Sentences with phrase «financial markets perform»

A variable annuity can increase or decrease in value, depending on how financial markets perform.

For example, if your retirement investments fare poorly or you experience a bear market soon after you retire, your money could run out a lot sooner than if the financial markets perform well.

You hand over a lump sum to an insurer and in return you immediately begin receiving monthly payments that will last as long as you do, regardless of how the financial markets perform.

Which is why if you really want to ensure that the portion of your savings you «annuitize» will be able to generate income you can count on no matter how long you live and regardless of how the financial markets perform, you should consider taking the following four steps:

By taking this two - pronged approach, you'll be able to take advantage of the benefit that only an annuity can offer (guaranteed income no matter how long you live regardless of how the financial markets perform) while having the rest of your retirement stash invested for long - term growth and accessible should you need to tap it.

Given that you're either retired or nearing retirement, I assume the annuity recommendation came up because you're looking to have a source of post-career income you can't outlive regardless of how the financial markets perform.

You'll know that no matter how long you live and regardless of how the financial markets perform, you'll be able to cover your essential expenses with guaranteed income.

The premise behind an immediate annuity is simple: You invest a lump sum of money with an insurance company (although you would actually do so through an adviser, a broker or insurance agent) and in return you receive a guaranteed monthly payment for life regardless of how the financial markets perform.

The Baupost Fund is managed with the intention of earning good absolute returns regardless of how any particular financial market performs.

Not exact matches

But considering the company ended 2012 with about $ 600 million in sales, its financials (high sales, relatively low overhead, and decent margins) would likely perform well in the public markets.

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

Generally, infrastructure spending is good for the economy, and when the economy is doing well, the market performs better, says Norman Raschkowan, executive vice-president of investments at Mackenzie Financial.

Unless you can afford to employ others to perform these tasks, as a senior partner you will be responsible for: financial management, marketing, recruitment, human resources matters, ensuring compliance with applicable legislation and regulations, purchasing, inventory management, logistics and more.

Wells Fargo raised its rating for Costco shares to outperform from market perform, citing the company's financial benefits from tax reform.

The financial services company raised its rating for Costco shares from market perform to outperform.

As the bank earnings flurry rolls on this week, the financials sector should be able to play catch - up and return to being one of the best - performing groups in the market.»

Cyclical stocks — which tend to perform well during economic expansion — including consumer discretionary and financials, are outperforming the broader market so far this year.

Additionally, the roll back of Dodd - Frank should be a boost for the financial industry, as evidenced by the fact the sector is among the best performing in the stock market since the election.

The change in the way financial services are performed is so remarkable that by 2020, there could be up to $ 2.2 trillion in investments made through AI - enabled computers that can actually «learn» markets.

Students spend 18 months identifying ideas, performing market research, conducting patent searches, exploring and building prototypes, running financial analyses and break - evens, all leading up to this competition.

As long as we see accelerating growth and stable financial conditions, equity markets around the world will likely continue to perform well.

This area covers policies and regulations, such as prudential or consumer regulations, as well as technology and other competitive pressures affecting the financial services industry, financial markets and the financial system as a whole, and their ability to effectively perform their core economic functions.

Stocks, bonds and cash each perform differently in different markets, and each serves an important function in helping investors achieve their long - term financial goals.

EMERGING MARKETS ROUNDUP By Gordon Platt The Dubai Financial Market was one of the best - performing equity markets in the world in 2013, with the general index nearly doMARKETS ROUNDUP By Gordon Platt The Dubai Financial Market was one of the best - performing equity markets in the world in 2013, with the general index nearly domarkets in the world in 2013, with the general index nearly doubling.

First Financial Northwest (NASDAQ: FFNW) Rating Upped FIG Partners upgraded First Financial Northwest (NASDAQ: FFNW)'s stock to «Outperform» rating from «Market Perform».

But coming off a year in which financial markets and the real economy both performed quite well, extended commentary from Buffett on the American business climate is a notable absence.

As a direct consequence of the rate hike, national financial markets saw an immediate boost, leaving the Mexican currency as the best - performing currency against the US dollar in 2017.

