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What Is A Mutual Fund?

March 3, 2015 Carlos 1 Comment

FAMI Mutual Fund Corporate Structure

It’s mutual fund back-to-basics in this article.

But instead of giving you another single-statement definition of a mutual fund, I’m going to introduce three concepts that you should remember always.

Mutual Fund investors in the Philippines should know the following:

Concept #1: A mutual fund is an investment company structured as a business corporation and managed by a Fund Manager.

Concept #2: Mutual Fund is a pooled investment money coming from many investors with a common financial goal.

Concept #3: A Mutual Fund is guided by an investment philosophy or objective.

Plus, you will also learn the many uses of mutual funds in helping you aim for and hit your financial goals in life.

http://www.industrysuper.com/understand-super/financial-planning/investment-planning/

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Mutual Funds, Saving and Investing FAMI Mutual Funds, Mutual Funds Philippines, Save and Learn

2 No-Brainer Ways To Keeping Your Money Safe And Avoid Stress

December 17, 2018 Carlos Leave a Comment

Invest and Diversify To Keep Your Money Safe

We all know that investments come with risks. As American entrepreneur, Robert Arnott said, “In investing, what is comfortable is rarely profitable.” For instance, you can always put your money in the bank. You know you won’t lose anything. Your money’s safe! But, you also won’t be gaining a lot from it — aside from the meager interest of course. Or, you could invest it in stocks where there is a risk of you losing some money, but also a possibility of gaining a lot depending on how the stock market moves.

How Do You Grow Your Money, Keep It Safe, and Avoid Stress? Keep reading and you’ll learn two simple ways to do it.

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Insurance, Mutual Funds, Saving and Investing

Beyond The Money: What To Invest When You’re Investing

January 2, 2018 Carlos Leave a Comment

Inner Peace Is Good For Your Investment

Let us set aside money for the moment. I personally believe in taking a holistic approach to investing. Today, we’ll focus on the most important asset of all – YOU – and identify ways grow this asset over time so it pays dividends over and over again.

Here are other things you should be investing as well.

  1. Invest in Good Health
  2. Invest in Inner Peace
  3. Invest in Knowledge and Wisdom
  4. Invest in Good Relationship with Other People
  5. Invest in YOU

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Money Talk

The Living, The Dead, And The Money

October 31, 2016 Carlos Leave a Comment

One of the most important questions I got from a client was this: “What happens to my investment when I die?”

Sooner or later, we will all have to ask that question.

It is my hope that by writing this article, you will also come to realize the real role of money in our lives.

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Insurance, Money Talk, Saving and Investing Insurance, Money, money mistake, Mutual Funds, Real Estate

3 Essential Money Hacks For The Fresh Graduates

April 24, 2016 Carlos 2 Comments

To the recent college graduates out there, here are 3 money hacks that you can use to avoid sabotaging your financial success.

Money Hack #1: Learn Basic Arithmetic

Money Hack #2: Avoid Drowing In Bad Debt

Money Hack #3: Look Into the Future

This is something I wish someone has shown me when I started working. If you are a fresh graduate and you just bumped here, please read further.

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Money Talk, Retirement, Saving and Investing Credit Card, Debt, Money Hacks, Stock Mutual Fund

Cost Averaging — How It Fares In Declining, Rising And Steady Market

November 26, 2015 Carlos 7 Comments

Cost Averaging Philippines Mutual Funds Investing

This articles expounds further on the idea of Cost Averaging method of investing and actually takes a look at its advantages, disadvantages and how it fares when the stock market moves up, down or just steady.

On top of that, this is also the first ever article in Pera Tree that contains private content exclusively available to clients. This member-only content provides tips on how to take advantage of Cost Averaging, and which type of investment it is most appropriate and which type of securities it should be avoided.

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Mutual Funds, Saving and Investing Cost Averaging, Stock Market

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Recently Written

  • 2 No-Brainer Ways To Keeping Your Money Safe And Avoid Stress
  • Beyond The Money: What To Invest When You’re Investing
  • The Living, The Dead, And The Money
  • 3 Essential Money Hacks For The Fresh Graduates
  • Cost Averaging — How It Fares In Declining, Rising And Steady Market
  • Cost Averaging: A Built-In Profit to Investors
  • When is Travel Insurance Necessary?
  • 5 Smart Investment Strategies When The Stock Market Is Down — Part 2 of 2
  • 5 Smart Investment Strategies When The Stock Market Is Down — Part 1 of 2
  • Can A Mutual Fund Go Bankrupt? What Happens To Your Money Then?

FAMI Mutual Fund Advisor

Hi there. I am your host, Carlos Velasco.

I hate scam.
And I am allergic to hype.
As your FAMI Mutual Fund Advisor,
my goal is to turn you into a
Smart, Confident and Fearless Investor!

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