Sentences with phrase «conservative investments made»

The remainder builds the cash value from interest gained via conservative investments made by the insurance company.

The remainder builds the cash value from interest gained via conservative investments made by the insurance company.

The remainder builds the cash value from interest gained via conservative investments made by the insurance company.

Not exact matches

Make sure your retirement portfolio is not set to an ultra conservative investment mix.

-- Vote for fiscal conservatives who want to fix problem; — Educate ourselves (through discussions like these); and — Make personal investment decisions with a sober understanding of the facts.

The purchasing power of the fixed income stream deteriorates, the investor has less ability to recoup purchasing power because of the shorter investment horizon and more conservative allocation, and the investor's potentially higher effective inflation rate (due to greater exposure to health care costs) tends to make any shortfall more painful.

Maybe I'm too conservative, but the days of diverse stable investments that you regret make the most sense to me.

Some of the more common mistakes made when investing 401 (k) assets include allocating too much to conservative investments, not diversifying among several investment vehicles, and investing too much in an employer's stock.

Remember, the vast majority of the world thinks it's impossible to consistently make more than 10 - 20 % / year returns so everyone eats up boring, conservative, diversified mutual funds and long - term investments, at their most speculative being in giant companies like Apple (AAPL) and Google (GOOG)... viewing inspirational stories like this turning $ 1,500 into $ 1 million and and this international trader and this teenager with skepticism...

If you make it to your 50s and 60s and you're still prospering, you have a very good sense of how to avoid problems and when to be conservative or aggressive with your investments.»

Conservatives desire an atmosphere in this country where someone who runs a business can make investments that support our communities through hiring.

The Conservatives» Good Life manifesto makes overtures to a couple of Liberal Democrat's pet areas — namely the promises to offer 30 hours of free childcare, to raise the personal tax allowance to # 12,500 and to make extra investments in the NHS.

«This is a direct result of decisions made by Conservative ministers: a steep drop in investment for affordable homes, crude cuts to housing benefit, reduced funding for homelessness services and a refusal to help private renters.»

Lettre had to make a deal with Orthodox and Hasidic rabbis in 2012 to maintain control of the Conservative Party when faced with a challenge by former party chair Nick Longo, and it is likely the rabbis will be asking for a return on their investment this year.

They were conservative, played the long game, made wise investments, and didn't go all in when too - good - to - be-true opportunities came along.

Once a state closes a plan, the membership will slowly age over time and plans would need to make more conservative investments.

This younger crowd also seems the most pessimistic: only 13 % said they expected stocks to outperform other asset classes in 2013, and 59 % said they were planning to make their investments more conservative this year.

Up till the mid-1990s, in fact, we routinely advised that fixed - return investments, such as bonds, should make up anywhere from one - third to two - thirds of a conservative investor's portfolio.

If you make the conservative assumption that your investments will just keep pace with inflation during the years leading up to age 65, that means you will need an extra $ 50,000 in your nest egg to cover every year earlier you retire.

Discover how to make the most of your stock investments in this free special report, Stock Market Investing Strategy: Pat McKeough's Conservative Investing Guide for Making Money & Cutting Risk, from TSI Network.

As a conservative investor, there are five key considerations in learning how to make good investments that build a successful portfolio.

You could invest that money money instead and make 5 % to 7 % after - taxes from a fairly conservative investment.

If your child is likely to attend then this is a great way to save for the costs, but if they're unsure it might be better to open a TFSA and simply make conservative investments that will grow over time.

You could also cash out the cash value and invest it in something more aggressive; whole life insurance is an inherently conservative play, and because you have a long period of time before you need money for retirement, it may make more sense to take the income tax hit now and better utilize that money in a more aggressive investment portfolio.

Since they are not affected by fluctuating interest rates, they are considered low - risk investments, which can make them attractive to more conservative investors.

The first contribution was made January 2016 and I was very leery of investment losses so I selected the Moderate Growth Portfolio which is also a Conservative Age Based Option.

