Sentences with phrase «assets basis while»

Fee - based is synonymous with fees charged on a percentage - of - assets basis while «fee - only» has been synonymous with fee - for - service.

We provide an exit strategy for owners of veterinary hospitals who are looking to reduce the headaches of business and diversify their asset base while continuing to practice or who are seeking to transition their practice as they consider retirement.

Guided operational improvements, maximizing the value of the asset base while maintaining a tight control on operational costs.

Not exact matches

«But while it's a hard one to call, they could put an asset test on it — meaning employee stock options would be taxed more heavily for those employees who work for big public companies with a large asset base, like the Big Five banks.

These combo plans, while complex, allow a 50 - year - old to set aside up to about $ 150,000 more each year on a tax - deductible basis, says Joe Gordon, managing partner of Gordon Asset Management in Durham, North Carolina.

Some charge flat fees while others are compensated based on a percentage (typically between 0.5 % and 1 %) of invest - able assets.

The San Francisco - based cryptocurrency marketplace has made a series of announcements that pave the way towards supporting new crypto - assets, while reportedly stepping up its efforts to work with regulators.

The San Francisco - based company has made a series of announcements that pave the way towards supporting new crypto - assets, while reportedly stepping up its efforts to work with regulators.

Meanwhile, America's Best 401k, the provider that Chesner chose, charges an annual administrative fee of $ 1,600 plus $ 24 per participant, while employees pay an asset - based fee of up to 0.7 percent.

While volatility has subsided a little from the heights touched earlier this week, it is far from an all clear, Nigol Koulajian, chief executive of Quest Partners, a New York - based systematic commodity trading advisor with $ 1.4 billion in assets under management, said.

Following Matrix's listing, which is underwritten by stockbroker DJ Carmichael, Majestic will be paid $ 5 million for its assets on a staged payment basis, while Murchison shareholders will be offered in - specie shares — to the value of $ 5 million — in Matrix.

While traditional lead scoring will rank prospects based on recent activity in owned web assets, the predictive approach scores prospects on the likelihood of a closed - won deal taking place.

Three ways to take profits while day trading, based on price movement and what the asset is doing that day.

While base rates kept at or close to zero for almost seven years and three massive asset - buying programs by the Fed have undoubtedly helped stabilize the US (and world) economy during and after the recession that followed the global financial crisis, the continuation of expansionary monetary policies is now supporting a growing excess of global liquidity that has been distorting the market signals sent by stock and bond prices and thus contributing to the growing volatility seen in recent weeks.

While trading on the binaryoption360 traders can still have access to the more than160 trading assets available on the desktop based trading platform.

While offering insurance for crypto assets, InChain provides a convenient insurance - based bond platform that will allow investors to be involved in investment strategy decisions such as suggesting a strategy or voting.

On a regional basis, 43 % of the Fund's assets were invested in U.S. - domiciled companies as of September 30, while approximately 32 % was allocated to equities in Europe and nearly 21 % to Japan.

While we can sit here and debate the value of things, there is one company that is looking to blend the best of both worlds through the use of a crypto token that is based on real - world assets, but can still take advantage of everything that makes digital currencies so appealing — the blockchain and smart contracts being two examples.

While investors certainly need to do their due diligence, investing in products such as Bitcoin IRAs, which are held by established financial custodians and which feature multiple levels of security to safeguard customer assets, is far safer than striking out on your own and investing thousands of dollars in cryptocurrencies on an exchange that may be based in Eastern Europe, the Caribbean, or Asia.

A: While we will look at the principal's credit, approval will largely be based on the value of the underlying asset, and often in spite of cash flow, financial condition, sales history, or other conventional lending criteria.

They specialise in acquiring and building talent (assets) while utilising their robust cash flows from their dedicated fanatic base.

Revlon, based in New York, hopes to expand its own global reach while adding assets like Elizabeth Arden's core skin - care line.

Credit is aligned with a rights - based approach more than assistance because it boosts people's financial assets for livelihoods while «maintaining the borrower's dignity as economic actors - not as recipients of charitable handouts,» (Jacobsen 2005: 77).

«Anybody experienced in running an organization as complicated as a school can see pretty quickly that the experience of the faculty and staff and administrators and principals all working together is a huge asset in improving a school,» said John Simmons, the president of the Chicago - based Strategic Learning Initiatives, which has turned around schools in that city while largely retaining their staffs.

This creates an environment that is critically conscious; it is a safe way to be asset - based while also challenging.

In our Teacher Scholars Voices blog this month Kirsti and Juliet ask: «What does it look like to take an asset - based approach to teaching African American boys reading while holding them accountable to specific learning goals?»

