fund Summary prospectus Class 3 shares May 1, 2016 Before you invest, you may want to review the fund s prospectus and statement of
More informationUNDERSTANDING THE JARGON
UNDERSTANDING THE JARGON Ken Kavula President Mid-Michigan Chapter Ann Cuneaz Education Program Manager BetterInvesting 1 Disclaimer: All stock references are meant to be used for educational purposes.
More informationBetterInvesting s Online Tools
Online Stock Comparison Guide Online Stock Selection Guide Updates BetterInvesting s Online Tools Director of Information Technology, BetterInvesting BetterInvesting January 17, 2013 1 Disclaimer The information
More informationby Doug Gerlach, ICLUBcentral Inc. July 2013
by Doug Gerlach, ICLUBcentral Inc. July 2013 } Use Questions box in GoToWebinar applet to type questions. 2 1 } The information in this presentation is for educational purposes only and is not intended
More informationSaving and Investing. Being an educated investor will help enable you to become financially sound. Chapters 30 and 31
Saving and Investing Being an educated investor will help enable you to become financially sound Chapters 30 and 31 Essential Questions How do you know when to save and when to invest? What are some reasons
More informationPower. Simplicity. Value.
Power. Simplicity. Value. TIAA-CREF Brokerage Services: The freedom to build, control and adjust your portfolio of investments according to your goals. We have a 95-year legacy of trust. TIAA-CREF Brokerage
More informationTHE COMMONWEALTH CHOICE A Partnership That Benefits You
THE COMMONWEALTH CHOICE A Partnership That Benefits You waltham office 29 sawyer road waltham, ma 02453-3483 toll-free: 866.462.3638 phone: 781.736.0700 main fax: 781.736.0793 san diego office 110 west
More informationManagement Methodology
MPMM A Project Management Methodology that drives your projects towards success 1 Dear Customer Thank you for downloading this brochure which tells you more about MPMM. MPMM is a best practice project
More informationMutual Fund Investing Exam Study Guide
Mutual Fund Investing Exam Study Guide This document contains the questions that will be included in the final exam, in the order that they will be asked. When you have studied the course materials, reviewed
More informationThe search is over. Find. A Rapaport Group Company THE DIAMOND MARKET
The search is over. Find. A Rapaport Group Company THE DIAMOND MARKET FIND Diamonds Prices People Market Intelligence WHAT IS RAPNET? rapnet.com THE ONLINE GLOBAL MARKET FOR DIAMONDS RapNet is the largest
More informationSaving for Retirement. Your guide to getting on track.
Saving for Retirement Your guide to getting on track. 2 It s great that you re looking ahead and thinking about retirement now. A sound plan can make all the difference in reaching your future goals. This
More information10/21/2009. The CFA Program: For the professional designation of Chartered Financial Analyst. CFA Institute Mission
The CFA Program: For the professional designation of Chartered Financial Analyst CFA Society of Atlanta So you want to be a CFA Charterholder? Tuesday October 20 th, 2009 By Charles E. Appeadu, Ph.D.,
More informationManaged funds. Plain Talk Library
Plain Talk Library Contents Introduction to managed funds 5 What is a managed fund and how does it work? 6 Types of managed funds 12 What are the benefits of managed funds? 15 Choosing a managed fund
More informationTHE COMMONWEALTH CHOICE A Partnership That Benefits You
THE COMMONWEALTH CHOICE A Partnership That Benefits You WALTHAM OFFICE 29 SAWYER ROAD WALTHAM, MA 02453-3483 TOLL-FREE: 866.462.3638 PHONE: 781.736.0700 MAIN FAX: 781.736.0793 SAN DIEGO OFFICE 110 WEST
More informationMAN 4720 STRATEGIC MANAGEMENT AND POLICY FORMULATION FINANCIAL ANALYSIS GUIDE
MAN 4720 STRATEGIC MANAGEMENT AND POLICY FORMULATION FINANCIAL ANALYSIS GUIDE Revised -December 13, 2011 1 FINANCIAL ANALYSIS USING STRATEGIC PROFIT MODEL RATIOS Introduction Your policy course integrates
More informationYes! We Do Sell Stock!
