Not exact matches
To find the wealthiest people in the world, Wealth - X looked at its database of dossiers on more than 110,000 ultra-high net - worth people and used a proprietary valuation model that takes
into account each person's
assets, then adjusts estimated net worth to
account for currency - exchange rates, local taxes, savings rates, investment performance, and other factors.
At the very least, it might be prudent for the BoC to separately take
into account asset prices when it sets monetary policies (as I've argued in past columns stretching back to 2007).
If you hold dividend - paying
assets in a non-registered
account, consider setting up an automatic transfer of that dividend income
into your RRSP after the quarterly payout period, says Jon Palfrey, a portfolio manager with Leith Wheeler Investment Counsel.
Accounting firm Crowe Horwath has entered
into exclusive takeover talks with a partnership between wealth management group Financial Index Wealth Accountants and private equity firm KKR
Asset Management, snubbing rival bidder Anchorage Capital Partners.
I find that access to data points on new users, new
accounts,
assets, funding, and so on gives the entire team insight
into our customers» user experience.
This figure takes
into account the entire firm's total
assets under management.)
This figure takes
into account the parent firm's total
assets.)
Although all states now have «no fault» divorce proceedings, some jurisdictions still take
into account the grounds for divorce when dividing
assets, said Justin Reckers, a certified financial planner, divorce financial analyst and CEO of WellSpring Divorce Advisors.
There are rules already in place for investments in specific registered
accounts — RRSPs, RRIFs and TFSAs — to prohibit certain advantages, such as the shifting of taxable income
into a registered fund, swap transactions, non-arm's length portfolio investments, and the making of prohibited
asset investments in a registered plan.
In a separate decision on Monday, a judge ruled that a lawsuit calling for Mr. Najib to return the money that had been transferred
into his personal
account, and for seizure of his
assets around the world, could move forward.
The Fed's operations in the recent crisis have been loans to banks and other financial institutions and purchases of financial
assets, not helicopter drops of cash
into households»
accounts.
There are definitely abuses of the system, such as the likes of Mitt Romney sticking ridiculously low - priced
assets into retirement
accounts.
The campaign gifts now listed in the FEC database for the 2016 election may seem small when the salaries and
assets of these tech CEOs are taken
into account.
It takes
into account the replacement costs of
assets that are depreciating in value.
Garnering less enthusiasm were considerations such as
asset allocation strategy (balancing an investment portfolio to take
into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.
The value assigned to the purchase should also take
into account property
assets anticipated to recover or gain in the future.
Following the financial crisis, I argued that regulators should look
into whether or not the mutual fund rules and current
accounting rules were appropriately structured given the growing presence of firms like Berkshire Hathaway (BRKA), which get a pass from daily net
asset value calculations and other requirements.
So channel as much of your income as possible
into legally protected personal
assets such as a 401 (k) plan and college savings
accounts in your children's names.
«Robo adviser is just an
asset allocation program which takes your risks preferences
into account,» Sharma said.
Tax Coordinated Portfolios on the other hand places
assets that will be taxed highly
into your IRAs which have big tax breaks, while placing
assets that have lower taxes in your standard taxable
accounts.
If one will look
into a business
accounting, inventory is considered as a largest
asset which requires direct attention to have a smooth order fulfilment process.
Client
assets in the Advice and Wealth Management business grew as more clients pumped
assets into fee - based investment advisory, or wrap,
accounts.
«These loss assessments do not take
into account losses to natural capital /
assets, health care related losses, or values associated with loss of life,» Smith said.
One of the things that appeals to me the most about this Cash Reserve method is that the amount of stock
assets I have in my portfolio is determined not by some arbitrary percentage, but, instead, by how much I income I spend each month after taking Social Security benefits and pension income
into account.
There appears to have been an assumption that this disclosure is required, because these funds constitute «Designated Investment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan
into which participants and beneficiaries may direct the investment of
assets held in, or contributed to, their individual
accounts.»
