Sentences with phrase «financial portfolio because»

A term plan forms an important part of any financial portfolio because it safeguards your family against the immediate financial crisis in case of any unfortunate event.

Not exact matches

But if you can make the robo - advisor model work (and work safety) Hamza says, these «couch potato of portfolios» could be a great addition to the financial services industry because they would ensure your portfolio is diversified.

In fact, I know several financial planners who recommend nothing but ETF portfolios for their clients (even though many won't because they don't get paid through such recommendations).

Andrew Orr, Deloitte financial advisory partner, said the new accounting standard could encourage banks to sell parts of their underperforming loan portfolios because this will result in faster recognition of losses and could reduce high valuations.

I call it the FIRE Fund because the portfolio allows me FI / RE (financial independence / retired early).

It's easier for Canadian investors to achieve a portfolio with substantial home bias because, unlike the U.S., Japan and Europe, Canada's economy and financial markets are a relatively small share of the overall pie.

Leiming Yuan, General Manager of Ant Financial's wealth management unit, said some 70 percent of Chinese citizens do not buy financial products because «most financial products in the market are designed for high - net investors and portfolio management requires both time and eFinancial's wealth management unit, said some 70 percent of Chinese citizens do not buy financial products because «most financial products in the market are designed for high - net investors and portfolio management requires both time and efinancial products because «most financial products in the market are designed for high - net investors and portfolio management requires both time and efinancial products in the market are designed for high - net investors and portfolio management requires both time and expertise.

It's called personal value because Schwab is one of only a select few online brokers that supports linking outside portfolios and bank accounts for a comprehensive view of your financial status.

In the 1980s and 1990s, American consumers were more than willing to cut their saving rate because they believed stock portfolios would continue to grow rapidly and take care of all their financial needs.

Financial planning and the broader idea of portfolio construction is worth noting here because in a certain sense there is no such thing as a purely passive portfolio.

I work for a financial research company and have all of the tools to manage a portfolio, conduct research, run hypothetical scenarios, but never had made the jump into investing because of the trade fees.

Fourth, consumption responds to fluctuations in the market value of the financial assets because the dollar amount of the drawdown is based on the portfolio's current market value.

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

Because building a good long - term portfolio is just part of the job — the other part, as I've said, includes bringing together experts in insurance, income tax, estate planning and retirement so the complete financial picture is visible and these individual experts can bring their expertise to help grow and protect your money in all stages of your life.

In a recent column, The Globe & Mail's Rob Carrick (see Beware the limitations of buying the index, May 11, 2012) pointed out that investing in just the TSX Composite index might leave an investor with an unbalanced portfolio because of the index's concentration in just three sectors: financials, energy and materials.

I invest because I trust the fund manager to identify the right investment opportunities across market segments, sectors and themes to build a portfolio that will deliver returns that will beat inflation and help me reach my financial goals, faster.

It's easier for Canadian investors to achieve a portfolio with substantial home bias because, unlike the U.S., Japan and Europe, Canada's economy and financial markets are a relatively small share of the overall pie.

It is because of this characteristic that many advisors will recommend you reduce the proportion of stocks in your portfolio as you near your financial objective.

Common stock of an issuer in the Fund's portfolio may decline in price if the issuer fails to make anticipated dividend payments because, among other reasons, the issuer of the security experiences a decline in its financial condition.

In fact, I know several financial planners who recommend nothing but ETF portfolios for their clients (even though many won't because they don't get paid through such recommendations).

Life insurance policies may well be the most important part of your portfolio, because they provide a financial umbrella that can protect your loved ones at a time when they will need it the most.

You raise some interesting points: young people are told that they should start investing early but there is precious little guidance because independent financial advisors require a huge minimum portfolio and advisors who accept small accounts are simply salespeople interested in pushing product.

If, for example, the financial markets go into a deep slump or your nest egg's value takes a hit because you make an unusually large withdrawal to handle a large unanticipated expense, you might need to forgo an inflation increase or even reduce the amount you withdraw for a few years to give your portfolio a chance to recover.

Because corporate bonds require a little bit more work to purchase than a common stock (which can be done with a few clicks of a mouse in your online investment account), you'll generally need to go through a broker or your financial adviser to add bonds to your portfolio.

It's called personal value because Schwab is one of only a select few online brokers that supports linking outside portfolios and bank accounts for a comprehensive view of your financial status.

