PeraTree.com

"Smart Investing For Smart People"

Can A Mutual Fund Go Bankrupt? What Happens To Your Money Then?

by Leave a Comment

I am writing this article for two reasons:

(1) To once and for all address the fears of mutual fund investors ( or would-be investors ) who are forever worried about their investments just vanishing into the thin air like what usually happens in Pyramiding Scams or banks that go out of business and;

(2) To elaborate my response to a client’s SMS message sent to me the past weeks, which I quote,

“Sir good morning. Bigla lang pumasok sa isip ko…. Paano kung biglang bumagsak ang FAMI. Ibig sabihin ba nito lost na ang investment namin?”

Such smart question deserves a smart answer!

So please read carefully and may this article help you to increase your Financial IQ.

Investment Recommendations for 30-Something Professionals

by Leave a Comment

This article is the first ever guest post contributed by Kyle Kam who is a Marketing Specialist for MoneyMaxPH.

He shares financial and investment tips for young people who are in their 30’s.

Among the investments he recommeds are the following:

  1. Stocks
  2. Bonds
  3. Mutual Funds
  4. Real Estate
  5. Life Insurance

    6. Please check out the article and gain financial insights tha may prove to be useful to you.

What Is A Mutual Fund?

by 1 Comment

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.

https://www.industrysuper.com/understand-super/investment/

Money Or Love?

by Leave a Comment

If you’re like most normal people, you would agree that this Love-Money Topic conjures up mixed emotions for both of you.

I’m not going to discuss here about Financial Compatibility between lovers. To be honest, I personally have a lot of work-to-do in that department.

So, let’s leave it out the door for now, especially in this Valentine’s Season.

Rather, let’s explore how famous personalities approach the subject of money and love. Believe me, it’s gonna be fun!

Saving vs Investing — Which Vehicle Takes You Closer To Your Financial Goal?

by Leave a Comment

Do you know the difference between saving and investing?

Did you know that Savings Products offer interests that are fixed for a certain period while most investments in securities offer no guarantee at all of specific return?

This article shows you which vehicle to use to help you reach your financial goals. You will see examples of short-term, medium-term and long term financial goals and which investments you should use to match your particular goal.

So, keep reading to help increase your financial know-how.

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!

Quick Contact

Here's a quick and easy way to reach out.

Call +63.917.705.5040

PeraTree Facebook Page

YouTube Channel

Contact Form --Email Us

Get in touch and learn how to get into the right investment mindset.

Featured Video : Curious About FAMI & Mutual Funds

Play the video and get some quick information about FAMI and Mutual Fund Investing in the Philippines.