Sentences with phrase «income assets while»

Suck cash out of the system temporarily, and hold fixed - income assets while waiting.

Not exact matches

Moving that asset into a well - diversified investment portfolio, one that maximizes after - tax income while continuing to build wealth, requires ceding some control to experts, including, but not limited to, a financial advisor, a CPA and an estate - planning attorney.

So while it can be a complex topic to tackle, carefully considering your lifestyle, assets and debts will allow you to calculate a rough estimate of how long your money will last beyond your income - generating years.

The former invests in highly liquid developed fixed income markets, while the latter aims to make trade finance an investable asset class for non bank - investors.

And while your underlying asset is appreciating, the income also grows as rents increase over time.

HCI believes farmland is a real return asset class as it has historically been effective in protecting capital from inflation while generating an attractive income stream that grows over time.

Though Trump announced at his January 11 press conference that he would not pursue additional foreign deals while in office and that he would move his assets into a trust controlled by his children, income from the Panama project will continue to roll in.

Similar to the portfolio, methodology of insurance documented in equity markets, the contingent immunization provides executives with the innate ability to exchange underperforming fixed income assets with better performing ones while restricting their powers in cases where declines...

While the fixed income asset class can ameliorate the effects of deflation, real assets offer the ability to offset some of the effects of inflation on a portfolio.

As a leader among fixed income asset managers we offer diversification across multiple geographic regions that can help today's investors build wealth while reducing their risk.

In terms of finding a balance between the two, as long as I continue saving and acquiring assets while keeping minimal debt, the net worth and income will grow.

Fears of similar upsets appear to be holding back investment flows into government bonds, while thirst for income has boosted other fixed income assets such as credit.

The increase, while modest, is nevertheless indicative of higher uncertainty and potentially better trading opportunities for managers with flexibility to trade across asset classes (most notably in fixed income and currencies, which have traditionally been a core area of focus for discretionary managers).

By donating such assets to a public charity (including a donor - advised fund account), they can take a full, fair market value income tax deduction for the donation while potentially eliminating capital gains tax liability on the sale of real estate.

Asset - backed securities allow issuers to generate more cash, which, in turn, is used for more lending while giving investors the opportunity to invest in a wide variety of income - generating assets.

While officials in China must report their income and assets to authorities, as well as personal information about their immediate family, the disclosures aren't public.

A target - date fund is a mutual fund that automatically changes its asset allocation over time using a preset «glide path» such that the stock allocation is steadily reduced while the fixed income allocation is increased.

While subject to minimum required distributions, this may be a good choice if you want to continue the tax - deferred growth potential of inherited retirement assets and avoid the impact of immediate income taxes.

Careful selection and diversification of assets including cash, fixed income and equities will optimize your returns while mitigating market risks.

Fixed income investments such as bonds and commingled bond funds offer investors the opportunity to purchase an asset that may increase in value while also paying out fixed interest payments or capital distributions.

Seeking to grow assets and provide income while preserving principal and managing volatility.

If tapping home equity is only a temporary solution to bridge the gap until you start to draw down your retirement assets or start receiving guaranteed income payments, consider applying for a home equity line of credit while you're still employed and more likely to qualify for the best rates.

The increase in the NID in the second half of 2004 was driven by an increase in income accruing to foreigners on their debt and equity investments in Australia, while returns received on Australian holdings of foreign assets remained broadly unchanged (Graph C2).

This fund seeks to grow assets through a wide variety of stock investments, while providing income from dividend - paying companies and fixed - income securities and striving to manage volatility.

While global equity markets as of the end of December 2014 still offered great value in our opinion (especially compared to generally expensive, low - yielding fixed income assets), that value is becoming increasingly selective.

Preliminary results for 2012 suggest that total assets shrank slightly to 10.1 billion forints ($ 43 million), while operating profits dropped by 6 % as a result of lower interest income caused by narrowing margins and the early repayment of foreign currency mortgages.

One way to represent this juxtaposition is by noting that labor - compensation's share of GDP fell to 53 % by 2016 from a recent high of 58 % in 2001 while corporate earnings» share of GDP rose to 11 % from 2001 levels of 7 % — illustrating the vast outperformance of financial assets versus the real income gains of the populace.