Disclaimer Yes! We Do Sell Stock! Scott Horsburgh, CFA Author, The Repair Shop and Investor Advisory Service (IAS) President, Provident Investment Management 2/4/2015 The information in this presentation
More informationStocks & Shares ISA Product guide
Stocks & Shares ISA Product guide Your guide to the Stocks & Shares ISA The Stocks & Shares ISA from Friends Life is available through My Money. This guide explains what it is, how it works and aims to
More informationExperiencing. the Stock Market. An Illustrated Introduction to the Stock Market. Mathew Georghiou Margaret Williams
Sample Pages Experiencing the Stock Market An Illustrated Introduction to the Stock Market Mathew Georghiou Margaret Williams Experiencing the Stock Market 3. Purpose of Stock Markets 9 3. Purpose of
More informationWhere Smart Money Is Invested
Where Smart Money Is Invested An Executive Summary of Winning With Integrity: A Powerful Guide to Successful Investing with Individually Managed Accounts / Separately Managed Accounts Effectively managing
More informationChapter 11. Topics Covered. Chapter 11 Objectives. Risk, Return, and Capital Budgeting
Chapter 11 Risk, Return, and Capital Budgeting Topics Covered Measuring Market Risk Portfolio Betas Risk and Return CAPM and Expected Return Security Market Line CAPM and Stock Valuation Chapter 11 Objectives
More informationHow to make changes to your annuity income
How to make changes to your annuity income What s inside 2 Your annuity income 4 TIAA Traditional annuity income 6 TIAA and CREF variable annuity income 9 Ways to adjust your annuity income 9 Transfer
More informationDavis New York Venture Fund
Davis New York Venture Fund Price Is What You Pay, Value Is What You Get Over 40 Years of Reliable Investing Price Is What You Pay, Value Is What You Get Over 60 years investing in the equity markets has
More informationThe essentials of investing for retirement.
The essentials of investing for retirement. Fidelity has been helping people invest for retirement for more than 65 years. Some investors use our actively managed and index mutual funds. Some use our powerful
More informationHow to Lead a CRM Planning Workshop
How to Lead a CRM Planning Workshop APracticalGuideforLaunchingaSuccessfulCRMInitiative www.ismsystems.com 2008IntegratedSalesManagement Page1 Why Hold a CRM Planning Workshop? Challenge: You are buying
More informationMARCH/APRIL 2015 MAKING THE MOST OF DIVIDEND INCOME WHICH TYPE OF MORTGAGE LOAN MEETS YOUR NEEDS?
PLANNING FOR PROSPERITY MARCH/APRIL 2015 MAKING THE MOST OF DIVIDEND INCOME REVIEW IN CASE OF DIVORCE When it s critical to revise your estate plan WHICH TYPE OF MORTGAGE LOAN MEETS YOUR NEEDS? FOREIGN
More informationBS2551 Money Banking and Finance. Institutional Investors
BS2551 Money Banking and Finance Institutional Investors Institutional investors pension funds, mutual funds and life insurance companies are the main players in securities markets in both the USA and
More informationGLOBALWORKPLACESOLUTIONS-ENERGY SERVICES. Reduce energy costs and greenhouse gas emissions across your portfolio
GLOBALWORKPLACESOLUTIONS-ENERGY SERVICES Reduce energy costs and greenhouse gas emissions across your portfolio Manage the risk of rising energy costs in a sustainable way You are under increasing pressure
More informationBob Zenouzi Discusses Delaware s Dividend Income Fund
Bob Zenouzi Discusses Delaware s Dividend Income Fund October 12, 2015 by Robert Huebscher Bob Zenouzi is the lead manager of the real estate securities and income solutions (RESIS) group at Delaware Investments,
More informationMorningstar Fiduciary Services FAQs
Morningstar Investment Management Morningstar Fiduciary Services FAQs For Financial Professional and Plan Sponsor Use Only. Not for Public Distribution. Who is Morningstar? Morningstar s mission is to
More informationPrinciples for investment success. We believe you will give yourself the best chance of investment success if you focus on what you can control
Principles for investment success We believe you will give yourself the best chance of investment success if you focus on what you can control Important information This guide has been produced for educational
More informationASB Securities. ASB Margin Lending
ASB Securities ASB Margin Lending 2 Contents 01 ASB Margin Lending Widen your investment portfolio How does it work? 02 Why use Margin Lending? 03 The ASB Securities Margin Lending Service 04 The risk/reward
More informationRatings and Rankings: What They Can Tell You About Financial Companies
STINVESTMENTS AND OVERALL FINANCIAL Ratings and Rankings Ratings and Rankings: What They Can Tell You About Financial Companies STABILITY, SOUND A++ AAA Aaa AAA (Superior) A.M. BEST CO. DUFF & PHELPS MOODY
More informationFREQUENTLY ASKED QUESTIONS March 2015
FREQUENTLY ASKED QUESTIONS March 2015 Table of Contents I. Offering a Hedge Fund Strategy in a Mutual Fund Structure... 3 II. Fundamental Research... 4 III. Portfolio Construction... 6 IV. Fund Expenses
More informationACHIEVE YOUR FINANCIAL GOALS WITH THE HELP OF A COMMONWEALTH FINANCIAL PLANNER.
ACHIEVE YOUR FINANCIAL GOALS WITH THE HELP OF A COMMONWEALTH FINANCIAL PLANNER. Andrew has been our financial planner for 16 17 years. During this time Andrew s advice has always been very professional
More informationVONTOBEL ASSET MANAGEMENT, INC. HIGH QUALITY GROWTH AT SENSIBLE PRICES
VONTOBEL ASSET MANAGEMENT, INC. HIGH QUALITY GROWTH AT SENSIBLE PRICES Look beyond the U.S. for great companies After years of a sluggish economy, investors are challenged to find sufficient growth to
More information