Division of assets in divorce Knowledge is power when it comes to negotiating a divorce agreement that works best for you and your family. Not all assets are equal when it comes to division of assets in divorce. Understanding what you own, and the potential future value of your assets is critical to ensure your […]
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, […]
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 […]
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 […]