In contrast, the banking sector had a net foreign currency liability position before taking
into account the use of derivatives for hedging purposes and a net foreign currency
asset position of close to zero after
accounting for the use of hedging derivatives.
Domestic
assets are transferred
into foreign hands — including those of domestic oligarchies operating out of their offshore dollar or Swiss - franc
accounts.
As at the end of March 2013, international investment position (IIP) data indicated that Australian entities overall had a net foreign currency
asset position equivalent to 27 per cent of GDP before taking
into account the use of derivatives for hedging purposes (ABS 2013a).
I am not sure how the Intel plan works, and whether or not participants can choose to invest their
account assets directly
into one or more of these investment funds or whether a participant must choose one or more of the so - called TDPs.
«I think we are going to be able to see a lot of opportunities for people to put their
assets into systems that have the advantages of blockchain systems: moving
assets very quickly and still having a really clear
accounting of who owns what,» he said.
The general government sector — which consists of national, state and local governments — had a net foreign currency
asset position equivalent to around 3 per cent of GDP as at the end of March 2013, before taking
into account the use of derivatives for hedging purposes (Table 2).
A comprehensive
asset protection plan must take
into account today's complex tax landscape, as well as your range of
assets, wishes for supporting loved ones, and charitable interests.
Once I roll over my retirement plan
assets into a Vanguard IRA, can I make additional contributions to my
account?
Note also, if you have
assets in a Designated Roth
Account (i.e., Roth 401 (k)-RRB- and would like to roll these to an IRA, the
assets must be rolled
into a Roth IRA.
Short - term debt is used to finance
assets that can be made liquid quickly (turned back
into cash)-- examples include
accounts receivable amounts, tax credits, newly signed contracts and inventory.
[A] mong the elements to be taken
into account for purposes of determining what constitutes an «extraordinary» action, which would normally be outside the apparent authority of senior executives, are the economic magnitude of the action in relation to corporate
assets and earnings, the extent of risk involved, the time span of the action's effect, and the cost of reversing the action.
These simulations take
into account the volatility that a variety of
asset allocations might experience under different market conditions.
The other 30 cents was invested in CDs to ensure capital preservation while the remaining 35 cents just sat in a money market
account waiting to be deployed
into real estate, my favorite
asset class.
But this masks the reality that equities — and by extension other risk
assets — still look attractive taking
into account that bond yields are likely to stay historically low.
Ideally, investors want to take three factors
into account in portfolio construction: the expected return for each
asset, the expected risk (normally expressed as the standard deviations of return) and the co-movement of each
asset.
If you are the spouse of the deceased
account holder, you can also move the
assets into your own Fidelity IRA.
Net deposits are
assets deposited
into the enrolled
account minus
assets withdrawn from the
account and transferred out of Schwab.
While your instinct may be to just think about the money in your checking and savings
accounts, you might be holding
assets that are easy to turn
into cash.
He notes that the research frequently does not take
into account the trillions of dollars of
assets people hold outside of formal pension vehicles, most notably in home equity and non-taxable
accounts.
I take
into account the 20 % equity exposure of the LS 20 % in my overall balance and I have periodically sold off the Index - Linkers to keep the portfolio
asset allocation stable.
The efficient frontier calculation, based on the recent five years, takes
into the
account the poor performance of European
assets during the economic downturn.
* Note that if you have an existing IRA at Fidelity, you can roll your
assets into that
account (see the next question).
You control the allocation of your money
into various investment
assets, like stocks, bonds, mutual funds, and money market
accounts, and the money grows over time until you retire.
«The key to
asset location is to place the most tax efficient
assets into taxable investment
accounts and the most tax inefficient
assets into the tax - deferred / Roth
accounts, said Ben Westerman, senior vice president at HM Capital Management, in St. Louis, Mo. «Index funds (in particular the S&P 500 Index) are the most tax efficient investment vehicles,» Westerman said.
is a comprehensive solution that integrates loan
accounting, servicing,
asset management, borrower customer service and investor reporting
into a single system.