Sentences with phrase «investment fees and expenses»

Because total annual investment fees and expenses paid by the average individual investor add up to between 2 % and 2 & 1/2 % a year, the great majority of investors would in reality save two percent annually.

Research from Morningstar shows that the less you pay in investment fees and expenses, the higher your returns will generally be.

The law has repealed deductions for investment fees and expenses such as fees paid for advice in connection with separately managed accounts, he tells the publication.

The miscellaneous itemized deduction was a catch - all bucket of expenses, including investment fees and expenses, tax - preparation fees, safe - deposit box fees, union dues and trustee fees (for example, for an IRA).

These include investment fees and expenses, convenience fees for using a credit or debit card to pay your taxes, and trustee fees for an IRA if paid separately.

Union dues Medical, dental, prescription drugs and other health care costs Real estate taxes State and local income taxes Interest paid on a home mortgage Personal property taxes Cash contributions to churches and charities Interest paid on investments Market value of non-cash contributions to churches and charities Personal losses due to theft or casualty Job - related expenses you were not reimbursed for Home office expenses Job - related education and professional development Tax preparation fees Investment fees and expenses

Not exact matches

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.

In his book Your Money and Your Brain, Jason Zweig summarizes decades of research into one investment truth: «The single most critical factor in the future performance of a mutual fund is that small, relatively static number: its fees and expenses.»

It can be worthwhile to sell a mutual fund, especially one intended to be a core long - term holding, if its management fee and other expenses are higher than those of similar funds with the same investment objective.

In addition to the super-sized upfront investment, McDonald's franchisees pay what are called «ongoing fees» on rent, remodeling and other expenses associated with maintaining their business.

«The type of hidden fees annuity investors should pay attention to are separate account [investment funds] expense ratios; back - end sales charges; annual administration fees; mortality and expense costs; any rider fees, such as guaranteed income rider, death benefit riders [and] principal protection riders, to name a few,» says financial planner Joseph Carbone of Focus Planning Group.

The service will walk users through opening a 529 account, recommend a savings goal and manage the account — slowly skewing conservative as the child approaches college age — for an all - in fee of no more than 0.46 %, depending on investment expense ratios.

Certain of the underwriters and their respective affiliates have performed, and may in the future perform, various investment banking, financial advisory and other services for us, our affiliates and our officers in the ordinary course of business, for which they received and may receive customary fees and reimbursement of expenses.

The largest increases in the deficit would come from repealing or modifying tax provisions in the ACA that are not directly related to health insurance coverage — such as repealing a surtax on net investment income, repealing annual fees imposed on health insurers, and reducing the income threshold for determining the tax deduction for medical expenses.

To better understand the similarities and differences between investments, including investment objectives, risks, fees and expenses, it is important to read the products» prospectuses.

As with all investments, an investor should carefully consider his investment objectives and risk tolerance as well as any fees and / or expenses associated with such an investment before investing.

An investment in the Fund is subject to fees and expenses.

Professionally managed donor - advised fund accounts can include a variety of investments whose fee structures and operating expenses will vary.

Commissions, management fees and expenses all may be associated with mutual fund investments.

If returns on investments in your account over the next 35 years average 7 percent and fees and expenses reduce your average returns by 0.5 percent, your account balance will grow to $ 227,000 at retirement, even if there are no further contributions to your account.

You can take action by signing up for Personal Capital, the # 1 free financial tool to help you track your net worth, manage your expenses, analyze your investments for excessive fees, and plan for your retirement.

Wrap fees can include investment management fees, surrender charges, mortality and expense risk charges, and administration fees.

Miscellaneous expenses that are subject to the 2 % rule fall into three categories: tax preparation fees, unreimbursed employee expenses and other expenses you pay to (a) receive taxable income (b) manage an investment property or (c) get a tax refund.

PLANADVISER: The complaint accuses the plans» administrative committee of failing to adequately disclose to participants the risks, fees and expenses associated with investment in hedge funds and private equity.

^ The Fund's investment adviser, SSGA Funds Management, Inc. (the «Adviser» or «SSGA FM»), is contractually obligated until December 31, 2018 (i) to waive up to the full amount of the advisory fee payable by the Fund, and / or (ii) to reimburse the Fund to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and expenses, and distribution, shareholder servicing and sub-transfer agency fees) exceed 0.85 % of average daily net assets on an annuaExpenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and expenses, and distribution, shareholder servicing and sub-transfer agency fees) exceed 0.85 % of average daily net assets on an annuaexpenses, acquired fund fees and expenses, and distribution, shareholder servicing and sub-transfer agency fees) exceed 0.85 % of average daily net assets on an annuaexpenses, and distribution, shareholder servicing and sub-transfer agency fees) exceed 0.85 % of average daily net assets on an annual basis.

The 529 Plan Program Disclosure contains more information on investment options, risk factors, fees and expenses, and potential tax consequences.

