Sentences with phrase «bonds accounted for»

Short positions in metals and bonds accounted for the gains for those commodity trading advisors who were fortunate to catch them.

We are getting ready to do that and are building a cash reserve in bond accounts for that purpose.

I manage separately managed stock and bond accounts for upper middle class individuals and small institutions.

Not exact matches

The move is a novel way for the San Mateo, Calif., company to finance the enormous cost of installing panels on thousands of roofs — a typical residential system costs $ 25,000 — while appealing to retail investors who are on the hunt for better rates of return than they can find in savings accounts and government bonds.

But, by reviewing news accounts and court filings, the Center for Progressive Reporting has compiled a list of over 30 hedge funds that appear to own at least some Puerto Rico bonds.

To that end, WeWork has launched partnerships with companies including inDinero and Bond Street, offering discounted financing and accounting services for its clients.

A generous back - of - the - envelope estimate is that Hugh Hefner is worth $ 26 million, not accounting for price fluctuations in Hefner's stock market and bond investments.

It may be that stock investors figure that most of the problems in the junk bond market are in the energy segment, which accounts for about 17 % of the market.

This tool uses the present value of bond portfolios, adjusted for interest rate and inflation expectations, to show current retirees how much in retirement savings they need today to account for every $ 1 they need in the future, assuming they hold a portfolio made up entirely of investment - grade bonds and longer - term Treasurys.

Tax risks While municipal bonds can offer attractive effective yields and can be a way to generate tax - free income, they may not be right for investors in every tax bracket or for every type of account.

If the government can guarantee certain savings in bank accounts through the F.D.I.C., why not establish a program that would require that every employee own a regulated block of stock (Retirement Account) made up of stock in the company the employee works for and, so the employee will not have all his retirement eggs in one basket, include in this retirement basket high rated bonds and stocks from other non-competing employee - owned companies?

10 - year AA muni bonds offer yields above those of U.S. Treasuries, even before accounting for their tax advantage (source: Bloomberg).

It's important to consider a mix of stocks, bonds, and cash that takes into account your time horizon, financial situation, and tolerance for market shifts.

This is an investment account for one person to open, and it can hold a variety of financial assets, including stocks, funds, bonds and derivatives.

For bonds with embedded options (for example callable or puttable bonds), the duration measure must be adjusted to account for the fact that the bond's embedded options may change the expected cash flows of the boFor bonds with embedded options (for example callable or puttable bonds), the duration measure must be adjusted to account for the fact that the bond's embedded options may change the expected cash flows of the bofor example callable or puttable bonds), the duration measure must be adjusted to account for the fact that the bond's embedded options may change the expected cash flows of the bofor the fact that the bond's embedded options may change the expected cash flows of the bond.

The BitLicense requires each licensee to maintain capital in the amount and form determined by New York's Superintendent of Banking as well as «a surety bond or trust account in United States dollars for the benefit of its customers in such form and amount as is acceptable to the superintendent.»

When people see banks browbeating the bond rating agencies and accounting firms to whitewash the quality of what they're pawning off on their customers, when they see bank lobbyists getting Washington to block state prosecutions of financial fraud so as to clear the way for more predatory lending and false packaging of the junk securities they're selling and to win the right not to reveal their true financial position, there's a good reason not to buy what's in these black boxes.

You may designate one brokerage or retirement account for bonds and another for stocks.

Bond fund withdrawals might have had a greater effect on markets where there is less trading, such as municipal securities — but even there, redemptions from bond funds would have accounted for less than 10 percent of the primary dealers» tradBond fund withdrawals might have had a greater effect on markets where there is less trading, such as municipal securities — but even there, redemptions from bond funds would have accounted for less than 10 percent of the primary dealers» tradbond funds would have accounted for less than 10 percent of the primary dealers» trading.

Our investment team will select all bonds for each account.

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

The number of bonds the investment team will select for your account may be higher or lower than 25 - 50 based on the amount invested.

There is NO GUARANTEE to any investment except for an FDIC insured savings account up to $ 250,000 per person or holding a US Treasury bond until maturity.

Investors looking for steady income have plenty of options, from a simple CD to different flavors of annuities, individual bonds, separately managed accounts, or professionally managed mutual funds.

