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Articles : Investment Principles

Types of Investment Risk: Operator/Management Risk

Published: June 27, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Yesterday we covered Ju…

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Types of Investment Risk: Jump/Event Risk

Published: June 26, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Yesterday we covered Re…

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Types of Investment Risk: Reinvestment Risk

Published: June 25, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Yesterday we covered In…

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Types of Investment Risk: Interest Rate Risk

Published: June 24, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Last Friday we covered …

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Types of Investment Risk: Natural Disaster

Published: June 21, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Yesterday we covered Ge…

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Types of Investment Risk: Geopolitical Risk

Published: June 20, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Yesterday we covered Ma…

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Types of Investment Risk: Macroeconomic Risk

Published: June 19, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Yesterday we covered Go…

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Types of Investment Risk: Government Regulation/Taxation

Published: June 18, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Yesterday we covered En…

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Types of Investment Risk: Environmental

Published: June 17, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Last Friday we covered …

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Types of Investment Risk: Dilution

Published: June 14, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Yesterday we covered Ma…

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Types of Investment Risk: Market/Socionomic

Published: June 13, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Yesterday we covered Fr…

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Types of Investment Risk: Fraud/"Madoff"

Published: June 12, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Yesterday we covered Il…

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Types of Investment Risk: Illiquidity

Published: June 11, 2013 in Investment Principles

We are in the middle of a series breaking down the various types of investment risks. You can read the introduction here. We are posting one article covering one risk each weekday until the series is complete. Yesterday we introduced the …

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Types of Investment Risk: Inflation

Published: June 10, 2013 in Investment Principles

Welcome to Our Series on Investment Risks Over the next week and a half we will be breaking down the various types of investment risks. We will be posting one article covering one risk each weekday until the series is complete. The reality is…

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Types of Investment Risk: Counterparty Risk

Published: June 8, 2013 in Investment Principles

We are at the end of a series breaking down the various types of investment risks. You can read the introduction here. We posted one article covering one risk each weekday until today, when we will conclude the series. Yesterday we covere…

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The Five Categories of Collateral

Published: Feb. 14, 2013 in Investment Principles

Given the complexity of investment vehicles today, it can be difficult for investors to know what actually backs their investments. We believe there are essentially only five categories of collateral that back just about every investment available...

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Understanding the Capital Stack and How It Affects Your Investments

Published: Feb. 14, 2013 in Investment Principles

Understanding an investment's place in the "capital stack" is one of the most important aspects of due diligence an investor must complete prior to making any investment. The "capital stack" refers to the legal organization of all of the capita…

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Our Investment Distinctives

Published: July 12, 2012 in Investment Principles

What core values define us as a company? What are the distinctives that set JRW Investments apart from the crowd of other wealth management and 1031 exchange companies? What does it mean to provide Truly Customized Investment Solutions?

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Corporate Credit Ratings

Published: Nov. 11, 2011 in Investment Principles

Corporate credit ratings are issued by rating agencies in order to provide investors with better insight into how well a particular organization is operating and able to pay off its liabilities and financial obligations. The three largest rating...

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Principles of Wealth Preservation and Growth

Published: Nov. 11, 2011 in Investment Principles

The principles of risk management and wealth building that I outline below are nothing new. I borrow liberally from the past and current financial greats who have far more knowledge and experience than I do. Nevertheless, the swings of human...

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