1The Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until May 1, 2019 to waive its management fee and / or to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annuaexpenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annuaExpenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual bafees, extraordinary expenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annuaexpenses, acquired fund fees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual bafees and any class specific expenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annuaexpenses such as Distribution, Shareholder Servicing, Administration, and Sub-Transfer Agency Fees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual baFees, as measured on an annualized basis) exceed 0.07 % of average daily net assets on an annual basis.

For information regarding the investment objectives, strategies, liquidity, risks, expenses and fees of the VanEck Vectors Gold Miners ETF and VanEck Vectors Junior Gold Miners ETF, please refer to the prospectuses for those funds.

^ The Fund's investment adviser, SSGA Funds Management, Inc. is contractually obligated until April 30, 2019 (i) to waive up to the full amount of the advisory fee payable by the Fund, and / or (ii) to reimburse the Fund for expenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees, and any class - specific expenses, such as distribution, shareholder servicing, sub-transfer agency and administration fees) exceed 0.01 % of average daily net assets on an annuaexpenses to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees, and any class - specific expenses, such as distribution, shareholder servicing, sub-transfer agency and administration fees) exceed 0.01 % of average daily net assets on an annuaExpenses (exclusive of non-recurring account fees, extraordinary expenses, acquired fund fees, and any class - specific expenses, such as distribution, shareholder servicing, sub-transfer agency and administration fees) exceed 0.01 % of average daily net assets on an annuaexpenses, acquired fund fees, and any class - specific expenses, such as distribution, shareholder servicing, sub-transfer agency and administration fees) exceed 0.01 % of average daily net assets on an annuaexpenses, such as distribution, shareholder servicing, sub-transfer agency and administration fees) exceed 0.01 % of average daily net assets on an annual basis.

^ The Fund's investment adviser is contractually obligated until April 30, 2019 (i) to waive up to the full amount of the advisory fee payable by the Fund and / or (ii) to reimburse the Fund to the extent that Total Annual Fund Operating Expenses (exclusive of non-recurring account fees, extraordinary expenses, and distribution, shareholder servicing, and sub-transfer agency fees) exceed 0.13 % of average daily net assets on an annuaExpenses (exclusive of non-recurring account fees, extraordinary expenses, and distribution, shareholder servicing, and sub-transfer agency fees) exceed 0.13 % of average daily net assets on an annuaexpenses, and distribution, shareholder servicing, and sub-transfer agency fees) exceed 0.13 % of average daily net assets on an annual basis.

Additionally, the complaint accused the plans» administrative committee of failing to adequately disclose to participants the risks, fees and expenses associated with investment in hedge funds and private equity.

I love how they are disrupting the traditional wealth management industry with their free, DIY financial dashboard where everybody can management their net worth, track their expenses, and examine their investment portfolios for excessive fees.

When applicable, investment results reflect fee waivers and / or expense reimbursements, without which results would have been lower.

Investment results assume all distributions are reinvested and reflect applicable fees and expenses.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Assuming the exact same investments above, if you were to pay 20 % carry on each of your investments, despite not generating any profit, you would still have to pay the full $ 20K in carry on the one successful investment, and would therefore end up with less money than you started with, or $ 80K returned (probably less after other fees and expenses).

The 12b - 1 fee is also expressed as a percentage of your total investment and is typically already included in the fund's expense ratio.

The investment bank earned roughly $ 590 million in fees, commission and expenses, according to a person familiar with the situation.

The investment bank earned roughly $ 590 million in fees, commissions and expenses from three bond issues, according to the filings - equivalent to 9 percent of the total amount raised.

When considering rolling over assets from an employer plan to an IRA, factors that should be considered and compared between the employer plan and the IRA include fees and expenses, services offered, investment options, when penalty free withdrawals are available, treatment of employer stock, when required minimum distributions begin and protection of assets from creditors and bankruptcy.

There may be commissions, trailing commissions, management fees and expenses associated with mutual fund investments.

The rollover decision should reflect how the plan from which assets would be distributed stacks up in comparison to the proposed IRA in terms of investment options, fees and expenses, and services (such as advice planning tools).

The expense ratio is a measure of a fund's costs; it is listed as a percentage and shows the amount of your investment that will be taken to cover the fee annually.

For information regarding the investment objectives, strategies, liquidity, risks, expenses and fees of the Market Vectors Russia ETF, please refer to that fund's prospectus.

The Fund seeks investment results, which correspond to the price and yield performance, before fees and expenses, of the S&P U.S. Preferred Stock Index (the Underlying Index).

The Ensemble Fund's prospectus contains important information about the Fund's investment objectives, potential risks, management fees, charges and expenses, and other information and should be read and considered carefully before investing.

The prospectus includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing.

The Gross Expense Ratio does not include a fee reduction related to the Fund's investment in a Franklin Templeton money fund and / or other Franklin Templeton fund, contractually guaranteed through 1/31/19.

NOW You can deduct fees you pay to an investment adviser and similar expenses related to money management but only if they add up to at least 2 percent of your adjusted gross income.

This is the last year you can take miscellaneous itemized deductions, including those for tax preparation and investment fees and unreimbursed employee expenses.