Sentences with phrase «increased financial portfolio»

There is no long term profit potential or increased financial portfolio valuation for company stocks if the life insurance industry made a concentrated effort to sell long term life insurance products to people in their 60's and 90's.

And others look to a rising Hawaii real estate market as a way to increase their financial portfolio, believing it (as do I) to be a far better investment tool than a volatile stock market or non-performing bank account.

Not exact matches

Among the factors that could cause actual results to differ materially are the following: (1) worldwide economic, political, and capital markets conditions and other factors beyond the Company's control, including natural and other disasters or climate change affecting the operations of the Company or its customers and suppliers; (2) the Company's credit ratings and its cost of capital; (3) competitive conditions and customer preferences; (4) foreign currency exchange rates and fluctuations in those rates; (5) the timing and market acceptance of new product offerings; (6) the availability and cost of purchased components, compounds, raw materials and energy (including oil and natural gas and their derivatives) due to shortages, increased demand or supply interruptions (including those caused by natural and other disasters and other events); (7) the impact of acquisitions, strategic alliances, divestitures, and other unusual events resulting from portfolio management actions and other evolving business strategies, and possible organizational restructuring; (8) generating fewer productivity improvements than estimated; (9) unanticipated problems or delays with the phased implementation of a global enterprise resource planning (ERP) system, or security breaches and other disruptions to the Company's information technology infrastructure; (10) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans; and (11) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's Annual Report on Form 10 - K for the year ended Dec. 31, 2017, and any subsequent quarterly reports on Form 10 - Q (the «Reports»).

In other words, as Fannie Mae and Freddie Mac's stock prices increase — and they have so far more than doubled since the election on the expectation that the incoming Trump administration will be more lenient toward the financial sector than Obama — Trump's portfolio benefits.

Apex Capital Partners Corp. provides comprehensive financial guidance to enhance portfolio performance with increased flow of capital.

The portfolios of investors just after retaining a financial advisor exhibit relatively high trading activity for restructuring to increase diversification and otherwise lower risk (less home bias and more passive investments).

«Troublesome and impaired assets are up slightly but it is important to note here that they are absolutely in line with the growth in the portfolio,» CBA chief financial officer David Craig said delivering the banks results last week, «And to the extent that there is an increase there it is due to New Zealand dairy.»

TPU assists New York State Homes and Community Renewal Housing Finance Agency in the eligibility determination of potential landlords for entitlement to state loans / grants / tax credits, by investigating and vetting a potential landlord's financial soundness and mortgage holdings for signs of overleveraging within their portfolios or allegations of increased tenant turnover through harassment.

«Our increased scale portfolio of strong, well - known brands, and improved financial strength positions us well to deliver a superior user experience to our customers and drive long - term value for shareholders.»

Tags: 05/31/2009, banks, bear market, bonds, cash flow, efficient equity vehicles, entertainment, financial freedom, financial independence, financial planning, goals, increasing income, insurance, investment concepts, modern portfolio management theory, rebalance, reducing expenses, retirement, retirement calculators, tax efficient, wall street

Conventional financial planning research says someone retiring at 65 should withdraw no more than 4 % a year of his or her original portfolio, with subsequent increases in the dollar amount to cover inflation.

As could be expected, volatility of the portfolio significantly increased during the financial crisis.

Cost may increase depending on the number of financial products in your portfolio.

Increasing your investment portfolio can help you accumulate wealth and achieve financial freedom.

Page by page, you'll learn how to create a portfolio with the widest diversification and lowest costs; one that can move up your financial freedom by a decade and dramatically increase your spending rate during retirement.

As financial markets grew more sophisticated and financial institutions increased in size, new techniques were developed which helped alleviate the risks of concentrated loan portfolios.

One reason people give for preferring Treasuries to CDs, at least for part of the fixed - income portion of the portfolio, is that in a financial crisis, like we saw in late 2008, Treasuries can increase in value when stocks decrease in value, allowing you to sell the Treasuries at a profit to rebalance into stocks.

