Sentences with phrase «growth oriented investments»

In the case of growth oriented investments, you can consider equity funds (diversified and tax saving funds) and equity shares where return of at least 15 per cent is expected.

Tax Benefits — Growth oriented investments held in an after - tax account such as a traditional investment account with a brokerage firm, are taxed as capital gains.

Fixed income investments can assist investors by providing a stable stream of income to a total portfolio and helping to diversify against volatility in more growth oriented investments such as shares.

Not exact matches

Matt McIlwain, the managing director at Seattle - based investment firm Madrona Ventures, further suggests the city's overall attitude is in line with how the company operates: «It has a very can - do, growth - oriented attitude, which aligns with the Amazon culture,» he says.

I hired an investment adviser, and together we agreed on an investment strategy and what we'd put into this portfolio: growth - oriented mutual funds from respected institutions and shares of stable, well - managed companies.

I'd start your 401 (k) with a mutual - fund group mixing your investments — 60 % or 70 % in a conservative common - stock fund, 10 % to 20 % in a more aggressive growth - oriented fund, and the balance in a diversified international fund.

PIMCO believes globalization exposes investors to price pressures and growth patterns of countries around the world, creating a need for a fuller set of inflation - oriented investments.

After all, even in retirement you will need a certain exposure to growth - oriented investments to combat inflation and help ensure your assets last for what could be a decades - long retirement.

The Fund managers follow a growth - oriented investment process with emphasis on qualitative research, as well as knowledge of local languages and business cultures.

Z Capital Partners, LLC («ZCP») is the private equity arm of Z Capital and pursues a value - oriented, opportunistic approach in private equity that includes making control investments in companies that involve turnarounds, corporate carve - outs, growth platforms, go - private transactions, and restructurings.

Then they never go back and choose a growth - oriented investment.

But the economy is still relatively fresh and not likely to go down for the count, so it is not yet the time to throw in the towel on growth - oriented investments.

Deferred business spending and recent investment - oriented tax cuts will continue to reinforce a typcal late - cycle rotation toward investment - led growth during the balance of the year.

Last year, growth - oriented managers were riding high, which means they sounded smarter and their investment process oozed logic.

Our funds» investments may include venture capital for emerging growth companies, growth capital for more established companies, and leveraged acquisitions and recapitalizations for growth - oriented companies with strong cash flows.

As well, Kiesel is eager to underscore that a company's culture is nothing short of imperative for building a successful, growth - oriented operation, noting, «The investment is in the long - term success of our clients, for sure, but in gaining the loyalty of our people within the company, as well.»

Not only do I invest in alternative investments like antiques, commodities and collectibles, but various stocks or funds that are more stable and growth oriented.

Last year, growth - oriented managers were riding high, which means they sounded smarter and their investment process oozed logic.

Growth - oriented investments can lose as well as gain money, and even a 100 - percent US government guaranteed deposit account could leave you vulnerable to losing ground to inflation over time.

No one knows what tomorrow's markets will do, so be sure you're well diversified and have an appropriate amount of growth - oriented investments for your age.

Life insurance policies in fact are so popular that earlier the product which was meant simply to provide death benefit, nowadays has started offering many different features which offer growth in investment, an opportunity to invest in the market, investments that are goal oriented and much more.

A big reason for this is his contention that you can anticipate earning 12 % per year on your retirement investments in growth - oriented mutual funds.

Advisable to opt for Growth option for equity oriented funds for long term investment.

So as you approach and enter retirement, you should convert more of your volatile growth - oriented investments to fixed - income securities such as bonds.

Need your advice on a monthly sip of 15 k f (investment horizon of 15 years) for my younger daughters post grad education.I was planning to invest 5 k each in a debt oriented fund (ICIC pru long term growth), balanced fund (HDFC balanced fund) & a ELSS fund (Axis long term equity fund)- assumption based on a return of 12 % post tax and hence a corpus of 65 - 70 lacs at the end of this invetsment term of 15 yrs.Education inflation taken at 10 %.

