Sentences with phrase «combined financial assets»

According to the article, 80 percent of all households have more money in home equity than they do in their combined financial assets and retirement accounts.

In May I wrote about «the thinness of wealth», how about 80 percent of all households had more money in home equity than they had in their combined financial assets and retirement accounts.

The first $ 83,400 of your combined financial assets has the deemed rate of 1.75 % applied.

According to the article, 80 percent of all households have more money in home equity than they do in their combined financial assets and retirement accounts.

Not exact matches

Bhanu Baweja, head of emerging market cross asset strategy at UBS, says the tax, combined with other regulations, could help reduce financial risks.

The solid financial global track record of Fiduciary Trust and that of our parent company, Franklin Templeton Investments, includes conservative balance sheet management practices and over $ 742.8 billion in combined assets under management.

Combining your savings at one financial provider is a good opportunity to make sure you have an appropriate asset mix — one that will balance your need for stability with continued account growth that will carry you through retirement.

Combined with reduced risk - taking in the financial system as a whole, this would then further reduce market - makers» willingness to build up large inventories of less liquid assets.

Correlation risk: «The concept of diversification is the foundation of modern portfolio theory... The financial engineer... reduces the risk of a portfolio by combining anti-correlated assets... All modern portfolio theory does is transfer price risk into hidden short correlation risk... Many popular institutional investment strategies derive excess returns via implicit leveraged short correlation trades with hidden fragility... Correlation risk can be isolated and actively traded via options as source of excess returns.

Combined with a stock and bond portfolio, real estate will help you meet your investing goals and reduce the ups - and - downs of investing in financial assets.

For example, if you're going to use the Asset Allocation Software to run an investment asset allocation report, College Planning Calculator to show what's needed to send kids to college, Life Insurance Need Analysis to see how much life insurance they really need, and an overall financial plan showing what their financial future / retirement (using RP, or either version of RWR) will look like before and after your brilliant recommendations, you'd use these four modules, combined with the Cash Flow Projector (Asset Allocation Software to run an investment asset allocation report, College Planning Calculator to show what's needed to send kids to college, Life Insurance Need Analysis to see how much life insurance they really need, and an overall financial plan showing what their financial future / retirement (using RP, or either version of RWR) will look like before and after your brilliant recommendations, you'd use these four modules, combined with the Cash Flow Projector (asset allocation report, College Planning Calculator to show what's needed to send kids to college, Life Insurance Need Analysis to see how much life insurance they really need, and an overall financial plan showing what their financial future / retirement (using RP, or either version of RWR) will look like before and after your brilliant recommendations, you'd use these four modules, combined with the Cash Flow Projector (CFP).

In the past, an investor required financial assets of at least $ 1 million, income in excess of $ 200,000 in the past two years ($ 300,000 combined with a spouse), or a net worth of over $ 5 million to get into private capital markets.

Combining your savings at one financial provider is a good opportunity to make sure you have an appropriate asset mix — one that will balance your need for stability with continued account growth that will carry you through retirement.

The financial concept of asset correlation is important because the goal of asset allocation is to combine assets with low correlation.

Home equity is greater than the combined taxable financial assets and retirement accounts for 80 percent of all households, 70 percent of married households and most single households.

Eighty percent of us have more equity in our home than in all our other financial assets combined.

Likewise, Dodge & Cox is a stock - heavy manager, and their largest funds made a big losing bet on financial stocks last year, which, combined with a relative lack of bond assets to buffer them, didn't serve the firm (or their funds» investors) very well.

Adaptations employ a diverse portfolio of planning and practices that combine subsets of • Infrastructure and asset development • Technological process optimization • Institutional and behavioral change or reinforcement • Integrated natural resources management (such as for watersheds and coastal zones) • Financial services, including risk transfer • Information systems to support early warning and proactive planning Although approaches vary according to context and the level of government, there are two general approaches observed in adaptation planning and implementation to date: top - down and bottom - up.

Combined with the assets behind the many funders of all the Workshop's participants, the financial clout represented here is many billions of influential dollars.

Combined with the assets behind the many funders of all the Workshop's participants, the financial clout represented here is many billions of dollars.

In addition, the combined company offers enhanced new product development capabilities, a broader and more versatile asset base, and the financial strength to invest back into its businesses for continued growth.

At present in Ontario, companies that issue securities can only use crowdfunding to raise capital if their buyers meet the following criteria: an annual income of $ 200,000 individually; or $ 300,000 combined with their spouse; or net financial assets of one million dollars excluding their home; or net assets of $ 5 million.

According to Combined Insurance's 2009 financial report, it has garnered a total of $ 1,358,027 in revenue, a net operating gain of $ 288,673, and total assets of $ 2,899,291.

Flexible Premium Variable Life is a truly unique, patent - pending financial planning solution that combines the strengths of annuities and life insurance into a single product that maximizes financial growth while ensuring assets can later pass to heirs free of federal income taxes.

The maximum coverage, be it single or all plans combined, that one can avail is calculated basis his income, age, assets and financial liabilities.

* Utilize a consultative selling methodology combined with deep understanding of all financial assets and allocation modeling.

My excellent communication skills and ability to work in a team environment combined with my potential to run multiple tasks simultaneously will also be an asset for Zurich Financial Services Group.

• Verify the accuracy of invoices and checks and post relevant information in predefined accounting databases • Prepare and submit invoices and handle payments • Coordinate cash and check deposit activities • Sort and enter accounts payable and receivable data into company database • Prepare and produce accurate financial statements such as balance sheets • Maintain record of assets and liabilities and complete and deposit tax returns • Reconcile bank statements and manage cashbook management on a daily basis • Issue and maintain records of petty cash • Audit accounts to ensure accuracy and address any discrepancies found during auditing procedures • Process refund requests and reconcile monthly statements • Post details of business transactions including received and disbursed funds • Type vouchers, invoices, bank drafts, checks and reports • Post cash receipts and expenses in designated accounts software • Report accounting discrepancies to supervisors and assist in resolving them and any issues that customers may have with their accounts • Compile and maintain financial records of the company by recording and summarizing data • Keep record of business transactions, compute costs and verify bills • Create statistical records by combining data and performing computations • Prepare payrolls and transfer employees» salaries to their accounts on a monthly or bi monthly basis • Manage day to day internal controls and arrange for purchase orders to be prepared

Licensed financial advisor who managed investment portfolios for more than 300 clients with combined assets of over $ 24 million.

Combined with a stock and bond portfolio, real estate will help you meet your investing goals and reduce the ups - and - downs of investing in financial assets.

When you apply for a mortgage jointly, your incomes are combined, and so are any financial assets that are carried in your individual names.

This, combined with the fact that renters across most demographic groups have experienced a decline in the typical amount of financial assets owned from 2004 to 2013 (the most recent year for which data is available), has made it increasingly difficult for many potential homebuyers to join the ranks of homeowners.