Sentences with phrase «buying similar assets»
You would replace the assets that you sold in you taxable accounts by buying similar assets in tax - advantaged retirement accounts using the cash that you held in your tax - advantaged accounts.
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Remember, plenty of other experienced investors are buying in at this valuation expecting asset - light Uber to be worth at least $ 100 billion at IPO — and many pundits called Fidelity nuts to invest at a $ 17 billion pre-money just six months ago (similar accusations were hurled at TPG and Google Ventures for giving it a $ 2 billion + mark in the summer of 2013).
At its most basic level, tax - loss harvesting is selling a security that has experienced a loss — and then immediately buying a correlated asset (one that provides similar exposure, ideally in the same asset class) to replace it.
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Buy another asset that is similar so that you will receive the incline when it goes back up.
You actually sell that asset on purpose, so that you create a tax loss that you can use on your tax return, then you buy something similar so you're still invested and your investment portfolio still has its integrity.
«Stated differently, there are many academics who would say that buying individual stocks leads to people taking «uncompensated risks», meaning they could likely get a similar return with a lot less volatility if they just diversified more — both within and throughout asset classes.»
Curated by Morningstar, an independent investment resource that specializes in fund investing, ETFs are similar to mutual funds in that they pool investor funds into a security package, thus enabling investors to diversify their investments without having to buy and manage different individual assets.
If you want the same security in the TFSA, you'll need to wait at least 30 days before repurchasing it in order to avoid the superficial loss rules, or buy a similar security (many ETFs serve an almost - identical asset class) or buy an entirely different new security.
Structure ETFs offer public investors an undivided interest in a pool of securities and other assets and thus are similar in many ways to traditional mutual funds, except that shares in an ETF can be bought and sold throughout the day like stocks on a securities exchange through a broker - dealer.
A «buy and hold» investment management approach where a fund manager holds a portfolio of assets aimed at generating a return before fees similar to the index it is tracking, such as the ASX All Ordinaries Index or the ASX200 Index.
You can buy a bunch of assets for the engine, and find some character models from popular video games in a similar style.
Substantial experience in structuring, drafting, negotiating and reviewing commercial contracts and agreements, including, but not limited to: Merger Agreements, Stock Purchase Agreements, Membership Interest Purchase Agreements, Asset Purchase Agreements, Loan Agreements / Credit Facilities, Employment Agreements, Transition Services Agreements, Supply Agreements, Management Agreements, Non-Compete Agreements / Convenants Not to Compete, Non-Disclosure Agreements / Confidentiality Agreements, Buy - Sell Agreements / Shareholder Agreements, Partnership Agreements, Articles / Certificates of Organization, Operating Agreements / Limited Liability Company Agreements, Articles / Certificates of Incorporation, Bylaws, «No - Raid» Agreements, Promissory Notes, Lease Agreements, Letters of Intent, Term Sheets, Warrants, Stock Option Plans and Grant Agreements, Phantom Stock Plans, and similar contracts and agreements for commercial transactions and business arrangements.
Simply put, it's a round of fund - raising similar to an initial public offering (IPO), only the shares don't have a vote, investors can't buy a majority stake, and there's no underlying assets backing the investment.