While not really a direct competitor, track - based Asset Corsa boasts a huge range of tracks and vehicles and will plug the gap while we wait for Gran Turismo SWhile not really a direct competitor, track - based Asset Corsa boasts a huge range of tracks and vehicles and will plug the gap while we wait for Gran Turismo Swhile we wait for Gran Turismo Sport.

From The Hidden Story of Partition and its Legacies: «90 % of the subcontinent's industry, and taxable income base remained in India, including the largest cities of Delhi, Bombay and Calcutta,» while, «Pakistan won a poor share of the colonial government's financial reserves - with 23 % of the undivided land mass, it inherited only 17.5 % of the former government's financial assets.»

While price to book gives us a sense of whether the stock is trading cheaply based on their assets, price to earnings gives a sense of value based on the stock's earnings.

Futures contracts are created based on demand and do not get automatically created in the marketplace, involving two parties, where one party is going long on an asset class, while the other goes short.

While the index construction principles of transparency, liquidity, and systematic rules - based methodologies are widely similar between equities, commodities and other asset classes, there are details that distinguish the asset classes.

Note also that while the assets of the Fund have grown substantially since inception, this growth began from an extremely small base.

«We don't promote one form of compensation over another; however, if somebody is advertising themselves as «fee - only,» while they may receive those fees on an hourly basis, a flat rate, or as a percentage of assets, they can not receive compensation from anyone else.

While, this scenario is quite common, this division of assets is not solely based on earnings but rather on the couple's overall marital assets.

Similarly some industries are expensive based on assets (high P / B Ratio) while others are cheap (low P / B Ratio).

A total return swap is a swap agreement in which one party makes payments based on a set rate, either fixed or variable, while the other party makes payments based on the return of an underlying asset, which includes both the income it generates and any capital gains.

While not a firm commitment to lend, a preapproval offers more certainty than the less formal prequalification because it is based on the borrower's income and assets, as well as a credit check.

In that case, while these 529 savings are not reported as a student asset on the Free Application for Federal Student Aid (FAFSA), any distribution from this 529 plan is reported as income to the beneficiary, potentially resulting in a significant reduction in eligibility for need - based aid the following year.

«With appropriate, age - based investments, the objective is to grow the assets while maintaining an age - appropriate balance between risk and return.»

Clearly, we all have to make our own decisions based on our particular circumstances about the best way to turn savings into income we can count on throughout retirement, while also assuring we have a stash of assets we can tap for emergencies and unexpected expenses.

A slowdown in the U.S. has prompted repositioning of the global portfolios at Cougar Global Investments, a Toronto - based firm that employs tactical asset allocation while using exchange - traded funds as the underlying holdings for its portfolios.

While it will never be a fast - growing company, its valuable asset base, logistical network, and recession - resistant products result in a solid cash flow stream and remind us of some of our favorite blue chip dividend stocks.

While their investment recommendations vary to some degree, many of them use algorithms based on Modern portfolio theory (MPT) to aid in choosing diversified investments and asset allocation based on your risk tolerance.

Offers broad - based commodity exposure while seeking to outperform its commodity benchmark through implementing Eaton Vance's time - tested global macro approach with long and short investments in sovereign assets around the world.

TBAC, while statistically undervalued on an assets basis, is rapidly losing money.

Three ways to take profits while day trading, based on price movement and what the asset is doing that day.

Capital improvements (such as adding a deck to your house) increase the asset's basis while depreciation deductions (statutory deductions that reduce the taxpayer's taxable income for a given year) diminish the asset's basis.

The level of assistance may be reduced for graduates who report assets and / or the in - kind provision of rent and food while living on a military base.

While calculating the cost of bankruptcy may not be difficult, it is different for each person who declares bankruptcy in Canada because the ultimate cost is based on their monthly income, expenses, family size and assets.

For example, a recent Vanguard paper titled From Assets To Income: A Goals - Based Approach To Retirement Spending outlines a «dynamic» spending strategy that may be able to generate more income initially at least while also reducing the risk of running through your assets too soon by allowing spending to rise a bit (say by 5 %) in good markets and decline slightly (maybe 2.5 %) in badAssets To Income: A Goals - Based Approach To Retirement Spending outlines a «dynamic» spending strategy that may be able to generate more income initially at least while also reducing the risk of running through your assets too soon by allowing spending to rise a bit (say by 5 %) in good markets and decline slightly (maybe 2.5 %) in badassets too soon by allowing spending to rise a bit (say by 5 %) in good markets and decline slightly (maybe 2.5 %) in bad ones.