Sentences with phrase «asset location strategy»

Adjusting your effective after - tax asset allocation can change your results of what an optimal asset location strategy looks like.

Going forward, is holding bonds in an RRSP still the right asset location strategy?

(And then implementing an asset location strategy.)

The thing that makes asset location strategies work (when appropriate) is that you can hold your short - term investments in your tax - sheltered accounts, if it makes more tax sense to do that.

Investors who can benefit the most from asset location strategies are those who follow a balanced investment strategy and have investments in both taxable and tax - advantaged accounts.

Not exact matches

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the Company; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; disruptions in information technology networks and systems; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's dividend payments on its Series A Preferred Stock; tax law changes or interpretations; pricing actions; and other factors.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, operating in a highly competitive industry; changes in the retail landscape or the loss of key retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand value; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the United States and in various other nations in which we operate; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives we use; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events in the locations in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock in the public markets; the Company's ability to continue to pay a regular dividend; changes in laws and regulations; restatements of the Company's consolidated financial statements; and other factors.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the business and operations of the Company in the expected time frame; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; tax law changes or interpretations; and other factors.

Tax Location Investment Strategy To Know * Any asset which has a high expected return and is tax inefficient should be sheltered in a tax deferred or tax exempt account.

You can put tax - efficient investments into taxable accounts and investments with a heavier tax burden into tax - advantaged accounts, a strategy known as «asset location.»

In the newsletter we cover two strategies we employ when managing client portfolios to reduce taxes: Tax loss harvesting, and thoughtful asset location.

Asset location is a tax - minimization strategy of placing investments in accounts that ultimately will produce the highest aftertax return for the investor's entire portfolio.

on the one hand i understand the risks you describe (sitting on a delisted stock investment), on the other hand I really like the KWGs strategy (with their focus on B - and C - locations and very frugal criteria when the buy new assets) and the exposure to the german real estate market.

I've long been on record as saying that for many investors, trying to optimize their tax situation is not optimal for their overall strategy — worrying about asset location and moving to US - based funds can add significant levels of complexity for the sake of a few extra basis points.

As with all its existing hotel locations, Yotel will maintain its own asset - light strategy with these new launches, working with long - term third party investors in each location who understand the value of the brand and its service offer.

Real - Time Strategy games are focused primarily on the control of territory and assets: whereby two or more opposing forces will appear in the same map in an effort to assert dominance by securing resources or locations within the existing defined area.

The firm targets properties in prime locations of Manhattan, utilizing a low leverage strategy to minimize risk, while making strategic acquisitions of solid assets that offer a strong current yield to investors.

Overall, the firm has more than 500 associates worldwide in 23 locations specializing in fund management, transactions, asset management, research and investment strategies, fund operations, finance, and investment structuring.

«Overall, this opportunity fit well with PCCP's debt strategy as the retail center is a well - performing asset in a strong location with both durable in - place cash flow and immediate value - add opportunities.»

Location, asset quality and strong market fundamentals must align with investment strategies and sound underwriting.

There are many moving parts and elements to consider when putting together such a strategy: Location of properties, assets specs, financing, asset protection, tax implication, exit strategies etc..

Exit Strategy: Class B assets are investor favorites, due to decent locations and commanding rents, and can attract other investors at market prevailing cap rates.

«Adding these two high - quality assets to our D.C. portfolio is directly in line with Oxford's U.S. strategy of investing in core assets in core locations in well - defined markets,» Oxford Senior Vice President of Investments Chris Mundy said in a prepared statement.