Sentences with phrase «large financial asset»

However, in order to use this method, you must be able to make that lump sum payment using some large financial asset such as the equity in your home.

«This is most Americans» largest financial asset, and so many people don't optimize it.»

After nine years of a bull market, your 401 (k) retirement plan is likely your largest financial asset, perhaps even dwarfing the value of your home.

Your pension may be your largest financial asset.

Your house is one of the largest financial assets you'll ever own, and it holds most — if not all — of your personal property.

Your home is your largest financial asset.

Sally has little direct control over her largest financial asset, an employer's defined contribution pension plan from a former job, Moran notes.

Since a marital home is often a couple's largest financial asset, figuring out whether to sell the home or -LSB-...]

The single largest financial asset owned on the day your retire!

Try to see this process of selling their home, their largest financial asset, as they do.

For most families, their house is their largest financial asset.

For most people, a home represents the largest financial asset they will ever have.

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.

From the vantage point of renters, price appreciation puts homeownership further out of reach in two ways: It increases the amount they need to borrow, increasing the prospective monthly mortgage payment; and it increases the amount of the down payment needed to obtain a mortgage.2 The typical renter does not have large financial assets to tap in order to come up with a down payment.3 And an analysis of Federal Reserve data shows that the typical amount of financial assets owned has decreased over the past decade for younger and lower - and middle - income renters.

Not exact matches

Assets under management (in millions, USD): $ 320,717.8 (* Fidelity Investments is also a financial services firm that manages one of the largest mutual fund groups in the world.

This Cleveland, Ohio - based company is one of the nation's largest bank - based financial services companies with assets of approximately $ 134.5 billion as of March 31, 2017.

However, other kinds of financial firms are assessing whether Paris could be a good alternative to London, including the world's largest asset management firm BlackRock.

«This is the single - largest asset many consumers have, and they're not optimizing it, they're not getting the maximum income from it,» certified financial planner Ron Carson, founder and CEO of Carson Wealth Management Group, told CNBC.

Mostly, that's because the richest households tend to hold most of their wealth in financial assets, whose value increased rapidly after the downturn, while poorer folks have a much larger share of their net - worth tied up in real estate, whose value didn't bottom out until the end of 2011, Pew researchers note.

MUFG Union Bank is a proud member of the Mitsubishi UFJ Financial Group (NYSE: MTU), one of the world's largest financial organizations with total assets of approximately ¥ 312.5 trillion (JPY) or $ 2.8 trillion (USD) ¹, as of December Financial Group (NYSE: MTU), one of the world's largest financial organizations with total assets of approximately ¥ 312.5 trillion (JPY) or $ 2.8 trillion (USD) ¹, as of December financial organizations with total assets of approximately ¥ 312.5 trillion (JPY) or $ 2.8 trillion (USD) ¹, as of December 31, 2017.

The survey, part of the larger Retirement Income Literacy Survey conducted for The American College of Financial Services, was given this summer to 1,019 Americans ages 60 to 75 with at least $ 100,000 in assets.

TD and BMO have been picking up assets in the U.S., while Scotiabank, already the largest financial institution in the Caribbean, recently bought a Colombian bank.

The six largest financial institutions in this country today hold assets equal to about 60 % of the nation's gross domestic product.

In 2007 and 2008, we could do the calculations of how much that had to be paid by whom, and we can see that that wasn't going to happen, and that we were going to have a financial bust... By and large, economically we are at the part of the cycle that is not too hot and not too cold, and assets have the right risk premiums, and so on.

In 2012, it held assets worth nearly $ 300 billion, making it one of the largest financial institutions in Canada.

About BB&T BB&T is one of the largest financial services holding companies in the U.S. with $ 209.9 billion in assets and market capitalization of $ 29.5 billion as of Dec. 31, 2015.

NAB said on Thursday that MLC had more than 1200 financial advisers, ran the largest retail superannuation fund in the country, had $ 199 billion in assets under management and 3300 staff.

