Sentences with phrase «asset held in»

The proportion of investor asset held in stocks will return to an average level, and returns similar to the historical average will come thereafter.

Pocono Raceway was owned by the Mattioli family with the asset held in a generation - skipping trust2, and the historic Indianapolis Motor Speedway, known for its open - wheeled racing, was owned by the George / Hulman family.

If the loan defaults, the lender's rights are limited to the asset held in the separate trust.

Bitcoin is a digital asset held in carefully crafted code.

These reflect changes in the value of an asset held in inventory, plus accrued interest, and funding and hedging costs.

The installation is an introduction to blockchains as seen by the artist, 35 this year, and is centered on three views of the concept as represented by three of its leading figures: Blythe Masters, head of Digital Asset Holdings in New York; Balaji Srinivasan, head of 21.

Franklin Templeton fund assets held in multiple Employer Sponsored Retirement Plans may be combined in order to qualify for sales charge breakpoints at the plan level if the plans are sponsored by the same employer.

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.»

A Herald / Times investigation found that Scott may only be disclosing those assets held in his newly - formed personal blind trust, not the assets held in his families» trust, raising questions about the completeness of his reports.

What we could do is to impose something like a.5 % tax on all American assets held in foreign banking systems.

Pershing has over $ 770.2 billion * in assets held in custody.

You can typically borrow 50 - 90 % of the value of the assets held in your investment account.

Its technology is supplied by Digital Asset Holdings in New York.

The United States placed sanctions against Maduro, freezing any assets he holds in the US, and barred Americans from doing business with him.

Here's how: An advisor can help minimize the total taxes paid over the course of retirement by following this withdrawal order: required minimum distributions (mandated by law for investors age 70 1/2 or older who own assets in tax - deferred accounts), followed by dividends and interest on assets held in taxable accounts, taxable assets, and finally tax - advantaged assets.

The Italian government does indeed seem keen to do all it can to support the new rulers in Tripoli, moving quickly in early September to unblock $ 500 million of Libyan assets held in Rome.

Discretionary investment management: An investment manager has discretion over both asset allocation and individual security selection in relation to the assets held in the client's portfolio.

Assets Under Management (AUM): The aggregates market value of all financial assets held in an investment fund.

Your college savings plan should protect the assets held in the account from anything life may throw at it in the future.

As fund asset size increased, the proportion of assets held in cash and term deposits decreased significantly while the proportion of assets held in trusts and other managed investments increased.

For the third consecutive year the proportion of total assets held in cash and term deposits decreased slightly (by 2 %).

The shareholder servicing fees vary by mutual fund company and by fund and are based on the assets held in USBI client accounts.

Diversified investment management company: An investment company with 75 % of the value of its assets held in cash or cash equivalents, government securities, securities of other investment companies, or securities of other issuers; no more than 5 % of its total assets in the securities of any one company; and ownership of no more than 10 % of the outstanding voting stock of any one company.

Yet, Cremers and Petajisto found that the share of assets held in truly active funds (with sufficiently high Active Share) had fallen from 60 % in 1980 to under 20 % in 2009.

After the article was published, I was contacted by Scottrade and pointed to another Scottrade announcement this past August when FocuseShares decided to shut down all 15 ETFs offered through Scottrade and liquidate all the assets held in those funds.

Assets held in a 401K, 403B or traditional IRA will eventually be taxed at the investors full ordinary tax rate while investments held in a taxable account will be taxed at a maximum 20 % tax rate.

The most common assets held in an IRA are stocks, bonds and mutual funds.

The kinds of assets held in a particular ETF can give you a sense of how liquid the fund is.

The 1999 EBRI / ICI database accounts for 11 percent of all 401 (k) plans, 26 percent of all 401 (k) participants, and about 35 percent of the assets held in 401 (k) plans.

Assets held in a trust can avoid probate.

This means there is no recourse to the other assets held in the SMSF.

Tactical asset allocation is an active management portfolio strategy that shifts the percentage of assets held in various categories to take advantage of market pricing anomalies or strong market sectors.

The performance of an exchange - traded fund may vary from the market index it attempts to replicate due to market volatility, transaction costs, valuation differences, differences between the assets held in the exchange - traded fund's portfolio relative to the market index, and other factors.

Yes — collectables and personal - use assets held in an SMSF can be sold to a related party.

Take advantage of our new degressive pricing based on the assets held in your InvestCube portfolios.

Franklin Templeton fund assets held in multiple Employer Sponsored Retirement Plans may be combined in order to qualify for sales charge breakpoints at the plan level if the plans are sponsored by the same employer.

While each educational institution may treat assets held in a 529 account differently, investing in a 529 plan will generally impact a student's eligibility to receive need - based financial aid.

For years, companies have taken their cue from bull markets and tried to parlay the assets held in their defined - benefit pension plans into big market gains.

Many countries do not have a wealth tax, and whether a person has assets held in Singapore or India or Canada, or are transferred between these countries or to any other countries, has no bearing on the income tax that must be paid to Canada.

They do not include income on $ 1,382,000 of financial assets held in cash, business, personal and registered accounts.

To gauge whether converting assets held in a traditional IRA to a Roth IRA and then bequeathing the Roth can leave a beneficiary with more after - tax dollars, the Vanguard study gives the example of a hypothetical 65 - year - old in the 28 % income tax bracket with $ 100,000 in a traditional IRA and $ 28,000 in a taxable account who would like to leave a legacy to a 40 - year - old non-spouse beneficiary who is also in the 28 % bracket.

But basically is if you have assets held in Bank of America accounts (or Merrill Lynch) you're eligible for a bonus as a Preferred Rewards relationship client.

The significant presence of annuities within the 403 (b) market is further underscored by the 56 % of providers that make annuities available both within and outside of an employer - sponsored plan, and the 51 % of 403 (b) assets held in life insurance company products.

Even though these simple, low - cost funds were conceived in Toronto 40 years ago, the percentage of assets held in ETFs lags far behind that in the United States.

Account Market Value is the daily weighted average market value of assets held in the Advisory Account during the quarter after the close of business on the last trading day of the quarter.

Lock in low rates for retirement and beyond The thing that you need to consider in the next four days is whether converting retirement assets you hold in traditional IRAs or 401 (k) plans to Roth IRAs makes sense for you.

«The large amount of assets held in real estate is a rational response to the tax - exempt status of the primary residence, which essentially gives every homeowner an unlimited Tax Free Savings Account.»

In order to choose the right mutual fund, it's important to evaluate the Management Expense Ratio (MER), which allows you to determine in which proportion the assets held in the fund are used to cover operating expenses each year.

If the QDOT holds assets in excess of $ 2 million, one of the trustees will need to be a U.S. bank, or, if an individual or corporation, the trustee will have to post a bond or a letter of credit equivalent to 65 % of the value of the assets held in the QDOT.

Professional managers make the decisions concerning the management of assets held in the fund.