Sentences with phrase «assets held at»

The ultimate goal should be to extract the maximum value from the collection of assets held at the beginning of the divorce process, so that each party gets as much as possible in the final settlement.

Investors will be eligible for discounts based on the combined amount of brokerage assets held at LPL that are invested in MFO - eligible mutual funds.

A broad menu of models is available to advisers at no additional fee, and there's no investment minimum for assets held at TD Ameritrade Institutional.

Use this form to request a transfer or direct rollover of retirement assets held at another institution to an IRA with FTIOS as Custodian.

Simply, if the total family assets held at Virtual Brokers exceeds $ 50,000 then equity trades within an RESP are commission - free.

In the «Foundation Center method,» the current year's grants are divided by investable assets held at the end of the prior year.

Likewise, Clinton would limit itemized deductions, raise the estate tax and increase taxes on capital gains (profits from the sale of stocks and other assets held at least a year); these are concentrated among the wealthy and upper middle class.

However, there is a provision to impose income tax on the capital gains on assets held at death to the extent those gains are greater than $ 10 million; (it is unclear if the $ 10 million would apply individually or for a couple.

JPMorgan Chase provides clients with a central view of the assets they hold at the Wall Street bank and other custodians.

If you make this election, any stock or other trading asset you hold at the end of the year is «marked to market.»

For example, a turnover rate of 100 % indicates that a fund replaces every asset it held at the beginning of the year with something else at the end of the year — funds with turnover rates greater than 100 % average a holding period for a given asset of less than one year, and funds with turnover rates less than 100 % average a holding period for a given asset of more than one year.

Not exact matches

Classical portfolio theory holds that different sectors and asset classes outperform at different stages of the economic cycle.

«Cryptocurrencies make things complex if you have a spouse who's determined to hold on to their money, same as if they were hiding assets overseas,» Victoria Clarke, a solicitor at Stowe Family Law, said in an interview.

Stephen Gordon is absolutely correct when he states that «the surge in income at the top has been driven by earned income, not their asset holdings».

In July last year, when CIR was known as Asset Backed Holdings, it launched an off - market bid for the shares it did not already own in PRL at $ 3 cash a share.

(Actively managed ETFs — which in simple terms are a combination of indexing and active management — held about $ 27 billion in assets at the end of August.)

Because they trade on an exchange, products like ETFs and ETNs are not only priced using a net asset value (NAV)-- the value of securities held minus liabilities and divided by shares outstanding — that is calculated at the end of each day and by intraday NAV (iNAV) throughout the day.

Benjamin Tal and Royce Mendes, economists at CIBC World Markets, estimate that Canadians currently hold about $ 75 - billion in excess cash that they typically would have used to purchase assets that promise a return.

That's no dig at Marissa Mayer — she merely made too many mistakes and didn't simplify as much as she should have with a company holding that many assets.

Assets held by our Pension Plan aggregated $ 389.9 million at July 28, 2012 and $ 376.4 million at July 30, 2011.

If you buy Treasury paper and hold it at a broker you can use those assets in a portfolio line of credit.

One hint dropped on Tuesday by Wang, who bought AMC Entertainment Holdings Inc. in 2012, was that he was looking at cinema assets in Europe but prices are too high right now.

In 2007 - 2012 Nir was a Founder and Partner at Shiraz Investments - a privately held PE company and the chairman of Altshuler Shaham, a prominent asset management firm with over 50 billion NIS in assets.

Today's biggest bubble in safe assets, however, is the one in Treasury bonds, which is a direct consequence of the Fed's policy of holding interest rates down at abnormally low levels.

Basically, it's moving in and out of the stock market with the intention of minimizing losses and buying investments when they're on the rise to eventually sell at a premium, says Ben Barzideh, wealth advisor at Piershale Financial Group in Crystal Lake, Ill. «Instead of holding onto an asset long - term, [you're] buying and selling based on predicting future market movements.»

Ms. Nettles also held VP roles at Lend Lease Real Estate Investment, Inc. and Chase Asset Management.

However, the most valuable asset listed on Mr. Bannon's disclosure forms was Bannon Strategic Advisors Inc., a privately held consulting firm that was valued at $ 5 million to $ 25 million.

I pulled up the portfolio holdings for this fund and sure enough, the second largest holding is GDX, coming in at around 5 % of the total assets.

It is desirable that super funds don't hold all their assets in highly liquid form for the fear that all of its members may withdraw their funds all at once, just as banks don't put all their assets in liquid form for the fear that a bank run might occur.

