Sentences with phrase «when working with an investor»

The rule applies to retirement accounts, and it states that when working with investors, «The Financial Institution and the Adviser (s)[must] provide investment advice that is, at the time of the recommendation, in the Best Interest of the Retirement Investor.»

When working with an investor, you need to understand his / her core exit strategy.

This course will increase your confidence when working with investor clients and open your eyes to many new opportunities.

It's easy to outsell other agents in your market when you work with investors.

Not exact matches

Investors have much lower expectations when buying homes, purchasing places with stop - work orders or foreclosures that other buyers wouldn't touch, according to Brownstoner.

You will need to spend much less time supervising a known employee or contractor, or interacting with a long - term investor, then you would when you're working with someone new.

More broadly, the regulatory agencies in the United States and the Financial Stability Board internationally have work under way focusing on possible fire - sale risk associated with the growing share of less liquid bonds held in asset management portfolios on behalf of investors who may be counting on same - day redemption when valuations fall.

For example, we have helped entrepreneurs identify comparables for their businesses, guided management teams in prioritizing their development programs, helped companies gauge when they might be IPO - ready, and informed companies» decision about how much capital to raise, when to raise it, which banks to work with, and which investors to talk to.

I have talked previously about investors working with ETF liquidity providers on all the possible options to leverage the liquidity of the underlying basket when trading larger sizes of a new ETF.

Separate SPVs for each investor work well for transactions with few investors, while the Share Class structure is best when multiple investors participate in a single Mainstream SPV.

... we'll stick with what we've found works... buying exceptional value, when investors are extremely scared and we have the start of an uptrend in place.

Generally, you may find better results when working with one of the top crowdfunding platforms that has built a solid reputation and that has a loyal list of investor followers.

The team diligently worked through many of the transactions that did occur when credit market tightened in the recession of 2008 - 2010 and established a strong presence and market enterprise working closely with local developers, lenders and investors.

Former Fed Governor Stein highlighted that Federal Reserve's monetary policy transmission mechanism works through the «recruitment channel,» in such way that investors are «enlisted» to achieve central bank objectives by taking higher credit risks, or to rebalance portfolio by buying longer - term bonds (thus taking on higher duration risk) to seek higher yield when faced with diminished returns from safe assets.

IPI worked with Kiplinger's Washington Editors and the Investor Protection Trust to draft investor education booklets as part of IPI's ongoing investor education and protection programs including the When I'm 65 Engagement Investor Protection Trust to draft investor education booklets as part of IPI's ongoing investor education and protection programs including the When I'm 65 Engagement investor education booklets as part of IPI's ongoing investor education and protection programs including the When I'm 65 Engagement investor education and protection programs including the When I'm 65 Engagement Program.

We've seen a lot of investors draw lines in the sand when they thought the market was overvalued: Some of the most conservative value investors thought stocks were overvalued when they could no longer fill a portfolio with companies priced below net - net working capital.

The problem with the contrarian approach to investing is that it works best when investor sentiment reaches extreme levels, such as panic or euphoria.

We fundamentally believe investors achieve better results when they work with a professional advisor.

When they arrive at their business meeting, they discover that some Swedish guy they were working with on the intertubes has stolen their app blog social thing and is making the pitch to the Russian investors on his own.

WHAT: When low - level programmer Richard Hendricks (Thomas Middleditch) discovers that the useless music app he's been working on contains a groundbreaking file compression algorithm, he rejects a $ 10 million buyout offered by Hooli CEO Gavin Belson (Matt Ross) and partners with eccentric angel investor Peter Gregory (Christopher Evan Welch) to develop the program himself with fellow programmers Erlich (T.J. Miller), Gilfoyle (Martin Starr) and Dinesh (Kumail Nanjiani).

When he's not hacking away at his next novel, he works with entrepreneurs and investors to build ridiculously awesome new technology companies.

IPI worked with Kiplinger's Washington Editors and the Investor Protection Trust to draft investor education booklets as part of IPI's ongoing investor education and protection programs including the When I'm 65 Engagement Investor Protection Trust to draft investor education booklets as part of IPI's ongoing investor education and protection programs including the When I'm 65 Engagement investor education booklets as part of IPI's ongoing investor education and protection programs including the When I'm 65 Engagement investor education and protection programs including the When I'm 65 Engagement Program.

With the inexpensive workforce that came after the Civil War when both soldiers and former slaves were in need of work, the furniture industry really started to bloom in the late 19th Century and many investors were interested in High Point because of its location, cheap labor, and cheap and efficient method of transportation.

But when we work with DIY investors we typically recommend Canadian - listed options, whether it's a single - ETF solution like VXC or XAW or a trio of funds covering U.S., international and emerging markets separately.

