Sentences with phrase «so lump sum investing»

So lump sum investing is not really in the discussion.

Not exact matches

The premise behind an immediate annuity is simple: You invest a lump sum of money with an insurance company (although you would actually do so through an adviser, a broker or insurance agent) and in return you receive a guaranteed monthly payment for life regardless of how the financial markets perform.

So let's be clear: using DCA does not stack the odds in your favour: on the contrary, lump - sum investing is at least a two - to - one favorite.

So, what are the investment (or) saving options to invest lump sum amount (retiral benefits).

For example, when I sold a significant amount from my taxable brokerage account to invest in a small business, I sold index funds in a few lump sums over 6 or so weeks.

That said, if you're terrified about investing a lump sum all at once, it's perfectly fine to do so gradually.

So you invest the lump sum money in a liquid fund of the same fund house and then make an application to transfer a certain amount from this liquid fund to the equity fund at certain defined intervals.

So Diane and Paul can start by investing 55 % of their lump sum in bonds and GICs.

However the new pension freedoms rules mean less people are buying annuities and instead are remaining invested after retirement or taking lump sums so annuity targeted lifestyling is not always the best option.

However the new pension freedoms rules means less people are buying annuities and instead want to remain invested after retirement or draw out lump sums so annuity targeted lifestyling is not always the best option.

Please advise whether these are good funds to stay invested and also i have another 100K to invest as Lump sum, so please advise.

So can you please suggest me funds in how many funds I have to invest the entire amount and also in lump sum or SIP.

Also i have some lump sum amount around 1 Lac and want to invest for short term, so suggest which fund i need to invest.

You have lump sum amount to invest but hesitate to invest them completely in equity, so you could invest in a debt fund and start an STP to get the benefit of rupee cost averaging.

If you diversify your purchases in time (so that you don't have a huge lump sum to invest but rather make monthly investments), the risk of buying all of your stocks high and selling all of your stocks low essentially disappears.

The rates at which they offer to pay an annuity to you are frequently not competitive, so take the lump sum and invest it wisely.

The EPFO is planning to invest this money systematically every month or as a lump sum, as and when it feels it's appropriate to do so.

So you'll want to be sure that after buying the annuity you have enough left over from your lump sum or invested in other accounts to cover unanticipated expenses.

I've not invested anything extra with my advisor for probably 2 years, so at the beginning of the year one of my major concerns was «time risk» of investing a lump sum of cash.

By doing so, you can avoid the risk of investing a lump - sum amount when prices are at their peak.

If so how much amount i will get and what are the best ways to invest that lump sum amount which i will get after surrendering the policy.

So if at any time, you receive a lump sum amount of money, you can invest it in your annuity plan immediately.

As compared to the lump - sum investment, SIP is more beneficial as the amount is invested in a monthly basis, so there is very less or no negative impact of market volatility.

Alternatively, you can take a term plan and invest in this plan with premium waiver benefit, so in case of unfortunate death, lump sum takes care of the child's growing age and immediate family contingencies and the child plan takes care of regular return at the childs stipulated age, as planned by you, without paying anything.

4 — As you have fixed source of income, considering you age, looking at your current financial profile etc., I believe it is advisable to invest your lump sum investment in a mix of Balanced fund + MF MIP Growth plan for next say 5 years or so.