Sentences with phrase «hold long term as»

It seems like you're doing an extra trade (unless you're buying the USD stock you want to hold long term as the in - kind contribution) the way it's described.

Not exact matches

While it's not as generous as taking the grant approach, it does eliminate the tax burden on the employee and it means any gains are taxed at a long - term rate depending on the holding period.

In particular, Boatright says the stakeholder idea should only be held up as an ideal, a source of a sense of mission, a motivator reminding corporate insiders that all participants need to find long - term benefit.

If you do choose to sell any investment held outside of a tax - deferred account, such as an IRA, make sure, if at all possible, you hold it for at least one year and one day in order to qualify for the long - term capital gains rate.

Several of Canada's biggest lenders have indicated they expect to record a write down to reduce the value of deferred tax assets already held on company balance sheets as a result of tax changes under U.S. President Donald Trump, but expect a lift to earnings in the long term.

While U.S. savings bonds have lost popularity as a means of long - term savings due to the low interest rates they currently earn, some retirees have been holding on to bonds that were issued when rates were higher.

Pretty much everyone took the move as meaning just that, but Xi has now claimed he is «personally opposed» to life - long rule, and the term - limit removal was more about aligning the post of presidency with that of top posts in the Communist Party, which Xi also holds, and which don't come with term limits.

Any gain or loss recognized on such a premature disposition of the ISO shares in excess of the amount treated as ordinary income is treated as long - term or short - term capital gain or loss, depending on how long the shares were held by the participant prior to the sale.

As the father of value investing, Benjamin Graham, once wrote, «The real money in investing will have to be made — as most of it has been in the past — not out of buying and selling, but out of owning and holding securities, receiving interest and dividends, and benefiting from their long - term increase in value.&raquAs the father of value investing, Benjamin Graham, once wrote, «The real money in investing will have to be made — as most of it has been in the past — not out of buying and selling, but out of owning and holding securities, receiving interest and dividends, and benefiting from their long - term increase in value.&raquas most of it has been in the past — not out of buying and selling, but out of owning and holding securities, receiving interest and dividends, and benefiting from their long - term increase in value.»

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

He cited Wanda Cinema Line, which jumped tenfold last year, as an example of the value of holding a good company for the long term.

The earnings yield on enormous blue - chip stocks such as Wal - Mart, which had little chance to grow at historical rates due to sheer size, was a paltry 2.54 % compared to the 5.49 % you could get holding long - term Treasury bonds.

At some point, if these policies are inflationary, then the vigilantes or those that hold dollar reserves, such as China and Brazil and Mexico, they will be in the driver's seat in terms of longer - term Treasury debt, 10 years and 30 years Treasury debt in terms of their yield.

The whole «Dow 36,000» argument was essentially based on the notion that all earnings could be paid out as dividends, earnings would still grow, and that investors would be willing to hold stocks for a long - term return of just 6 % annually.

Holders who purchase units at different times and intend to sell all or a portion of the units within a year of their most recent purchase are urged to consult their tax advisors regarding the application of certain «split holding period» rules to them and the treatment of any gain or loss as long - term or short - term capital gain or loss.

This package was provided to attract Mr. Drexler to the Company and align his interests with long - term stockholder value during a period when J. Crew, as a privately - held company, was experiencing significant underperformance and had a highly leveraged capital structure and limited equity value.

As a side note, leveraged ETFs such as $ FAZ should not be held as long - term «investments» because they frequently underperform the underlying index with longer holding periodAs a side note, leveraged ETFs such as $ FAZ should not be held as long - term «investments» because they frequently underperform the underlying index with longer holding periodas $ FAZ should not be held as long - term «investments» because they frequently underperform the underlying index with longer holding periodas long - term «investments» because they frequently underperform the underlying index with longer holding periods.

The young investors who are looking to enter the market would likely be cheered by investors, who have long argued that millennials should get over what some have described as an aversion to equities — a byproduct of their coming of age and starting their careers during the worst of the financial crisis — and take advantage of a long - term, buy - and - hold strategy that allows them to benefit from compound interest.

Ripple held up relatively well during yesterday's sell - off, and the coin is back at $ 0.18 today, as the long - term base formation stopped the decline.

In the coming months and years, as a recovery takes hold, financial institutions defined by long - term business strategies, strong balance sheets and especially by disciplined risk management principles will be rewarded.

