Sentences with phrase «family as an investment vehicle»

If you want your life insurance policy to accrue value and work for you or for your family as an investment vehicle, you might want to buy one of several different types of permanent life insurance.

Not exact matches

«Life insurance should never be touted as a great savings vehicle on its own; it should augment what families are doing with other investments.

As financial advisors increasingly adopt ETFs, the wholesale shift from actively managed mutual funds to passive investment vehicles is driving more inflows to ETF providers like Vanguard and Blackrock and State Street and than all other mutual fund families combined... and leading mutual fund companies into a mad scramble to figure out what they have to do to once again appeal to financial advisors.

He didn't think much of single - family rental houses as investment vehicles.

The theory put forth by these «gurus», such as Dave Ramsey and Suze Orman, is this: families would be better off purchasing term, and investing the savings between the cost of term and whole life into some investment vehicle that would net a much better return than plunking it all down on cash value whole life.

Therefore, people use this type of life insurance as an investment vehicle along with taking advantage of the protection it provides their families in the event of an untimely death.

Those who have a family may purchase life insurance as a way to provide for living expenses after they're gone while other use life insurance an additional investment vehicle.

The 1 % will finally get in on the action Knowledgable family offices invested in bitcoin as early as 2013, when Barry Silbert offered his Bitcoin Investment Trust vehicle for accredited investors (when the price of bitcoin was barely over $ 100).

The issues that are typically addressed in mediation are issues related to children: legal custody and residential custody, visitation, child support, allocation of college expenses for the children, health insurance, life insurance; alimony and spousal support; division of real property, including the family home; division of tangible personal property including motor vehicles, boats, furniture, furnishings, art work, etc.; disposition of other property accumulated during the marriage, including bank accounts, investment accounts, pension / profit - sharing / retirement accounts, etc.; payment of credit cards and other debts, and tax matters including decisions relative to filing joint or separate tax returns and claiming the children as dependency deductions.

Firms such as Carlyle Group Inc. and Blackstone Group LP have also been crafting longer - term investment vehicles seeking to appeal to more permanent investors such as families, endowments, and sovereign wealth funds.

Looking beyond traditional investments in stocks, bonds, or even alternatives such as hedge funds, many family offices — vehicles that manage the investments and affairs of the wealthy — have pursued direct investments in companies and real estate.