Sentences with phrase «based upon investment»

The cash value accumulates at a minimum rate guaranteed in the policy, but it may also be more, based upon the investment returns realized by the insurance company.

These investment avenues for cash flow assets are direct, cooperative with other investors and OUTSIDE of the financial markets, and thus often offer the full tax advantages associated (based upon your investment and percentage of ownership) with such investments as if you acquired the coffee farm yourself.

Dividing your investments in this flexible array based upon investment advice time horizon means that money you will need soon will be available regardless of whether stocks are in their up or down phase.

There are many variations on the robo advisor theme, but in their purest form they are automated advisors that invest your money based upon an investment algorithm.

Not exact matches

«I rely on one or more investment advisors who are compensated, at least in part, based upon sales commissions.»

Since its founding in 1973, Cumberland Advisors» investment strategy has been based upon the following critical economic concepts:

This information should not be relied upon as a primary basis for an investment decision.

Before making any investment, each investor should carefully consider the risks associated with the investment, as discussed in the applicable offering memorandum, and make a determination based upon their own particular circumstances, that the investment is consistent with their investment objectives and risk tolerance.

Nimble short term tilts that seek to capitalize on opportunities or manage risks, based upon the strategic disciplined discussion cycle of our global investment committee.

SeedInvest shall not be liable for any investment decisions made based upon such information.

These investment decisions and active asset allocation shift based upon our views of the economy and market environment.

The MSCI Global Data Standards for Real Estate Investment provide the basis of data definitions upon which all our private commercial real estate products are now built.

Any action you take or do not take based upon information on the Site or provided through www.carlicahn.com, including, but not limited, to investment, trading or other decisions, is done at your own risk.

The above calculations do not take into consideration all costs, such as commissions, taxes and margin interest which may impact the results shown and users of Idea Hub should not make investment decisions based solely upon values generated by it.

FMD has the ongoing responsibility to select and make recommendations, based upon the objectives of the client, as to specific securities or other investments that we purchase or sell in client accounts.

Investment results will vary as will your spending needs based upon what is happening in your life.

Mallinckrodt, based in Staines - Upon - Thames, England, has hired investment bank Credit Suisse Group AG (CSGN.S) to run a sale process for the unit, the people said on Tuesday, asking not to be named because the deliberations are private.

Edward Jones Trust Company works in partnership with each client's local financial advisor to develop customized recommendations based upon personal investment history, risk tolerance and financial objectives.

Instead, every six months or year, meet with a qualified investment advisor that is well respected, has a good track record based upon conservative portfolio allocations designed to meet your individual needs and risk profile, and review your holdings.

Finally, this is one piece of advice that is likely to do you well if you've chosen to build a long - term, conservative investment portfolio based upon dollar cost averaging, low - cost ownership methods such as a dividend reinvestment program (also known as a DRIP account), and do not expect to retire or need the funds for ten years or more, the best course of action based upon historical experience may be to go on autopilot.

We believe we continue to outpace the industry which, as we previously noted, is experiencing a slowdown as consumers are increasing their allocations to investments — but also, based upon our data, they appear to be spending more, reflecting a continued high level of confidence.»

If you attempt to tweak your investments based upon market movements, you're forced to be a forecaster.

That is, set up your investments for direct withdrawal from your checking or savings account, reinvest dividends, and focus on only buying the lowest risk, highest quality, most attractively valued stocks or index funds such as one based upon the S&P 500.

Phoenix Capital Research, Phoenix Capital Management, Inc and Graham Summers shall not be responsible or have any liability for investment decisions based upon, or the results obtained from, the information provided.

Based upon this, I've decided it's best to spread my stock investments throughout the world.

I felt most already asked the proper questions, or based upon quantitative information didn't think the note was a good investment.

I've decided to keep the stock allocation based upon our age, but add other investments such as commodities, real estate and some cash, which takes away from the bond allocation.

For example, your full - service broker might offer you a list of potential investments based upon your preferred investing strategy (e.g., if you like stable companies that have increased their dividends every year for 25 years, they can have a report prepared for you that lists the ticker symbols, names, and dividend yield of each publicly traded company in the United States that fits your criteria).