Gross kept mortgage securities as his biggest holding at 53 % of assets, according to the report posted Wednesday on the PIMCO website.

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.

All untaxed income currently held overseas will immediately be taxed at a fixed rate: 12 percent for money held in liquid assets like stocks and bonds, 5 percent for intangibles like buildings and factories.

Facing redemptions of less than 2 percent of assets, it's possible that many bond funds could have met redemptions simply by drawing down cash or other liquid assets (after all, bond mutual funds held more than $ 200 billion in short - term liquid assets at the end of May).

As a wealth management client, investment assets are held in an account at Pershing Advisor Solutions, a Bank of New York Mellon Company.

Ms. Jones brings significant experience to the firm with over 40 years in the Canadian investment industry, holding presidential and executive roles at numerous high - profile companies including GBC Asset Management, AGF Private Wealth Management, TAL Private Management, CIBC Trust Company, and First Interstate Bancorp — where she was Canada's first female to lead a Schedule II bank.

Household relationship assets will be determined by aggregating the assets of eligible retail accounts held by the investor and his or her immediate family members who reside at the same address.

Under the new tax law, companies that make a one - time repatriation of cash will be taxed at a rate of 15.5 percent on cash holdings and 8 percent on nonliquid assets.

According to Broadridge, the bulk of the $ 35 billion of net outflows from actively managed mutual fund accounts held at IBDs moved to ETFs, which recorded an increase of net new assets of $ 34.9 billion.

Equities are essentially 50 - year duration investments at current valuations, and even if investors are passive and don't hold any view about future market returns at all, one of the basic principles of financial planning is to align the duration of ones assets with the expected horizon over which the funds are expected to be spent.

3) The Hussman Strategic Growth Fund has gradually shifted from smaller to larger capitalization holdings in recent years, not out of any necessity due to Fund size (at the Fund's current asset level, we could easily populate the Fund with mid-caps if it was optimal to do so), but precisely because large stocks generally carry the best relative valuations.

In yet another email exchange, Parrott notes that «all the investors will get this very quickly» in response to a message from Mary Goodman, a managing director at James Caird Asset Management (and a former Senior Advisor to Treasury Secretary Tim Geithner who later served as Special Assistant to the President for Financial Markets at the National Economic Council), who stated that the Net Worth Sweep «should lay to rest permanently the idea that the outstanding privately held pref will ever get turned back on.»

Aside from acceptable «basis» risk between the stocks we hold long and the indices we use to hedge, and perhaps 1 % of assets in option time - premium at any given time as a result of staggering our strikes to provide a stronger defense, we don't consider various speculative bubbles as threats to our own returns.

To get the latest read on what is going on with MLPs, ETF.com sat down with Jeremy Held, senior vice president and director of research at ALPS Advisors, issuer of the Alerian MLP ETF (AMLP), the world's largest MLP exchange - traded fund, with $ 8.3 billion in assets under management.

A non-U.S. company will be considered a PFIC for any taxable year if (i) at least 75 % of its gross income is passive income (including interest income), or (ii) at least 50 % of the value of its assets (based on an average of the quarterly values of the assets during a taxable year) is attributable to assets that produce or are held for the production of passive income.

2017.11.09 RBC Global Asset Management recognized for excellence in bond ETFs at Lipper Canada 2017 Fund Awards RBC Global Asset Management Inc. (RBC GAM Inc.) was recognized as Best Bond ETFs Group at the Lipper Canada 2017 Fund Awards1 held last evening in Toronto...

The underwriters and their respective affiliates may also communicate independent investment recommendations, market color or trading ideas and / or publish or express independent research views in respect of such assets, securities or instruments and may at any time hold, or recommend to clients that they should acquire, long and / or short positions in such assets, securities and instruments.

at least 50 % of its gross assets (determined on the basis of a quarterly average) is attributable to assets that produce passive income or are held for the production of passive income.

Beijing has substantive tools at its disposal: gargantuan foreign exchange reserves, close control over the conduits of domestic finance, a current account surplus and a near - monopoly on yuan assets held on shore.

RBC Global Asset Management Inc. (RBC GAM Inc.) was recognized as Best Bond ETFs Group at the Lipper Canada 2017 Fund Awards1 held last evening in Toronto...

This makes bonds a relatively heterogeneous asset class in which many securities are thinly traded.3 At the same time, institutional investors often hold assets to maturity and, when they do trade, do so in large amounts.