An investor who likes mutual funds (pooled funds) is given the opportunity to purchase said funds regularly, both in small and large quantities. Like the Opimian Club for wine connoisseurs….preferred buying power for a favourite indulgence.
You own a public company - at least shares in one - and you want to know where your money is being spent. This report tells you. And it’s audited and screened by an outside party of independent auditors so you know it’s legit. Think back to June end-of-year report card. Now you know how the company feels.
An individual who purchases an annuity and will receive payments from that annuity in the future.
A financial product - usually sold by a life insurance company - secured through a lump sum payment that guarantees a series of payments in the future. Can be structured in different ways to meet different needs - i.e. fixed or variable payments, indefinite or finite time period. Think a tad conventional, but a great way to provide for your future.
A seller has a certain number of securities to sell at a proposed price. However, what one wants and what one gets (the Bid Price or something in between) don’t always mesh. It’s all about what the market will bear.
Tangible items that are owned (i.e. paid for), either by an individual or a company.Not what you - or firm - might own (or be worth) in future. What you own NOW.
Nothing comes without a price: a sales charge or commission paid when a mutual fund is redeemed. Discourages you from withdrawing on a whim.
If the Annual Report is the company’s year-end report card, this is the seasonal one. A financial statement showing a company’s worth (assets = liabilities plus shareholders equity) at any given point in time. As the name suggests, it’s called a balance sheet because the two sides must balance out.
A mutual fund (pooled fund) with the goal of offering a balanced and well-planned portfolio by including diverse investments in varying quantities as prescribed by the fund’s overall investment goal and market strategy.
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