Sentences with phrase «investment planning needs»

Planned gifts typically meet tax and investment planning needs of individuals while providing a future gift to help ensure the long - term support of Georgia Aquarium and our mission «to be an entertaining, educational, and scientific institution featuring exhibits and programs of the highest standards, offering engaging guest experiences, and promoting the conservation of aquatic biodiversity throughout the world.»

Plus we can refer you to PNC resources for your personal investment planning needs.

After becoming a Certified Financial Planner ™ Practitioner and working in and studying the financial services industry for several years, Jim concluded that in order for individuals and families to be truly successful in their financial and investment planning they needed a highly trained, independent financial advisory team, loyal only to them and compensated only by them.

Investment plans need to be customized because different people have different degrees of risk they will accept as well as varying time frames they intend to hold their investments.

Changes to your investment plan need be made by 5:00 PM on Monday to be effective for the following day.

However, if the payout from the pension fund is not enough or if the person needs regular payouts at certain stages of life to meet future expenses, then the monthly investment plans need to be looked at.

Not exact matches

Consider undertaking a purpose - based approach that appropriately matches your goals with investment strategies such as these: a short - term strategy (tax reserves, working capital, near - term planned outlays and lifestyle needs), an intermediate - term strategy (new investments) or a long - term (income needs, wealth transfer and philanthropy).

Releasing a report responding to Ceres — a group made up of institutional investors which has for years been pushing resource companies to disclose their carbon bubble risks — Exxon vice-president of corporate strategic planning William Colton said, «All of ExxonMobil's current hydrocarbon reserves will be needed, along with substantial future industry investments, to address global energy needs.»

And it means distilleries need to have long - term plans for investments and financing — all of which could be thrown into turmoil in a single day, Sept. 18, when Scotland votes on whether to leave Britain.

Or maybe because you're not looking to take your existing company to market, borrow money from a bank, sell it or get new investment, you don't need a plan.

What's more, neither plan offers the larger deficit - reducing assurances that credit ratings have said they need for the U.S. to retain its place as one of the most secure investments in the world.

To really grow your business this year, you'll need a smart, organized and strategic investment plan.

To put that plan into action, Green needed to raise capital from a strategic investor, and on March 9, Indochino announced it had secured a US$ 30 million investment led by Dayang Group, a clothing manufacturer based in Dalian, China, and one of Indochino's existing production partners.

That software will analyze both short - and long - term financial needs and design the most efficient investment plan to meet them.

A solid plan needs a complete financial model and clear assumptions: how much money is needed, where investments will be made and where the money will get you.

Wiseman said all of CPPIB's investment teams made material contributions last year, producing CPPIB's largest level of annual investment income since inception, but noted the Canada Pension Plan isn't expected to need to draw money from the fund until at least 2023 and, even then, at a relatively small amount for several years.

Panasonic is prepared to move up its investment plans for Tesla Motors» battery plant if needed to meet strong demand for the electric car maker's upcoming Model 3 sedan, an executive at the Japanese electronics group said.

In order to achieve these lofty goals, the crown prince is going to need a lot of investment capital, and low oil prices, below $ 50, are not part of the planning.

If you're leaving for only a year, it's probably not worth the hassle to change your tax status, but you will need to make plans for your RRSPs and other investments.

With Albertsons contending with weak sales performance in the last two years, and struggling to keep up with whatever Amazon.com has planned with Whole Foods Market and all the investments Walmart is putting into grocery pickup, it's clear it needed a deal.

To help you put together an investment plan, your planner needs to know when you plan on needing that money.

«A lot of entrepreneurs don't think about that during the start - up phase, but I was convinced that we needed to plan for the back end of the investment up front.»

And although VEBAs won't help you with your short - term investment goals, they can certainly help address your estate - planning needs.

With the personalized portfolio management solutions offered by Motley Fool Wealth Management, you will get a completely customized investment plan created for your unique needs and goals, have your money managed for you by Motley Fool - trained portfolio managers, get to keep more of your money, thanks to fees well below the industry average, and enjoy 24/7 access to your account's investments and performance.

As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals.

«We need a continuing and increasing investment in public transportation,» says Angela Iannuzziello, chair of the Board's infrastructure committee and a private sector transportation planning consultant.

You would need to take advantage of the cash value of the policy or have it as a part of your estate plan in order for the investment to make sense.

«Just setting that mix isn't enough: To reap the benefits of your plan, you need to revisit your investments as the market moves and your situation changes.

Implement your plan with the right mix of income - producing investments to balance your financial needs and investment priorities in retirement.

At McKay Wealth Management Group, we are fiduciaries working in your best interest to service your investment and financial planning needs.

For most long - term investors, there is no need to deviate from a solid investment plan just because you are concerned that market conditions might change.

The mega-settlements Schlichter has won, along with a U.S. Supreme Court ruling last year that put plan fiduciaries on high (er) alert about the need to continuously monitor plan investments, has encouraged more law firms to develop and expand their fiduciary litigation practices.

«A big economic powerhouse needs to be higher than mid-table,» he said, adding that a planned EU - Chinese investment treaty needed to be completed to ensure reciprocal relations.

So, we need to look at how confidence interacts with business — planned business investment, because it means a lot for both the economy and obviously the markets.

Our associates combine investment management, wealth planning and coordination, and culture and legacy services to build solutions reflecting the needs, perspectives and objectives of each family.

Ms. Johnson's work focused on tailoring plans for clients that carefully integrated their investment objectives, insurance and income needs with their tax planning and legacy strategies.

(p. 154) That kind of planning will help Canada to take full advantage of our existing clean power resources, and we're going to need to make smart grid and transmission investments under a national climate plan.

In the event your needs extend beyond wealth planning and investment management, we offer a comprehensive collection of financial services.

I was a private Wealth Manager and worked with ultra high - net worth individuals and families managing their entire wealth picture including their finances, investments, tax and estate planning needs.

For example, depending on the time horizon, retirement income needs, and tax bracket, an investment in the fund might not be appropriate for younger investors not currently in retirement, for investors under age 59 1/2 who may hold the fund in an IRA or other tax - advantaged account, or for participants in employer - sponsored plans.

«Basic needs» include the management of investments and cash flow, and the structural elements of income tax planning, estate planning and insurance, among other disciplines.

If you sell early — either because you need cash or you change your investment plans — you will be exposed to additional risks, including the risks of loss or decreased yield from your ladder.

Whether you want to plan for retirement, pay for college, or something else — we can help you build an investment strategy that fits your needs.

But it's important to pad your wealth plan with steady, reliable sources of income, too — and to have investments that you can tap in the short term if you need the money.

While the majority of our clients seek both services, when appropriate, we are able to unbundle our services and provide only investment management or wealth planning to meet your needs.

You need to have developed a sound financial plan that demonstrates how your business will make money and some reasonable scenarios about when your investors will receive a cash return on their investment.

Wealthstream Advisors works with people who are seeking in - depth financial planning and independent investment management so that they have the confidence and knowledge they need to navigate the complexities that wealth brings.

We plan distributions of foreign earnings based on projected cash flow needs as well as the working capital and long - term investment requirements of our foreign subsidiaries and our domestic operations.

As your strategic investment partner, we create an evidence - based investment plan that takes into account your organization's need, ability and willingness to take risk.

Businesses need to make sure their expectations about investment returns reflect the current and likely future reality and reconfigure their investment plans accordingly.