Sentences with phrase «financial goal of the investor»

As per the financial goal of the investor, risk tolerance, and time horizon, he can pick from a wide variety of fund options made available under the ULIPs of different insurance companies.

Equity and debt products offered by Birla Sun Life are as per the individualistic needs, risk appetite, and the financial goals of the investors.

Not exact matches

«There's a greater urgency among women investors to use their growing financial clout in support of other women and to invest in the future they want — rejecting outdated views about sacrificing the potential for investment returns or forgoing their own goals in order to do so,» Krawcheck said in a statement.

In this video we take you through the different benefits a mutual fund investor can avail of to grow his corpus and meet his financial goals by choosing the right kind of funds for the time horizon he has set to meet his financial goals.

When you invest in a mutual fund, you join other investors with similar financial goals whose money the portfolio manager has pooled to invest in a portfolio of stocks, bonds, money market instruments, and other securities.

Wells Fargo Investment Institute is composed of market strategists and analysts conducting robust market research and offering strategies to help investors work toward their financial goals.

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.

The CFTC and SEC are funded differently (the SEC is self - funded and the CFTC is funded by the government) and have different oversight committees in Congress (the SEC is overseen by the Financial Services Committee and the CFTC is overseen by the Agricultural Committee) but they share a common goal of protecting investors.

Of the 36 % of investors who do opt for a professionally prepared, goal - driven plan, 80 % credit their financial advisors with their financial succesOf the 36 % of investors who do opt for a professionally prepared, goal - driven plan, 80 % credit their financial advisors with their financial succesof investors who do opt for a professionally prepared, goal - driven plan, 80 % credit their financial advisors with their financial success.

We are a family of two companies — Financial Sense ® Advisors, Inc. (Registered Investment Advisor), Financial Sense ® Securities, Inc. (broker / dealer, member FINRA / SIPC) both sharing the same goal: to provide exceptional asset management and educational resources that help investors seek to build, maintain and preserve their wealth.

Former Minister of Industry, Business and Financial Affairs Troels Lund Poulsen stated in 2016 that the goal of the code review is to encourage more active stewardship by Danish pension funds and institutional investors.

*** The goal of True Fiduciary ™ is to promote transparency across the financial industry and throughout every investor's financial life.

The percentage of assets allocated to cash, bonds, stocks, real estate, etc. is set according to the investor's goals and strategies, current financial status, and risk tolerance.

Its goals are to create strong financial returns for its corporate Limited Partners, be a force multiplier for Greater Cincinnati's economic development efforts and to build an Active Network of investors that Cincinnati startups can utilize.

While many investors have recognized that a Registered Retirement Savings Plan (RRSP) can be a powerful retirement savings tool, it's only one part of helping you reach your financial goals.

For me, it was a like a real eye opener, right from how it's very important to have a Financial Plan and have an objective for investing, to Goals, having Patience and confidence on your stocks, when is the right time to invest, valuations, how and why small investors should invest, how to not let your judgment be clouded by others, teaching investment as an ART to our children, and how to avoid the pitfalls of investing.

This is one of the few investing books I've read that is written for the individual investor, the ordinary guy and gal that just wants to start investing to meet their financial goals.

«Stocks are for long - term goals, and investors should try not to focus on short - term fluctuations,» said Michael Guillemette, assistant professor of personal financial planning at Texas Tech University, who echoed Stein's advice on diversifying your holdings.

It is important that investors understand the forces that shape each generation's investment behavior and how the pursuit of financial goals differs from generation to generation.

This is a concern as investors with low levels of risk tolerance might have greater difficulty reaching their financial goals and building adequate retirement wealth because they are unlikely to invest in stocks.

Absent typical capital market investor concerns regarding return horizons and financial liquidity, the Federal Government can become the «patient investor» whose long - term view of asset returns enables the project's non-Federal financial partners to meet their investment goals, allowing the borrower to receive a more favorable financing package.

As always, investors should maintain a long - term perspective while making investment decisions based on their time horizon, investment goals, and risk tolerance, not the day - to - day movements of the financial markets that are impossible to predict.

