Sentences with phrase «investments in term plans»

A valid question, since not many potential investors are aware of the prospects of early investments in term plans.

Not exact matches

You don't have to design your entire long - term investment plan at this stage, yet the development of a preliminary plan in advance of closing will provide peace of mind, safety and clarity.

But she also stresses creating the environment for long - term economic growth, which is why a significant increase to the capital - gains tax for investments less than six years in duration is at the center of her plan.

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.

Heinze plans to stay in her house for the foreseeable future, but Cook considers her home part of a long - term investment strategy.

That didn't happen; creditors and parent company Fortress Investments LLC agreed to a restructuring plan in March on undisclosed terms.

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.

Wiseman cautioned that the CPPIB — despite its large size in Canadian terms — competes against much bigger investors in the global market such as private equity funds, sovereign wealth funds and other public pension plans that are also on the hunt for similar types of investments.

City of Swan spokesman Charlie Gregorini said that, while the Rothgard proposal sounded impressive, the State Government's plan was just as big or bigger in terms of employment and investment opportunities as the Rothgard proposal, and had been strongly supported by the community through public consultation.

In short, because they pool longevity risk, can offer a well - diversified portfolio with longer - term investments, and are professionally managed, public pension funds deliver the same level of benefits as DC plans at only 46 percent of the cost.15 Any funds invested with the state pension fund would be kept in a separate investment pool from public sector fundIn short, because they pool longevity risk, can offer a well - diversified portfolio with longer - term investments, and are professionally managed, public pension funds deliver the same level of benefits as DC plans at only 46 percent of the cost.15 Any funds invested with the state pension fund would be kept in a separate investment pool from public sector fundin a separate investment pool from public sector funds.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

«In terms of long - term investment in China, investors should not make the mistake of assuming there is some cohesive plan in Beijing — there is noIn terms of long - term investment in China, investors should not make the mistake of assuming there is some cohesive plan in Beijing — there is noin China, investors should not make the mistake of assuming there is some cohesive plan in Beijing — there is noin Beijing — there is not.

On December 31, 2009, the Company had 5.18 billion outstanding shares of common stock, and approximately 734 million shares reserved for issuance for outstanding convertible preferred stock, the warrant issued in connection with the TARP CPP investment, dividend reinvestment, deferred compensation plans, long - term incentive compensation awards, and in connection with employee benefit plans.

A equity investment in a high risk seed or early stage company does not align with the longer term nature of the assets of a registered savings plan.

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 accounInvestment 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 accouninvestment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accouninvestment of assets held in, or contributed to, their individual accounts.»

The DOL describes surrender charges as «fees an insurance company may charge when an employer terminates a contract (in other words, withdraws the plan's investment) before the term of the contract expires or if you withdraw an amount from the contract.

Fidelity believes one of the best ways to do that over the long term is by considering an appropriate amount to invest in a diversified portfolio of stock mutual funds, exchange - traded funds (ETFs), or individual stocks as you plan and implement an investment strategy that fits your time horizon, risk preferences, and financial circumstances.

Someone with at least five years of experience, preferably more, who wants to serve clients» best interest and is likeminded in terms of our financial planning and investment management approach.

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.

20 % of my long term investments are in individual equities that I plan to hold for the long haul like Amazon, Apple, and Facebook.

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).

MFS» approach to hiring and developing skilled investors, and also planning for succession, is in keeping with its long - term investment philosophy.

Under a managed distribution plan, to the extent that sufficient investment income is not available on a monthly basis, the fund will distribute long - term capital gains and / or return of capital in order to maintain its managed distribution level.

There is no better time than now to confirm you have a long - term plan in place for your investment portfolio.

In effect, I was able to use my Roth space to shelter my (tax - inefficient) investments that I planned to use in the near - term, simply by shifting allocation between accounts as necessarIn effect, I was able to use my Roth space to shelter my (tax - inefficient) investments that I planned to use in the near - term, simply by shifting allocation between accounts as necessarin the near - term, simply by shifting allocation between accounts as necessary.

Stable value funds, which are available only within DC plans, invest in a diversified portfolio of high - quality, short and intermediate term fixed income securities through the use of investment contracts.

With this approach, you leave the rest of your money on track in your long - term strategic asset allocation plan without having to worry about tax consequences or rebalancing effects from changing back and forth between your «core» investments and your tactical ideas.

Even those of us who count ourselves among the believers who believer in strategery and deconstructing old assumptions can get caught in short term investment plans.

Commenting on its investment plans, Jonathan Ovens, chairman of Arla Foods Milk Partnership and its investment arm, Milk Partnership, says: «Arla Foods's commitment to investing in the new dairy is another positive example of Arla securing a long - term future in the UK which in turn secures a home for AFMP members» milk.

So it strikes me that the investments in Twitter et al are as much about occupying the space and capativiating customers in anticipation of some future money Mecca as they are about a tangible business plan which leads to near - term profitability.

