Sentences with phrase «high investment income»

Small investors sometimes don't diversify as completely because of minimum investment thresholds or attention issues, but that doesn't mean they don't want to hold high investment income assets.

True, so your question relates to all ETF's, not just high investment income funds.

Your question about «high investment income» funds and number of shares puzzles me.

I don't understand why anyone would want to own «high investment income» ETF's unless you had a significant amount of shares (tens of thousands).

These securities exploit the need by pensions to generate much higher investment income.

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.

Not exact matches

While retirees shouldn't abandon dividend stocks, many investment experts are now looking for companies that provide a little growth with that income, rather than just a high yield.

Net income of $ 669 million after - tax increased $ 52 million due to higher core income, partially offset by net realized investment losses as compared to net realized investment gains in the prior year quarter.

Likewise, the aging of the population dictates that demand for income investments will remain high.

His specialties, he says, include «financial reporting, board reports, mutual fund expenses, short - term investment vehicles, fund fact sheets, mutual fund daily reconciliations, closed - end funds, UCITS, fixed income, high - yield bonds, convertible bonds, [and] equities.»

Private equity returns remained strong but were lower than the prior year quarter, while income from our fixed income investment portfolio increased due to a higher average level of fixed maturity investments and higher short - term interest rates.

Because a few extra years of work will boost your retirement income more than higher investment returns will, once you take the risk into account.

The President pushed for a higher marginal income tax rate, increased taxes on investment income, and a rise in the Medicare portion of the payroll tax.

Take that funding away and the market settles back into something more closely aligned with the underlying reality — the one of high unemployment / underemployment, high oil prices, stagnant middle - and lower - class incomes, unprecedented wealth concentration in the upper class, demolished savers, under - investment in capital, and an ongoing transition to a low - wage service economy hard - pressed to service debt.

«We think rates will move higher, but more so in the latter part of the year,» Rieder, BlackRock's global chief investment officer of fixed income, told CNBC's «Halftime Report.»

Altech said it had also applied for the project to be given «pioneer status - high technology», a Malaysian investment incentive classification which delivers tax exemption on statutory income for the first five years following the start of commercial production from the plant.

Student: A $ 2.2 - million annual investment in the budget means part - time students with higher family incomes will still be eligible for Canada Student Loans.

RBC's capital markets division saw a 13 per cent jump year - on - year in net income to $ 748 million, primarily due to a lower effective tax rate largely due to U.S. tax changes and higher results in corporate and investment banking and global markets.

Income - producing investments like bonds belong in tax - free or tax - deferred registered accounts to protect against the high tax on interest.

Collecting higher premiums helped, but AmTrust also received a windfall from the rising stock market, which resulted in 33 % more investment income than the year before.

And high - earners whose incomes come from wages — as opposed to investment income or owning a company or pass - through — have a tougher time prepaying since their state income taxes are paid through withholding.

After decades of attempting to entice real estate and business investments, as well as a resident base with higher taxable income... cities now find themselves with a significant amount of all three.

One «canary in the coal mine» could be a move further away from high - yield bonds and into investment - grade fixed income.

Be aware, too, that high earners — i.e., married couples with modified adjusted gross income above $ 250,000 — are subject to an additional 3.8 percent tax on certain investment income.

He saw a huge opportunity providing high - yielding investments to retirees and baby boomers who formerly relied on income trusts.

Benefits — Each family / real estate investor keeps average $ 600 / mo for 2 yrs, real estate in all major metropolitans will have a traded price, increase buying power of low income high credit citizens, stimulate real estate investment by making it easier for investors to cash flow a rental property, reduce home inventory, the increase home values and liquidity provides incentive to put the $ X trillion in capital currently on the sidelines back to work and mortgage prepayments will increase capital availability.

These funds offer diversification across multiple asset classes, including domestic and international stocks across varying styles and market capitalization ranges, investment grade and high yield fixed income, and short - term investments.

While these funds have the potential to provide high income and total returns, they are riskier and more volatile than their investment grade counterparts.

Bond Funds with Large U.S. Treasuries allocations are considered to be Medium Tax Efficiency for investors who are subject to high rates of state / local tax on investment income; for other investors, these bond funds should be considered Lower Tax Efficiency.

- People with high incomes will be subject to a higher capital gains rate of 20 %, plus an extra 3.8 % Net Investment Income Tax (not shown here) as part of the new healthcare law.

Our team of credit professionals deliver sales and trading capabilities across a wide range of fixed income asset classes including high yield, distressed and investment grade bonds, convertible bonds, public and private corporate securities, leveraged loans and emerging market debt.

However, for higher income taxpayers, Qualified Dividends may be subject to both a higher tax rate and also the Medicare surtax on investment income, which may make them less efficient for those investors.

We trade all fixed income assets, with a focus on more illiquid situations, from high yield, distressed and investment grade bonds and convertible bonds to public and private corporate securities and leveraged loans.

Malachite Aggressive Preferred Fund (MAPF) has been established to achieve a long - term capital growth in addition to a high level of after - tax income through investment primarily in preferred shares and preferred securities listed on the Toronto Stock Exchange.

Equity Income Funds typically distribute most of their income in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable iIncome Funds typically distribute most of their income in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable iincome in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable iIncome Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable incomeincome.

«Saskatoon now leads the pack of the most investment - friendly climate because of falling property tax costs and because companies in second - place Calgary now face a higher provincial corporate income tax,» according to Dachis.

High incomes will pay an extra 3.8 % Net Investment Income Tax as part of the new healthcare law, and be subject to limited deductions and phased - out exemptions (not shown here), in addition to paying a new 39.6 % tax rate and 20 % capital gains rate.

These investments offer an excellent combination of safety, growth, and income... What you're seeking are high - quality businesses with powerful competitive advantages — companies that can provide you with a passive income stream, ideally one that will rise over time.

But keep in mind: More interest rate sensitive bonds generally have higher yields, so moving to a shorter duration investment could result in less income.

High oil prices boosted Canada's income growth and increased investment in the energy sector through 2014, offsetting some of the bad news.

The average tradability score in the Fixed Income: U.S. - Corporate Investment Grade segment is 63 out of 100, with the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) obtaining the highest rating of 96 out of 100.

High yield fixed income securities are considered speculative, involve greater risk of default, and tend to be more volatile than investment grade fixed income securities.

Within fixed income, we suggest raising average credit quality, particularly focusing on investments in areas like high - grade corporate and municipal bonds.

The Unit Investment Trust, which is actually a corporate income fund, is similar to a regular money market account, except it?s made up of a group of higher grade securities, and instruments, and usually pays out dividends on a monthly basis...

«I am a registered investment advisor and focus on buying high quality dividend growth stocks to generate safe income for my clients.

Because lower consumption discourages businesses from building new factories or otherwise expanding production, higher savings often come with lower investment, and so countries with highly unequal income distribution tend to run large trade surpluses.

For high - income earners in particular, this tax feature concerning investment income can result in thousands of dollars a year in savings.»

Moreover, in relative terms, investment is more closely associated with higher household income in coastal provinces while in inland provinces it seems to influence corporate income more.

We work with Hueler Investment Services, Inc., the provider of the Income Solutions platform, to ensure delivery of high - quality products at a low cost — exactly what you'd expect from us.

The purchasing power of the fixed income stream deteriorates, the investor has less ability to recoup purchasing power because of the shorter investment horizon and more conservative allocation, and the investor's potentially higher effective inflation rate (due to greater exposure to health care costs) tends to make any shortfall more painful.