Key Takeaways: Thematic investment involves focusing on specific industries or themes that are expected to grow faster than the broader market. Many companies across various sectors have thematic investment opportunities. Tech companies with thematic investment include those involved in cloud computing, cybersecurity, and artificial intelligence. Healthcare companies with thematic investment often focus on biotech and…
Key Takeaway: Foreign Portfolio Investment (FPI) refers to buying and selling of financial assets such as stocks and bonds by foreign investors in a country’s financial markets. FPI provides an opportunity for investors to diversify their portfolio and access high-growth markets. The advantages of FPI include increased diversification, access to high-growth markets, and professional management…
Key Takeaway: Calculating pension pot requires considering several factors, including retirement age, desired income, life expectancy, and inflation, among others. Accurately assessing these factors ensures appropriate pension pot allocation. There are several methods to calculate pension pot, including percentage of pre-retirement income, income multiple, and pension calculator. Comparing pension pots with average pension pot expectations,…
Key Takeaway: Social security applications require personal information such as the applicant’s name, social security number, date and place of birth. The application also requires work information, including employment history, self-employment information, and military service information. Family information such as spouse and children’s information, as well as financial information like tax information, bank account information…
Key Takeaway: A pension plan is a retirement plan that provides employees with a source of income during their retirement years, usually funded by employer and employee contributions. There are three main types of pension plans: defined benefit, defined contribution, and cash balance. Pension plans work by accumulating funds through employee and employer contributions, investing…
Key Takeaway: Eligibility criteria for obtaining a Social Security Number in Nevada are determined by the Social Security Administration and include being a U.S. citizen or having proper documentation to work in the U.S. The required documents for obtaining a Social Security Number in Nevada include a completed application, proof of identity, proof of citizenship…
Key Takeaway: If you were born in October 1954, you are eligible to receive the state pension at age 66. The state pension age has changed since 2010, and may continue to change in the future. The amount of state pension you will receive is calculated based on your National Insurance record. Factors affecting your…
Key Takeaway: Common investment scams include pyramid schemes, Ponzi schemes, and advance fee fraud. Being aware of these types of scams can help you avoid falling victim to them. Characteristics of investment scams include promises of high returns with no risk, pressure to act quickly, and no clear explanation of the investment. If an investment…
Key Takeaway: Jefferies Investment Banking has a rich history and offers a wide range of services for their clients, which include advisory, capital raising, and risk management solutions. Jefferies has a team of industry experts who provide unique insights and offer custom solutions to meet their clients’ needs. Jefferies has a strong global network that…
Key Takeaway: Physical gold investments, such as gold bullion, coins, and jewelry, offer the advantage of being a tangible asset that can be held in hand and secured offsite, but require additional expenses for storage and insurance. Paper gold investments, such as Gold Exchange-Traded Funds (ETFs), futures contracts, and gold mining stocks, offer the advantage…
Key Takeaway: Unicorn investments refer to high-growth startups that have reached a valuation of over 1 billion dollars. These are typically innovative companies that have the potential to disrupt industries and create new markets. Characteristics of unicorn investments include high growth potential, innovative business ideas, and a valuation of over 1 billion dollars. These companies…
Key Takeaway: Equity investment refers to purchasing shares of a company’s stock as a way to own a piece of the company and potentially earn a return on investment. To calculate equity investment, it is necessary to find the market value of shares and determine the number of outstanding shares. The simple formula for calculating…