Sentences with phrase «into account assets»

To keep tabs on assets that may be facing a higher than usual risk of default, Morningstar Credit Ratings, a Nationally Recognized Statistical Ratings Organization (NRSRO), follows a special formula that takes into account the assets» debt service coverage ratios, loan - to - value ratios, occupancy levels, maturity dates, tenant rollover expectations within a 12 - month period and the overall leasing conditions in the assets» metropolitan area.

In deciding the final equitable distribution, the Court will take into account the assets already distributed.

An insurer will take into account your assets, your risk factors, and several other items when presenting you with a quote.

To get a real picture I need to take into account assets in all the accounts — and not slice and dice investment accounts.

It takes into account your assets and income, but not your credit history.

An insurer will take into account your assets, your risk factors, and several other items when presenting you with a quote.

Lenders will take into account your assets, income, credit score, the current value of the property, other debts and the total amount you want to borrow against your home.

Also, the IDC did not take into account our assets under management which have fluctuated significantly over the past several years, driving fees.

At the very least, it might be prudent for the BoC to separately take into account asset prices when it sets monetary policies (as I've argued in past columns stretching back to 2007).

This works by optimizing holdings for variance with the goal of achieving the highest return for the lowest risk while taking into account any asset class combination.

It is an essential part to value investing because it does not take into account asset appreciation.

Not exact matches

To find the wealthiest people in the world, Wealth - X looked at its database of dossiers on more than 110,000 ultra-high net - worth people and used a proprietary valuation model that takes into account each person's assets, then adjusts estimated net worth to account for currency - exchange rates, local taxes, savings rates, investment performance, and other factors.

If you hold dividend - paying assets in a non-registered account, consider setting up an automatic transfer of that dividend income into your RRSP after the quarterly payout period, says Jon Palfrey, a portfolio manager with Leith Wheeler Investment Counsel.

Accounting firm Crowe Horwath has entered into exclusive takeover talks with a partnership between wealth management group Financial Index Wealth Accountants and private equity firm KKR Asset Management, snubbing rival bidder Anchorage Capital Partners.

I find that access to data points on new users, new accounts, assets, funding, and so on gives the entire team insight into our customers» user experience.

This figure takes into account the entire firm's total assets under management.)

This figure takes into account the parent firm's total assets.)

Although all states now have «no fault» divorce proceedings, some jurisdictions still take into account the grounds for divorce when dividing assets, said Justin Reckers, a certified financial planner, divorce financial analyst and CEO of WellSpring Divorce Advisors.

There are rules already in place for investments in specific registered accounts — RRSPs, RRIFs and TFSAs — to prohibit certain advantages, such as the shifting of taxable income into a registered fund, swap transactions, non-arm's length portfolio investments, and the making of prohibited asset investments in a registered plan.

In a separate decision on Monday, a judge ruled that a lawsuit calling for Mr. Najib to return the money that had been transferred into his personal account, and for seizure of his assets around the world, could move forward.

The Fed's operations in the recent crisis have been loans to banks and other financial institutions and purchases of financial assets, not helicopter drops of cash into households» accounts.

There are definitely abuses of the system, such as the likes of Mitt Romney sticking ridiculously low - priced assets into retirement accounts.

The campaign gifts now listed in the FEC database for the 2016 election may seem small when the salaries and assets of these tech CEOs are taken into account.

It takes into account the replacement costs of assets that are depreciating in value.

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.

The value assigned to the purchase should also take into account property assets anticipated to recover or gain in the future.

Following the financial crisis, I argued that regulators should look into whether or not the mutual fund rules and current accounting rules were appropriately structured given the growing presence of firms like Berkshire Hathaway (BRKA), which get a pass from daily net asset value calculations and other requirements.

So channel as much of your income as possible into legally protected personal assets such as a 401 (k) plan and college savings accounts in your children's names.

«Robo adviser is just an asset allocation program which takes your risks preferences into account,» Sharma said.

Tax Coordinated Portfolios on the other hand places assets that will be taxed highly into your IRAs which have big tax breaks, while placing assets that have lower taxes in your standard taxable accounts.

If one will look into a business accounting, inventory is considered as a largest asset which requires direct attention to have a smooth order fulfilment process.

Client assets in the Advice and Wealth Management business grew as more clients pumped assets into fee - based investment advisory, or wrap, accounts.

«These loss assessments do not take into account losses to natural capital / assets, health care related losses, or values associated with loss of life,» Smith said.

One of the things that appeals to me the most about this Cash Reserve method is that the amount of stock assets I have in my portfolio is determined not by some arbitrary percentage, but, instead, by how much I income I spend each month after taking Social Security benefits and pension income into account.

There appears to have been an assumption that this disclosure is required, because these funds constitute «Designated Investment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accounts.»

In contrast, the banking sector had a net foreign currency liability position before taking into account the use of derivatives for hedging purposes and a net foreign currency asset position of close to zero after accounting for the use of hedging derivatives.

Domestic assets are transferred into foreign hands — including those of domestic oligarchies operating out of their offshore dollar or Swiss - franc accounts.

As at the end of March 2013, international investment position (IIP) data indicated that Australian entities overall had a net foreign currency asset position equivalent to 27 per cent of GDP before taking into account the use of derivatives for hedging purposes (ABS 2013a).

I am not sure how the Intel plan works, and whether or not participants can choose to invest their account assets directly into one or more of these investment funds or whether a participant must choose one or more of the so - called TDPs.

«I think we are going to be able to see a lot of opportunities for people to put their assets into systems that have the advantages of blockchain systems: moving assets very quickly and still having a really clear accounting of who owns what,» he said.

The general government sector — which consists of national, state and local governments — had a net foreign currency asset position equivalent to around 3 per cent of GDP as at the end of March 2013, before taking into account the use of derivatives for hedging purposes (Table 2).

A comprehensive asset protection plan must take into account today's complex tax landscape, as well as your range of assets, wishes for supporting loved ones, and charitable interests.

Once I roll over my retirement plan assets into a Vanguard IRA, can I make additional contributions to my account?

Note also, if you have assets in a Designated Roth Account (i.e., Roth 401 (k)-RRB- and would like to roll these to an IRA, the assets must be rolled into a Roth IRA.

Short - term debt is used to finance assets that can be made liquid quickly (turned back into cash)-- examples include accounts receivable amounts, tax credits, newly signed contracts and inventory.

[A] mong the elements to be taken into account for purposes of determining what constitutes an «extraordinary» action, which would normally be outside the apparent authority of senior executives, are the economic magnitude of the action in relation to corporate assets and earnings, the extent of risk involved, the time span of the action's effect, and the cost of reversing the action.

These simulations take into account the volatility that a variety of asset allocations might experience under different market conditions.

The other 30 cents was invested in CDs to ensure capital preservation while the remaining 35 cents just sat in a money market account waiting to be deployed into real estate, my favorite asset class.

But this masks the reality that equities — and by extension other risk assets — still look attractive taking into account that bond yields are likely to stay historically low.

Ideally, investors want to take three factors into account in portfolio construction: the expected return for each asset, the expected risk (normally expressed as the standard deviations of return) and the co-movement of each asset.