«The UK urgently needs long term planning and investment in the transport infrastructure and it is important that the government gets a project of this scale and importance right at the beginning, so that future governments can stick to the plan.»

«They have spotted that HS2 is not part of an integrated solution, that it does not form part of any wider strategy, and that if HS2 is to work in terms of providing any wider economic benefits there has to be massive additional investment to make that happen, but there is no plan of how all of that would happen as well.»

«Bond proceeds and re-programming in the proposed Capital Plan will meet the needs for enhanced education technology, reduction in class size and enable long - term investments in full - day pre-Kindergarten through the construction of new pre-Kindergarten classroom space.»

In terms of balancing this objective with prudent fiscal planning, however, a tax reduction plan half this size would have still been the largest state tax reduction in history but New York would have been much better positioned to weather the fiscal storms of the last several years and to meet the state's priority investment needIn terms of balancing this objective with prudent fiscal planning, however, a tax reduction plan half this size would have still been the largest state tax reduction in history but New York would have been much better positioned to weather the fiscal storms of the last several years and to meet the state's priority investment needin history but New York would have been much better positioned to weather the fiscal storms of the last several years and to meet the state's priority investment needs.

Brian's focus on public - private collaboration and the long term success of people released from prison is apparent in his investment in rehabilitative programs, discharge planning and helping to create a seamless transition between prison and the reentry organizations that exist in the community,»

We will set out plans for long - term investment in Britain's transport infrastructure.

In a speech aimed at offering new hope for Britain's economic future, Mr Cameron set out plans for a forthcoming national infrastructure aimed at levering in # 200bn of long - term investment from the public and private sectorIn a speech aimed at offering new hope for Britain's economic future, Mr Cameron set out plans for a forthcoming national infrastructure aimed at levering in # 200bn of long - term investment from the public and private sectorin # 200bn of long - term investment from the public and private sectors.

The proposal, for the final budget of Mr. de Blasio's first term, provided a blueprint of sorts for a potential second term with big - ticket investments — including an additional $ 1.9 billion in capital spending to create more apartments for some of the poorest New Yorkers — and long - term plans, like tens of millions of dollars to start a preschool program for 3 - year - olds in city public schools, and new spending on homeless shelters.

«While the inclusionary program, which requires private developers to build developments with 20 percent affordable units, will generate of thousands of units, the biggest piece of the plan will be investments in existing affordable housing buildings and insuring people are able to stay there for the long term,» Cestero said.

«A key component of our strategic plan has been to make long - term investments in science and technology, and to stress scientific excellence.

China's planned investment in Latin America and the Caribbean runs in the hundreds of billions over the next decade, and Sanders said that gives China long - term influence.

«I think we'll see EPA take a closer look at its interim targets, to make sure it's not encouraging quick fixes, like switching from coal to natural gas, at the expense of longer - term planning and investment in zero - carbon generation,» said Perciasepe.

Responses to Gordon Brown's announcement of a long - term plan of investment in science education and industry in his pre-budget report.

Nevertheless, policies that should have resulted in increased investments have lagged in many developed and developing economies, to the detriment of long term planning in this sector of the global economy.

European funding The European Investment Bank (EIB), the lending institution of the European Union owned by its Member States, is supporting England's plans to improve its school estate by giving long - term loans to schools whose buildings are in a bad state.

It has been suggested to include: evidence - based initiatives and investment to tackle subject specialist shortages at both primary and secondary level; plans to focus recruitment to regions of the country in most need, particularly since the failure of the National Teaching Service; the range and performance of ITT providers in terms of recruitment and retention of teachers; and a thorough plan for the evaluation of any initiatives and how any findings will feed into future plans for teacher recruitment.

Congressman Smith allowed Josh to expand his interests and write legislation to improve upon long - term care insurance, provide equal benefits to same - sex spouses of service members and veterans, improve on social security benefits, and increase investments in medical research and family planning services.

In a time and situation like this, education leaders must step forward and appeal to legislators in both parties to craft a sensible, long - term fiscal plan for the nation that avoids short - term and haphazard budget cuts that imperil investments in educatioIn a time and situation like this, education leaders must step forward and appeal to legislators in both parties to craft a sensible, long - term fiscal plan for the nation that avoids short - term and haphazard budget cuts that imperil investments in educatioin both parties to craft a sensible, long - term fiscal plan for the nation that avoids short - term and haphazard budget cuts that imperil investments in educatioin education.

Louis (1989), drawing upon a large - scale survey and case studies of effective schools initiatives in urban secondary schools (Louis and Miles, 1990) identified four district - level approaches to school improvement varying in terms of the uniformity of process and outcomes intended: implementation strategy; evolutionary planning; goal - based accountability; and professional investment.

Revenue for the FCA has reached # 18.65 billion in the third quarter of 2014, worth an impressive 14 per cent of growth, but the sale of Ferrari is part of a wider plan to raise # 38 billion for a long - term investment plan.