If, for example, the financial markets go into a deep slump or your nest egg's value takes a hit because you make an unusually large withdrawal to handle a large unanticipated expense, you might need to forgo an inflation increase or even reduce the amount you withdraw for a few years to give your portfolio a chance to recover.

Increases in prevailing interest rate levels can adversely affect the value of MBIA's investment portfolio and, therefore, our financial condition.

Speaking from personal experience, adding passive income streams to your portfolio can help you increase your earnings and accelerate your financial goals in tremendous ways.

Currently, the increase in the cost of credit is slight, Patrick Ercolano, portfolio manager at MD Financial management said.

The most important factor a person should take into consideration when choosing a loan program whether it be an equity line of credit, a fixed rate home equity loan or something in between depends on your financial portfolio, how you believe your finances will change within the next five years, how long you plan to keep the house you are currently living in and how secure you feel with changing your mortgage payments and increasing your debt.

But ultimately, the surest way to increase your shot at higher returns and achieving your financial goals is to build a broadly diversified portfolio and keep costs down.

Using the S&P 500 Index or a similar derivative as the backbone of your investment portfolio is a risky strategy that increases the danger of you failing to meet your financial goals.

Here are some tips and financial planning tools aimed at helping investors manage their investments while cutting risk in their portfolios and increasing profits.

These and other factors may also lead to increased volatility in the financial markets and reduced liquidity in the fund's portfolio holdings.

This gives your financial advisor an incentive for your portfolio to grow, as their compensation will also increase.

September portfolio activity was nearly identical to August for the Dividend Meter: Two dividend increases and a purchase of more shares of DFS (Discover Financial Services) combined to modestly boost total annual dividend income by $ 39.00:

Adjust portfolios over economic and market cycles One of the best times to own high - yield bonds is during the expansion phase of an economic cycle, when financial measures are increasing along with consumer confidence.

Once you hit $ 100k in assets you'll get a second dedicated Financial Advisor and increased customization for your portfolio.

The Insurers are bound to send an annual report, which would cover the fund performance during previous financial year in relation to the economic scenario, market developments etc. which should include fund performance analysis, investment portfolio of the fund, investment strategies and risk control measures adopted to increase the policyholder's benefit.

As a result of adverse market conditions and increased defaults on these bonds, some of these companies experienced serious financial stress and reduced portfolio yields.

In the past 12 months, the demand for bitcoin from the traditional financial industry has significantly increased, pressuring hedge funds and large - scale investment firms to include bitcoin and cryptocurrencies as a major part of their portfolios.

Constructed client portfolios based on asset allocation and historical financial and market data to reduce their investment volatility and risk while increasing returns.

Self - motivated with the capability of adding value to investment portfolios and documenting financial records of organizations and individuals resulting in cost savings and increased return on investments.

Accomplishments • Reconciled a clients» financial statement which he claimed had gone haywire because the bank had deducted a huge amount • Successfully processed online transactions for 1500 clients in one day, following holiday rush • Met sales goals by a 100 % between (2011 and 2014) by selling all allotted credit cards to existing clients • Introduced the concept of «personalized home services» for clients with sizeable portfolios, resulting in increased interest in the bank's services

The problem is that these offshore transactions may turn out to be financial transactions as opposed to property transactions, with the focus more on the initial increase in earnings (due to favourable acquisition spreads and the assumed depreciation of the rand) as opposed to the longer - term impact on overall portfolio quality and growth potential.

A financial institution may also go beyond the requirements of the agencies» regulations to require an appraisal in certain instances (e.g., when the institution's portfolio risk increases, on higher - risk real estate - related financial transactions, etc.).

These financial pros told pollsters their clients preferred North American real estate (67 percent expected increased purchases there) and that money would most likely flow into residential real estate (72 percent expect clients to add to this slice of their portfolios.)