Such is the popularity of the policy that the simple aim of only providing death benefit to the policy holder has now multiplied to several features that offer growth in investment, opportunity to invest in the market, goal oriented investments and much more.

Consistent with this investor choice, investments are frequently classified or marketed as either growth or income oriented.

Winnipeg's IGM owns growth - oriented Mackenzie Investments, with its focus on equities, and Investors Group, with its focus on personalized financial planning.

My growth - oriented investment style focuses on fundamental analysis including cash ratios, liquidity ratios and margins.

*** But even if you are approaching retirement, you may still need to maintain some growth - oriented investments as a hedge against inflation.

You might also consider IRAs and variable annuities, which allow you to select from a variety of investment portfolios, including growth - oriented portfolios.

We are a boutique, long - only investment management firm offering high - quality, growth - oriented international and global equity portfolios.

As a dividend growth oriented value investor I'm not all that interested in beating the index over any specific time period because my intention is to create a growing stream of tax - efficient income through investments.

Employs a bottom - up, growth - oriented, fundamental investment approach, targeting both early stage and traditional growth companies within emerging market countries, or developed market companies with revenue exposure to emerging markets

Demographic trends favor income - oriented investments — to keep up with inflation, retiring baby boomers should increasingly require investments that offer income and growth

If your savings and investments are failing to outpace inflation, you might consider investing in growth - oriented alternatives such as stocks, stock mutual funds, variable annuities, or other vehicles.

A prudent balance of stocks and bonds A balanced approach: The fund seeks conservative growth plus income through a mix of roughly 60 % stocks and 40 % bonds.Seeking reduced volatility: The fund's focus on undervalued stocks and primarily high - quality bonds is designed to reduce volatility for conservative and income - oriented investors.A rigorous process: The fund's experienced portfolio managers use rigorous fundamental investment research to find opportunities and manage risk.

I agree with the author when he states «there is a strong preference for holding income - oriented investments in tax - advantaged accounts and holding growth - oriented investments in taxable accounts» Following that reasoning, it would seem preferable to put cash and taxable bond, which are taxed as ordinary income, into a tax advantaged accounts and putting equities (beyond what can be stashed in tax advantaged accounts) into taxable accounts where they can benefit from lower capital gains and qualified dividend tax rates.

22 percent of respondents currently working with a financial advisor would be interested in taking on a higher risk growth - oriented investment strategy instead of postponing their retirement.

American Funds investment professionals actively manage the Target Date Fund's portfolio, moving it from a more growth - oriented strategy to a more income - oriented focus as the fund gets closer to its target date.

Employs a bottom - up, growth - oriented, fundamental investment approach, targeting both early stage and traditional growth companies within emerging market countries

For a 60 - year - old investor, that may mean focusing more on dividend - paying stocks, he says, rather than growth - oriented investments more likely to result in capital gains that could have been a part of their portfolio when they were younger.

Finally, it's a nice hedge to more growth oriented portfolio investments.

This reflects a fundamental idea that younger people can take on more investment risk for potential gain, while older people approaching retirement should protect their principal by converting some volatile growth - oriented stock investments to more stable fixed - income securities.

However, if your time horizon is longer and you are still young, a greater portion of your investment portfolio should be allocated in growth - oriented assets such as stocks and real estate.

ACP makes control investments in growth - oriented, lower - middle market specialty manufacturing, distribution, and business services companies.

ACP makes control investments in growth - oriented, lower - middle market specialty manufacturing, distribution, and business services companies.

Rapid growth in global trade and foreign investments in Peru in recent years has made the country one of the 20 most international trade - oriented nations in the world.

Aviva i - Growth: This unit linked, non-participating savings oriented life insurance plan offers a choice of three investment fund options and 3 policy terms.

For clients over 50 who seek tax - deferred capital accumulation as well as a death benefit, MassMutual's 11 variable universal life policies present many growth - oriented investment sub-accounts from mutual fund families, such as American Funds and T. Rowe Price Group Inc. (NASDAQ: TROW).