Sentences with phrase «entire financial portfolio»

Insufficient Global Income Loans: Banks have to consider a borrower's entire financial portfolio, so borrowers who can not meet their minimum for sufficient global liquidity, cash flow, and income often get rejected even if their credit history is clean and the individual loan and property meet the lending requirements.

Professional Summary Financial professional with 17 years of progressive experience directing complex... Santa Maria Interviewed clients to determine a financial plan and used team approach to meet all client... client objectives tgereby obtaining entire financial portfolio and exceeding sales goals.

You have the ability to, quite literally, get your entire financial portfolio in order, all under one roof.

Everthing you said, are the things I deal with daily as well and I don't understand why NAR does not require agents to be trained before handling something as important as a persons entire financial portfolio!

Instead, consider your entire financial portfolio and situation when investing.

Not exact matches

Feel more confident about your financial future by bringing it all together and making it easier to manage your entire portfolio.

The mandatory financial disclosure released last week by commerce secretary nominee Penny Pritzker provides a rare look at an American billionaire's entire investment portfolio.

Given those durations, an investor with 15 - 20 years to invest could literally plow their entire portfolio into stocks and long - term bonds, in expectation of very high long - term returns, with the additional comfort that their financial security did not rely on the direction of the markets, thanks to the ability to reinvest generous coupon payments and dividends.

The Tool Kit explains how investors can activate an entire portfolio to meet their financial and Catholic values objectives, or opt to dedicate portions of a portfolio to achieve mission goals.

I did not have to wait long as the financial crisis of 2008/09 was just around the corner and after watching my entire portfolio go deep in the red, I remained calm, continued to make buys every month and did not sell one single share.

Our entire team is committed to helping our portfolio companies achieve their goals to transform financial services.

Louisiana - based Ballard Brands bought Garces» entire portfolio of restaurants for $ 5 million; the Iron Chef alum had been seeking financial...

However, the Fund may experience a loss even when the entire value of its stock portfolio is hedged if the returns of the stocks held by the Fund do not exceed the returns of the securities and financial instruments used to hedge, or if the exercise prices of the Fund's call and put options differ, so that the combined loss on these options during a market advance exceeds the gain on the underlying stock index.

Amid the numbers and percentages in Sony Ericsson's Q3 financial data is a quote from CEO Bert Nordberg, in which he says the company will move «the entire portfolio to smartphones» by 2012.

Any investor can now buy the entire U Portfolio through an ETF that allocates 26 % to energy, 23 % to materials and 28 % to high - dividend financials.

However, the Fund may experience a loss even when the entire value of its stock portfolio is hedged if the returns of the stocks held by the Fund do not exceed the returns of the securities and financial instruments used to hedge.

¹²³ This makes sense since a portfolio that perpetually grows into a stock heavy portfolio can not be an efficient risk management portfolio since the equity market can not mathematically become the entire pool of financial assets.

Fred Kobrick (FK): The book says put a lot of your financial portfolio in mutual funds or with a good investment manager so that you can avoid the almost impossible task of managing your entire retirement fund, but concentrate just all your investment time and energy just on looking for true wealth stocks so that in an era of low returns you can still hope to build financial security.

It would be ludicrous to try to DCA my entire portfolio and simply wouldn't make financial sense.

Advisors see the rise of the robos as the evolution from exchange traded funds, which are portfolios of defined assets traditionally run as clones of indexes, to financial plans based on passive management of the client's entire fortune.

At any rate, over a million students across the nation do not receive proper financial aid which is just another factor in the entire student loan debt portfolio.

A recent article from the Journal of Financial Planning, entitled «Post-Modern Portfolio Theory,» argues that: «If we periodically scrap our entire world view and play the skeptic, challenging even our most basic assumptions, the result will be progress.»

The Fund may experience a loss even when the entire value of its stock portfolio is hedged if the returns of the stocks held by the Fund do not exceed the returns of the securities and financial instruments used to hedge, or if the exercise prices of the Fund's call and put options differ, so that the combined loss on these options during a market advance exceeds the gain on the underlying stock index.

A free and independent no obligation, thorough review of your entire investment and financial portfolio.

Some of the American financial advisors fell of their chairs during our discussion since it would be akin to an American investor putting their entire portfolio into handful of US mid-cap, industrial stocks (for example).

(Imagine your entire retirement portfolio vanished with Enron, and along comes someone with a hot recommendation for Jeff Skilling's latest financial advice writings.)

The application of this method can be applied to all claims, thus allowing corporate litigants to obtain an accurate financial economic picture of their entire legal claim portfolios.