Sentences with phrase «conservative investments such»

If the funds are not paid into court then they are to be invested in conservative investments such a Guaranteed Income Certificate or a high interest saving account.

This means that more conservative investments such as savings accounts, CDs, and high - quality bonds will play a larger role after retirement.

How much of your portfolio should be invested in stocks, and how much should be in more conservative investments such as cash, CDs and bonds.

In an investment portfolio, bonds may serve a different function to conservative investments such as savings and deposit accounts.

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..

It has always tried to encourage its citizens to invest in more conservative investments such as stocks.

For example, an asset allocation barbell may consist of 50 % safe, conservative investments such as Treasury bills and money market instruments on one end, and 50 % high - beta investments — such as emerging market equities, small - and mid-cap stocks, and commodities — on the other end.

Now that she's older, she's sticking to more conservative investments such as dividend aristocrats, which is a group of companies that are a member of the S&P 500 and have a minimum of one dividend increase annually for at least the last 25 years in a row.

Other factors which will be taken into account include time until retirement (less time means less aggressive portfolios) with more of an emphasis on conservative investments such as cash and treasury bonds.

They may be pitched to investors with words like «guaranteed» and «safe» — and may tout robust returns that outpace more traditionally conservative investments such as CDs or money market accounts.

Not exact matches

The conservative investments, such as government bonds, favoured by baby boomers and retirees are producing virtually nothing, as today's low rates demolish returns.

Conservatives argue that the bulk of a tax cut should go to the wealthy since they carry such a disproportionate amount of the burden; besides, they're more likely to invest their tax cut instead of spending it, and investment is where economic growth comes from.

If there is money left over from a financial windfall, adopt a conservative, long - term, income - focused investment strategy, such as covered calls, said Scanlin.

«Try different conservative investment options, such as dynamic indexed annuities and market linked certificates of deposits.»

Some investments, such as U.S. Treasury bonds, are considered «conservative;» these are low - risk investments and generally offer lower returns.

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.

For instance, some investors prefer very low - risk investments that will lead to conservative gains, such as certificates of deposits and certain bond products.

The clear investment implication is to begin reducing risk in your stock portfolio — either by building up cash or shifting your holdings toward more conservative stocks, such as those with strong balance sheets and which pay high dividends.

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.

Though you may not risk losing any of your money, losing purchasing power to inflation can be a risk over time with conservative investments, such as high - quality investment - grade bonds.

«We're much more in awe of countries such as Canada, with a decently balanced budget, and with low debt - to - GDP, and with financial institutions that have been solvent and sound and conservative in their lending, and that have something to export,» said Mr. Gross, founder and co-chief investment officer of Pacific Investment Managinvestment officer of Pacific Investment ManagInvestment Management Co..

Few financial professionals would recommend such a conservative portfolio, but the Minellis have never felt the need to hire an adviser, who would likely push for more aggressive investments.

Inflation risk needs to be considered when evaluating conservative investments, such as bonds, bond funds, and money market funds * as long - term investments.

Investment returns on whole life insurance are typically lower than other types of permanent insurance, because the insurance company invests the cash value in extremely conservative vehicles, such as bond funds.

«They were sold as being conservative investments, which of course they're not,» said Jeffrey Pederson, an attorney in Denver, Colorado, who has represented investors in settlements against financial institutions over whether such notes were suitable for his clients.

Keep in mind that reserves earmarked as insurance funds should be kept in liquid conservative investments, such as cashable GICs or a saving account.

Investment options include single - sector options such as cash, bonds, property and shares, or multi-sector options such as conservative, balanced, growth or high growth.

Age - based investment options are often a popular choice among families saving for college with a 529 plan because they reallocate a percentage of assets out of equity - based funds (which have more stocks) into more conservative, income - seeking funds (such as bond and money market funds) over time.

One common conservative approach is to go with a percentage of fixed - income investments (such as bonds and GICs) that's equal to your age.

Fixed income investments such as bonds are generally deemed more conservative because they are less volatile on average than equities (stocks).

However, as time passes, the portfolio will become more conservative by adding new investments in lower risk assets such as bonds or GICs.

According to the opinion, specifically, plaintiffs claim that Fidelity agreed to overly conservative investment guidelines in a failed effort to lock up all wrap coverage so that its competitors would not be able to obtain such coverage, allowing Fidelity to corner the stable value market and generate business for its many other stable value funds even if the MIP suffered.

Result: You're freed up to invest largely or entirely in stocks and there's less need to own conservative investments, such as bonds and money market funds.

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..

Another type of more complex investment, also linked to shares, may pay investors an agreed rate of interest that is typically higher than conservative investments, such as term deposits.

There are rules of thumb about how to engineer such a glide path, such as, using your age as a benchmark for the percentage of your portfolio that should be in conservative investments.

Rather than engage the climate policy proposals I and others have put forward — like substituting prizes for subsidies, reducing regulatory barriers for alternative energies, increasing industry's carbon efficiency, and promoting efficiency gains in developing nations where such investments are most cost effective — they attack a straw man of «conservative orthodoxy that global warming can be overcome by private companies operating in free markets with little or no help from the government.»

Because each annuity contract has different terms, features, and requirements, the type of annuity you buy should be based upon your particular needs, such as the need for income, growth from a conservative investment, potential growth from a variable annuity, or the need to access the value in the annuity.

Hence, you would prefer to invest in conservative products like fixed income investments such as fixed deposits where the returns unlikely grow faster than inflation.

Investment returns on whole life insurance are typically lower than other types of permanent insurance, because the insurance company invests the cash value in extremely conservative vehicles, such as bond funds.

And, if you looking for a policy which would add to retirement income or if you looking for a conservative investment vehicle, we could also set you up with a Permanent Life Insurance policy such as Universal Life, Indexed Universal Life or Whole Life.

The conservative - leaning advocacy group Americans for Tax Reform had said Clinton's proposed tax would «burden markets by discouraging trading and investment,» and experts from the Urban - Brookings Tax Policy Center estimated that such a tax could cost finance companies $ 185 billion over 10 years.