Compare the question of selling indexed annuities or derivatives or
other complex investments.
Leveraged and Inverse ETFs may not be suitable for long - term investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and
other complex investment strategies.
Not exact matches
Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and
other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our
investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our
investment; the risk posed by managing an increasingly
complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or
investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and
other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.
A money market fund, on the
other hand, is a more
complex mutual fund type
investment that buys all kinds of cash equivalent assets.
They entail significant risks that can include losses due to leveraging or
other speculative
investment practices, lack of liquidity, volatility of returns, restrictions on transferring interests in a fund, potential lack of diversification, absence and / or delay of information regarding valuations and pricing,
complex tax structures and delays in tax reporting, less regulation and higher fees than mutual funds.
The unit, the chief
investment office (CIO), has been the biggest buyer of European mortgage - backed bonds and
other complex debt securities such as collateralized loan obligations in all markets for more than three years... The unit made a deliberate move out of safer assets such as US Treasuries in 2009 in an effort to increase returns and diversify
investments.»
When considering alternative
investments, you should consider the fact that some products may utilize leverage and
other speculative
investment practices that may increase the risk of
investment loss and be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve
complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees including incentive fees, and in many cases have underlying
investments that are not transparent and are known only to the
investment manager.
«As with most
complex matters, there can be a lot of answers that are not inconsistent with each
other, but overlapping, and different folks will focus on different things,» said New York Attorney General Eric Schneiderman, who advocated greater
investment in state legislatures and state - level politics.
In
other words, when engaging in a project as
complex as school design, we must be mindful of the incredible
investment of time, talent, and resources and trade - offs that come between the three.
These and
other risks pertaining to specific funds, such as those involving
investments in specialized industry sectors or use of
complex securities, are discussed in each fund's prospectus.
Filed Under: Daily Investing Tip Tagged With:
complex investment products, Investing, investing scams Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or
other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.
All the
investments described so far in this booklet have risks, but here are some strategies and products that may be riskier or more
complex than
others.
If you are in the market for more
complex investments or are a frequent trader, though,
other online brokers offer better options for you.
Dividend investing isn't much more
complex than capital gains investing, and it's much simpler than
other income systems such as an online business or more arcane
investments such as annuities and options.
But the rules concerning qualified
investments can be
complex and detailed, especially when your
investment is something
other than a plain vanilla, blue chip Canadian stock.
3 PortfolioBuilder: As a self - directed investor, you must carefully consider the appropriateness of the proposed
investments in light of your own personal financial circumstances, including cash flow needs, unusual tax implications or
other complex or subjective concerns.
Precious metal prices are generally more volatile than most
other asset classes, making
investments riskier and more
complex than
other investments.
Investment decisions or choices that are
complex, and by that I mean things that include shorting stocks, futures, and the like — leave that to
others.
Can
other less
complex, risky or long - term
investments provide a similar or better return?
Trading futures, options on futures, retail off - exchange foreign currency transactions («Forex»), investing in managed futures and
other alternative
investments are
complex and carry a risk of substantial losses.
That said, choosing the right
investments for mid-term goals can be more
complex than any
other time period.
While synthetic ETFs may or may not buy the shares and
other investments that they try to match, they also use
complex financial instruments known as derivatives such as «swap agreements».
It would be a good way for an
investment organization to formalize its
investment process, but is way too
complex for one person implement, unless one is following some type of simplifying system like Morningstar, ValuEngine or any of the
other purveyors of DCF analyses out there.
Filed Under: Daily Investing Tip Tagged With:
complex investment products, Investing, Risky
Investments Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or
other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.
They are more
complex than many
other types of
investments and the risks can vary between products.
In addition to the normal risks associated with fixed income securities discussed elsewhere in this SAI and the fund's prospectus (e.g., interest rate risk and default risk), CDOs carry additional risks including, but not limited to: (i) the possibility that distributions from collateral securities will not be adequate to make interest or
other payments; (ii) the quality of the collateral may decline in value or default; (iii) the fund may invest in CDOs that are subordinate to
other classes; (iv) the
complex structure of the security may not be fully understood at the time of
investment and may produce disputes with the issuer or unexpected
investment results; and (v) credit ratings by major credit rating agencies may be no indication of the creditworthiness of the security.
These
other options involve
complex engineering and would require significant capital
investment — something Refineries clearly don't want to do (and as Jim2 and stevepostrel also don't understand, oil companies don't own many U.S. refineries any more — they got out of that business).