DALBAR, Inc. is the nation's leading financial services market research firm and performs a variety of ratings and evaluations of practices and communications that are committed to raising the standards of excellence in the financial services and healthcare industries.

[ER] has never been, and is not currently, a registered or licensed financial advisor or broker / dealer, investment advisor, stockbroker, trader, money manager, compliance or legal officer, and does not perform market making activities.

Yet when the markets have not performed as well — such as during the 2000 - 2002 tech - market bust and the 2008 - 2009 financial crisis — our research shows that US large - cap active managers outperformed their passive peers by 471 basis points and 100 basis points, respectively.

Even if one tries to defend Wenger by saying he's not been given enough financial support in the market, then what Wenger has proved to us, is that he can not perform within these financial restrictions (if there is any restrictions).

Example projects: Ms. Doyle is focusing on school finance reform; how roles and responsibilities change as charter market share grows; the use of charter restarts to turn around chronically low - performing schools; and developing a slate of options to improve financial sustainability for teacher residency programs.

My business specialty involved working hands on with under - performing markets (primarily in the financial services sector) aligning the executive vision by spearheading the implementation at ground level.

The collected information may be disclosed to our affiliated companies to perform services for us or functions on our behalf including financial institutions with whom we share joint marketing agreements.

So the Canadian market performed really well from 2000 to 2010 due, in part, to the expansion in commodity demand from China, but the U.S. market has outperformed Canada's post the financial crisis.»

You'd never know it considering how much the financial press focuses on the the ups and downs of the market and specific stocks, but the foundation of a successful retirement investing strategy isn't guessing the market's direction or searching for top - performing investments.

For example in during 1981 - 82, 1990 and 2000 - 02 market crashes along with the 2008 financial crisis, dividend paying stocks performed better than non-dividend payers.

The funds performed quite abysmally (I don't know whether that had to do with the market at the time or the funds themselves) and about five years later I transferred my investments to a friend that had just received her license as a financial advisor.

Again, there are just too many unknowns — how long you'll live, how the financial markets will perform, what your retirement expenses will be (with health care costs being a particularly unpredictable wild card).

We may disclose all of the information we collect, as described above, to companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements.

They may perform functions including, but not limited to, providing products and services; analyzing data; supplying marketing assistance; providing search results and links; sending postal mail and email; providing background and credit checks; providing fraud checks; providing customer service; supplying marketing assistance; assisting in debt collections; and providing other financial, technical, logistical, tax, legal, compliance or administrative functions.

These entities include, but are not limited to, financial institutions; auditors; background and credit check organizations; fraud prevention service providers; marketing service providers; database managers; customer service providers and representatives; debt collectors; and others who perform technical, logistical, financial, tax, legal, compliance or administrative functions on our behalf.

The forex market differs from other financial markets in the sense that forex trading is not performed from a centralized, regulated exchange.

Momentum, for example, was the top - performing factor in 2007 when equity markets were strong, but it was the worst performer in 2008 when the financial crisis hit.

At any given time, the best performing equities in a market will be those that are reporting improving earnings per share quarter to quarter, those that have the most popular industry identification, and those that are most heavily promoted by insiders and members of the financial community.

Emerging - market bonds have performed very well in the past decade, and even though the developing countries are in relatively - good financial standing, they are still paying higher interest than developed economies.

Momentum, for example, was the top - performing factor in 2007 when equity markets were strong, but it was the worst performer in 2008 when the global financial crisis hit.3 These swings in performance can be unsettling to many investors, causing them to sell and potentially miss out on rebounding performance.

Where public market investments rely on several financial organizations to perform various services from acquisition and development to offering diversified portfolios of REITs, Fundrise uses technology to consolidate these functions and reduce the number of intermediaries in the value chain.

On a consulting basis we can perform market research, due diligence and financial structuring for your acquisitions as well.

William Blair Equity Research, which rates the company at «market perform» (hold, essentially), notes that intense competition among telecoms is hurting financial results of late.