Fee - only financial planner Rona Birenbaum says that's because asset - based advisors charge 1 % or more of your portfolio each and every year whereas an annuity merely pays an advisor a one - time commission up front of 1.5 % or 2 %, and that's it.

Financial companies are usually a big part of the portfolio of value investors, because they seem cheap to industrials and utilities.

Indeed, some financial advisors prefer to keep things simple because of this complexity: «I don't do transfers - in - kind,» says Adrian Mastracci, portfolio manager with Vancouver - based Lycos Asset Management Inc..

The stark reality hit me square in the face during the Seven - Day Financial Makeover, when one of the experts showed us a graph that illustrated the difference between a portfolio with a net return of 7 % a year and a portfolio with a net return of 5 % because of fees.

Because of this, good financial planning states that it's a good idea to have a mix of stocks and bonds in a portfolio.

I like this online bank particularly because they also have a rich stable of other financial products that appeal to me, including a high yield CD, a money market account and a roster of foreign currency certificates of deposit that can be a good fit for a well diversified portfolio.

I think the key learnings from the economic tumble are that: 1) we all need a diversified portfolio (and the closer we are to needing the money, the safer investment vehicle you need it to be invested in) and 2) we shouldn't build our financial futures on expectations (like borrowing way too much for a house because we «know» it's going to go up in value.)

My whole ethos really boils down to the idea that less is more and I think for most people there's such a temptation to always make changes to your portfolio or to your financial plan because there's always so many great options out there.

Partly, it's because my retirement might last longer than 30 years — and taking a little additional risk should deliver a higher portfolio return and give me a financial cushion.

That's because when the stock market gets roughed up, cash in a portfolio gives the owner financial flexibility.

As 2005 - 2007 progressed, it was difficult to keep a balanced corporate bond portfolio, because almost half of all issuance was from financials.

I call it the FIRE Fund because the portfolio allows me FI / RE (financial independence / retired early).

Because of the generally idiosyncratic nature of financial prices, we must have a way of understanding the implications for our portfolio of abnormal market conditions.

Further, Therium's portfolio funding model allows corporations to obtain off - balance sheet financing to monetize litigations that would otherwise not progress because of financial or other capital constraints.

The options that you invest in should add value to your financial portfolio and also help you avail maximum benefit.It is imperative for us to know about each of the instruments that fall under Section 80C, because most of the deductions that we all claim, falls under Section 80C.

This is because you want an insurer that was evaluated by an independent third party and given a high grade and vote of confidence that the company will be able to payout future claims based on the company's financials and investment portfolio.

Which leads us, because we're in the life insurance business, to what we believe is the biggest financial lie, a lie that has already ruined the life insurance portfolios of millions and is a festering wound on the financial plans of everyone who has purchased a traditional universal life insurance policy, a variable universal life policy or it's new cousin, the indexed universal life policy.

Sudden changes in wealth require a portfolio re-look because your financial security needs change.

Because of the associated tax - free death benefits, life insurance can be a financial bedrock to a portfolio, helping to secure the kind of financial protection most clients want in today's increasingly uncertain and volatile marketplace.

Accomplishments • Reconciled a clients» financial statement which he claimed had gone haywire because the bank had deducted a huge amount • Successfully processed online transactions for 1500 clients in one day, following holiday rush • Met sales goals by a 100 % between (2011 and 2014) by selling all allotted credit cards to existing clients • Introduced the concept of «personalized home services» for clients with sizeable portfolios, resulting in increased interest in the bank's services

Because the property accountant is responsible for the financial management of the company's real estate portfolio, your interviewer may ask you what relevant real estate experience you have as an accountant.

As for her concern that, «The other less reported «new reform» under the IAS introduced last year has been the requirement for indigenous organisations receiving «grants of $ 500,000 or more in a single financial year from funding administered by the Indigenous Affairs portfolio to incorporate under Commonwealth legislation under the Corporations (Aboriginal and Torres Strait Islander) Act 2006», unless she's been on another planet she should understand that this is because it's important to minimise the possibility of corrupt bureaucrats diverting moneys to their own personal ends.

Remember, the only reason that the Archstone portfolio is for sale is because of a massive deal to take the Archstone REIT private soured in the financial collapse, when short - term capital became almost non-existent.