Sentences with phrase «from various asset»

A vast range of mutual fund schemes is offered by Deutsche Bank from various asset management companies in India.

In this post, let us understand the tax implications on various asset classes, how are the returns / gains from various asset classes like Stocks, Mutual Funds, Real Estate, Bonds, Gold etc., taxed?

Anecdotal advice from various asset - allocation recommendation sources suggests avoiding the stock market unless you're going to be invested for at least ~ 5 - 7 years, and even then you should probably be balancing your investment with some money in bonds.

This allows you to take profits from your various assets (real estate, oil, dividend stocks, you name it) and convert those profits into tax free dollars via policy loans, to use for additional cash flow asset purchases, large ticket purchases (vehicles, office equipment), retirement income, etc..

Not exact matches

Their estimated net worth was revealed earlier this year in public filings that document the couple's assets, including a $ 25 million art collection, and income from the Ivanka Trump lifestyle brand and various investments.

Gilead bases its estimates on historical experience and on various other market specific and other relevant assumptions that it believes to be reasonable under the circumstances, the results of which form the basis for making judgments about the carrying values of assets and liabilities that are not readily apparent from other sources.

Various considerations offer caution about getting too short, including the potential resurgence of risk asset volatility as market yields rise and / or as Washington events evolve — ranging from the Mueller investigation to trade tariffs.

«The buy - and - hold strategy and a diversified portfolio shelters you from mis - timing the market because you are always invested and... always have exposure to various asset classes,» Barzideh says.

In addition to these traditional competitors within the global alternative asset management industry, we have increasingly faced competition from local and regional firms, financial institutions and sovereign wealth funds, in the various countries in which we invest.

If, I mean, they buy assets from the banks, essentially, bonds of various kinds.

Korean leaders to meet at North - South border on Friday: BBC Chinese geologists say N. Korea's main nuclear test site has likely collapsed: WaPo China air force intimidates Taiwan with military flights around island: Reuters Conservative Supreme Court justices appear to back Trump's travel ban: The Hill French president expects Trump will withdraw from Iranian nuclear deal: BBC Rising interest rates keep Wall Street on edge: CBS Investors will focus on various inflation numbers in days ahead: Bloomberg A closer look at the 10 - year Treasury yield's rise to 3 %: Calafia Beach Pundit T. Rowe Price's assets under mgt top $ 1 trillion — a sign of active mgt growth: P&I World trade volume slumped 0.4 % in Feb, first monthly loss since Oct: CPB

«You'll also need to evaluate whether you should have a trust, and how you can be most effective, from a tax standpoint, in leaving various assets to your heirs and beneficiaries.

In order to assure our clients and prospective clients that the assets they invest with us are protected from such scams, we have set forth below various key safeguards in place at South Texas Money Management, Ltd. (STMM) that protect our clients.

While our most profitable momentum trades in healthy bull markets are typically realized from small to mid-cap growth stocks, we strongly believe that trading ETFs is better than stock trading in flat or choppy markets (due to the various asset classes available).

If done correctly, with an eye not to achieving political or regulatory objectives but rather to eliminating financial distress costs, these can improve the enterprise value of the borrower; to the extent that the lender participates in the upside (and if the performances of the various equity positons emerging from these swaps are uncorrelated), the lender's net asset position can also improve.

Aside from acceptable «basis» risk between the stocks we hold long and the indices we use to hedge, and perhaps 1 % of assets in option time - premium at any given time as a result of staggering our strikes to provide a stronger defense, we don't consider various speculative bubbles as threats to our own returns.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, operating in a highly competitive industry; changes in the retail landscape or the loss of key retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand value; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the United States and in various other nations in which we operate; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives we use; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events in the locations in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock in the public markets; the Company's ability to continue to pay a regular dividend; changes in laws and regulations; restatements of the Company's consolidated financial statements; and other factors.

We base our estimates on historical experience and on various other assumptions that we believe to be reasonable under the circumstances, the results of which form the basis for making judgments about the carrying values of assets and liabilities that are not readily apparent from other sources.

While one can utilize various recommended asset balances from a brokerage like 50/40/10 (stocks, bonds, cash) or rely on rules of thumb like «subtract your age from 100 to ascertain a percent of assets that should be in stocks,» investment allocation should be a more introspective undertaking.

Time will tell if central bank tightening will break correlations that have long been known to traditional 60/40 long - only managers, but if this reality materialises, LO could potentially withstand the turbulence from its commitment to focus on investing specifically in various factors that drive prices rather than in asset classes and sectors.

My friend Jeffrey Ptak from Morningstar recently ran the updated AUM numbers for me on fund assets in the U.S. which includes both ETFs and mutual funds to give a breakdown by various categories (excluding money market and fund - of - fund assets):

Current conversation has focused on the liquidation of the company's U.S. assets, however the future for the company's various international branches is far from certain.

Today adjusted for the 33 % growth in total bank assets, US banks should be paying well more than $ 100 billion on various sources of funding, from deposits to short - term borrowing from other banks to bond investors.

From 1997 to 2009, she held various positions at Basic Element, from an accountant to a director of finance for energy assFrom 1997 to 2009, she held various positions at Basic Element, from an accountant to a director of finance for energy assfrom an accountant to a director of finance for energy assets.

