Ngaba Umele Utyalomle noEdward Jones?

Uvavanyo luka-Edward Jones kunye neMvelaphi

U-Edward Jones uyinkampani yokuthengisa ngemali epheleleyo ekwasekwa ngo-1922. Inkampani yokutyalo-mali iyazimela ekuthathweni kwendlela yokubonelela ngeenkonzo zemali kunye nemveliso, njengengcebiso kunye neengxowa-mali. Kodwa ngaba u-Edward Jones unelungelo kuwe kunye notyalo lwakho?

Bazakhele abaxhasi babo abanesigidi esixhenxe ngokubeka indawo kwiindawo ezizungeze iUnited States neKhanada. U-Edward Jones unabeluleki abangaphezu kwama-41,000 kunye nabanye abasebenzi abafumaneka kumaSebe angaphezu kwama-14 000 kulo lonke ilizwe.

Iiofisi ezininzi zizithobekile ngobukhulu kwaye ziba nomcebisi omnye wezemali kunye nomncedisi wolawulo.

Isishwankathelo, u-Edward Jones uzama ukuba ngumcebisi ngasemva, ngoko kuthetha. Bafuna ukwakha ubudlelwane bexesha elide ezakhiwe kwithemba kunye nabaxhasi. Basebenzisa ukusetyenziswa kwemali kunye nokusebenzisa imodeli engundoqo yokwakha iipowfoliyo ezihlukeneyo kubaxhasi abagcina umhlala-phantsi kunye nezinye iinjongo zexesha elide.

Utyalomali noEdward Jones

Njengoko kunjalo nangamafama amaninzi, i sigqibo sokutshala imali kunye nesigqibo sendawo kunesizwe. Ngamazwi ahlukeneyo, kufuneka uthembele kwenkampani yomrhweba kodwa ngumcebisi wengingqi omele uthembeke kuqala.

Enye yemibuzo yokuqala omele uyibuze umcebisi onokuthi nayiphi na uhlobo yile: Uhlawulwa njani? Enye indlela u-Edward Jones ehlawulelwa ngayo ngokwabelana ngenzuzo kunye nenethiwekhi yabo yeenkampani zenkxaso-mali.

Umzekelo u-Edward Jones ungumsebenzisi omkhulu we- American Funds , onokukhethwa ngokubanzi kweemali eziphathekayo eziphezulu kunye nezakhiwo ezahlukahlukeneyo zokuhlawula ngeeklasi ezahlukeneyo zeengxowa-mali .

Ezi zinokuba yimali elayishiwe ngaphambili, iimali ezilayishiwe emva, okanye iimali ezikhutshwe ngumthwalo ngeemali ezi-12b-1. Nangona kunjalo, uEdward Jones akahlali okanye agxininise ngokupheleleyo iimpahla zabathengi kwiimali ezingekho mthwalo , ezidla ngokuxhamla kubatyalomali. Kubalulekile ukuba abatyali-mali bakwazi ukuqonda iimali zokuxhasa imali ngaphambi kokutyalomali, kungakhathaliseki ukuba izinga labo lokuthembela kunye nomcebisi.

Iingxelo kunye nezikhalazo zikaEdward Jones

Nangona u-Edward Jones ngokuqhelekileyo ungumnini-shishini oqeshwe kakhulu okhangela iimfuno ze-Main Street, u-zimali-mali, imbali yabo ayikho ihlazo.

Ngo-2004, u-Edward Jones wabethwa ngamangqina ukuba ayibonakalanga ukuxabana okubalulekileyo. Xa kuphakanyiswa imali yokubambisana kwabaxhamli, u-Edward Jones uthe wahluleka ukuthetha nabaxumi ukuba imali ephakanyiswayo yayikhethiwe, kungekhona ngokucoca ngokucokisekileyo, kodwa ngenxa yokuhlawulwa kuka-Edward Jones.

U-Edward Jones uhlawule i-R5 million yezigidi zokulawula kunye ne-SEC ukwenzela ukuchazwa kwezigwebo.

Inkcubeko e-Edward Jones inokuphuculiswa ngokubanzi njengoko isetyala kodwa kusekho uxanduva lomtyalomali ukuthobela "umthengi uqaphele" ifilosofi xa ekhetha abacebisi-mali.

Ukubona ukuphononongwa kunye nezikhalazo zamakhasimende kunye nokuphononongwa ku-Edward Jones, khangela oku kukhonkco kwiMicimbi yabathengi.

Ukujonga ngokucacileyo ukukhetha abacebisi bezocalo-mali bakubone le ngcaciso kwiintlobo zeeNgcebiso zabaTyalo-mali .

Ukuziphendulela: Ulwazi olukule ndawo lunikezelwa ngeenjongo zengxoxo kuphela, kwaye akufanele lichazwe ngokungeniswa njengeengcebiso zotyalo-mali. Ngaphandle kweemeko ngaba le nkcazelo ibonisa isincomo sokuthenga okanye ukuthengisa iziqinisekiso.