I recently came face to face with this idea when working with a client of PWL Capital's DIY Investor Service.

We fundamentally believe investors achieve better results when they work with a professional advisor.

John Bogle did not start out as a little boy dreaming of the day when he could bring the U.S. economy to its knees by telling middle - class investors to do the opposite of what works with their retirement money.

I had the privilege of working with and learning from Joel when I started my investing career at Fidelity, and he is one of the best value investors that I know.

Year ago, when I started out as a newbie investor, I called up my friend who was working with one of the largest and most respected mutual funds in town then.

A careful active investor could more safely now contemplate no more than a small allocation to a mechanical system with a moving average (e. g., a 150 - day mean would have worked, but with 0 days» margin of error when the price dropped below the MA before the closing bell on Feb 5) or use more sophisticated volatility signals to be in or out of SVXY (perhaps giving some extra days» warning to get out).

When you work with Source Capital, you get the benefit of expert advice from experienced investors.

We combine «hard - work» and old fashioned due diligence along with a mastery of the «cutting - edge» technologies of the modern stock market, when evaluating and alerting penny stock investors of the next great penny stock via our penny stock service.

I have no problems with the DIY investor, but when you start delving into true financial planning that relies on working knowledge of tax law, it is always best to get professional help.

Experience helps although, in previous jobs, we have worked with very experienced investors who have still managed to lose the plot when a share price has dived — holding meeting after meeting to try and understand what went wrong, what piece of information they missed...

The MOI interview with MITIMCO team consists of many nuggets of wisdom like» The most common mistake we see is when an investor makes small compromises in the early days of the partnership in ways that limit future success» and «We've observed that almost all the very successful and established firms we work with turn away large amounts of capital — they even did so when they were small, by the way — because they understand the need to apply the same high bar to their choice of partners as they do their choice of investments».

When working with a robo adviser, at the outset, investors answer questions meant to assess their risk tolerance, investment goals, years left before retirement and other factors.

the European periphery is a bubble («The Euro crisis is not over... the European economies are not going to change for the better for years to come despite all the cheating and breaking of laws»), Value investors need to venture to Russia («when you look at today's opportunity set, you're left with a set of assets where nothing looks attractive from a valuation point of view») or buy gold mining stocks -LRB-» The down cycle could be much bigger than anybody believes if the market realizes that all the actions taken in recent years do not work.»)

Since it is hard to tell when value will start working, investors could opt for all - weather managers, i.e. managers with a proven ability to thrive during value and growth periods.

CR: In terms of how investors evaluate their performance when they're working with an adviser: I think you wrote about how people blame the leader in charge.

When it works half the time, its easy to see why an investor would stick with it for a few more years.

No down payment doesn't work — if borrowers have problems with their mortgage they are far more likely to walk away when the entire loss will be born by taxpayers, lenders, investors, and insurance companies.

I was a pimp with tasseled - loafers when I sold the firm's over-hyped merchandise to institutional investors who rarely did their own work.

What we're saying is, is that the value of a company has to do with the current and future profits discounted back at an appropriate rate and then wtih a tone of irony, we are saying hypothetically what would it take for that theory to be wrong and advancing the way that we think some investors are investing today; and we think ultimately this is a temporary phenomenon time to time when value investing gets out of focus, people question, hey, is this ever going to work again... I think over time, this is going to revert and value investing which historically has been a terrific strategy is due at some point for a significant recovery».

All of the many years of work of the Buy - and - Holders and of all those who came before them begins to pay off on the day when we bring the Ban on Honest Posting to a full and complete stop and begin sharing with each other the information we all need to know about to become effective long - term investors for the first time.

We fundamentally believe investors achieve better results when they work with a professional advisor.

When the artist realizes the extent of this manipulation, the break with the investor is typically followed by lawsuits and a dramatic crash in his prices, as well as crippled confidence — on the part of the artist and the art world itself — in the merit of the work.

3 Things Your Startup Needs, at YFS Magazine Ask a Business Lawyer: 5 Keys To Working With Investors, at YFS Magazine When Should We Incorporate Our Startup?

With the inexpensive workforce that came after the Civil War when both soldiers and former slaves were in need of work, the furniture industry really started to bloom in the late 19th Century and many investors were interested in High Point because of its location, cheap labor, and cheap and efficient method of transportation.

Previously, the Financial Services Industry Service of the United States (FINRA) urged investors to be more careful when buying securities of companies that claim to work with cryptocurrencies.

When I first started out, I didn't have a business loan, an investor, or a nest egg to work with (and there was no Internet to give me instant access to marketing on a global scale).