Sentences with phrase «amount of assets»

We're not holding a large amount of assets in checking and savings accounts at the moment though due to the still relatively low interest rate environment.

What's the total amount of assets under management by women and people of color?

While this means they can control a larger amount of assets with a smaller amount of money, traders have the ability to lose more than the value of their assets and cash.

The divorce estate is the total amount of assets which is available for distribution between the spouses by the court.

Only time will tell, but the fund has managed to attract a significant amount of assets in a short time.

Awesome concept, but the small amount of assets to choose from and the lack of diversity between them means you WILL play the same map twice.

This can be especially important if you don't expect to have a substantial amount of assets as you get older.

There is no minimum income or amount of assets required to qualify for a reverse mortgage.

That's because individuals can exclude a very high amount of assets from federal estate and gift tax liability.

Under federal tax law, a marital deduction permits you to leave an unlimited amount of assets to your surviving spouse.

Therefore, the key is to go with the robo advisors that have the largest amount of funding with the greatest amount of assets under management.

Fees are usually related to the dollar amount of assets under management.

This can be especially important if you don't expect to have a substantial amount of assets as you get older.

It also said it had decided to switch to an open - ended approach of buying a certain amount of assets each month next year, without setting a deadline for completing the purchases.

When there is a high amount of assets, business ownership, professional licenses, and other complex financial matters have the potential to be high conflict.

Sold a broad array of sophisticated investment products hitting my goals in each category including amount of assets invested.

The established players dominate the investing world, and fund managers need a healthy amount of assets under management to earn enough in fees to stay profitable.

During the last several years, we have seen a tremendous amount of assets move into passive strategies.

For pennies on the dollar, they can control huge amounts of assets.

It is critical to know what type of asset classes you currently own to see if your asset allocation (amounts of each asset class) is appropriate.

Families that qualify can only own a limited amount of assets.

Active traders are also rewarded depending on their trading rates and amount of assets used.

I can't emphasize enough that if you have a decent amount of assets, then try to negotiate fees.

Where we may do six deals to get to $ 50 million and we get the same amount of assets on the balance sheet.

Should you buy the same amount of an asset when its price is expensive as when the price is a bargain?

With the estate and gift tax still unified, it may also make sense to gift large amounts of assets tax - free to heirs now given the bigger but potentially temporary exemption.

The actual amount of assets in the plan is zero.

Two parties sign a contract to exchange a given amount of some asset — a commodity, say, or a currency — at some predetermined price in the future.

Without a will your husband or wife will get a predetermined amount of your assets — the rest goes to the kids.

We know that large amounts of assets necessarily reduce a fund's investment universe and, consequently, must reduce that fund's long - term return expectations.

Whatever you decide is your priority tends to happen, so if you make savings your priority, you can easily start to build up a nice amount of assets.

A put option is a contract that gives the owner of the option the right to sell a specified amount of the asset underlying the option at a specified price within a specified time.

The final step in any financial plan is to create an estate plan to ensure that the maximum amount of your assets are passed down to your heirs.

The processes of recovery can be tedious and time consuming, but today I can confirm that thus far: significant amount of assets have been recovered.

As a result, it's really important for college students to protect the small amount of assets they have.

We always advise people to have enough liability protection to equal the total amount of assets they are currently holding or are likely to hold in the future.

Under federal tax law, there is a marital deduction permitting you to leave an unlimited amount of assets to your surviving spouse.

The married parents of three girls had substantial amount of assets and numerous reasons to find disagreements.

Basically, investors must apply for a margin account with a certain amount of assets, usually a minimum of $ 5,000.

The growth in the number of funds and amount of assets under management has shown it to be a vital part of the investment landscape of the new millennium.

When a senior has a particularly large amount of assets they want to pass down, these become increasingly important, especially the tax element.

Active traders are also rewarded depending on their trading rates and amount of assets used.

The bonus you'll receive depends on the type of account you have and the total amount of assets held with Bank of America.

It helps you avoid the temptation to spend a significant amount of your assets at one time and the pressure to invest a large sum of money that might not last for the rest of your life.

Dollar - cost averaging is a market strategy that enables investors and traders to buy a fixed amount of an asset on a weekly or monthly basis regardless of the market price at that particular time.

By broker is Wells Fargo, and since I have a substantial amount of assets with them I get 100 free trades a year.

Impairment losses are recorded on long - lived assets when indicators of impairment are present and the undiscounted cash flows estimated to be generated by those assets are less than the net carrying amount of the assets.