Western governments participated for a
complex of reasons; the genuine idealism and boredom of some chimed with the cynical ambition of
others; there was unity of ostensible purpose along with disunity of interests (think EU squabbles and manipulation of carbon price); there was a massive
investment of resources to unclear goals; and much of the action defeated the very purpose (sack of Christian Constantinople by Crusaders).
Davis Malm's financial restructuring attorneys handle
complex and sophisticated matters related to insolvency or financial default for a variety of clients, including domestic and foreign business corporations, both publicly traded and privately held; financial institutions;
investment and mutual funds; venture capital firms; real estate and
other partnerships; condominium management firms; and not - for - profit corporations.
The lawyers at Foley Hoag help
investment advisers, including those doing hedge funds,
other private funds or separately managed accounts, address the ever more
complex regulatory, structural and legal compliance challenges they face.
Representation of financial advisors in connection with numerous FINRA investigations regarding Central Registration Depository («CRD») disclosures,
complex products and alternative
investments, and
other sales practice issues
We have successfully represented all of New Zealand's major retail banks, as well as
investment banks,
other financial institutions, funds, investors and non-regulated lenders on matters ranging from corporate transactions and regulatory matters to
complex litigation.
Bill has extensive experience in providing tax and structuring advice to private and public companies and
investment funds in respect of shareholders agreements, partnership and limited partnership agreements, joint venture arrangements, and
other complex commercial arrangements.
Many of the world's largest commercial banks,
investment banks and
other financial institutions call on us for a full range of issues, including sophisticated financing transactions and
complex regulatory concerns.
This includes litigation arising from opt - out opportunities in class actions; financial manipulation cases; distressed
investment scenarios, including insolvency and restructuring; allegations of improper fund management or inadequate disclosures; alleged securities laws violations; and
other complex financial disputes.
He brings more than 17 years of experience advising clients in the region in a broad range of disputes, often involving
complex, cross-border matters and particularly in the fields of energy and infrastructure, construction and finance, as well as joint venture and
other investment disputes.
For example, consider if they are: international (importers and exporters with no real business
investment outside the country); multination (some
investment in
other countries, but the products from the home country are typically adapted for the local market); global (invested and present in many countries with the same coordinated image across countries), or transnational (
complex organisations that are much more decentralised with power given to each foreign market).
Other life policies, such as whole life, universal life, or variable life, are more
complex because of their structure and
investment features.
The
other competing types of life insurance, such as whole and universal life are
complex and add in an
investment component.
Tamarac renters insurance is a wise
investment for anyone currently renting a house, apartment, condo, dorm, senior citizen
complex, townhouse, loft or any
other dwelling in Tamarac, FL..
Any skill set related to the puzzle of how to revalue
complex assets based on consolidation of sub-prime mortgages and
other risky but popular
investment vehicles is a valuable line on your resume, recruiters told Ladders.
• Navigated
complex transactions while coordinating the efforts of all companies involved in each deal • Advised clients in divestitures and
other structured financial
investments • Consulted with clients regarding joint ventures and acquisitions • Investigated deals to ensure compliance with SEC and US GAAP regulations
In spite of intense negotiations with the EB - 5
Investment Coalition (NAR is a member of this coalition) and
other stakeholders, it became clear that the details of a
complex and difficult EB - 5 immigration reform bill could not be resolved prior to the deadline.
Risk Disclosure: Alternative
investment products, including real estate
investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and
other speculative
investment practices that may increase the risk of
investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve
complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying
investments are not transparent and are known only to the
investment manager.
Blockbuster real estate deals are back and breaking records as cash from around the globe pours into U.S. office buildings, apartment
complexes and
other investment properties.
Things to consider: If buying and selling real estate, being the multifaceted situation that it is, finds itself sometimes even too
complex for trained professionals in some situations, requiring the addition of
other trained professionals such as lawyers, inspectors, insurance pro's, appraisers, land surveyors, tax specialists, financial planning and estate management people or companies, divorce specialists, grief counsellors, expert witnesses, construction people, builder issues, mortgage fraud professionals, banking backup people, ex pat and non-resident specialists, immigration rules and regs,
investment counsellors, to help unravel oddities and eventualities, just imagine the Rubik's cube the journey represents to the average, unrepresented buyer or seller, perhaps even ones in the midst of it while trying to digest a purchase or sale, going through a divorce or dealing with a grieving relative, due to a death in the family, even more especially where English is not that individual's first language.