Tuesday, December 22, 2009
Diversification and Risk
Diversification is the key to minimizing portfolio risk and increasing returns. View our new video cast on what you should look for when selecting funds for your portfolio to minimize portfolio risk and increasing your overall returns.
Monday, May 4, 2009
ETFcast: Selling short- Intro to ProShares
ETF Review for the Week of 5/4/2009
Fund name: Selling Short and Intro to ProShares ETFs
By: Rick Walter, UCS Investment Co.
Comments: It has been awhile since I have posted, because I was really busy working on taxes for our tax clients. However, I am back and can devote more time to covering new and exciting ETF funds and investment strategies for individuals and businesses who want to know where the action is.
Our weekly ETF review covers a unique ETF fund, its holdings, the sector, and the funds total return to date. The review also covers why we think it would make a good or bad investment. Our ETFcast programming is also for investors looking for alternative investments that can make them some money in this current economic climate or investors seeking more knowledge on the ETF industry.
This week's ETF fund review podcast is first on the concept of selling short or short selling and a brief intro to the ProShares Family of Funds.
Sponsor: This podcast is brought to you by: UCS Investment Co. Have you lost half of your retirement value in your 403(b), 401k or IRA? Are you unsure on where and how to reposition your assets to prevent further losses? We can help you. Our financial planning methods using Exchange-traded funds and asset allocation modeling can help you fix or build a financial portfolio that will weather any financial storm and secure your dreams. Get investment advice tailored to your needs- from a trusted source. Call for a free no cost financial planning consultation now.
Fund name: Selling Short and Intro to ProShares ETFs
By: Rick Walter, UCS Investment Co.
Comments: It has been awhile since I have posted, because I was really busy working on taxes for our tax clients. However, I am back and can devote more time to covering new and exciting ETF funds and investment strategies for individuals and businesses who want to know where the action is.
Our weekly ETF review covers a unique ETF fund, its holdings, the sector, and the funds total return to date. The review also covers why we think it would make a good or bad investment. Our ETFcast programming is also for investors looking for alternative investments that can make them some money in this current economic climate or investors seeking more knowledge on the ETF industry.
This week's ETF fund review podcast is first on the concept of selling short or short selling and a brief intro to the ProShares Family of Funds.
Sponsor: This podcast is brought to you by: UCS Investment Co. Have you lost half of your retirement value in your 403(b), 401k or IRA? Are you unsure on where and how to reposition your assets to prevent further losses? We can help you. Our financial planning methods using Exchange-traded funds and asset allocation modeling can help you fix or build a financial portfolio that will weather any financial storm and secure your dreams. Get investment advice tailored to your needs- from a trusted source. Call for a free no cost financial planning consultation now.
Wednesday, March 11, 2009
Sunday, February 15, 2009
Saturday, January 24, 2009
ETFcast:S&P GSCI Commodity Indexed Trust GSG Podcast
ETF Review for the Week of January 15 - 29, 2009
iShares S&P GSCI(TM) Commodity Indexed Trust podcast: GSG
By: Rick W. Maduro, UCS Investment Co.
Description: Our weekly ETF review covers a unique ETF fund, its holdings, the sector, total return why we think it would make a good or bad investment. ETFcast is also for investors looking for alternative investments in this current economic climate or seeking more knowledge on the ETF industry.
This week's ETF fund review is the iShares GSCI(TM) Commodity Indexed Trust: GSG.
Ever since the oil market collapsed, commodity prices among all industries have come back down to more reasonable price levels. However, not so for this fund. It's curtain calls for this fund. It has lost more than half its value. This fund is only for the brave of heart. The fund has basically collapsed with management not having any clear strategy in place before the markets headed south and no clear strategy to pull the fund up out of the toilets, at least none that I have heard of. Commodities are a good investment but I would avoid this particular fund. This fund is for the bravest of Bottom-Feeders only!
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Do you need to re-balance your investments? Is your investment manager not returning your calls? Maybe you need to adjust your risk levels? We can help you. If you are looking for advice on what to do with investments that have declined considerably in your 401K plan, IRA, HSA or elsewhere, call us for a professional consultation, or submit our secure financial planning form.
For a limited time, get your 2009 tax preparation free when you complete a wealth building financial plan with us. Get investment advice tailored to your needs- from a trusted source.
*Restrictions Apply.
*****************
iShares S&P GSCI(TM) Commodity Indexed Trust podcast: GSG
By: Rick W. Maduro, UCS Investment Co.
Description: Our weekly ETF review covers a unique ETF fund, its holdings, the sector, total return why we think it would make a good or bad investment. ETFcast is also for investors looking for alternative investments in this current economic climate or seeking more knowledge on the ETF industry.
This week's ETF fund review is the iShares GSCI(TM) Commodity Indexed Trust: GSG.
Ever since the oil market collapsed, commodity prices among all industries have come back down to more reasonable price levels. However, not so for this fund. It's curtain calls for this fund. It has lost more than half its value. This fund is only for the brave of heart. The fund has basically collapsed with management not having any clear strategy in place before the markets headed south and no clear strategy to pull the fund up out of the toilets, at least none that I have heard of. Commodities are a good investment but I would avoid this particular fund. This fund is for the bravest of Bottom-Feeders only!
*****************
Do you need to re-balance your investments? Is your investment manager not returning your calls? Maybe you need to adjust your risk levels? We can help you. If you are looking for advice on what to do with investments that have declined considerably in your 401K plan, IRA, HSA or elsewhere, call us for a professional consultation, or submit our secure financial planning form.
For a limited time, get your 2009 tax preparation free when you complete a wealth building financial plan with us. Get investment advice tailored to your needs- from a trusted source.
*Restrictions Apply.
*****************
Sunday, January 18, 2009
ETFcast:Upcoming review of iShares S&P GSCI
Should you invest in commodities now and if you do what etf fund provides the best returns and protection for your investment dollars?
Listen to our upcoming ETFcast on the iShares S&P GSCI(TM) Commodity-Indexed Trust (GSG), a commodity-indexed etf trust that invests in a commodity-index investing pool managed by Barclays Global Investors International, Inc. and Barclays Global Fund Advisors.
*****************
Do you need to re-balance your investments? Is your investment manager not returning your calls? Maybe you need to adjust your risk levels? We can help you. If you are looking for advice on what to do with investments that have declined considerably in your 401K plan, IRA, HSA or elsewhere call us for a professional consultation, email or submit our secure financial planning form.
For a limited time, we are offering a *free financial plan if you complete and file your individual 2008 tax preparation with us. A good financial plan helps you reach your long-term goals. Reaching your long-term financial goals requires you to invest wisely. Get investment advice tailored to your needs- from a trusted source.*Restrictions Apply.
*****************
Listen to our upcoming ETFcast on the iShares S&P GSCI(TM) Commodity-Indexed Trust (GSG), a commodity-indexed etf trust that invests in a commodity-index investing pool managed by Barclays Global Investors International, Inc. and Barclays Global Fund Advisors.
*****************
Do you need to re-balance your investments? Is your investment manager not returning your calls? Maybe you need to adjust your risk levels? We can help you. If you are looking for advice on what to do with investments that have declined considerably in your 401K plan, IRA, HSA or elsewhere call us for a professional consultation, email or submit our secure financial planning form.
For a limited time, we are offering a *free financial plan if you complete and file your individual 2008 tax preparation with us. A good financial plan helps you reach your long-term goals. Reaching your long-term financial goals requires you to invest wisely. Get investment advice tailored to your needs- from a trusted source.*Restrictions Apply.
*****************
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