Sentences with phrase «fund at a loss»

So in other words, you sell a mutual fund at a loss, $ 20,000 loss, you sell another one at a gain, $ 10,000 gain.

Within the meaning of the IRS and fund shares, the purchase of fund shares within 30 days before or after having sold or exchanged shares of the same fund at a loss.

And if you sell your current fund at a loss in a non-registered account, you may not be able to claim the capital loss unless you wait 31 days before purchasing the D - series version of the same fund, because of the superficial loss rule.

You can't sell a stock or mutual fund at a loss and then buy it again it within 30 days just to claim the losses.

Essentially, when you sell a stock or fund at a loss, that loss is no longer tax - deductible, if you then buy the same fund (or a «substantially identical» fund) again within a period of 30 days.

Since losses can be used to offset gains, you may need to consider whether it would be advantageous to sell a fund at a loss.

Investing Tax Tip: There are tax advantages when you sell mutual funds at a loss within the first 90 days or so.

Just do this ASAP: Call your Rep and instruct them to sell all of the American Funds at a loss, locking in your capital loss tax breaks.

Not exact matches

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.

«As a reality check, Tesla is worth twice as much as Ford, yet Ford made 6 million cars last year at a $ 7.6 billion profit while Tesla made 100,000 cars at a $ 2 billion loss,» wrote Thompson, who has consistently outperformed the market as a hedge fund manager.

Chanos said that he pegs those losses through long bets on Valeant at $ 40 billion, representing «the largest single security loss hedge funds have incurred, greater than Lehman, Enron, AIG.»

Between the Hartford Capital Appreciation fund, which has $ 8.5 billion in assets under management, and the $ 4.5 billion Hartford Growth Opportunities Fund, Uber accounted for more than $ 30 million in losses in June alone, according to the new disclosures (released at the end of the following monfund, which has $ 8.5 billion in assets under management, and the $ 4.5 billion Hartford Growth Opportunities Fund, Uber accounted for more than $ 30 million in losses in June alone, according to the new disclosures (released at the end of the following monFund, Uber accounted for more than $ 30 million in losses in June alone, according to the new disclosures (released at the end of the following month).

Over its relatively short lifetime, Slack hasn't exactly been at a loss for venture funding.

Wealthfront supports additional Direct Indexing, which looks at movements in individual stocks, not just single funds, in order to harvest even more tax losses and lower your tax bill.

«Funds that suffered losses on their oil investments have to get out of their liquid securities in other sectors,» said Sam Ginzburg, head of trading at First New York Securities in New York.

«Valeant epitomizes everything that went wrong with the marketplace,» Chanos said at the Evidence - Based Investing conference in New York on Tuesday, according to CNBC, adding that it was «the largest single security loss hedge funds have incurred, greater than Lehman, Enron, AIG.»

However, we have been getting jerked around by the SBA for nearly 9 months now and we are at a point where we may have to cut our losses if we can not secure the remainder of necessary funding in the very near future.

Globe - trotting Amanat was accused of hiding trading losses at Dubai - based Enable Invest Ltd., a fund run by his brother, during the financial crisis, according to Bloomberg.

CEO Vikram Pandit Kenneth Lewis Company Going Against Him Slow to cut costs, snowballing losses, spins all results positively, voracious consumer of taxpayer funds Bad acquisition of Countrywide, worse deal for Merrill, bonus scandal, gorged on i - bankers at peak of market Going For Him Engineering background, Suaveness.

In addition, the amount of the fund's income distributions will vary over time and the breakdown of returns between fund distributions and liquidation proceeds will not be predictable at the time of your investment, resulting in a gain or loss for tax purposes.

At the other end, a fund with a 14 % loss rate, the lowest among them, returned 1.1 x capital.

The Strategic Growth Fund remains fully hedged, with the same «staggered strike» position we had at the 2007 peak, which strengthens our defense against potential market losses by raising the strike prices of our defensive put options, at a cost of just over 1 % of assets in additional put premium (which is relatively inexpensive with the CBOE volatility index currently at about 17).

