When we invest, we expect a rate of return or some type of future benefit. Whether it’s asset based or financial in nature, you must be smart with the types of investments you make in order to generate your expected income or appreciation.
Some Common Types of Investments
A loan made to an organization for interest payments over a specified time frame. Bonds may be purchased as a new offering or on the secondary market and the value may increase or decrease based on several factors, the most common being interest rate fluctuations.
When you purchase shares in a company’s stock you become a partial owner of the company, allowing you to participate in the company’s success and its short- and long-term goals, as well as having a stake in the company’s assets.
Offers diversification and a wide variety of investment strategies by pooling money from various investors to share in the same strategy. These include mutual funds, closed-end funds and exchange-traded funds.
A contracted promise to make periodic payments immediately or at a future time.
Contracts that give the purchaser the right to buy and sell securities at a fixed rate within a specific period of time.
The buying or selling of specific amounts of commodities (metals, oil, grains, currency and other resources that affect the economy) at a specific time in the future.
Providing cash flow to a business with the expectation of growth that yields a specific return. To gain even more equity out of the investment and have a say in business decisions, you may also consider becoming a partner in the business.
Notes that include principal protections and high-yield bonds with lower credit ratings and high default risks. These include real estate, hedge funds, private equity, and precious objects.
Alternative and Complex Products
To find out which investments are right for you, please schedule your complimentary meeting
Avina Financial Group, Inc.
13006 Philadelphia St., Suite 305
Whittier, C A 90601
Investment advisory products and services are made available through Avina Financial Group, Inc., a registered investment adviser. CA Insurance license #OM20502.
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