Sentences with phrase «assets at the market value»

House Republicans will maintain the «step - up» in basis, which allows heirs to receive assets at the market value on the day the original owner died.

The trustee will need to revalue assets at market value and recalculate the minimum pension payment required at the start of the new pension.

Not exact matches

If you have any valuable assets (i.e. inventory, equipment, vehicles, electronics, property, contracts, pending invoice payments, etc.) you may be able to sell some of these at market value to generate quick cash, or use them as collateral in obtaining a secured loan.

For instance, Olavsrud at FBB Capital Partners said that it's more advantageous to do it during a year when your income is lower or when the market is down, lowering the value of the assets in the account.

«Asset values such as the stock market are at all - time highs, every major industry around the world last year grew by more than 20 percent, volatility is at an historic low.

Although shareholders have yet to approve the deal, the banks would «re-pay shares at a pre-defined value in next few months, avoiding the risk of uncertain evolution of huge claims by shareholders and clients,» Maria Paola Toschi, global market strategist at JPMorgan Asset Management, told CNBC on Tuesday via email.

It's just dealing with a market where certain investors are temporarily willing to invest at prices that exceed the underlying value of the assets.

That some of the forces governing capital flows and asset values are driven not by market - determined expected return but by policy measures directed at, for example, an exchange rate objective means that at least some of what we observe in global capital markets may be attributed to these distortions.

ETF shares may be bought or sold throughout the day at their market price, not their Net Asset Value (NAV), on the exchange on which they are listed.

The term «applicable educational institution» refers to an educational institution which a) had at least 500 students during the preceding taxable year; b) the aggregate fair market value of the assets of which at the end of the preceding taxable year (other than those assets which are used directly in carrying out the institution's exempt purpose) is at least $ 500,000 per student of the institution; and c) more than 50 percent of the students are located in the United States.

From 2001 to 2011, he was a Senior Vice President at Wells Fargo Capital Finance where he originated and structured asset - based, cash flow and enterprise value financings to middle market companies.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value.

The GBTC trades like a closed - end - fund usually at a price that is substantially different than the value of the underlying asset, and does not possess the ability to create or redeem shares in the open market.

I can guarantee you with my life that if an independent auditor spent the time required to implement a bona fide market value mark - to - market on that fund's illiquid assets, the amount of under - funding would likely jump up to at least 70 %.

Unlike mutual funds, which are bought from or redeemed by the fund company for that day's closing net asset value (NAV), ETFs are bought and sold at market value, trading on an exchange throughout the day.

Since the fundamental value of an asset in a financial market is an aggregation of the stochastic stream of future dividends, trading at prices higher than the fundamental value is only profitable when there is a widespread belief that other traders will continue to buy at prices even further away from fundamental values.

Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

Investments — Investments are entirely comprised of various cryptocurrencies and are reported at fair value as determined by digital asset market exchanges with realized gains and losses calculated on a trade data basis as the difference between the fair value and cost of cryptocurrencies transferred.

ETF shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

The index tracked by CEFL specifically targets those funds trading at a discount, with the idea that a cheaper market price boosts yield relative to the yield on the fair value of assets.

That's because financial assets include both stocks and bonds, while the red line features outcomes for stocks alone, so unlike measures like market capitalization to corporate gross value added, the chart below has a bit of «apples and oranges» at work.

Shares of closed - end funds trade at their market price, which may be higher or lower than a fund's net asset value (NAV) per share.

«[Crypto values] went too high, too fast... at the time I urged caution, saying an asset that goes almost vertically up should typically raise alarm bells for investors... Arguable, even before the frenzied peak in December, when the price of one Bitcoin reached an all time high of more than $ 19,000, the market was beginning to become frothy and overheated.»

$ value destroyed equals the difference between implied price and acquisition at current market price plus net assets / liabilities.

Shares are bought and sold at market price (closing price) not net asset value (NAV) are not individually redeemed from the Fund.

This ratio can be slightly misleading because Assets are carried at book value rather than market value which might scew this ratio depending on the age of the Assets.

Richard: Great insight as always, and last time we talked about the commercial real estate bubble and we thought today we'd do a special focus on the millennial generation and how financial repression through repressed interest rates and quantitative easing has resulted in asset bubbles that ultimately have affected the millennial generation in terms of their values, how they look at the economy and life and the way they're conducting themselves in the economy: what they're facing in terms of the housing market and the job situation.

