Financial Investment Advisors Work to Make Your Money Grow.
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Money Watch Investment Company Financial Investment Advisors Work to Make Your Money Grow
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Transcript of Financial Investment Advisors Work to Make Your Money Grow.
Money Watch Investment
Company
Financial InvestmentAdvisors Work to Make
Your Money Grow
2
Are Your Investments Going Down?
10/22/10
3
Does the Bear Market Concern You?
10/22/10
MONEYWATCH
4
What Is a Bear Market?
10/22/10
A bear market is one in which prices of a certain group of securities are
falling or are expected to fall. A downturn of 15-
20% or more in more than one index (Dow-Jones or S&P 500) is considered a
bear market.”
MONEYWATCH
5
Concerns in a Bear Market
Depressed Stock Prices Poor Corporate Earnings Low Interest Rates (Bank or
Bond Interest)
10/22/10
MONEYWATCH
6
You Need a Safer Investment in a Bear Market
Invest in a Fixed Income Security• Treasury Bonds• Money Market• Certificates of Deposit (CDs)
10/22/10
7
Money Watch Can Help!
10/22/10
MONEYWATCH
8
We Have a Dedicated & Knowledgeable Staff
Ken GarciaPresident
Amy KahnManaging Director
Charles FenaVP
Fixed Income
Jen GlenAssistant
Shirley LoVP
Treasuries
Roberta WestVP
Portfolio Mgmt
10/22/10
MONEYWATCH
9
Your Financial Future Is Safe with
Us
Proven growth track record Steady returns per year for
past three years Estate planning Diversified investment
planning
10/22/10
MONEYWATCH
10
Investment Options in a Bear Market
Buy more stock to average your cost down
Sell short• A trading strategy, in which
you sell a security that you don’t own and assume the risk that you will be able to buy the stock at a more favorable price than the price at which you sold short.
Buy safer CDs and Treasury Bonds
10/22/10
MONEYWATCH
11
Money Market vs. CDs
This Week Last Week0
0.5
1
1.5
2
2.5
3
3.5
4
Money Mkt3mo CD6mo CD1yr CD3yr CD
10/22/10
MONEYWATCH
12
Six-Month CD Rate Trend January – June 2010
Janu
ary
Febr
uary
Mar
chAp
rilMay
June
2.56
2.58
2.6
2.62
2.64
2.66
2.68
2.7
2.72
2.74
2.76
6-month CD
6-month CD
10/22/10
MONEYWATCH
13
Portfolio Management
With a minimum of $250,000 invested:• Personal risk analysis• Diversified portfolio strategy• Quarterly account statements
10/22/10
MONEYWATCH
14
Our Services
Money Watch
Private Financial Evaluati
on
Mutual Fund
Investments
Retirement
Savings Planning
Tax-deferred Investment Options
Estate Planni
ng
10/22/10
15
Money Watch Will Keep An Eye On Your Money!!
10/22/10