With respect to the 2016 Federal Budget announcement, effective January 1, 2017, switches between Corporate Class mutual funds will no longer benefit from tax - deferred treatment, and instead will be treated as a disposition at fair market value, triggering a capital gain or loss.

Generally speaking, brokers and exchanges are not yet required to report cryptocurrency transactions to the I.R.S., as they do when you sell a stock at a profit or loss (and you receive a 1099 - B or a 1099 - DIV for a mutual fund).

Assumptions and forecasts used by SSgA FM in developing the Fund's asset allocation glide path may not be in line with future capital market returns and participant savings activities, which could result in losses near, at or after the target date year or could result in the Fund not providing adequate income at and through retirement.

When everyone heads for the exits all at once it could accelerate the losses in these funds beyond their net asset value.

The fund may invest in «cash, or cash equivalents, for temporary defensive purposes or depending on market conditions, if we believe it will help protect the Portfolio from potential losses...» Material shifts in fund holdings to cash at the right times for defensive purposes should substantially reduce portfolio beta when the market declines.

Were it not for reporters at Bloomberg News and the Wall Street Journal, who were tipped off by hedge funds that were being whipsawed in the market by JPMorgan's outsized bets, the losses might not have come to light until it was too late.

The problem is that the central bank has to keep following through, which effectively means buying assets at prices that ensure central bank balance - sheet losses - these would essentially be government expenditures of funds that could otherwise be used to benefit the public.

Also, funds stored in multi-signature wallets are at less risk of loss to outside parties, since a multi-signature wallet splits private keys among multiple devices.

And ok, also, Citi ended up taking a loss on the hedge fund they bought from Vikram for hundreds of millions at the top of the hedge fund bubble... but they did get Vikram out of the deal, so whatev's!

In 2003, the SEC purportedly also looked into a hedge fund Shkreli worked at for insider trading after he correctly predicted the stock price of a weight - loss drug would fall, but the SEC was unable to find wrongdoing.

Particularly good to see someone explain that the impact on bond funds is not the simplistic «1 % rise in bank rates means loss of duration %» but depends on the interest demanded at that point in the curve and normal supply / demand issues which are massively distorted for linkers.

The Wall St Journal reported today that the «estimated» losses for mutual funds on PR bonds to be $ 5.4 billion, of which Oppenheimer's estimated losses represent at least $ 2.1 billion, or 38 % of the total estimated losses.

Puerto Rico officially filed bankruptcy and it appears that Oppenheimer Funds will be taking it on the chin to the tune of at least $ 2.1 billion in losses.

Of course, you still give up some expected return, that's the opportunity cost of lower risk, but at least you avoid the efficiency loss of the money market fund.

This theory goes on to imply that if you suffer a big loss in your investment portfolio at age 30, you have many working years ahead to replace the lost funds.

«It's inevitable the general fund will run out of cash, exposing the people of Puerto Rico to a loss of whatever essential services remain,» Antonio Weiss, a senior fellow at the Harvard Kennedy School who worked at the Treasury Department during the Obama administration, wrote in an email.

However, as I should have seen from my prior experience with boom - bust cycles, the company is able to fund its cash losses by issuing stock at inflated prices.

Capping the income tax inclusion at the 75th percentile of plan costs beginning in 2020 would raise $ 200 billion — enough to fund the revenue loss from repealing the Cadillac tax twice over.

The professional or fund manager trades the pooled money on a regular basis and usually at the fiscal years end will distribute either loss or profit to the clients of the mutual fund involved.In the United States and Canada there are three basic types of companies...

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

Who cares about your tax dollars funding operations that would be at a loss otherwise, pure class warfare to destroy the middle class?

