Apr 28, 2021
… usually semi-annually, and the return of the original investment—or principal. The entity responsible for repaying … describing the general obligation bond before making an investment decision. Revenue bonds are backed by revenues … are actually pledged to back the bonds, before making an investment decision. 2. Non-Recourse Financings Some revenue …
Apr 28, 2021
… overview on asset allocation and diversification in an investment portfolio, with a focus on the role of municipal … Generally Asset allocation and diversification are investment techniques that can help investors reduce risk and … portfolio. Asset allocation involves dividing your investment portfolio among different asset categories, such …
Apr 28, 2021
… usually semi-annually, and the return of your original investment, or “principal.” A municipal bond’s maturity date … information about a municipal bond before making an investment decision. Available information can include: … specify the mark-up, mark-down, commission or fee that an investment professional assesses. Federal laws prohibit the …
Apr 28, 2021
… usually semi-annually, and the return of the original investment, or “principal.” A municipal bond’s maturity date … of the risks of investing in municipal bonds? As with any investment, investing in municipal bonds entails risk. … SEC or a state securities regulator. You can check out an investment adviser on the SEC's Investment Adviser Public …
Apr 28, 2021
… usually semi-annually, and the return of the original investment, or “principal.” A municipal bond’s maturity date … of the risks of investing in municipal bonds? As with any investment, investing in municipal bonds entails risk. … SEC or a state securities regulator. You can check out an investment adviser on the SEC's Investment Adviser Public …
Apr 14, 2021
… Before investing, you should be fully aware that your investment will involve risk. Following are some general … are speculative and the businesses may fail. Unlike an investment in a mature business where there is a track record … there is no resale restriction, you may need to hold your investment for an indefinite period of time. If the …
Apr 14, 2021
… and you should be aware that you could lose your entire investment. Who is an accredited investor? An accredited … Representative license ( Series 82 ) and the Licensed Investment Adviser Representative ( Series 65 ) are … to evaluate the merits and risks of the prospective investment. How do I calculate my net worth? Generally, to …
Apr 2, 2021
… ETFs are similar to mutual funds. They both are pooled investment vehicles that invest in a variety of investment, … you make your decision. If you want to continue to own the investment after it converts to an ETF: If your mutual fund … of the ETF. At the time of conversion, the value of your investment will not change as a result of the conversion. If …
Mar 17, 2021
… An institutional investment manager that uses the U.S. mail (or other means or … commerce) in the course of its business, and exercises investment discretion over $100 million or more in Section … Exchange Commission (SEC). In general, an institutional investment manager is: (1) an entity that invests in, or buys …
Mar 17, 2021
… Asset Allocation 101 Asset allocation involves dividing an investment portfolio among different asset categories, such … more comfortable taking on a riskier, or more volatile, investment because he or she can wait out slow economic … and willingness to lose some or all of your original investment in exchange for greater potential returns. An …