Sentences with phrase «at fidelity bond»

While looking at Fidelity bond funds, I came across this...

Not exact matches

After eight years of being a bond trader, including a stint at Fidelity, he was laid off in December 2008.

«The choices you make about your mix of stocks, bonds, and cash should be based on your personal situation, goals, risk tolerance, and timeline, and you should maintain that asset mix through the ups and downs of the market,» explains Ann Dowd, CFP ®, a vice president at Fidelity.

Now, I pick and buy my own muni bonds via Fidelity instead of using a broker at a bank or at a brokerage firm.

For bond funds held at Fidelity, view the historical distributions for the prior months.

For bond funds held at Fidelity, the tool will display actual fund distributions from previous months.

Your selected method will be used for all bond funds in your portfolio — whether held at Fidelity, outside or hypothetical.

Reining In Rates O'Neil, one of the managers of the $ 26 billion Fidelity Total Bond Fund, said rising bond yields could be reined in by at least three forces: Federal Reserve Chair Janet Yellen's commitment to a very gradual program of rate hikes, the traditional aversion to budget deficits by the Republican - controlled Congress, and buying by overseas investors who may use the recent jump in rates to snap up more TreasurBond Fund, said rising bond yields could be reined in by at least three forces: Federal Reserve Chair Janet Yellen's commitment to a very gradual program of rate hikes, the traditional aversion to budget deficits by the Republican - controlled Congress, and buying by overseas investors who may use the recent jump in rates to snap up more Treasurbond yields could be reined in by at least three forces: Federal Reserve Chair Janet Yellen's commitment to a very gradual program of rate hikes, the traditional aversion to budget deficits by the Republican - controlled Congress, and buying by overseas investors who may use the recent jump in rates to snap up more Treasuries.

Corporate Insight determined the average cost differential by calculating the difference between the costs of matching corporate and municipal bond inventory at Fidelity vs. these markup - based firms in the study, then averaging the differences across all of the competitor firms.

For example, Fidelity will allow you to search both investment grade and junk bonds, show you the number of bonds available at both the bid and ask price, and will even allow you to submit a limit order (although you can not put in a good until cancelled order or one that is more than a small amount away from the current bid / ask).

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

I learned my lesson to avoid them and now I buy all of my bonds at Fidelity.

The Fidelity Bond Ladder Tool can help you build a portfolio of bonds that mature at staggered intervals.

In order to build a portfolio at Fidelity, you would use a combination of equity and bond ETFs.

the interest rate a bond's issuer promises to pay to the bondholder until maturity, or other redemption event, generally expressed as an annual percentage of the bond's face value; for example, a bond with a 10 % coupon will pay $ 100 per $ 1000 of the bond's face value per year, subject to credit risk; when searching Fidelity's secondary market fixed income offerings, customers can enter a minimum coupon, maximum coupon, or enter both to specify a range and refine their search; when viewing Fidelity's fixed - income search results pages, the term «Step - Up» instead of a numeric coupon rate means the coupon will step up, or increase over time at pre-determined rates and dates in the future; clicking Step - Up will reveal the step - up schedule for that security

Fidelity has some low - cost stock and bond index funds (Spartan funds), but the minimum investment for these funds is $ 10,000 (compared to $ 3,000 for most funds at Vanguard), and the breadth of low - cost fund choices is not comparable to that of Vanguard.

Wealth - Lab Pro ® is available to investors in households that place 36 + stock, bond, or options trades in a rolling 12 - month period, and have at least $ 25,000 in assets across their eligible Fidelity brokerage accounts.

In addition, unsupervised correspondent lenders (as opposed to brokers) must provide business and personal credit reports, audited financial statements, quality control plans, sanctions letters and funding programs, and finally post a fidelity bond of at least $ 300,000 and carry at least $ 300,000 of errors and omissions insurance.

To understand the case for bonds right now, I talked to Brian Miron, portfolio manager of fixed income at Fidelity Canada, whose U.S. parent is among the world's top three global fixed - income players.

When I log on to my husband's 401 (k) managed at Fidelity, I click on «investment choices and research» to see what's available to him: 3 large cap funds; 2 mid-cap; 1 small cap; 2 international; 11 target date funds; 2 bond investments; and 1 cash fund.

The sell - off in U.S. and Canadian bonds has raised yields due within 10 years to levels at which investors can finally get decent returns, according to Moore, who co-manages more than $ 50 billion in Canadian and U.S. fixed income for Fidelity.

For bond funds held at Fidelity, view the historical distributions for the prior months.

Robert Galusza and Robert Chan have been appointed co-portfolio managers of Fidelity Conservative Income Bond Fund1, which they will manage with current portfolio manager James J. «Kim» Miller during a two month transition, at the end of which Miller will be leaving Fidelity.

Before joining Fidelity, he worked as a municipal bond attorney at Mintz, Levin in Boston from 2001 until 2007.

Corporate Insight determined the average cost differential by calculating the difference between the costs of matching corporate and municipal bond inventory at Fidelity vs. these markup - based firms in the study, then averaging the differences across all of the competitor firms.

In the event that an employee shares information that they shouldn't or puts your business at risk, you will be grateful you weren't held liable due to the coverage of a fidelity bond.

The Accredited Management Organization (AMO) is a highly - coveted certification which may only be awarded to a commercial property management company who meets rather rigorous standards such as: demonstrated business stability and activity for at least three years (as independently verified), submittal of six or more letters of independent recommendation, must be able to uphold the Code of Professional Ethics, must be fidelity - bonded, and must hold both alterations and depositor's forgery insurance coverage.