I published “Benefits of CIMA Certification” on @Medium https://ift.tt/3cKyOiT
Published: Benefits of CIMA Certification
Monthly Archives: May 2020
Pros and Cons of a Dedicated Portfolio
Jake Kagele is the managing director of Nova Financial Services in Tucson, AZ, where he provides a wide range of financial services for high net worth clients. A Certified Investment Management Analyst, Jake Kagele leverages many investment strategies to advance the goals and interests of his clients.
Dedicated investment portfolios can be a useful tool when investors seek to create reliable cash flows. In a dedicated portfolio, cash flows are structured based on their ability to match specific expected liabilities. Dedicated portfolios typically hold bonds and other fixed-income instruments until maturity.
A dedicated portfolio provides the advantage of minimizing risk and is suitable for investors who need a future source of income. They reduce default risk, inflation risk, reinvestment risk, and market risk. However, putting together a dedicated portfolio can be a difficult task, even for an experienced investor. Dedicated portfolios require a strong grasp of fixed-income instruments as well as optimization theory and liability forecasting. Therefore, dedicated portfolios certainly have their place, but they’re not advisable for novice investors and should be carefully considered.
Published: CIMA Certification Process
I published “CIMA Certification Process” on @Medium https://ift.tt/3aZoBgN
About the NOVA Financial Services Individual Retirement Strategy
Before joining NOVA Financial Services in 2009, Jake Kagele served as a financial advisor at Merril Lynch. Based on Tucson, AZ, Jake Kagele leverages his certification as an investment management analyst to inform his role as a managing director of the company.
NOVA Financial Services offers a wide range of financial services to clients who need independent and customized financial strategies. Some of the financial services offered by NOVA are individual retirement plans, company retirement plans, education planning, and estate and tax planning.
The advisors at NOVA Financial Services offer numerous options for individual retirement accounts and are also able to develop an investment strategy for the clients’ specific needs. Concerns that are a priority for NOVA Financial Services’ advisors include management of retirement assets, including 401(k) plans, revision of company retirement plans, and steps to be taken with the proximity of retirement.
To reach out to one of NOVA’s financial advisors, visit https://yourfuturebynova.com/.
Jake Kagele (AZ) 