The financial crisis was due, in large part, to excessive leverage and excessive investment in real estate assets.

China has been trying to get its unruly financial sector under control, worried that asset bubbles and its enormous unofficial — or «shadow» — banking system could threaten its economy, the world's second largest after the United States».

National Australia Bank's MLC - home to the country's largest retail superannuation fund and $ 199 billion in assets under management - officially joined the bulging list of financial services sector initial public offering candidates on Thursday morning, when NAB chief executive Andrew Thorburn flagged intentions to divest the business.

We'll see if my asset allocation model changes once larger $ amounts are involved and I have more time on my hands after I reach financial independence.

The company said MLC had more than 1200 financial advisers, ran the largest retail superannuation fund in the country, had $ 199 billion in assets under management and 3300 staff.

Large asset managers like BlackRock and Invesco have purchased existing robo platforms and are using them as an add - on service for financial advisors and other distribution channels.

BlackRock (BLK), the world's largest asset management company, is buying FutureAdvisor, the fifth largest robo - advisory firm, joining a growing list of giant financial companies offering automated advisory services.

But a prolonged continuation of the exchange rate arrangements that have given rise to the large increase in foreign official investments in U.S. financial assets is unlikely to be consistent with the domestic requirements of those economies, and for this reason many are already in the process of change.

Some of the entities that we compete with as an alternative asset manager are substantially larger and have greater financial, technical, marketing and other resources and more personnel than we do.

The largest ETF is Financial Select Sector SPDR Fund (XLF) by SPDR with $ 32.04 B in assets.

It is also necessary to provide a list of other assets other than your bank accounts which may include investment records, retirement accounts, real estate, and auto titles, and other investments this will make up a large part of your financial picture and make the lender sure that you have enough savings to bear any unexpected expenses.

He served as Controller for an investment advisor within The Hartford that managed $ 50 billion in assets and also served as the Financial Operations Principal for two of The Hartford's largest broker - dealers.

Your human capital is often the largest asset in your financial plan.

Over a year which has seen large banks halt funding for fossil fuel projects, major institutions divest from oil, gas and coal holdings, and oil companies snap up power and renewables companies in a bid to diversify their asset base, research published today by the UK Sustainable Investment and Finance Association (UKSIF) and the Climate Change Collaboration suggests nervousness over climate risk has shot up in financial circles.

«We found that a financial institution's asset size has a direct correlation to what it charges for overdraft fees — the larger the asset size, the heftier the fee to checking account holders,» Michael Moebs, CEO and economist at Moebs $ ervices, wrote in a release last month.

Equity Institutional services institutional clients of Equity Trust Company, a leading custodian of alternative and tradtional assets, serving some of the nation's largest financial institutions, as well as thousands of financial professionals across the country.

Sometimes a larger allocation to precious metals is recommended — either because precious metals are highly undervalued against other assets or there's a high financial risk (e.g. excess leverage in the markets).

On the monetary policy side, the Federal Reserve cut short - term interest rates close to zero, communicated that short - term rates were likely to stay exceptionally low far into the future, and undertook a series of large - scale asset purchases in order to ease financial conditions further.

Today, millions of Canadians have been blessed with unprecedented wealth due in large part to one key financial asset: their homes.

To sum up, once interest rates reach very low levels, the central bank still has meaningful tools that it can deploy in its pursuit of its inflation target: offering forward guidance to financial markets to enhance policy effectiveness, large - scale asset purchases, funding for credit, and pushing short - term interest rates below zero.

Combined with reduced risk - taking in the financial system as a whole, this would then further reduce market - makers» willingness to build up large inventories of less liquid assets.

The group spearheading a campaign against Mick Mulvaney, the acting director of the Consumer Financial Protection Bureau (CFPB), is a project of a low - profile progressive dark money organization with large assets.

Without recourse to your text, your notes or a Google search, what line item is the largest asset in Uncle Sam's financial accounts?