Sentences with phrase «about individual asset»

«That's a large platform and a lot of assets under management, which is why, if you ask me about an individual asset, I'll look at a cheat sheet,» he said.

You can't begin to think about individual asset allocation models until you figure out which asset classes are appropriate for you based on your age, time frame, financial resources, experience, personality, desires, objectives, goals, and risk tolerance.

Not exact matches

Typically, people need to invest about $ 500,000 to access an investment council — some of the bigger name firms include Gluskin Sheff and Leon Frazer & Associates — but fees are lower, about 1 % to 1.5 % of total assets, instead of a 2.5 % fee on an individual mutual fund, says Mackenzie.

There is a great divide among investors about whether the proper approach to investing is to actively manage your money by selecting individual holdings, or whether you should passively sit on your money by buying and holding assets for long periods of time.

The interview is a bit of pure madness, but it brings up an interesting point about the financial media's continued inability to understand the difference between a trend and three or four deals involving oil sand projects and how assets factor into individual balance sheets.

Even market bulls are concerned about specific asset classes and betting on individual sectors they prefer.

That way, you in invest in groups of assets, and you don't have to worry about picking individual stocks or bonds.

When launched our global asset management company for affluent and high net worth individuals, families and institutions that wanted to invest alongside us, we made sure our initial Form ADV disclosures contained discussions about some of the risks.

Banco Popular de Puerto Rico has $ 29 billion in assets and provides financial services to about 1.4 million individuals and businesses.

Most of the information will relate to your family's finances — what you and your spouse own and owe (your marital assets and debts), your individual incomes, your projected monthly post-divorce budgets, etc. — but the lawyers will talk to potential witnesses and may also gather information about your individual parenting skills, health status, lifestyles, and so on.

«I think the President should come clear on what he means by more control because I don't think it will be proper talking about handing over national assets to individuals.

Applying individual expense ratios (they vary from 0.16 % to 0.18 %) to the assets in each leads me to believe Vanguard shareholders pay about $ 138 million a year.

Asset allocation isn't about picking individual securities.

It observes: «Individuals with annual income less than $ 80,000 accounted for more than 80 per cent of all TFSA holders and about 75 per cent of TFSA assets as of the end of 2013....

I would rather teach people how to think about stocks and other assets, because my individual ideas will be wrong 30 % of the time, and I will garner a lot of complaints from them.

One of the benefits of a passive DIY investment philosophy is that you just have to worry about asset allocation and not individual security selection.

LMCG Investments is a Boston - based adviser with about $ 7 billion of mostly institutional and high net worth individual assets.

About bambooinnovator KB Kee is the Managing Editor of the Moat Report Asia (www.moatreport.com), a research service focused exclusively on highlighting undervalued wide - moat businesses in Asia; subscribers from North America, Europe, the Oceania and Asia include professional value investors with over $ 20 billion in asset under management in equities, some of the world's biggest secretive global hedge fund giants, and savvy private individual investors who are lifelong learners in the art of value investing.

«Everything that has happened in the securities industry the last five years, all these scandals, at the heart of it was a conflict of interest,» says David Kudla, chief executive of Mainstay Capital Management, a Grand Blanc, Mich., firm that manages about $ 500 million in retirement assets for individuals.

EACH AND EVERY YEAR, the average individual investor spends about 2 % to 3 % of their TOTAL investment portfolio ASSETS on excessive investment management fees, unnecessarily high securities trading costs, unjustifiably high investment custody fees, and completely avoidable usually short - term capital gains investment taxes.

We use mutual funds predominantly so I don't have to worry about knowing so much about the market and the individual goings - on but I still do a lot of asset allocation.

That is because, without insurance protection, assets that have taken many years to save could quickly become depleted, in turn, putting individuals and those that they care about in potential financial jeopardy.

If you were to ask 10 financially savvy individuals what it takes to be successful in investing, chances are good that at least half would tell you something along the lines of, «It's all about proper asset allocation.»