Dave Lewis, Group Chief Executive, Tesco (Chair) Erik Solheim, Executive Director, United Nations Environment (Co-Chair) Vytenis Andriukaitis, European Commissioner for Health and Food Safety Peter Bakker, President, World Business Council for Sustainable Development John Bryant, Chairman of the Board and Chief Executive Officer, Kellogg Company Paul Bulcke, Chairman of the Board of Directors, Nestlé Wiebe Draijer, Chairman of the Executive Board, Rabobank Shenggen Fan, Director General, International Food Policy Research Institute Peter Freedman, Managing Director, The Consumer Goods Forum Louise Fresco, President of the Executive Board, Wageningen University & Research Liz Goodwin, Senior Fellow and Director, Food Loss and Waste, World Resources Institute Marcus Gover, Chief Executive Officer, Waste and Resources Action Programme Hans Hoogeveen, Ambassador and Permanent Representative of the Netherlands to the UN Organizations for Food and Agriculture Selina Juul, Chairman of the Board and Founder, Stop Wasting Food Movement in Denmark Yolanda Kakabadse, President, WWF International Sam Kass, Senior Food Analyst at NBC News and former U.S. White House Chef Michael La Cour, Managing Director, IKEA Food Services AB Michel Landel, Chief Executive Officer and Chairman of the Executive Committee, Sodexo Esben Lunde Larsen, Minister of Environment and Food, Denmark José Antonio Meade, Minister of Finance, Mexico Gina McCarthy, Former Administrator, U.S. Environmental Protection Agency Denise Morrison, President and Chief Executive Officer, Campbell Soup Company Kanayo Nwanze, Former President, International Fund for Agricultural Development Rafael Pacchiano, Secretary of the Environment and Natural Resources, Mexico Paul Polman, Chief Executive Officer, Unilever Juan Lucas Restrepo Ibiza, Chairman, Global Forum on Agricultural Research Judith Rodin, Former President, The Rockefeller Foundation Oyun Sanjaasuren, Chair, Global Water Partnership Lindiwe Majele Sibanda, Vice President for Country Support, Policy and Delivery, Alliance for a Green Revolution in Africa Feike Sijbesma, Chief Executive Officer and Chairman of the Managing Board, Royal DSM Andrew Steer, President and Chief Executive Officer, World Resources Institute Achim Steiner, Administrator, United Nations Development Programme Tristram Stuart, Founder, Feedback Rhea Suh, President, Natural Resources Defense Council Rhoda Peace Tumusiime, Former Commissioner for Rural Economy and Agriculture, The African Union Sunny Verghese, Co-Founder, Group Managing Director & Chief Executive Officer, Olam International Tom Vilsack, Former Secretary, U.S. Department of Agriculture Senzeni Zokwana, Minister of Agriculture, Forestry and Fisheries, Republic of South Africa

Dude you cant say it isnt wengers fault, look at what other manager have done, just last week even, Pep called out the board and demanded signings for next season so did Benitez, Jose» has done it plenty of times, these are managers that no what it takes to win and are not afraid of lossing there jobs where as Arsene with funds only buys a Chech last season and now he's gonna say were short on bodies?????

Of course, Coutinho will be a loss to Liverpool and the Premier League for that matter, but Jurgen Klopp now has serious funds at his disposal to strengthen his squad.

The even bigger problem for me however, is that without having unlimited funds at my disposal and a fear of missing out if I don't buy them instantly, I am «forced» to rejig my portfolio around, even selling players at a loss, to make room in my portfolio for all these new players!

The loss of federal funds has stung city school officials, who started the program with the idea that they would get federal money to help pay for the free meals, which are being served from 11 a.m. to 1 p.m. at various elementary schools during the strike.

By gifting money or unused postpartum hours into this fund, our clients who experience a stillbirth or infant loss during or after birth receive, at no cost to them:

At this time, our Rainbow Fund is limited to clients of Emerald Doulas who experience a loss during pregnancy or birth.