Sentences with phrase «in different investment vehicles»

The plaintiffs allege the defendants also intentionally selected higher - fee versions of proprietary actively - managed funds to increase fee revenue, at the expense of trust participants and beneficiaries, saying they were permitted to invest in different investment vehicles which contained identical investments, but varied significantly in terms of costs.

He would have needed to have earned a tax free rate of return of 5.39 % on his money if he had invested that money in a different investment vehicle to equal the $ 100,000.

Not exact matches

There are different types of investment vehicles that investors can use to invest in a startup.

By asking questions and being proactive, an employee who had all their funds in a money market mutual fund might see better returns by spreading funds around more evenly among different available investment vehicles.

The idea behind a mutual fund is simple: it is an investment vehicle that pools the money of many investors — its unitholders — to invest in a variety of different securities (stocks, bonds and money market instruments).

However, over the last 3 years, several different investment vehicles have emerged that have allowed individual investors to invest in oil.

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..

In this module, we will look at the different investment vehicles and evaluate their viability in generating wealth for the long terIn this module, we will look at the different investment vehicles and evaluate their viability in generating wealth for the long terin generating wealth for the long term.

«When my company decided to purchase one of its competitors, my boss put me in charge of finding a way to purchase the company through a different investment vehicle to maximize our tax savings.»

and second, you can put a lot of different investment vehicles in it — index funds, stocks, ETFs — it's all available to you.

As the bull market marches relentlessly on, investors are spreading their investment wings, expanding in to different and often uncharted asset vehicles as they gain confidence in the strength of the markets and in their own ability to trade.

Because no single investment vehicle can realistically address all three of these objectives in a balanced manner, it's important that you first determine what approach is best for you before moving onto compare different mutual funds.

«Financing renewables is fundamentally different than fossil energy,» he said, noting, for example, that different investment vehicles are needed when there is a high capital cost up front and extremely low costs for energy in the end.

In both the housing market and the industrial - scale tropical forestry sector, apparently sophisticated investment vehicles have proved blind to profound risks and are unsustainable in different wayIn both the housing market and the industrial - scale tropical forestry sector, apparently sophisticated investment vehicles have proved blind to profound risks and are unsustainable in different wayin different ways.

You may invest your Roth IRA in many different investments vehicles.

Taking Insurance Maze's 30 yr old Male: January 14, 2009 Interest Adjusted Cost Analysis Face Amount: (1) 100,000.00 (2) 100,000.00 Product 1: Term 20 yr Product 2: Whole Life Interest Rate: 5.00 % Tax Rate: 0.00 % (Assuming investment in tax deferred vehicle) After Tax Rate: 5.00 % Year Age Premium 1 Premium 2 1 minus 2 Premiums Saved 1 30 127.00 1,056.00 -929.00 -975.45 2 31 127.00 1,056.00 -929.00 -1,999.67 3 32 127.00 1,056.00 -929.00 -3,075.11 4 33 127.00 1,056.00 -929.00 -4,204.31 5 34 127.00 1,056.00 -929.00 -5,389.98 6 35 127.00 1,056.00 -929.00 -6,634.93 7 36 127.00 1,056.00 -929.00 -7,942.12 8 37 127.00 1,056.00 -929.00 -9,314.68 9 38 127.00 1,056.00 -929.00 -10,755.86 10 39 127.00 1,056.00 -929.00 -12,269.11 11 40 127.00 1,056.00 -929.00 -13,858.01 12 41 127.00 1,056.00 -929.00 -15,526.36 13 42 127.00 1,056.00 -929.00 -17,278.13 14 43 127.00 1,056.00 -929.00 -19,117.49 15 44 127.00 1,056.00 -929.00 -21,048.81 16 45 127.00 1,056.00 -929.00 -23,076.70 17 46 127.00 1,056.00 -929.00 -25,205.99 18 47 127.00 1,056.00 -929.00 -27,441.73 19 48 127.00 1,056.00 -929.00 -29,789.27 20 49 127.00 1,056.00 -929.00 -32,254.18 21 50 293.00 1,056.00 -763.00 -34,668.04 22 51 293.00 1,056.00 -763.00 -37,202.60 23 52 293.00 1,056.00 -763.00 -39,863.88 24 53 293.00 1,056.00 -763.00 -42,658.22 25 54 293.00 1,056.00 -763.00 -45,592.28 26 55 293.00 1,056.00 -763.00 -48,673.05 27 56 293.00 1,056.00 -763.00 -51,907.85 28 57 293.00 1,056.00 -763.00 -55,304.39 29 58 293.00 1,056.00 -763.00 -58,870.76 30 59 293.00 1,056.00 -763.00 -62,615.45 31 60 293.00 1,056.00 -763.00 -66,547.37 32 61 293.00 1,056.00 -763.00 -70,675.89 33 62 293.00 1,056.00 -763.00 -75,010.83 34 63 293.00 1,056.00 -763.00 -79,562.52 35 64 293.00 1,056.00 -763.00 -84,341.80 36 65 293.00 1,056.00 -763.00 -89,360.04 37 66 293.00 1,056.00 -763.00 -94,629.19 38 67 293.00 1,056.00 -763.00 -100,161.80 39 68 293.00 1,056.00 -763.00 -105,971.04 40 69 293.00 1,056.00 -763.00 -112,070.74 41 70 2,477.00 1,056.00 1,421.00 -116,182.23 42 71 2,477.00 1,056.00 1,421.00 -120,499.29 43 72 2,477.00 1,056.00 1,421.00 -125,032.21 44 73 2,477.00 1,056.00 1,421.00 -129,791.77 45 74 2,477.00 1,056.00 1,421.00 -134,789.31 46 75 2,477.00 1,056.00 1,421.00 -140,036.72 47 76 2,477.00 1,056.00 1,421.00 -145,546.51 48 77 2,477.00 1,056.00 1,421.00 -151,331.78 49 78 2,477.00 1,056.00 1,421.00 -157,406.32 50 79 2,477.00 1,056.00 1,421.00 -163,784.59 51 80 2,477.00 1,056.00 1,421.00 -170,481.77 52 81 2,477.00 1,056.00 1,421.00 -177,513.81 53 82 2,477.00 1,056.00 1,421.00 -184,897.45 54 83 2,477.00 1,056.00 1,421.00 -192,650.27 55 84 2,477.00 1,056.00 1,421.00 -200,790.73 56 85 2,477.00 1,056.00 1,421.00 -209,338.22 57 86 2,477.00 1,056.00 1,421.00 -218,313.08 When comparing the rates of two different Life Insurance products it is important to take into consideration the «time value» or «opportunity cost» of money.

With a variable life policy the cash value is invested in a number of different investment vehicles, including equities or debt instruments.

The firm, launched in early 2008, is in the process of raising funds and creating a series of investment vehicles, including non-traded REITs, to invest in different commercial property types.

No I'm not big on education since I have a unique learning curve that in the past has frustrated many employers, and educators alike I have been to different events over time about real estate my uncle advice (who have been in real estate for years) «give up» but I'm not a very good listener I not only ignored the warning I literally opened an investment company I am just utterly determined to succeed but with 18,000 a year and 23,000 in debt I not want to but I must end this spinning rat wheel of living pay check to paycheck recently I was rear ended in a motor vehicle accident