While you're still saving and building up your income portfolio, the income - producing assets you've already bought will contribute money that you can use to buy yet more income.

While a focus on the distribution of income is essential, republican economics is likely to draw attention to the underlying distribution of productive and financial assets and to the relations under which these assets are controlled and deployed.

Andrew Cuomo aggressively promoted subprime mortgages, which turned into NINJA (No Income, No Job and No Assets) loans, even while acknowledging that the default rate on these loans would likely be greater than on standard loans.

Social inequality refers to disparities in the distribution of economic assets and income as well as between the overall quality and luxury of each person's existence within a society, while economic inequality is caused by the unequal accumulation of wealth; social inequality exists because the lack of wealth in certain areas prohibits these people from obtaining the same housing, health care, etc. as the wealthy, in societies where access to these social goods depends on wealth.

From The Hidden Story of Partition and its Legacies: «90 % of the subcontinent's industry, and taxable income base remained in India, including the largest cities of Delhi, Bombay and Calcutta,» while, «Pakistan won a poor share of the colonial government's financial reserves - with 23 % of the undivided land mass, it inherited only 17.5 % of the former government's financial assets.»

While many investors are more concerned with fees and the overall value of the portfolio, I focus on quality of assets and the amount of income added.

And in a session during which I talked about arriving at the right asset allocation for retirement, I noted that, while immediate annuities are not for everyone, adding one to a retirement income plan can not only provide additional income that will last as long as you live, but also contribute to a more secure and happier retirement.

While these contractual obligations are significant relative to NTII's net assets, we believe that NTII's interest income and the royalty revenue ($ 2m in the last quarter) should wash these obligations for the next 12 months, or at least reduce the cash burn rate to between $ 1M and $ 2M.

If you reach a point in your retirement where a guaranteed stream of income is a more important priority than investment flexibility, you can transfer some or all of your RRIF assets to an insurance company to purchase an annuity, while still maintaining the tax sheltered nature of the assets.

Assessable income derived from segregated current pension assets is income tax exempt, while income derived from segregated non-current assets is generally assessable.

More importantly, this is providing an example of how bonds often are not correlated with stocks (they don't move up and down together), thus giving us the diversification benefits of including the fixed - income asset class in our portfolios, while providing a higher yield and higher expected return than cash.

According to the fund report released at the end of the second quarter of 2012, 53 of its total holdings, which make up about 70 % of the fund's total assets, are in equity while other 36 are in fixed income.

While there is no one right asset allocation for everyone, for most people it's a good idea to split their equity and fixed income somewhere between 40 % and 60 % each.

This method allowed him to buy assets that gained in value, but also gave him income while he owned them!

It maintains a presence for fixed income in a portfolio — a parking spot — while offering low correlation to traditional fixed - income assets.

If you want to grow truly wealthy, then you want to buy an asset that produces a passive income while you own it so that you can then buy other assets that make you even more wealthy.

A total return swap is a swap agreement in which one party makes payments based on a set rate, either fixed or variable, while the other party makes payments based on the return of an underlying asset, which includes both the income it generates and any capital gains.

While not a firm commitment to lend, a preapproval offers more certainty than the less formal prequalification because it is based on the borrower's income and assets, as well as a credit check.

In that case, while these 529 savings are not reported as a student asset on the Free Application for Federal Student Aid (FAFSA), any distribution from this 529 plan is reported as income to the beneficiary, potentially resulting in a significant reduction in eligibility for need - based aid the following year.

While your shares are falling in value, your other assets — including your bonds, your home and your income - earning ability — may be more valuable than ever.

If waiting eight years sounds like too long of a period to go without any supplemental income from Social Security, consider getting a reverse mortgage to lessen your financial burdens while waiting for Social Security or other assets to come to fruition.

But I should be clear here: while equity REITs are solid «buy and hold» investments for investors who want exposure to real, income - producing assets, mortgage REITs most assuredly are not.

You might hold the asset until death, or donate it to charity, or gift it to your adult child who can cash it in without paying tax because he has no income while unsuccessfully pursuing his dream to produce alpaca yarn.