Sentences with phrase «financial return compared»

Not exact matches

Just 2 percent of people in the U.K. said they would return to work to address any financial shortfall, compared to 44 percent globally.

Constant Maturity - The constant maturity takes place when there is a quoted return, or yield, on a financial instrument, that is fixed and it involves comparing the instrument in question with other financial instruments that are also fixed, but that have different maturities, which is the given date the debt become due for payment.

To get a sense of what's at stake when you pull out of the market, even temporarily, during a bear market, the Schwab Center for Financial Research compared the returns from four hypothetical portfolios:

A financial advisor can help clients evaluate whether their assets are adequately diversified for maximum return and minimum risk; compare current asset distribution with recommended distributions for age and investment objectives; and analyze retirement, estate and life insurance needs.

CDs currently compare poorly to the returns on other financial products, and with the Fed planning on a slow increase to the funds rate over 2017, you may lose out from locking your money into a CD too early.

From Jonathan Burton in MarketWatch (9/2/11): «The Prudent Speculator returned 8.8 % annualized for the decade through July 2010, compared to a 3.7 % average gain for the Wilshire 5000 Total Market Index, according to the Hulbert Financial Digest... The Prudent Speculator's one - year gain of 22.1 % tops its benchmark's 20.7 % return.

Special Versus Standard Rates When you compare CD rate from Wells Fargo or any other financial institution, it is important to remember that the rate of return and the other terms associated with the CDs can change periodically over time.

This PRO and related CON is self evident and simply concerns the volatility of the financial markets when compared to a contractual fixed rate of return.

But, I would say it is surely prudent to compare and weigh it against the range of financial investments available in light of return, risk, and liquidity.

Even comparing Enbridge's total return to the S&P / TSX Composite Index since the bottom of the 2008 global financial crisis shows the same sort of outperformance:

Unfortunately, the value of a QLAC can not be understood quite so simply or compared to the return of a traditional financial product on an apples - to - apples basis.

Unfortunately, the value of a DIA can not be understood quite so simply or compared to the return of a traditional financial product on an apples - to - apples basis.

Comparing the performance and risk of Genworth Financial, Inc. with the ETFs that have exposure to it gives us some ETF choices that could give us similar returns with lower volatility.

The metric can not be compared to any other financial metric measuring past returns or future growth.

This means that Cincinnati Financial (as well as other bond investors) can produce significantly higher investment income going forward compared to the returns generated in the past.

Corporate bonds are less risky financial assets as compared to equities and provide a better return as compared to Government Bonds.

They were written just after the most recent market top and Marks was commenting on (or lamenting) the return to a less risk - averse investor attitude compared to the rampant panic widespread during financial crisis of 2008/09.

The usual way to attempt this is for the financial advisor to invest the client's money in actively managed funds with higher management expense ratios, higher investment risk, and as Professor Sharpe points out, a lower expected return compared to a passive portfolio that targets the market return.

The Financial Industry Regulatory Authority (FINRA) has developed a tool to help you compare how these fees and expenses can reduce returns.

Comparing the performance and risk of PCSB Financial Corp. with the ETFs that have exposure to it gives us some ETF choices that could give us similar returns with lower volatility.

Comparing the performance and risk of The Principal Financial Group, Inc. with the ETFs that have exposure to it gives us some ETF choices that could give us similar returns with lower volatility.

At FeeX, we enable financial managers to show their consumer clients exactly how much is being charged by the asset managers — and then compare returns adjusted for fees — which on average, can consume 30 % of the total account over time.

In their December 2017 paper entitled «The Misguided Beliefs of Financial Advisors», Juhani Linnainmaa, Brian Melzer and Alessandro Previtero compare investing practices / results of Canadian financial advisors to those of their clients, including trading patterns, fees andFinancial Advisors», Juhani Linnainmaa, Brian Melzer and Alessandro Previtero compare investing practices / results of Canadian financial advisors to those of their clients, including trading patterns, fees andfinancial advisors to those of their clients, including trading patterns, fees and returns.

By comparing your relative benchmark to your returns, it is an excellent way of judging your financial advisor's performance, while the absolute benchmark makes your expectations clear.

A 2015 study by the North Carolina Clean Energy Technology Center explored the financial returns from residential solar systems around the country compared to typical returns from the stock market — and you might be surprised by the results.

Something like comparing financial advisors returns versus the S & P 500 index.

If your client wants to compare the financial returns of going solar via a loan, lease, PACE, or cash purchase, LCOE is one of the best ways to determine their best option.

Of course, as many financial advisers point out, the growth rate of a cash value life insurance policy is often paltry compared to other financial instruments, such as mutual funds and exchange - traded funds (ETFs); substantial fees often hinder the rate of return.

The panel has suggested to «lower the mandatory proportion of G - Secs» in the Life Fund and the Pension and General Annuity Funds and allow for higher exposure in alternative higher - yielding assets (like equity or property) or high rated corporate bonds» to help insurers generate a high gross return on investments so that insurance savings products can compare favourably in the financial savings space.

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While many financial advisers remain steadfast against using life insurance for investment purposes, claiming the returns, historically, have been extremely weak compared to mutual funds and other investments, the fact remains the cash value of most whole life insurance policies grows over time.

During the course, you will learn how to use key financial concepts such as Internal Rate of Return (IRR), Net Present Value (NPV), Cap Rate, Capital Accumulation, and the Annual Growth Rate of Capital to compare different types of commercial real estate investments.