Sentences with phrase «fee income strategy»

People who require reduced taxes on income may choose a closed end fund that uses a tax - fee income strategy, which invests mainly in municipal bonds.

Not exact matches

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Wealth Logic is an hourly fee - only based financial advisory firm that develops a financial plan and investment strategy designed to create wealth for you, rather than an income stream for someone else.

Dearden, Fitzsimons & Wyness (2014) look at the effect of reinstating means - tested grants in 2004, using a difference - in - difference strategy that compares enrollment before and after the 2004 reinstatement (during a period when tuition fees and loan limits were stable), for students from low - and high - income families.

JC's strategy of cash advances is unlikely to work today, given near - zero bank and money market rates, minus the income taxes on the interest not mentioned, and the balance transfer fees are significant unless you are very, very lucky.

Fixed income and money market funds charge much lower fees than active equity strategies.

However, past fees will not be refunded, so your employees should consider their choice carefully before activating the Personal Income Benefit by contributing to the Balanced Strategy portfolio.

By utilizing the SMA account structure with our Enhanced Dividend Income Portfolio, the total fee can be negotiated depending on the relationship and amount of assets being delivered into the strategy.

Schroders Core Fixed Income strategy seeks to outperform the Barclays US Aggregate Index by 75 basis points (before fees) over an investment cycle.

But Morningstar's 2015 fee study as well as other research shows that low - cost funds typically outperform their high - cost peers, so the odds of a low - fee strategy gaining you extra income and return are in your favor.

Similarly, on average, an investor who utilized a fixed income strategy from Franklin Templeton experienced a 0.70 % expense ratio, a 0.12 % 12b - 1 fee, and a 3.92 % max front load for those strategies that have a 12b - 1 fees and front loads associated with them.

A summarized version of the prospectus explaining the Franklin High Yield Tax - Free Income Fund's investment goals, principal strategies and risks, as well as sales charges, fees and expenses.

There's a strong case to be made that an active approach has a better track - record in fixed income management, particularly if its fees are not substantially higher than an index strategy.

He advocates a sensible savings strategy, steers clear of the financial service industry (many advisers charge hidden fees), and invests in low cost index funds to grow his modest income into unimaginable wealth.

For a fund manager that earns income in the form of fees (management and performance), this savings can make an activist strategy feasible, and even attractive.

Similarly, on average, an investor who utilized a fixed income strategy from Prudential experienced a 0.83 % expense ratio, a 0.47 % 12b - 1 fee, a 4.06 % max front load, and a 5.00 % max deferred load for those strategies that have 12b - 1 fees, front loads, and deferred loads associated with them.

However, provisions that incentivize spay / neuter in these situations can be an effective strategy that does not create unintended negative consequences, such as preventing low income owners from reclaiming pets due to inability to pay applicable fees.

Showing strategies, timing, rental fees, rental pricing strategy, utility and HOA charges, and other creative techniques, there are many ways to make a bit more income with your rental property.