As a privately held company, Fidelity has the freedom to focus on the long - term success of our customers.

That said, the chance of a bull trap in the DAX is still on, as the German index is holding up above the key 12,000 that we noted yesterday, and aggressive bulls could enter positions here if they think that the technical headwinds will be overpowered by the still intact long - term bullish trend soon.

It has become very challenging for core fund managers to compete with aggressive direct buyers, and this may only get worse as the new owners look to hold these core assets long - term.

Upon a disposition of such shares by the optionee, any difference between the sale price and the optionee's exercise price, to the extent not recognized as taxable income as provided above, is treated as long - term or short - term capital gain or loss, depending on the holding period.

Previously, Candace held positions such as Chief Operating Officer, Corporate Project Director, Administrator and Director of Care in long - term care.

Their managers sell losing securities, match up losses and gains, hold stocks at least a year so that their gains count as long - term, choose stocks that don't produce a lot of taxable dividends, and try to keep taxable transactions low.

Despite positives such as better North American service provider spending and longer - term upside arising from technology transitions, Morgan Stanley prefers to stay on the sidelines of the telecom stock Commscope Holding Company Inc (NASDAQ: COMM).

* Assets that are high growth but tax efficient, such as long - term stock holdings and equity index funds, should be added to a taxable account.

Overall my investment strategy is the same as yours — buy and hold for the long - term.

Use INTF as an alternative to a traditional long - term international stock holding when seeking outperformance.

One approach to successful long - term investing is to hold shares for a considerable length of time (typically 10 years or more), reinvest the dividends, and periodically add to your ownership stake as money becomes available to you.

A lot has been written about ARCP whether it is a buy, sell or hold and for me, it is a hold as I'm looking at long term.

The answer is that Fed policy is the primary factor driving the returns of short - term bonds, meaning that they tend to hold up much better than long - term debt when the Fed is expected to keep rates low as was the case in 2013.

Investors who assume that favorable equity returns can be relied on in the long term or that stocks are safe so long as they are held for 20 years are optimists.

As a REIT, it must pay out 90 % of its earnings and a diversified portfolio, ARCP is a good bet as a long - term holAs a REIT, it must pay out 90 % of its earnings and a diversified portfolio, ARCP is a good bet as a long - term holas a long - term hold.

Some type of lesser measure by the Fed, such as lengthening the duration of its balance sheet holdings to drive down long - term interest rates, seems to have better odds of being implemented.

Short - term overbought conditions may yield a pullback, though the outlook would remain bullish as long as prices hold above the 50 - day MA (currently seen at BTC 0.0337).

Borrowing rates will rise for governments, home buyers and other long - term borrowers, while savers will see more returns on conservative holdings such as savings accounts and it should become easier to fund pension savings.

The IRS gives you a tax benefit when you buy and hold stocks for the long term to serve as an incentive for long - term investment.

Whether as a holding or for options I think GIS can deliver some nice long term income.

If I am buying more as an investment, longer term hold will what I purchase increase in value if BTC increases?

This could possibly lead to a revived domestic corporate bond market, with institutions such as superannuation funds holding a lot of the private long term bonds.

I'm holding for the long term and will consider selling small amounts as I get closer to that magic number of retirement.

Having made the streets safe for Truth, Justice and Krispy Kreme donuts, he now patrols the markets looking for companies he can lock up as long - term holdings in a portfolio.

The attractive valuation of stocks relative to bonds became a widely held belief after Edgar Lawrence Smith published a book in 1924 on stock market valuation, Common Stocks as Long Term Investments.

But investors who stay focused on the long term strategy of TPL and view price declines as an opportunity, not a risk, should enjoy the benefits of buying low and holding «forever,» thus eventually being rewarded for their patience.

It holds significant long - term potential as a market for western Canadian crude oil, particularly heavy grades.»

Stocks that are bought and held for a long period of time have the advantage of being taxed lower as compared to short term investments.

They don't want to see the political frictions that we have seen develop in recent years as the result of the continued promotion of Buy - and - Hold for 36 years after we learned that there is precisely zero chance that it could ever produce good long - term results for even a single investor.

The support zone between $ 2450 and $ 2475 continued to hold the currency yesterday, and we expect BTC to remain within the two major zones today as volatility will likely decline further before the next major move, with the rising long - term trendline also providing support in the area.