Stock Pyramid
Below is a simple chart of Investment categories by risk and reward. It is in the shape of a pyramid. With Investments at the top of the pyramid an individual can expect the greatest returns but because of the risk associated with these investments an individual can also experience the greatest risk of loss. Volatility is the key. If you knew exactly when to invest in high risk areas and exactly when to sell, then you should experience the highest returns.
Mutual Funds Pyramid
A Mutual Fund
is a company that combines the investment funds of many people with similar investment goals and invests the funds for these people in a wide variety of securities. The individual receives shares of stock in the mutual fund and through the mutual fund are able to enjoy much wider investment diversity than they could otherwise receive. Each shareholder, in effect, owns a part of a diversified portfolio that has been acquired with the pooled money.
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Word On The Street
Kelvin is a highly competent insurance professional who stays on top of the latest trends in life, health, and annuity products. He was able to discern effective application for our needs and he has the right blend of integrity and initiative to deliver valuable advice and counsel in an ethical and professional manner”.
Courtney Hayes
Senior Partner Intergen, LLC
Atlanta, GA
Kelvin has been instrumental in helping us locate exceptional health and dental benefits for our staff and he has assessed and augmented our personal life insurance coverage. He has helped us develop a tailored insurance plan that meets our specific goals and improves our financial portfolio. It is without hesitation we refer Kelvin’s services to you and we pray that you will find him as valuable a resource as we have”.
Pastors Billy and D’Ann Johnson
New Covenant Christian Ministries
Lithonia, Georgia
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