Sentences with phrase «assets held within»

For instance, if someone slips and hurts themselves on a property owned by an LLC, only the assets held within that same LLC are subject to being pursued for liquidation of damages but not the investor's personal assets or assets held in different LLCs.

In other words, you will be able to view your TFSA account details in the secure portion of steadyhand.com, and you will receive fee rebates (if applicable) on assets held within the account.

This does not include Roth IRA account balances, the IRA assets owned by a spouse, or any assets held within a previous or current employer plan, such as a 401k, 403b, 457 plan, etc..

Assets held within these retirement plans will also grow tax - free over time.

Yet, even with all increasing red flags that suggest that assets held within the global banking system could be devalued, frozen, or seized, or all of the aforementioned, including warnings of possible negative interest rates applied to commercial and corporate bank accounts in the near future from big global banks like the Royal Bank of Scotland, most of us go about our daily lives without giving a second thought about taking preventive actions to prevent such mind - blowing and negatively impacting life - changing events from happening.

Contributions to the Roth IRA are made from after - tax income, and therefore assets held within the account grow tax free.

Not exact matches

The hedge fund industry has managed to hold onto its asset base, but many within it recognize the day of the star manager are likely behind them.

This discussion is limited to non-U.S. holders who purchase our Class A common stock issued pursuant to this offering and who hold our Class A common stock as a «capital asset» within the meaning of Section 1221 of the Code (generally, property held for investment).

Holding the exact same assets in different places within your portfolio can result in much higher or lower returns thanks to complex tax laws.

This discussion assumes that a non-U.S. holder holds shares of our Class A common stock as a capital asset within the meaning of Section 1221 of the Code (generally, property held for investment).

The conglomerate, which has businesses that range from real estate to football and cinemas, had initially said it wanted to transfer ownership of some its overseas assets to its holding company as part of a restructuring, keeping them within the group.

Each portfolio comes with a quarterly updated booklet including asset allocation, recent comments on each holding, stock cards and a list of current buy opportunities within the portfolio.

These extensive reviews are designed to confirm that portfolios are being managed in accordance with your objectives, as well as within the parameters of the trust instruments in which the assets may be held.

CPPI rebalancing must be used in tandem with rebalancing and portfolio optimization strategies as it fails to provide details on the frequency of rebalancing, and only indicates how much equity should be held within a portfolio rather than providing a holding breakdown of asset classes along with their ideal corridors.

Finally, securities or asset classes that are strongly correlated with other held investments can acceptably have broad ranges since their price movements parallel other assets within the portfolio.

This summary is limited to non-U.S. holders who purchase shares of our common stock issued pursuant to this offering and who hold our common stock as a capital asset within the meaning of Section 1221 of the Code (generally, property held for investment).

This discussion applies only to U.S. holders of shares of HP Co. common stock who hold such shares as capital assets within the meaning of Section 1221 of the Code (generally, property held for investment).

Based on a comparison of total expense ratios for U.S. sector - level ETFs with similar holdings and investment objectives (using the MSCI and S&P Global Industry Classification System — GICS) within the universe of 298 ETFs Morningstar has classified as the Sector Stock asset class.

Calomiris proposes (1) internal governance reforms that would decentralize power within the Fed and promote diversity of thinking; (2) policy process reforms that would narrow the Fed's primary mandate to price stability and require the Fed to adopt and disclose a systematic approach to monetary policy; and (3) other reforms that would constrain the Fed's asset holdings and activities so as to avoid actions that conflict with its monetary policy mission and that risk undermining its independence.

Money market funds are designed to provide maximum liquidity to investors, as evidenced by the fact that the Securities Exchange Commission (SEC) requires all money market funds to hold at least (1) 30 % of their total assets in securities that can be converted to cash within five business days AND (2) 10 % of their total assets in securities that can be converted to cash within one business day.

A recommendation to buy, hold or sell an asset like a stock or mutual fund within a retirement account.

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

Savings accounts and money market accounts are meant to hold your liquid assets or funds that you expect to use within a year.

Christopher Pavese holds several positions within the Broyhill family offices, serving as Chief Investment Officer of Broyhill Asset Management and BMC Fund, Inc., an SEC registered investment company.

Each portfolio comes with a quarterly updated booklet including asset allocation, recent comments on each holding, stock cards and a list of current buy opportunities within the portfolio.

You also need to diversify your holdings within those asset classes and hold, in the case of a stock portfolio, a variety of stocks — from risky to less risky, in different currencies, in different industries — to reduce your risk exposure.

