Sentences with phrase «investing plans based»

As soon as you finish the questionnaire, Wealthfront will calculate two personalized investing plans based on your answers - one plan for a taxable account and one for a retirement account.

Not exact matches

• Permira, U.K. - based private equity firm, plans to raise two new buyout funds of $ 1.5 billion each, one for Asia - focused deals and one for growth - stage investing, according to Private Equity News.

«He's got no energy plan, no financial analysis, if he thinks he's going to sell it off and the private sector is going to come in and invest, that is a recipe for Puerto Rico being raked over the coals by private interests,» Tom Sanzillo, director of finance for the Cleveland, Ohio - based Institute for Energy Economics and Financial Analysis.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

Whitman told local media that HPE plans to work with the Singapore Economic Development Board, local universities, and venture capital firms to identify Singapore - based startups that specialize in areas in which HPE is also investing.

Someone invests his savings in her business, takes on appropriate risk based on her business plan, manages a business prudently and ethically, pays her employees well and then is told at the end that she doesn't actually own anything for her trouble?

Chinese ecommerce giant Alibaba invested in the San Francisco - based ride - sharing company, which plans to expand internationally.

• Golub Capital invested $ 675 million in PetVet Care Centers, a Wesport, Conn. - based operator of veterinary hospitals for pets and portfolio company of Ontario Teachers» Pension Plan.

Portland has invested heavily in rail - based public transit, and the city enacted strict urban planning rules to encourage greater residential density around transit nodes and workplaces.

It's a pretty simple plan based on solid investing fundamentals.

India and US - based early stage investment firm India Internet Fund (IIF), which was earlier known as India Internet Group, plans to invest $ 50,000 - 200,000 (Rs 30 lakh to Rs 1.2 crore) in up to 10 mobile technology startups in 2015, a top executive of the firm told Techcircle.in.

The firm plans to prove its strategy of investing in consumer retail and finding brands that have a strong customer base.

Caveat # 1: For 529 savings plans, you have the ability to invest funds within a number of investment options, such as an age - based fund.

For 529 savings plans, you have the ability to invest funds within a number of investment options, such as an age - based fund.

Return on invested capital (ROIC) was added to Hurco Companies» executive compensation plan in 2014 as a target goal for performance - based equity awards.

This could include setting targets for nominal GDP growth rather than inflation, investing in a wider range of risk assets, making plans to allow base rates to turn negative, and underscoring the importance of avoiding a new recession.

Maitland, Fla. — based Timothy Plan invests with filters aligned with a Christian worldview of evangelical pastors, according to its website.

Seattle - based Amazon is looking for another city to build its second headquarters and has plans to invest $ 5 billion and create 50,000 jobs.

If the price of premiums is still too steep and the freelance is healthy, consider a high - deductible health plan and open a Health Savings Account to invest for potential future medical expenses on a pre-tax basis!»

GFI believes these presentations played a key role in the firms investing more than $ 15 million into cultured meat.37 Another notable accomplishment was the development of plant - based meat and fish courses at UC Berkeley.38 The courses were popular enough that UC Berkeley decided to introduce a permanent «Program for Meat Alternatives» course, co-designed by GFI and which GFI plans to replicate nationally.39

According to a Deloitte Insight report on RPA, 35 % of shared services and global business services leaders have researched and read up on RPA, but only 13 % plan to increase automation in the coming 12 months by investing in the technology, compared with 36 % who plan on using Cloud - based services.

In this book Bill Schultheis presents a simple investing plan built on establishing an investment portfolio of low cost index funds that, based on historical performance, will generate positive returns over a long time period (10 + years).

Accolade Wines is also ramping up its Australian - based bottling after unveiling plans to invest AU$ 40 million in a new bottling plant and warehouse in Berri, in South Australia's Riverland region in the south of the country, which will end a reciprocal deal with Treasury Wine in Australia and the UK.

