Best investments for elderly investors

    • [PDF File]PDF Vanguard Personal Advisor Services Brochure

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      typically recommends as investments. Please see the section of this brochure entitled "Other financial industry activities and affiliations" for more information. Vanguard Personal Advisor Services Vanguard Personal Advisor Services, launched by VAI in 2015, provides both ongoing advised account services for

    • European healthcare - a golden opportunity for private equity

      European healthcare - a golden opportunity for private equity 1 Ageing populations, the drive for better preventive medicines and the increasing reliance on the private sector to help societies pay for ballooning healthcare costs continue to make healthcare a prized sector, with returns higher than in most other industries.

    • [PDF File]PDF Private Equity Investment in the Landscape Industry

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      PRIVATE EQUITY INVESTMENT IN THE LANDSCAPE INDUSTRY The Principium Group www.PrincipiumGroup.com 888-229-5740 2 To our clients and friends: We are pleased to present this special special report, Private Equity Investment in the Landscape Industry.

    • [PDF File]PDF Dr Moncef Slaoui - GSK

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      of new information, future events or otherwise. Investors should, however, consult any additional disclosures that the Group may make in any documents which it publishes and/or files with the US Securities and Exchange Commission (SEC). All investors, wherever locat ed, should take note of these disclosures.

    • [PDF File]PDF Senior Investors Bulletin

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      the millions of senior investors who rely on investment income to make ends meet. Even if the industry and regulators adopt substantial reforms to correct these practices, older Americans must be actively involved in overseeing their investments. Following are 10 self-defense tips developed for older Americans by the North American Securities

    • [PDF File]PDF NATIONAL SENIOR INVESTOR INITIATIVE

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      many senior investors have seen a significant reduction in the income streams on which they traditionally have depended during retirement. The combination of high levels of wealth and downward yield pressure on conservative income-producing investments may create an environment conducive to the recommendation of more

    • [PDF File]PDF Smart Seniors: Smart Investors

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      Smart Seniors: Smart Investors Don't Get Scammed! Dear New Yorkers, It's unfortunate, but true: seniors are often targeted for financial exploitation and investment fraud. A recent study found that, in just a single year, older adults lost at least $2.9 billion to fraud committed both by persons they know and trust and by complete strangers.

    • [PDF File]PDF Educating Investors Focus of April Savings & Investment Month ...

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      EDUCATING INVESTORS FOCUS OF APRIL SAVINGS & INVESTMENT MONTH CAMPAIGN ... educated investors are the best defense against securities fraud," Governor Janet Napolitano ... U.S. history. At the time of the bankruptcy filing, the Foundation owed more than 11,000 mostly elderly investors close to ...

    • [PDF File]PDF Financial Threats to Senior Investors

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      There are a number of financial threats specifically targeting senior investors. The following is a list of ... Door to door sales person comes to an elderly client's home and claims that they need a new roof, ... • The new "best" friend is struggling financially and needs a short term ...

    • Investing for Retirement

      elderly women." --Teresa Heinz Kerry ... "Investors cannot earn high returns without occasionally bearing great loss. If the investor desires safety, then he or ... investments in your taxable brokerage accounts by choosing investments that allow you to keep more of the

    • [PDF File]PDF Investing in Mutual Funds - AARP

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      Investing in Mutual Funds The idea of a mutual fund may sound complicated. However, this type of investment is often a good choice for people who want a relatively simple way to invest their money as they journey toward retirement. A mutual fund is a collection of stocks, bonds or cash-type investments such as a money market

    • [PDF File]PDF A Financial Professional's Guide to Working With Older Clients

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      A Financial Professional's Guide to Working With Older Clients AARP and the Financial Planning Association ... The best professionals learn to listen and question clients in a way that maintains their comfort and trust while allowing the professional

    • [PDF File]PDF Why Shoul Olded Peoplr e Invest Les isn Stocks Than Younge ...

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      Why Shoul Olded Peoplr e Invest Les isn Stocks Than Younge Peopler (p? 11. ) ... best move is to switc froh m stock tso bond oves timer . Generally, though suc, ah switc ihs extremel dramaticy , ... The best way for investors to respond to this situation

    • [PDF File]PDF Analytical Framework for Land-based Investments in African ...

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      The Analytical Framework for Land-Based Investments in African Agriculture (the "Framework") is designed to help investors ensure that their land-based investments are inclusive, sustainable, transparent, and respect human rights. It derives from a commitment made by the New Alliance Leadership Council

    • [PDF File]PDF INVESTMENT IN CARE HOMES - British Property Federation

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      estimates that 61% of these bed days are lost because elderly people are waiting for space in a care or residential home12. 17. As well as increasing costs to the NHS, elderly patients are at increased risk of ... 16 FT, 'US investors snap up UK care homes', June 2014 nursing clients), while ...

