Sentences with phrase «based investments such as mutual funds»

Variable universal life ties the cash value growth to hedged market based investments such as mutual funds.

The cash value in VUL policies is generally invested in any number of market based investments such as mutual funds.

Not exact matches

Tax - efficient investments such as index - based mutual funds should be held directly with the fund company or through a brokerage account.

The company's products and services addresses multiple markets, asset classes and geographies and are sold to a diverse client base, including asset owners, such as pension funds, endowments, foundations, central banks, family offices and insurance companies; institutional and retail asset managers, such as managers of pension assets, mutual funds, exchange traded funds, real estate, hedge funds and private wealth; financial intermediaries, such as banks, broker - dealers, exchanges, custodians and investment consultants; and corporate clients.

In basic terms, what you are doing with a precious metals IRA, is exchanging dollar - based assets such as stocks, bonds and mutual fund investments, for precious metals like gold and silver, in a cashless transaction.

Commission - based advisors, in particular, may profit off churning your investments or pushing you toward certain products or services that may not align with your financial goals, such as funneling your money into expensive mutual funds when a low - cost ETF could offer the same benefits.

Variable universal life insurance can also provide the opportunity to build up cash value based on the performance of underlying market investment options such as mutual funds.

A 529 Savings Plan, also known as a «qualified tuition plan,» allows you to choose investments such as stock or bond mutual funds, money - market funds and age - based portfolios to pay for your child's college expenses.

Based on what you described here you may loose opportunity of better returns because return on «safe» investments such as keeping it in your brokerage account (even for short term) would be lower than investing in stock / bond mutual funds.

Leitz is paid on a fee - only, retainer basis and receives no compensation on commissions from the sale of investment products such as mutual funds.

With a variable universal life insurance policy, the return on the policy's cash value is based upon the performance of underlying equity investments such as mutual funds.

With variable universal life insurance, the cash value return is based on the performance of underlying equity investments, such as mutual funds.

Dollar cost averaging is buying a fixed dollar amount of an investment, such as a mutual fund in your Roth IRA, for example, on a regular basis regardless of price.