But given the prices at which the various securities were acquired, and given the extensive, in - depth research that went into the decision - making process for each investment, speculative versus conservative ought not to be measured only by what is cosmetically acceptable and what ratings services say.

Starting with the 12 - month IRA CD, Capital One offers a higher rate of return than the IRA savings account, so unless you need your retirement funds very soon, it makes sense to put conservative IRA investments into one of these CDs.

The most important thing I try to focus on is having a margin of safety in my investments and be conservative in making assumptions.

But it has a bigger dimension than this; to make your trades diversified you should keep a check on the trade portfolio and see that it consists of conservative and high - risk investment trading options in appropriate proportions.

Conservative investors should be careful when making gold investments, as they would be with any volatile commodity investment.

For example, in addition to making loans, they can also invest it in conservative investments such as treasury notes, commercial paper, certificates of deposit, etc..

He says the Conservatives have «taken decisive action to create the type of environment in which Canadian businesses prosper, reducing taxes and red tape... and making Canada an attractive destination for foreign direct investment.»

On the flip side, being too conservative with your investments may make it harder to reach your financial goals.

For retirees and other conservative investors, having substantial assets set aside in cash and other safer investments makes a lot of sense, and they have to expect to underperform the stock market in good years.

According to the compliant, in addition to its fiduciary breach under the Employee Retirement Income Security Act (ERISA), Fidelity also attempted to conceal its improperly conservative investment and excessive fees from investors by solely reporting to investors an inappropriate «money market» benchmark for the MIP rather than a proper stable value fund benchmark that made the MIP returns appear to be competitive.

Despite being on the high side of its historical valuation, PepsiCo makes a good long - term investment for conservative dividend growth investors.

No matter what — never make the «Big Mistake» by selling or switching to more conservative investments after a market decline.

In our view, your goal as an investor, particularly if you follow a conservative investing strategy like the one we recommend, is to make an attractive return on your investments over a period of years or decades, but with lower risk.

I am comfortable with this level of debt and realize there is some risk of margin calls, but our investments are very conservative, making me comfortable with this.

Many intangible factors should also be noted into the valuation in the case of Berkshire, such as its conservative accounting, its cash position / reputation / lender of last resort before Fed (therefore ability to make certain unique investments in preferred / debt, or easy financing for targeted companies such as Burlington), its portfolio of excellent businesses that each commands a huge premium if they were to be sold in the market, etc..

My quick and dirty (and conservative) estimate is about 50 % of the total investment was made for Azixia (or $ 85 million).

We simply use the normal model asset allocation process and make your investment portfolio become more conservative and provide more income as you approach retirement.

Input the names of the investments (mutual funds) that are currently held into column C, to the right of the appropriate asset classes in column B (the asset class names in column B are referenced from the Conservative Fee - Based Model, so you'll need to make your changes there).

1) It makes your portfolio more conservative because your growth estimates could be a little bit off and the investment will still work out.

Investments and large technical strides have been made in the visual realm, and even in regards to sound design, but music's progression has been a bit more conservative.

report, we made estimates of power demand using fairly conservative industry benchmarks for data centre investments: 1MW of power demand from servers for every $ 15 million, though the number is often closer to $ 8 million for many companies.

Extremely conservative cost / benefit analysis (no costing of ocean acidification, for example, no consideration of reef loss) indicates that this would be better than break - even, we would make (some, not a lot) money doing so, from new industries and investments.

Assuming retail electricity costs will increase 5 % / year (conservative due to the grid investments being made and the Qld increases have been 11.37 % & 5.38 % for 2008 & 2009 with another 14 % mooted for 2010) and PV prices will drop 5 % / year, I calculate retail grid parity arriving in Qld as soon as 2012 for a 3kW residential system.

If you were looking at a UL policy purchase today, it's likely that you would make very conservative assumptions about the investment returns.