Mar
2023

Investing Help and Advice

You may not already know it but you are already an investor. Anyone who puts money into an account which may grow in value is an investor. It does involve a slight risk and the higher the risk the greater the return generally will be.

Most of us have a financial goal. Whether we are saving for a deposit for a house or a well needed holiday. We usually begin by saving a little bit of money each month and depositing it into a savings account. When this money mounts up a little you want to think about whether or not that amount can be increased with interest. This is when you start contemplating investing your savings. But where do you start? Is it worth it?…

You need to start by working out which type of investment is best for you. Setting up am investment package can help.

Things to think about.

Returns – Do you want to see the returns as a growth or as income

Duration- How long will you be investing for.

Access – Do you want to get hold of the money quickly and easily.

Risk – You must understand the risk that maybe involved.

Why are you investing and how much money do you need to start the process?

Think about your personal feelings towards the risk. Are you happy to have a steady income over the years or are you willing to invest in shares which may go up or down depending on the market.

The most common are shares and bonds, however some people do invest in property. You could invest in a company, one which may pay a dividend. A shareholder can benefit from any gain, income or profit that the company makes.

You can choose the option of a bond which is a lower risk than shares, however you do get what you put in so to speak, so you may find you are rewarded more financially by taking the higher risk option.

Make sure you do your homework. Do some research into the type of risk you are taking on. Go online and get some information and details on different investment opportunities. Research the different companies investment options and even research the company itself and get a feel for the possible outcomes and if it matches your personal investment package.

Get some advice from a financial advisor who is reputable and has a good experience of investment management. This is advisable and don’t forget you don’t have to put all your eggs in one basket so to speak. Spread it between higher and lower risk options. But always know your limits.

Feb
2023

Investment Club Software – Keeping Your Club Organized

All investment clubs must keep proper financial records. The club treasurer is responsible for keeping the books organized and accurate. However, this can be a rather complicated and time consuming task when there are many members in the club. That’s why investment club software is an essential tool that every club should have.

There are three main types of investment club software available – accounting, tax, and investing. Some software packages combine all three functions. Accounting club software makes it easy to manage member contributions and withdrawals, buying and selling of shares, distribution of dividend income and preparing tax returns. Since all club financial information is in one place, members can easily be updated on the club’s investments and their individual shareholdings. Specific reports and graphs can also be generated and printed.

As most investment clubs are formed as partnerships, they must file an annual tax return irrespective of whether they make a profit or not. Keeping financial records with a club accounting software ensures accurate reporting for tax purposes. Investment club tax software enables the treasurer to simply print federal tax forms for the club and for each member. Once the forms have been reviewed and signed, they can be sent off. There’s no need to fill in tax forms by hand, which can be tedious and difficult if the treasurer does not understand tax law. Investment club tax software is updated every year for changes in IRS tax forms so clubs can be assured that they are filing the correct forms.

Investing software is an essential tool for investment clubs and investors. It helps to analyze stocks, markets, company’s fundamentals, graphs and charts so you can make an informed decision about which stocks to invest. If you are a novice investor, investing software takes the mystery out of investing. It teaches how to invest by introducing time-tested methodologies that enable individuals and clubs to assess stocks right away. This type of software can provide interactions through the internet to give current market information as well as trends.

The 3 types of investment club software can be purchased individually or as a package. It may be cheaper to buy as a package. Then again, choose a software or package that is flexible and easy to use.

The benefits of investment club software far outweigh its cost. It saves time, frustrations and reduces human errors arising from making computations and entries by hand. It also eliminates the need to hire an accountant or tax professional, thus saving money for the club. Best of all, it keeps the club’s books organized.