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

by Carlos Leave a Comment

Flow of Mutual Fund Investments

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.

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Consumer Guide, Money Talk, Mutual Funds Bankrupt, FAMI, FAMily Reunion, Financial IQ, Fund Manager, Mutual Funds, Shareholders Meeting

Q&A: 10 Mutual Fund Questions From A Newbie Investor

by Carlos 1 Comment

Mutual Fund Investing with First Metro or FAMI Philippines

Here are some of the interesting and smart questions submitted to us by a newbie investor who wants to invest in a Mutual Fund in the Philippines.

What specific establishments (here in Philippines) should I go to set up an account?

Where can I monitor the status of my investment?

Is there any maintaining balance/share for a MF account?

Can you cite me some idea (approximation) if for example I invest like 5,000 today, how much would it be in a year time?

Can I withdraw (if in case of emergency/whatever financial necessity may arise) my investment at any time?

Read the rest of the article to find our answers and gain some insights into Mutual Fund Investing, especially with FAMI’s Save and Learn Family of Funds. Or read 10 tips for wise investment
www.industrysuper.com/understand-super/financial-planning/investment-planning/.

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Money Talk, Mutual Funds, Saving and Investing FAMI, First Metro, Mutual Funds, Online Investing, Save and Learn Equity Fund

The 7 Advantages of Investing in Mutual Funds

by Carlos 1 Comment

Mutual Fund Investment Process Flow

As you probably know, I am a big fan and advocate of Mutual Fund Investments. It’s understandable since I am also a SEC licensed Mutual Fund Investment Representative – representing the family of funds under the First Metro Asset Management Inc (FAMI) — the Mutual Funds arm of the Metrobank Group.

Personally, I feel mutual funds are a really wonderful investment vehicle that every Filipino should consider or at least should be aware of.

My biases aside, this article discusses the following advantages of Mutual Funds:

1. Affordability
2. Liquidity
3. Professional Management
4. Automatic Diversification
5. Automatic Reinvestment
6. Tax-Free Capital Gains
7. Economies of Scale

And to strike a balance, towards the end of the article, you will also learn about the disadvantages of Mutual Funds.

After reading the article, you should be able to decide if Mutual Fund is the right or the wrong investment for you.

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Money Talk, Mutual Funds, Saving and Investing Advantages of Mutual Funds, Capital Gains, Capital Gains Tax, Disadvantages of Mutual Funds, Diversification, Economies of Scale, FAMI, FAMI Mutual Funds, Liquidity, Mutual Fund Prospectus, Mutual Funds, Reinvestment, Time Deposit

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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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