>> TALK ABOUT UNREALISTIC EXPECTATIONS... Individual investors told researchers for the Natixis Global Asset Management Survey that they need annual returns of 9.7 % above inflation to meet their financial goals.

About a quarter of Washington - based Carlyle's fundraising and about 20 percent of KKR's come from individual investors, which account for about 10 percent of Apollo Global Management LLC's assets under manageAbout a quarter of Washington - based Carlyle's fundraising and about 20 percent of KKR's come from individual investors, which account for about 10 percent of Apollo Global Management LLC's assets under manageabout 20 percent of KKR's come from individual investors, which account for about 10 percent of Apollo Global Management LLC's assets under manageabout 10 percent of Apollo Global Management LLC's assets under management.

Here is my own simplified explanation and cautionary note about these asset classes in relation to us as individual investors.

Natixis Global Asset Management 2015 Survey of Individual Investors In its fourth survey of investors worldwide, Natixis asked some 7,000 investors in 17 countries about their financial goals and expectations for returns.

Have regular discussions with your partner about money, as well as your individual assets and debts, whether in savings, chequing, or credit accounts.

The idea here is not to worry about individual stocks or funds, but instead figure out how much of your portfolio should be each of the asset groups.

So long as it is open to the individual to employ his wealth in hoarding or lending money, the alternative of purchasing actual capital assets can not be rendered sufficiently attractive (especially to the man who does not manage the capital assets and knows very little about them), except by organising markets wherein these assets can be easily realised for money.

The great thing about Excel that you can't do with other programs is that you can break down individual asset classes to see if you are diversified within them.

Mr. Leibowitz also spoke about the large risks for individuals inherent in these self - directed assets.

Anyone who's consulted a lawyer about forming a business has heard this speech: If a creditor comes after you for business activities that you've conducted through your corporation or LLC — that creditor can reach only the corporation's or the LLC's assets — not assets that you own as an individual.

Trusts enable an individual to name a trustee who can make decisions about assets in the event of mental or physical incapacitation

In these pages, Brian shares his decades of experience as a family lawyer and his in - depth knowledge about divorce - related tax issues with other family law attorneys as well as high - net - worth individuals facing divorce, offering information to help them avoid tax traps and preserve their assets through the process.

policy appeals to individuals who feel strongly about preserving their assets for heirs.

If you regularly blog about controversial topics or rant on Facebook, an umbrella policy just might be a good idea to protect your assets from litigious individuals who believe you've damaged their reputation.

He has also invested about $ 150 million into Galaxy Digital Assets Fund and is planning to raise the rest from outside investors like fellow hedge fund managers and wealthy individuals within January.

The major modifications proposed by the officials include a digital currency assets income tax break and a tenfold increase of the limit on individual Initial Coin Offering (ICO) investments — from the initially suggested 50,000 rubles, or about $ 900, to 500,000 rubles, equivalent to about $ 9,000.

South Florida - 3 locations About Blog The Karp Law Firm helps South Florida residents and their families in the areas of asset preservation, wills and trusts, estate planning, Medicaid planning, Veterans benefits, probate and trust administration, and planning for special needs individuals.

The mandatory financial disclosure requires both spouses to produce information about: individual and marital assets and individual and marital debts; income, such as income from wages, self - employment, and passive investments, and expenses.

Learn more about the growing trend whereby individuals can use a self - directed retirement plan to invest in alternative assets such as real estate, allowing for more diversified, tax - advantaged portfolios than in traditional IRAs or 401 (k) plans.

The company, which invests on behalf of about 500 high - net - worth individuals, has acquired some $ 225 million worth of multifamily assets in each of the last three years with Memphis - based Covenant Capital, New York - based DRA Advisors and other equity partners.

A podcaster, best selling financial author, real asset investor, and board certified surgeon, Buck's Wealth Formula is about the overworked but well paid individual looking for a better life.