It is also ramping up its Australian - based bottling after unveiling plans to invest AU$ 40 million in a new bottling plant and warehouse in Berri, in South Australia's Riverland region in the south of the country.

«We are going to have to provide a financial plan for the Thruway Authority and for the bridge and we do that on an going basis,» he said, adding, «We don't want to get too specific about a tolling plan until we know all the possible financing sources — the federal piece, the EFC piece that I think we all know about and then the settlement funds which kind of thankfully was mana from heavan which a piece of that can be invested in this very important infrastructure project.»

Among the proposals not included by the Assembly: a sweeping policy change that would give the state wide latitude in determining value - based payments for health care providers, a plan to allow private equity investing in hospitals and a plan that would limit how much providers can charge for drugs in Medicaid - managed care plans.

He over-generalizes the investment choices, though — individuals make their own decisions under 401 (k) plans how to invest, as they are not always based on age.

Hawkins praised Stein's Green New Deal, a proposed plan that aims to create 20 million new jobs by transitioning from fossil fuel - based infrastructure to 100 % clean renewable energy by 2030, while also investing in improved public transportation and community - based agriculture.

The United States Embassy in Ghana in denying reports that the US government is planning to establish a military base in Ghana, said «This year, the United States of America is investing over $ 20 million in training and equipment for the Ghanaian armed forces.

Delaware North plans to invest a total of $ 17.1 million to build out and furnish 110,000 - square - feet of space in a 12 - story, mixed use building proposed by Amherst - based Uniland Development.

Two California - based companies plan to invest $ 1.5 billion of their own money in the venture.

Seattle - based Amazon is looking for another city to build its second headquarters and has plans to invest $ 5 billion and create 50,000 jobs over 10 to 15 years.

Legislators rejected this change during the first round of budget negotiations, with the Assembly creating a credit based on income (and not tied to local spending) and the State Senate embracing a simpler but less onerous plan advanced by groups representing cities, towns, counties, school boards and villages to give the «freeze» check back to the local government to invest as it sees fit.

The money is part of an over $ 1 billion dollar fund that uses the state pension plan monies to invest in locally based entrepreneurs who want to grow their business in the state.

Or if you plan to make nut milk on a regular basis, go ahead and invest in a nut milk bag!

«UNEP currently invests US$ 20 million annually in supporting Ecosystem - based Adaption in 47 countries as part of its EbA Flagship Programme and will catalyse further action to strengthen EbA as part of overall national adaptation planning.

While the subject matter might have been the same for a particular video conferencing session, preservice teachers who were more invested in host students began to personalize lesson plans and instructional approaches based on more nuanced understandings of host students.

It takes tremendous marketing effort to see a book - based website take off; if you're not planning to invest years in it, focus on launching or improving your author website instead.

Base your book sales plan on the amount of time you have to invest in promoting and selling your book.

The main point that I am trying to drive here is the decision of whether should I invest in an ELSS or other equity funds OR should I invest in a retirement fund for the purpose of «RETIREMENT» can not be made just on the basis of just comparing the features of the 2 plans like exit load, lock in period.

You then get to choose how this money is invested based on the stocks, bonds or other investments offered through the plan.

We have been investing in two 529 plans on a monthly basis for 8 - 10 years for the boys.

Collectively, these plans likely have over $ 1 billion invested in them, based on the government's tax saving assumptions of $ 260 million over the first five years alone.

For those who don't have the discipline to log in and purchase shares on a regular basis, the ability to setup a monthly investing plan is a big benefit.

But it is important to make the time to follow up with a financial adviser and invest the money based on a financial plan.

In my opinion investing is all about asset allocation and should be based upon one's financial plan.

We recommend that you base your investing for retirement on a sound financial plan.

With UNIQUE plan, you can have two age - based options to invest your college - saving... Read more here -LSB-...]

With UNIQUE plan, you can have two age - based options to invest your college - saving money: Invest in actively managed funds or index funds.

The plan assets are professionally managed by the investment company and typically invested based on the anticipated year the funds will be needed for higher education expenses.