Sentences with phrase «investment plans as»

Dalia helped many Real Estate investors kick start their investment plans as well as take their portfolios to the next level.

They work with trust officers and assist in customizing the investment plans as per clients» needs.

Typically, mortality rate is higher for insurance - cum - investment plans as against a term plan.

These expenses are recovered from policyholders and the premiums they pay for investment plans as well as other types of insurance policies.

In this situation, it is always a good idea to invest regularly in systematic investment plans as your average price will be able to factor the volatility in an effective way.

Make changes to your investment plans as your needs change.

Energy firms instantly scrap investment plans as the price freeze becomes reality while pension funds put their UK infrastructure investments on hold.

Two - thirds of business leaders surveyed ahead of today's conference said their level of confidence had dropped since August, while one - third were reviewing investment plans as a result.

By contributing to a long — term investment plan as early as possible, you may set yourself up for a brighter future.

I am looking for a 5 yr investment plan as of now.

Investors have to know and understand the difference between value funds and growth funds so as to be able to create an investment plan as well as a portfolio which meets their financial goals and objectives.

A.1 % chance of an Iranian nuke going off in anger that would lead to vast socio - political and economic turmoil is just as big a deal for investment planning as a long, gradual warming of the climate.

Moreover, with the flexibility of switching between debt, equity and balanced funds with varying risk - return profiles, hands - on informed investors will find ULIPs the best investment plan as they can keep close tabs on their investment and make changes based on how the market is performing.

It is possible to carry out a Systematic Investment Plan as far as the Canara Robeco Equity Tax Saver Fund is concerned with investments being made in multiples of 500 and 1000.

All of that could be afforded by buying a child investment plan as the sum obtained on the maturity of the plan would help lessen this financial burden to quite an extent.

If you prefer, you can use an ISA (individual savings account) or another investment plan as well as or instead of a pension.

Not exact matches

The investment indicator in the Business Outlook Survey weakened significantly from the summer report, as the balance of opinion between firms planning more spending on machinery and equipment versus those predicting less dropped to 17 per cent from 29 per cent in the summer and 35 per cent at the start of the year.

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).

PLANNED investment in Port Hedland's inner precinct has topped $ 500 million and more cash is likely to be injected as the state government investigates options for expanding the port.

NEW YORK, April 17 - The judge overseeing the $ 1 billion fraud case of defunct New York hedge fund firm Platinum Partners has ordered a separate trial for a defendant planning to argue that Platinum Chief Investment Officer Mark Nordlicht and other defendants were guilty as charged.

But Fiat said the investment was the next phase of a previously announced plan, describing it as a «continuation of the efforts already underway to increase production capacity in the U.S. on trucks and SUVs to match demand.»

«What I think is really important as you build a growth plan for a company — and our growth plan is really a five - year plan — is that your investment strategy is aligned with that,» he says.

Working with your financial quarterback, develop your new investment business plan (known as an investment policy statement) for the immediate deployment of the transaction's proceeds and for long - term management of investment capital.

Most importantly, showing the lender your business ability to generate revenue and produce a profit as well as showing your own personal investment in the business along with your business plan should give a good chance of securing finance.

Speaking to the influx of investment by the world's largest technology companies into the U.K. as Facebook, Google and Apple all recently announced greatly expanded plans for London headquarters and staffing levels, Marshall said the technology sector is more able to cope with the uncertainty wrought by Brexit.

In April a 40 % stake in its parent, Glencore Agriculture Products, was quietly repatriated by the Canada Pension Plan Investment Board for US$ 2.5 billion as Glencore shed assets to pay down debt.

• Morgan Creek Capital Management, a Raleigh, N.C. - based investment firm, along with newly acquired Full Tilt plans to raise as much as $ 500 million in a new blockchain - focused fund.

And here's the most interesting finding: CFOs say they plan to spend their tax windfalls mostly on higher investment in the U.S., as well as on R&D and higher wages.

Now, he plans to double down on investment opportunities in emerging technologies such as blockchain, and says the firm will participate in upcoming initial coin offerings.

«It also includes plans for Saudi Arabia to become a global investment powerhouse and the crown prince's visit will help explore ways in which Saudi Arabia can build on its investment in the U.K. in sectors such as infrastructure,» the government added.

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.

«The goal is to find an established business with a good growth plan,» such as an acquisition, or the development of a new product, says Dan Gardenswartz, principal of Sage Group LLC, a Los Angeles - based investment bank.

As with 401 (k) plans, HSAs typically offer a menu of investment options.

It will take a bit of planning to keep your documents safe from others, the elements and even time, but with the right planning and a bit of an investment, you can rest easy knowing your documents are as safe as you can make them.

If your investments lose significant value as you are preparing to tap them, you may have to work longer than you had planned or accept a drastically lowered standard of living in retirement — or both.

In October, Toyota said it would scale back investment in a planned plant in Mexico by 30 percent to $ 700 million and cut planned annual capacity in half to 100,000 vehicles as it shuffles its production plans to meet market demands.

Amazon (amzn) has said it plans to invest over $ 5 billion in construction and produce many as 50,000 high - paying jobs at HQ2, with the further promise of «tens of thousands of additional jobs» as well as billions of dollars more in additional investment in the host city — prompting a flurry of (sometimes outlandish) bids from cities and states to woo CEO Jeff Bezos and company.

NEW YORK, April 17 (Reuters)- The judge overseeing the $ 1 billion fraud case of defunct New York hedge fund firm Platinum Partners has ordered a separate trial for a defendant planning to argue that Platinum Chief Investment Officer Mark Nordlicht and other defendants were guilty as charged.

David Reyes is founder of Reyes Financial Architecture of La Jolla, Calif., a Registered Investment Advisory firm that acts as a fiduciary and specializes in portfolio risk management strategies, retirement income distribution and Social Security planning.

He also suggested asking references about the services they have received in the past, such as investment management, retirement planning, estate planning, tax planning, etc..

Second, Canadian entrepreneurs will have a better chance to execute their business plans, as the additional investment capital will give them more firepower to tackle their chosen markets.

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.

The investment amount of $ 2.5 million in this example should be based on what the plan shows as necessary to get the business going — money that will be well spent on the business.

The world's biggest smartphone maker kept its full - year investment plan conservative and warned it would be difficult to increase earnings in the first quarter as demand pulls back from the year - end holiday period.

The United States and China have threatened each other with tens of billions of dollars in tariffs in recent weeks, fanning worries of a full - blown trade war that could hurt global supply chains as well as business investment plans.

The four conglomerates originated in different sectors, but their underlying business model is the same: cultivate powerful allies in the Communist Party; use those relationships to win regulatory and property concessions; gather investment from friends, family and other proxies of party elites into a murky, unregulated private holding company; borrow heavily from state - owed banks and other sources to finance prodigious growth plans; invest as aggressively as possible in stock and property overseas as a hedge against slower growth in China and the risk of a weaker Chinese currency.

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.

The company has planned to slash its capital investments for this year to $ 29 billion from $ 47 billion in 2014, as well as cut 12,500 jobs across 2015 and 2016.

Often a CCPC owner is relying on those passive investments as retirement savings, much the way a Canadian earning a salary might use a Registered Retirement Savings Plan.

A final thought: If the goal of your franchise business plan is to secure financing, include a specific chapter that doubles as a loan request or as an investment offering proposal.