The discussion includes the obvious quantifiable differences, as well as the qualifiable aspects that add to the likelihood of investors reaching their financial goals.

In this video we take you through the different benefits a mutual fund investor can avail of to grow his corpus and meet his financial goals by choosing the right kind of funds for the time horizon he has set to meet his financial goals.

We like to look at it from the standpoint of investors should be focused, or setting their benchmark for success, around the required return which is based on those goals and objectives from the financial plan, and the things that investors said they were really most interested in being successful in trying to achieve.

The survey found that 81 % of Canadian investors «expressed optimism about reaching their financial goals.»

Even in times of uncertainty, a disciplined saving and investing approach along with investment and tax diversification can help investors achieve their financial goals.»

Still, only half of Canadian investors feel they are in control of their financial future and 36 % said they aren't confident they'll reach their retirement goals.

Has there ever been an investor who fell short of his financial goals because he earned only the returns of a cap - weighted portfolio?

Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.

It begins with my best attempt at laying out the case for passive investing: I explain the problems with mutual funds and active stock - picking strategies designed to beat the market, and I encourage investors to focus on the things they can control rather than basing their financial lives around the pursuit of an unlikely goal.

Here are seven types of long - term investments that are often used by investors to achieve financial goals:

The following outlines the main tenets of municipal bonds and offers considerations for investors as they investigate whether holding these bonds could be appropriate for their financial goals.

If interested in the Pre-Packaged Segment Selection feature, an investor should work with their financial professional to select the package that is appropriate for them, in light of their investment time horizon, investment goals and expectations, market risk tolerance, and other relevant factors.

The bottomline for an investor is to earn enough returns to achieve their financial goals — not some arbitrary score of how many indices they beat over their investing career.

The particular financial circumstances and life goals of the particular investor influence the extent to which he can accept short - term losses without feeling a need to sell stocks in response.

«The Hartford Global Impact NextShares Fund is yet another step we are taking in listening to financial advisor demand for lower - cost, tax - efficient, and innovative products that can help investors reach their goals,» said Vernon Meyer, Chief Investment Officer of Hartford Funds.

«The Hartford Global Impact NextShares Fund is yet another step we are taking in listening to financial adviser demand for lower - cost, tax - efficient, and innovative products that can help investors reach their goals,» says Vernon Meyer, chief investment officer of Hartford Funds.

Additionally, 41 % of younger investors are more likely to say they are behind on their progress toward their financial goals, but are likely to catch up.

Cleaning up the investment world should be a goal of many legitimate investors, because the cleaner things are, the better the culture of trust will be for legitimate financial products.

Become a self - directed investor: Choose from any combination of registered or non-registered accounts to help you achieve your financial goals.

Cerulli explains that the interest rate situation since the financial crisis «has pushed institutional fixed - income investors of all stripes to reach for yield to meet investment goals.»

An accomplished sales and marketing executive, Mr. Witkos has spent his career refining the art of investment distribution and championing the role that professional investment management plays in helping individual investors achieve their financial goals and dreams.

OppenheimerFunds is one of the largest and most respected mutual fund companies in the U.S. Building on over four decades of investment experience, OppenheimerFunds combines discipline, individual accountability, and collective insight to help investors pursue their financial goals.

Each Legg Mason affiliate has a unique investment process and culture, nurtured over decades, to address the specific financial goals of both individual and institutional investors.

This article looks into the financial goals typically sought by active investors in various stages of life and how these annuities can be utilized to meet the investors» needs.

The goal of the financial industry is to allow individual investors to pool their risk - taking activities.

>> TALK ABOUT UNREALISTIC EXPECTATIONS... Individual investors told researchers for the Natixis Global Asset Management Survey that they need annual returns of 9.7 % above inflation to meet their financial goals.

In fact, our analysts are motivated by Odlum Brown's singular goal of helping individual investors achieve financial success.

BlackRock's Global Investor Pulse Survey finds women are having a harder time than men in balancing everyday expenses with saving for retirement, and that lack of engagement in financial matters is translating into greater risk aversion — holding women back from realizing their retirement goals.