Sentences with phrase «when additional asset»

Not exact matches

In addition to «flat - fee - only» and «fee - offset» models, the SunAmerica Advisory Opinion provides that asset allocation services offered to participants (involving advice and even discretionary management) that are the product of a computer model developed and overseen by an independent financial expert, and subject to certain additional conditions, would allow a service provider (the broker - dealer, in this case) to avoid PTs when receiving variable / indirect compensation from its platform of investment offerings.

One way funds top the performance charts is by taking additional risks, concentrating a portfolio or going hard into the hot asset; investors enter when the fund is on a hot streak, and then are disappointed when the market turns and the strategy falters.»

But no, not only did they go down to 1.75 %, they went all the way down to 1 % in June 2003, when it was obvious that a strong recovery was underway, and the FOMC left the rate there for a full year, while asset inflation springing from additional indebtedness coming from cheap financing ruled.

When the liquidity premium is high, the asset is said to be illiquid, and investors demand additional compensation for the added risk of investing their assets over a longer period of time since valuations can fluctuate with market effects.

AVAILABLE FOR NEW INVESTOR ASSETS: Most of these lower cost investment company funds were thought to be available to additional investor money when this article was written.

Moreover, there is an additional kind of distribution for funds, called capital - gains distributions, that are taken from the capital gains that the fund realizes when it sells assets that have increased in price.

When a business buys additional productive assets using debt financing, the net book value does not increase.

So, whole life is a thoroughly predictable retirement plan compared with market based retirement account assets, and as stated in # 2 above, this forecast is very conservative when considering likely dividends and additional interest and cash accrual that will occur when the whole life policy with paid - up additions rider is utilized as a strategic self banking strategy.

«When talking about defaults, the only thing we know for sure when it comes to returns is the costs participants are going to pay, so we would recommend TDFs as an appropriate lower - cost asset allocation, absent knowing additional information in order to customize managed accounts,» Martielli sWhen talking about defaults, the only thing we know for sure when it comes to returns is the costs participants are going to pay, so we would recommend TDFs as an appropriate lower - cost asset allocation, absent knowing additional information in order to customize managed accounts,» Martielli swhen it comes to returns is the costs participants are going to pay, so we would recommend TDFs as an appropriate lower - cost asset allocation, absent knowing additional information in order to customize managed accounts,» Martielli says.

The upward adjustment when net purchases exceed the swing threshold is intended to cause purchasing shareholders to cover near term costs associated with the fund investing in additional portfolio assets.

Everyone gets an annual capital gains tax (CGT) allowance, meaning the first # 11,700 profit (or «capital gain») when you sell an asset, eg, additional property or shares, is tax - free.

The investor could then branch out into using some of the Schwab ETFs for additional asset classes when ready to handle more complexity.

The additional risks of opening new CFD positions when underlying assets are suspended or halted should also be explained.

Okay, I made that definition up, but you must admit that things are getting a bit out - of - hand in divorce proceedings when the husband demands that the $ 5,500 spent on his wife's breast implants be counted as marital assets, entitling him to additional property in the breakup (and then takes this claim to the state's Supreme Court when the lower court mocks him).

Insurance companies prefer applicants to purchase insurance policies when they are young and then buy additional coverage as their income and assets increase.

Shelter's umbrella insurance provides additional coverage of $ 1,000,000 or more to further protect your assets when your typical policies aren't enough.

On the other hand, if you have a lot in assets that can be liquidated to cover additional costs, a lawsuit may be likely, and that is when umbrella insurance becomes necessary.

When this occurs, courts will often award the innocent spouse additional marital property to compensate for assets lost to the affair.

Divorce mediation is usually the best choice when you and your spouse need assistance coming to an agreement on topics including child custody and visitation, division of assets, and spousal and / or child support, but when you wish to avoid additional costs and lack of control of a courtroom divorce.

When there's an issue with a parenting plan in a high - asset divorce situation and you can not come to an agreement with your spouse, the court looks at a number of additional factors to make a determination as to what is best for the child.

When utilized by our partners, taking back operating partnership units in lieu of cash can result in tax deferred gains and recapture, liquidity through the convertibility of the units to common stock, increased diversification from our broad portfolio of stabilized assets, and the potential for additional upside from our other development projects and acquisitions.