Capital gains on assets held for longer than 12 months within the fund will be taxed at 10 %.

In addition, I have holdings within my TDAmeritrade account in various «alternative» asset classes, from Agriculture (DBA) to Precious Metals (SLV, DGL, GDXJ, NG), Emerging Markets (FRN, DSUM), Energy (KOL, DUK, MMP), and Interest Rates (TBT).

The portfolio may engage in the buying or shorting of ETFs and ADRs, hold high levels of cash, or trade any other publicly traded instrument (within the parameters outlined by IB Asset Management), if it believes there is sufficient opportunity for investment returns.

Simply, a fund can not have more than 15 % of holdings in assets that can not be converted to cash within seven days.

The required minimum will be specified as a percentage of the fund's net assets to be invested in «highly liquid investments» — meaning cash held by a fund and any investment that the fund reasonably believes is convertible into cash in current market conditions within three business days without significantly changing the market value of the investment.

There are a variety of variations that can be applied to this portfolio (moving averages, momentum, risk - parity weighting, additional holdings within each asset class, etc.).

According to a 2014 Government Accountability Office report, managed accounts charge fees that range from 0.08 % of assets to 1 % a year in addition to the fees charged by the funds held within the managed accounts.

Previous research from Strategic Insight shows ETFs hold only a small fraction of defined contribution (DC) retirement plan assets, but the ETF vehicle has finally found a point of entry into the DC market as an underlying investment within other vehicles, such as target - date mutual funds (TDFs).

That way if one stock or bond or other asset in a mutual fund portfolio performs poorly, other well - performing holdings within the mutual fund's portfolio, may help offset any losses.

The late Robert Haugen wrote a couple of books in the late 90's based on his research showing that low - beta stock portfolios outperform high - beta ones contradicting the CAPM within the asset class (it holds better between asset classes).

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.

First, once you understand the concepts involved with investment tax location (See: «Asset allocation, tax location, and emergency cash management»), you will realize that there are tax optimization reasons to hold your allocation to bonds within your retirement accounts.

Third, there were some asset purchases and rationalizing of assets between the portfolio companies during the past 4 months; Several oil / gas well drilling companies / assets were acquired by different affiliates within the portfolio, then the companies / assets were consolidated under Steel Excel (the shell of the old ADAPTEC), presumably upstreaming some cash from Steel Excel to the holding company for further investments.

For example, if the same banking customer has a certificate of deposit held within a traditional IRA with a value of $ 200,000 and a Roth IRA held in a savings account with a value of $ 100,000 at the same institution, the account holder has $ 50,000 of vulnerable assets without FDIC coverage.

The performance attribution framework is also extended to account for actual and synthetic cash holdings within asset classes.

Portfolio X-Ray allows you to examine the securities held within a mutual fund and provides views of your holdings by region, asset type and investment sector.

«Eva has held a number of senior roles within Tourism Australia in the distribution and consumer areas and is well known within Continental European and Australian stakeholder groups, which is a big asset.

It is the only company in the hospitality sector to hold such assets of quality within a wide - ranging portfolio — from leisure resorts and business hotels to those in religiously significant locations of Makkah and Madinah Al Munawarra.

De Blasio and City Comptroller Scott Stringer announced a «goal» to sell the assets that its five pension funds hold in companies that own reserves of fossil fuels within five years.

The Superior Court held that the proceeds from the sale of assets were not «income» within the statutory definition.

A bank account in credit is an asset within the scope of the disclosure order and there must be disclosed in particular (i) the name of the bank in which the account is held; (ii) the name of the branch; (iii) the number of the account; (iv) the name or names of the persons in whom the account is; and (v) the balance of the account as at the date of service of the order.

Although this novel approach in Darby had no impact on the husband so long as he remained in Costa Rica, if a similar order were made against a spouse who resided within Canada and held assets in a foreign jurisdiction, it could prove to be a powerful tool in ensuring that the other spouse received their fair portion of any matrimonial assets held outside of the country.

Often times, however, there are no assets within the jurisdiction that can be held «hostage» to ensure payment of the compensation order.

After further holding that the companies» assets were effectively Mr Prest's property and constituted «property» to which he was «entitled» within the meaning of s 24 (1)(a) of the Matrimonial Causes Act 1973, the judge ordered him to transfer the properties, or cause them to be transferred, to Mrs Prest.