Upon his return the first two men were rewarded based on the returns the ruler received from their investments.

It was a smart sports - based investment in a team with a background in success, with consistency in league positioning, with a successful manager, the nucleus of an excellent side and financial security built - upon strong financial management.

In an email to County Legislator Ed Romaine that was circulated to the media Tuesday, authority CEO Jeff Szabo said that the agency's chairman, Jim Gaughran, «has informed me that he plans to recommend not awarding this contract at tonight's board meeting based upon the present proposed return on investment.»

«Defendant contends... that Luke Bierman's recommendation not to invest with FA Technology Ventures was based upon reasons relating to Comptroller Thomas DiNapoli's bid for election, rather than upon the merit of the investment,» Lamont wrote.

The package which, the Tories say, will be financed by spending restraint in 2009/10 * communicates (1) a concern for potentially unemployed young graduates and (2) also the party's belief that Britain's economic future depends upon much more investment in tech - based industries.

«A process was put into place where projects are scored based upon on the merits and regional needs, council members with conflicts are required to recuse themselves, and ironclad investment and job benchmarks need to be met before funding is disbursed.

This means that the level of investment on protection is based upon the more probable scenarios, however it is always worth at least having written procedures and guidance in place for staff detailing their safe emergency routes and methods of raising the alarm.

According to them, effective school boards: focus on student achievement as the number one job; allocate resources to support students based upon their differing characteristics and needs; watch return on investment and report to the communities they serve with transparency and accountability; use good data to inform policymaking to support student success, and engage the communities they serve in providing real opportunities to give input into policymaking process (2006).

Earlier investments of nearly $ 3 million in this personalized learning portfolio include Rocketship, a national network of blended learning schools seeking to eliminate the achievement gap in low - income neighborhoods, New York City's School of One blending learning model upon which New Classrooms is based, and CFY, a national nonprofit organization that runs the acclaimed online learning platform, PowerMyLearning.com, which provides students, teachers, parents and school leaders with free online access to pre-screened digital learning activities produced by third parties, as well as consumer ratings.

Louis (1989), drawing upon a large - scale survey and case studies of effective schools initiatives in urban secondary schools (Louis and Miles, 1990) identified four district - level approaches to school improvement varying in terms of the uniformity of process and outcomes intended: implementation strategy; evolutionary planning; goal - based accountability; and professional investment.

The idea of putting your money into an investment with a higher rate of return sounds reasonable, and yet this objection is based upon a flawed assumption and is irrelevant in large part.

As mentioned previously, these managers will trade the securities in the fund to meet a specific objective, and they are paid and trained to make unbiased investment decisions based upon an established trading plan or strategy that is designed to meet that objective.

This is especially true based upon how diversified a fund is among a variety of different types of investments.

We increased our investment in October 2008 based upon our belief that Avigen's shares were significantly undervalued.

Based upon that assumption, you need to build a retirement nest egg that is 25 times the amount of income you require from your investments.

Personally, I have found that investments with simple to definable «Moats» (like COKE's brand & worldwide distribution system, Wells Fargo's low cost deposit base, JNJ's three legged platform — branded drug, consumer products, orthopedic / surgical medical devices, Markel / Berkshire's multi-decade culture of cherishing being relied upon, Exxon's rigid adherence to conservative ROIC decison's on capex projects) enable me to not only maintain composure when times are challenging, but also add meaningfully during those times.

Universal life insurance if non-guaranteed only offers a potential return based upon whatever investment option is selected.

Whole life policy returns are conservative and based upon the insurance company's pool of extremely conservative investments and thus are guaranteed at rates which have been relatively consistent over the last 200 years.

Based upon your preferences, a range of investment products will be presented to you for approval.

For instance, going back to the $ 50,000 investment, you can guarantee a monthly income based upon the coupon payments from the laddered bonds by picking ones with different coupon dates.

Class B Shares: No - load up front, a higher ongoing asset based fee; but with a back - end load, if the investment dollars are removed within an agreed upon period of time.

Over the time horizon analyzed, the ending value of a $ 100,000 investment in the S&P 500 after ten years could have been as high as $ 209,470 or as low as $ 87,006, based solely upon which January 1st the individual opted to make the initial investment [1].