Global equity allocations accounted for 51.4 percent of this month's portfolio, barely changed from 51.3 percent in both September and October, with bonds trimmed slightly to 37.3 percent from 37.6 percent.

• Full - service brokerage services for stocks, bonds, & mutual funds • Asset Allocation Recommendation & Implementation • Lower cost than any full - service brokerage in Pocatello • Wrap or fee - based accounts or transaction based

For 2010, the quarterly investment credit was determined by multiplying the amount of the Account balance at the beginning of the quarter by 25 % of an average of 30 - year U.S. Treasury bond rates (adjusted quarterly).

These performance numbers don't account for inflation — which can be an important consideration when evaluating investment performance, but they do illustrate the different magnitudes of price swings between stocks and bonds.

For example, one can now easily earn 1.25 % (or greater) in a savings or money market account versus the 0.73 % current yield of the Vanguard International Bond ETF (BNDX).

Non-government bonds presently account for around 60 per cent of domestic bond outstandings, compared with only 14 per cent a decade ago.

(These are the accounts that we contribute the most to — 17,500 each — and we want to maximize our future returns, willing to accept short - term volatility for long - term growth etc.) Although I have read on bogleheads that having at least a small bond allocation can actually improve returns w / rebalancing, hmm....

Our full - featured, low - cost brokerage account with online trading of stocks, exchange - traded funds (ETFs), mutual funds, bonds, and options, along with tools and research for investors.

What accounts for the underperformance of longer maturity bonds in April?

Numbers show that, after accounting for the fees on these products, you're way better off sticking with a portfolio of low - cost stocks and bonds.

The first bond I ever bought for my personal account was distressed, which speaks to my inherent bias to be long volatility.

As described in more detail in a recent article in the November RBA Bulletin, [6] Australian CDO issues are mostly backed by corporate debt, with corporate bonds and loans accounting for 57 per cent and 27 per cent respectively.

Bonds and money market accounts and certificates of deposits provide some balance against a turbulent stock market and give you a safe harbor for your money; stocks give you the earning power that can turn your contributions into a sizable nest egg.

They buy bonds solely for placement in client accounts.

This money may be matched dollar for dollar (to a certain amount) by your employer and invested into stocks, bonds, mutual funds, money market accounts, and other asset classes.

Now those investors have a lot fewer options for their retirement account — namely stocks, bonds, CDs and variable annuities.

For taxable accounts, investors can consider iShares Short Maturity Municipal Bond ETF (MEAR), whose income is generally exempt from federal income tax.

Individual retirement accounts offer a tax - advantaged way to save for the future, with the usual mix of investment choices: stocks, bonds, mutual funds or cash.

Each commodity exchange has a clearinghouse that holds margin in the form of a performance bond in a separate account for each trader.

For instance, safe and liquid bank deposit accounts and short term Treasuries are yielding close to nothing while there are still high yield corporate bonds delivering double digit returns.

For accounts with stock, ETFs / ETCs or bond positions a custody fee of 0.12 % p.a. with a monthly minimum fee of EUR 5.00 will apply.

Indeed, the supply of dollar bond issuance in this year's first quarter hit record levels, and those levels don't account for the increased use of «reverse Yankee issuance,» whereby U.S. corporations issue into European markets denominated in euros.

The Fed's go - to move is tweaking its target for the federal funds rate, which is what banks charge one another for loans and the benchmark for our rates on mortgages, credit cards and other debts, as well as savings accounts, CDs and Treasury bonds.

Together, growth in money funds and bank deposits combined over this period account for all of the proceeds from mutual bond fund sales.

For example, the Bloomberg Barclays Green Bond Index, which was launched in 2014, has lagged the broad - based Barclays Global Aggregate slightly over the last three years — but keep in mind that overall returns don't account for the boom in green bond issuance over that periFor example, the Bloomberg Barclays Green Bond Index, which was launched in 2014, has lagged the broad - based Barclays Global Aggregate slightly over the last three years — but keep in mind that overall returns don't account for the boom in green bond issuance over that perBond Index, which was launched in 2014, has lagged the broad - based Barclays Global Aggregate slightly over the last three years — but keep in mind that overall returns don't account for the boom in green bond issuance over that perifor the boom in green bond issuance over that perbond issuance over that period.

Their usefulness is entirely in the tax loss harvesting which is irrelevant in a tax - advantaged account and rare for a bond fund.