    • [PDF File]PDF Working With Senior Investors

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      Welcome to the "Working With Senior Investors" training webcast. • Course highlights key regulations, Firm policies, and best practices for working with senior investors. • Required training for all branch personnel (e.g., FAs, IRs, CSAs, SAs) and certain other registered and non-registered employees throughout the Firm.

    • [PDF File]PDF Impact Investing in Developing Countries

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      health, sanitation, environmental goods, education, and care for the elderly. Impact investors are a subgroup of private equity or venture capital investors with these ... investees or co-investors, impact investments are vulnerable to a second set of broader risks that ... providing best ...

    • CFA Institute Investment Foundations®, Third Edition - Chapter 16

      affect their investment needs, what services they require, and what investments are appropriate for them. For example, elderly clients with significant resources may be very concerned with estate (inheritance) planning, but elderly clients with modest resources may be more concerned about outliving their resources. A shortfall in

    • [PDF File]PDF Investment Management Legal - Morrison & Foerster

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      areas: retail investors, risks specific to elderly investors and retirement investing, and assessing market-wide risks. Protecting Retail Investors Robo-advisers. For the first time, OCIE will focus on so-called "robo-advisers" that provide automated online investment advice. In particular, OCIE will examine compliance practices for

    • [PDF File]PDF The Worst Retirement Investment You Can Make

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      original investments, relatively few people will die with their annuities worth less than what they paid. The living benefits typically come with a 10-year holding period, and there have been few 10-year periods where investors have actually lost money.

    • [PDF File]PDF Financial Literacy Among Retail Investors in The United States

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      elderly. For example, in FINRA's 2009 National Financial Capability Study, adults from 45 to 49 years old performed the best of all age-groups, including respondents ages 50 and older, while young adults performed 4" An analysis of the 2008 Health and Retirement Survey (HRS) identified several categories of

    • [PDF File]PDF Vulnerable Investor Consultation Paper

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      identifying emerging issues that affect investors and seeking reform to mitigate harm to investors; and (3) identifying actual conduct by issuers, registered persons and other market participants that is, or may be, detrimental to investors and, where appropriate, encouraging action to enhance investor rights and protections.

    • [PDF File]PDF Financial Tips for Seniors

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      investments," added Luke W. Reynolds, Chief of the FDIC's Outreach and Program Development Section. 4. Consider limiting the mail and phone calls you receive from marketers. Unsolicited offers from unfamiliar companies can result in you overspending your budget or paying for shoddy merchandise or service from vendors who don't stand behind

    • [PDF File]PDF Bulletin for S e n ior I nve or s

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      A broker who sells investments on the premises of a bank is part of the bank, but investments are not protected by Federal Deposit Insurance Corporation (F.D.I.C.) insurance. You should not rely on oral statements for assurance - get it in writing, and make sure you understand the information bulletin-for-senior-investors • Revised 06/08/16 ...

    • [PDF File]PDF Investment Products and Sales Practices Commonly Used to ...

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      the best interest of their clients. Sometimes, however, investment advisers will take ... transferred the proceeds from those sales to the accounts of two elderly women ... Investors were told their investments would be used to fund business ventures, none of which existed. Instead, investor ...

    • [PDF File]PDF GUIDE TO - New Jersey Division of Consumer Affairs

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      y picking up the Essential Guide to Safe Investing, you have already accepted the great first step to protecting your money-knowledge. The primary mission of the New Jersey Bureau of Securities is the education and protection of investors. You will find that this Guide is an excellent reference for the basics on investing.

    • [PDF File]PDF UK ALTERNATIVES INVESTMENT INDEX H1 2019

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      investments across all the sectors presented is 3.5%, although ... by institutional investors who are seeking best-in-class stock in ... institutional investors. ELDERLY CARE 10 9 8 7 6 5 4 3 Super Prime/Prime Secondary Due to a combination of investor

    • [PDF File]PDF OCIE 2017 Exam Priorities: Focus on Retail, Elderly and ...

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      OCIE 2017 Exam Priorities: Focus on Retail, Elderly and Retirement Investors; Market Risks By Jay G. Baris The SEC's National Examination Program (NEA) of the Office of Compliance Inspections and Examinations (OCIE) announced that its examination priorities in 2017 will focus on three general areas: retail investors, risks

    • [PDF File]PDF GSK Investor Event

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      GSK Investor Event. Sir Andrew Witty. Group overview and strategic outlook. ... The Group cautions investors that a number of important factors, including those in this document, could ... Widely recognised as one of the very best investments in healthcare. UN, WHO, CDC. 13

    • [PDF File]PDF Office of the Indiana Secretary of State

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      best ways to protect yourself from investment fraud." The Secretary of State's investigators found that for over a decade, Blackwelder's company, CFS LLC, solicited over 300 elderly Hoosiers to invest in "real estate investment opportunities" that included undivided ownership interests to investors in rental properties owned by CFS.

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