A mutual fund is an investment vehicle consisting of a pool of funds collected from individual investors for the purpose of investing in various securities such as stocks, bonds, money markets and other similar assets.

In this regard, traders can analyse the various assets offered by the BKTrading broker, get market reviews and indicators as well as execute trades, from their mobile devices while on the go.

They will then diversify among investments within the assets classes, such as by selecting stocks from various sectors that tend to have low return correlation, or by choosing stocks with different market capitalizations.

According to the statement, which is based on the interim report on the financial and assets recoveries made by the various government agencies from 29 May 2015 to 25 May 2016, the Funds Awaiting Return From Foreign Jurisdictions total $ 321,316,726.1 (Three hundred and twenty one million, three hundred and sixteen thousand, seven hundred and twenty six Dollars, one cent); 6,900,000 Pounds (Six million, nine hundred thousand Pounds) and 11,826.11 Euros (Eleven thousand, eight hundred and twenty six Euros, 11 cenfrom 29 May 2015 to 25 May 2016, the Funds Awaiting Return From Foreign Jurisdictions total $ 321,316,726.1 (Three hundred and twenty one million, three hundred and sixteen thousand, seven hundred and twenty six Dollars, one cent); 6,900,000 Pounds (Six million, nine hundred thousand Pounds) and 11,826.11 Euros (Eleven thousand, eight hundred and twenty six Euros, 11 cenFrom Foreign Jurisdictions total $ 321,316,726.1 (Three hundred and twenty one million, three hundred and sixteen thousand, seven hundred and twenty six Dollars, one cent); 6,900,000 Pounds (Six million, nine hundred thousand Pounds) and 11,826.11 Euros (Eleven thousand, eight hundred and twenty six Euros, 11 cents).

Neither of these tests would, however, prevent large conglomerates from using spare cash to gobble up various industrial minnows that they can then asset - strip.

So far, the unit has received 2, 150 communications and 337 tips through its dedicated channels from many patriotic Nigerians, which led to the recovery of substantial assets that were illegally acquired by various individuals.

The molecular index developed by the biologists from UNIGE could easily be adapted to other groups of unicellular bioindicators: a major asset for monitoring various types of aquatic ecosystems.

heres a picture made out of various assets, characters, background and character sequences from many various projects I've done almost over a span of 10 years.

The Walt Disney Company recently began the process of acquiring 20th Century Fox and various other movie and TV assets from the studio's parent company, 21st Century Fox, for over $ 52 billion.

For instance, in capital markets there is always a need of price predictions for instruments or equities or assets and an algorithm is applied to the huge amount of unstructured data coming from various feed providers.

An interval fund is a combination of an open - ended fund and a closed - end fund that allows investors access to various asset classes that open - ended funds are generally restricted from purchasing.

For example, while managed futures as an asset class have generally underperformed stock and bond markets in their current bull market, if one compares the rolling 12 month returns of various asset classes (bonds, hedge funds and managed futures) against the S&P 500 from 1994 to 2014, managed futures as an asset class rose when the S&P 500 declined.

While it still remains to be seen whether negative rates will have this intended economic effect, from a portfolio standpoint, negative interest rates are likely to continue impacting various asset classes.

The resemblance to the poster that hung in your high - school chemistry class is only superficial: this table simply presents the returns of various asset classes ordered from highest to lowest over a period of several years.

It uses data from the Health and Retirement Study to examine the differences in various components of aggregate wealth (including nonhousing equity, housing equity, financial assets, and risky assets) and to inspect differences in portfolio choices by race and ethnicity.

The efficient frontier is drawn from the risk - returns of various combinations of portfolio assets.

The Fed bought assets from various parties, who now deposit at banks inside the Federal Reserve System.

The best solution for nearly everyone is a welldiversified portfolio that has 30 % to 50 % of its assets in various fixed - income investments, such as bonds and GICs, and the remainder in a wide variety of stocks from Canada and other countries.

Complete investment portfolios include assets from various classes, such as stocks, bonds and cash reserves.

Some choose to focus on broad diversification across several asset classes, some have various options strategies, alternative investments or a focus on low - cost and free ETF trading to match index returns from an «efficient market theory» standpoint.

Choose from a wide selection of funds, across various asset classes, geographic regions and sectors, to complement your portfolio.

NriInvestIndia.com is one of the leading distributors of various mutual funds from India, coming from well reputed AMCs (asset management companies) like: Reliance Mutual Funds, HDFC Mutual Fund, Birla Sunlife Mutual Funds, ICICI prudential Mutual Fund, Principal Mutual Fund, HDFC Mutual Funds, Tata Mutual Fund, UTI Mutual Fund, SBI - Magnum Mutual Fund, Kotak Mahindra Mutual Fund.

Our mutual fund lineup touches various asset classes from large cap to alternative investments to target date.

In addition, the differential tax characteristics of various asset classes and the different treatment of taxable investment accounts versus tax - advantaged retirement investment accounts creates valuable opportunities to optimize your overall investment portfolio returns from an after - tax point - of - view.

[jms: my emphasis] You may want to seek the advice of a tax advisor and or your financial advisor for assistance in determining your cost basis and allocation between the various assets received, or if you received additional assets from MLC.

A mutual fund is a type of investment vehicle where money collected from various investors is pooled together for the purpose of investing in different assets including bonds, stocks, and / or money market investments like cash, gold, etc..