Sentences with phrase «involve selling assets»

Because rebalancing can involve selling assets, it often results in a tax burden — but only if it's done within a taxable account.

Not exact matches

Think about how many assets you currently have that are under - leveraged because the costs involved in buying, selling, or trading them are too high.
While margin purchases typically involve adding leverage to go long on an asset, it's also possible to go short by selling bitcoins on margin, and then closing out the position later on.
Tax loss harvesting is a tax deferral strategy which involves selling a security currently running at a loss and buying a correlated asset in its place to provide almost identical exposure.
The second type involve investment strategies that invest in traditional assets using non-traditional methods, such as short - selling and leverage.
In the event that Wellington Management is involved in a merger, acquisition, reorganization or sale of assets, or bankruptcy, your information may be transferred or sold as part of that transaction.
A futures contract is a contract between two people that involves buying or selling a specific asset for a given price today (called the strike price), and paying for it at a later date (called the delivery date).
In finance, a pump and dump is a form of fraud that involves artificially inflating the price of an asset through misleading sentiment in order to sell it at a higher price in the near future.
Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.
In the event that American Honda is involved in a bankruptcy, merger, acquisition, reorganization or sale of assets, your information may be sold or transferred as part of that transaction.
Of course, it's not straightforward: many of the patents Microsoft lays claim to come from a package of intellectual property purchased in a $ 4.5 - billion group bid for assets sold when Nortel collapsed (which means they are jointly owned with the others involved in the sale, including: Apple, Microsoft, Blackberry, Ericsson, and Sony).
Binary options do not involve buying or selling the actual assets but traders just bet on the price movement of several underlying assets.
If you determine the activist wants to unlock value when there is a discrepancy between the value of an asset on the books and the value of an asset in the real - world (i.e. a real estate holding), but you determine that selling the asset would be a nightmare (maybe you live down the street from the property) and / or involves abusive tax treatment that not many people understand, you may shy away from following the activist.
Either build an asset in the form of a business that you can eventually sell or get involved in a career that is close to the money.
Rebalancing involves periodically buying or selling assets in a portfolio to maintain an original desired level of asset allocation.
Rebalancing involves routinely buying or selling certain assets to maintain the original desired asset allocation within a portfolio.
However, it involves your assets being sold to raise money to pay to your creditors.
This is because the strategy involves achieving your target asset allocation by selling a portion of the assets that have risen in price and buying more of the assets that have fallen in price.
By contrast, an asset case involves property of greater value than the applicable exemption limits and requires the trustee to sell property to pay back creditor claims.
Borrowers will never receive loan proceeds equal to 100 % of the collateral's value, because even the most liquid assets can only be seized and sold through a court process that involves delay and expense.
This may involve examining all expenditure, downsizing, new marketing initiatives, and even selling assets that are not required.
The exact construction of a bear call spread involves buying an out - of - the - money call option and selling a higher strike price in - the - money call option of the same asset with same expiration date simultaneously.
Liquidity risk involves securities and assets that can not be purchased or sold fast enough to cut losses in a volatile market.
Receivership involves defending the customer assets, changing the management, wiping out the common stock and a portion of the bondholders» claims, continuing the operation of the institution in receivership, and eventually selling or reissuing the company to private ownership, leaving the bondholders with the residual.
A repo involves an agreement between a seller and a buyer, typically of U.S. government securities but increasingly involving other types of securities and financial assets as well, whereby the seller «sells» the securities to the buyer, with a simultaneous agreement to repurchase the securities at an agreed upon price at a future point in time.
An FCM is an individual or organization involved in the solicitation or acceptance of buy or sell orders for futures or options on futures in exchange for payment of money (commission) or other assets from customers.
It does not involve speculation because who would like to sell such an asset?
Most Chapter 7 cases involve selling non-exempt assets, if any, to repay creditors.
Since selling a company often involves partnership interests, corporation interests, investors and the liquidation of assets, it is highly recommended that you acquire experienced, professional assistance from a lawyer rather than trying to do it on your own.
This involves the appointment of an insolvency practitioner (usually an administrator) who immediately or shortly after appointment sells all or part of a company's business or assets on pre-agreed terms.
The perceived downsides to pre-packs (as voiced by many in the property industry) revolve around the lack of transparency, the inability of creditors to be involved in the process and, where «phoenix» pre-packs are involved (where the assets are sold back to the original management of the business), the perceived unfairness of allowing the business to cherry pick the best assets and «dump» the rest (often leases).
As a vital tool to tackle fraud and losses from malpractice, among other things, securities law ensures that investors have an informed and precise idea of the interest they are purchasing or selling and its value, and governs the procedures involved in the exchange of such assets.
But there's no way in my view that the companies involved or subsidiaries should be selling assets and sending cash to a divorcing spouse.
When making a withdrawal, you don't have to sell the asset as with stocks, and if you borrow against the cash value, there are typically no capital gains or ordinary income taxes involved.
Going short involves borrowing an asset from a broker, then immediately selling the asset at the current price.
It involves investing in one target stock or asset while short selling another asset that is highly correlated with the target asset.
While many couples are able to reach an agreement that allows one spouse to remain in the home — especially if children are involved — an equitable division of marital assets may require the home to be sold and the proceeds distributed between the parties.
Brokers involved in selling either personal or business real estate for such owners need to be certain that they don't get involved in fraudulent transfers where assets are sold at much less than market value to avoid possible seizure.
DDR is now involved in about 10 different partnerships and has sold about $ 3 billion worth of assets into its joint ventures.
Members are increasingly involved in sophisticated real estate investment and asset management including acquisitions, development, leasing, selling, financing, tax deferred exchanges and complex estate and tax planning issues.
I don't see this being cleared up without lawyers being involved,, tell your friend to go get a good attorney,,, the guy that sold him this should be on the hook if he has any assets (which something tells me he doesn't)
For most families, their home is their largest financial asset, and selling your house is a big decision that involves a lot of preparation and work.
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