Last time we talked about the commercial real estate bubble and we thought today we'd do a special focus on the millennial generation and how financial repression through repressed interest rates and quantitative easing has resulted in asset bubbles that ultimately have affected the millennial generation in terms of their values, how they look at the economy and life and the way they're conducting themselves in the economy: what they're facing in terms of the housing market and the job situation.

However, while ETFs let you trade at your leisure during market hours, mutual funds can only be sold after the closing bell when a fund's net asset value (NAV) has been calculated for the day.

The infrastructure concession assets have a combined value of C$ 26 a share, including C$ 12 for the Highway 407 stake and C$ 9 for AltaLink, Sara O'Brien, an analyst at RBC Capital Markets in Toronto, said in an April 29 note to investors.

At the time of sale, your shares may have a market price that is above or below net asset value, and may be worth more or less than your original investment.

Treasury, which also owns Rosemount, Lindemans, Wynns and Wolf Blass, revealed earlier on Wednesday that the impairments comprised write downs of historical prices paid for wine businesses before Treasury was de-merged from Foster's in 2011 plus a string of winery assets and infrastructure at the lower - priced commercial end of the market which have shrunk in value.

The Company's existing portfolio of real estate assets, valued at over $ 20 billion, is made up of best - in - class mixed - use, residential, retail, office and affordable properties in premier high - barrier - to - entry markets.

It's part of a larger pattern of mismanaging player - assets so conspicuously that you're forced to offload them for less than market value — at the end of the day, a professional team is a group of assets, and a huge part of managing a team is doing what you can to increase the market valuation of those assets — and that's where I call this «vendetta» and not «style,» because even a disciplinarian could offer little carrots like, y ’ know, an absolutely deserved All - Star nod (at ZERO cost to himself or the club) but instead chose to publicly flip his most gifted player the bird.

The «charitable remainder» portion of the trust — that which ultimately will benefit the School Nutrition Association and its members through the School Nutrition Foundation — must be at least 10 % of the initial fair market value of the assets irrevocably transferred to the trust.

However, it should be noted that ETFs trade at market prices and not at net asset values (NAVs) as mutual funds do.

There can be no assurance that money market funds will be able to maintain their net asset value per unit at a constant amount or that the full amount of your investment in a fund will be returned to you.

If one family member transfers capital assets like stocks to another family member, except for an inter-spousal transfer, the transaction is deemed to take place at fair market value.

This is because when you transfer an asset to a third party — or any part thereof — even if money hasn't changed hands, you are generally deemed to have sold it at fair market value.

Logically, there should be a relationship between the market and replacement values of the same assets and they should trade at approximately the same ratio (for reasons beyond the scope of this post, the relationship isn't 1:1 but it should be roughly constant).

This number compares the market value of a company to how much cash you could raise by selling off the company's assets (at balance - sheet prices) and paying off the firm's debts.

In the case of a private company, assets are transferred at current fair market value for shares of equal value in the private company; the heirs become shareholders and their wealth rises as the shares rise, while the founder's shares no longer rise in value.

So, in this case, if grandparents transferred common shares to their grandchildren, it would be as if the grandparents sold the assets at the current market value.

You can only sell them at the last daily closing net asset value (NAV), in contrast to ETFs, whose market value may vary minute to minute.

The CGT asset's cost base / reduced cost base is reset and is equal to the asset's market value as at 30 June 2017.

Choosing to apply CGT relief might sometimes result in a capital loss arising on the deemed sale of a CGT asset, as the asset's market value at that time may be less than its reduced cost base.

For the purposes of the CGT regime, the repurchase of the asset is taken to have been at market value.

Conversely, if you invest too aggressively when you're older, you could leave your savings exposed to market volatility, which could erode the value of your assets at an age when you have fewer opportunities to recoup your losses.

The Capstone strategy seeks to generate absolute returns over the long term in the attractive asset class of smaller under - researched companies by building portfolios that have lower than market levels of debt, higher than market levels of profitability, and are trading at a discount to their intrinsic value.

Until 2014, money market funds were allowed to fix their net asset value (NAV) so it would always trade at $ 1 per share.