Portfolio Management KWMG Portfolio Management process involves selecting a group of investments that will meet the long-term investment goals of our client. KWMG favors a fundamental approach to portfolio management with a technical overlay Portfolio Management: Fundamental Analysis Fundamental analysis involves an evaluation of an issuer’s fundamental financial and competitive position including capabilities of management, […]
Portfolio analytics is about managing risk Portfolio managers have a myriad of analytics and measurements available to help in managing and monitoring the performance, risk, and volatility in portfolios. These include beta, R squared, Monte Carlo simulations, Value at Risk analyses, to name just a few. King Wealth Management Group utilizes many of these sophisticated […]
What is Wealth Management? Wealth Management is an investment advisory service that combines other financial services to address the needs of affluent clients. These services are typically managed by a financial advisor with a high-level of experience and training managing a successful client’s wealth holistically. How we can help If you are an affluent individual […]
401k 401(k) 457 403b
Bonds (fixed income securities) have a place in most portfolios Bonds provide diversification and income and should be part of a well-balanced portfolio. The recommended allocation to bonds generally increases as one nears retirement. Individual bonds, bond funds or bond ETFs? For larger portfolios, buying individual bonds including corporate bonds, municipal bonds, treasuries, and agency […]
Employer Stock Awards Employers often award stock options, restricted stock, and other forms of stock-based compensation to align the interests of their employees with the success of the company. For many employees, these awards are complex and may represent a substantial portion of their overall wealth. How we can help you We will help you […]
401k 401(k) 457 403b
What are Preferred Stocks? Preferred stocks are a type of equity security but unlike common stocks, they carry a fixed dividend payment, can have a call date, and have a higher claim on assets in the event of a liquidation. Because preferred stocks have characteristics of both stocks and bonds they are sometimes referred to […]
generational wealth