Sentences with phrase «limit of your allocation»

The bigger argument about international is with regard to the upper limit of your allocation to international stocks.

Not exact matches

There are a limited number of fund choices for 401 (k) plan participants to invest their money in, but it's crucial that people determine an investment plan and regularly rebalance the portfolio to target allocations.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

Sometimes financial planning engagements can be limited to investment management, such as an exclusive review of a 401 (k) allocation.

Investors who want to increase their tax deferred retirement savings beyond the contribution limits of an IRA or 401 (k), with the ability to invest in a wide range of investments including equity, bond, and asset allocation funds

For both of these, limit allocations to about 6 %.

Insurance Select Sector SPDR (KIE) is among a limited group of passively - managed ETFs that justifies its fees (above the XLF benchmark) through focused asset allocation.

Limited partners play a critical role in shaping culture at firms by way of their capital allocation processes and influence.

The Combined Statements of Earnings and Comprehensive Income of the Company reflect allocations of general corporate expenses from Parent including, but not limited to, executive management, finance, legal, information technology, employee benefits administration, treasury, risk management, procurement and other shared services.

The reality is that as VCs we have limited allocations of where we can spend our time so we want to attach ourselves to projects in which we, too, can be passionate.

The Condensed Combined Statements of Earnings and Comprehensive Income of the Company reflect allocations of general corporate expenses from Parent including, but not limited to, executive management, finance, legal, information technology, employee benefits administration, treasury, risk management, procurement, and other shared services.

Second, as the equity and debt markets have collapsed, the allocation of limited partners to venture capital has increased as a percentage.

The strategy times the allocation of capital to equity ETFs or short - duration Treasury securities when investment opportunities are limited.

Royce Small Cap Value Fund is among a limited group of actively managed funds that has justified its fees over time through high quality asset allocation, the only reason to pay fees above the ETF benchmark.

We also found that the intuitive method of splitting allocations 50 - 50 has not been the best mix to limit risk.

«Strong Switch sales through the rest of the year could provide a possible upside opportunity, although uncertainty around unit allocations from Nintendo limits visibility into 2H17 as console demand continues to outpace supply, along with a fluid release schedule.»

The science of the allocation of limited resources for the satisfaction of human wants.

The establishment of a world government with well - defined and strictly limited powers would further facilitate the just and impartial allocation of economic and technical assistance.

With an MSRP of $ 9,000 per unit from a limited production of 300 and North American allocation of only 100 pieces, Et.

No membership is required to shop at the Michael Mina wine boutique, and wines may be shipped to consumers in all states where legal, as well as to Washington, D.C.. However, Wine Club members gain first access to reserve allocations of limited - production wines.

A limited allocation of the Buffalo Trace Antique Collection 2014 is now available in the UK.

Although cost - benefit analyses have been conducted that evaluated breastfeeding (45), more work is needed in this area to allow the allocation of limited health care resources to the most effective interventions.

«The adoption of BVN as a condition for the purchase of FOREX is expected to reduce the incidence of multiple purchases, round tripping and illicit transfer of funds, facilitate enforcement of authorized limits of forex sales to end users, sanitize the retail segment of the market and engender policies that will facilitate better allocation of the forex, based on genuine demands.

Over the years, these sectors have been exerting a lot of pressure on the limited available resources despite allocations to the Statutory Funds.

«This program provides capital allocations that are subject to a rigorous agency review process, must be approved by the Division of Budget and are limited to certain types of projects,» Peters said.

Surely one day the real story of the term limits debacle will be written, and it will be full of luscious details: the assurance to Christine Quinn that she will be crowned the first female mayor in 2013; the Committee Chairs that were passed around like so many lollipops at a birthday party (Mr. Bloomberg of course in the role of scary clown); the allocation of special funds to right - voting Council members.Basically, a register of threats and bribes and blame - passing that rivals anything else in the history of shady municipal dealmaking.

«If the agency had reached out to our investment professionals, it would have known the aggressive steps that Comptroller DiNapoli and CIO Vicki Fuller have taken to reduce hedge fund investments and limit fees, including lowering the hedge fund allocation to 2 percent of assets from 3 percent and paying below average fees.

Lately, the governor and his aides have portrayed Schwartz's role as more limited, saying that he will essentially just review contracts and documents that are already public, including any deals that result from a recent state allocation of $ 485 million to the Buffalo Billion's SolarCity factory project.

«It's the middle of June, we still have no budget resolution, no topline spending number, and the debt limit is rapidly approaching, and we have no full list of subcommittee allocations.

It could also lead to better allocation of limited resources to enhance monitoring efforts, or to the creation of specific policies to mitigate change.

The technology and analytical methods that Michael has developed for this are going to play a key role in policy decisions and allocation of what is an expensive and limited resource,» says Galvagno.

«But human trials of sitagliptin have been limited to date because they have lacked important tools like a placebo arm and allocation concealment (in which researchers do not know what the next treatment allocation will be, further preventing selection bias in testing),» said Loomba.

In order to gain access to major telescopes and to make up for their limited number of astronomers, certain less - astronomically - advanced countries could pool resources to construct or use telescopes or even buy time allocations to compensate a consortium financially.

The discretionary part of the agency's budget is still subject to OMB approval, so priority setting (for example, in the allocation of staff among activities and divisions) continues to be part of the annual appropriations process.169 Moreover, the President's budget may propose changes to mandatory spending, proposals that OMB has by definition approved.170 At least in the current and previous administrations, OMB has required agencies to submit, as part of their annual budget requests, a description of any effort to take discretionary action that would increase mandatory spending, and has strictly limited its approval of these efforts.171

The presence of both study pharmacists and immunizers at the site was limited to the periods during which immunizations were given, and these individuals did not discuss vaccine allocation with other study staff.

In an email, seen exclusively by Schools Week, the NCTL said that any teacher training providers that have already recruited at least 90 per cent of their allowed number of trainees, can request an increase in the limit up to 25 per cent beyond their original allocation, except in PE and undergraduate courses.

These facts suggest that the complexity of children's needs is increasing, needing more specialist provision, and therefore many areas with limited or no increase in their allocations could struggle to balance the High Needs Budget.

Scholarship tax credits are a more efficient allocation of limited resources.

However, literature investigating optimal sample allocation has largely been limited in the types of parameters it considers to be malleable (e.g., balanced and / or constrained designs).

The Camaro will be left hand drive in the UK and sold in limited numbers, with a build allocation of just 15 coupes and 3 convertibles for 2015.

In a video posted on Automotive News, GM's North American President Mark Reuss responded to several questions posed from dealers, one of whom asked about the rollout strategy limiting allocations of the new 2014 Corvette Stingray to a select group of 900 dealers instead of opening it up for all dealers.

The 4C Launch Edition is limited to 1,300 units worldwide, of which Australia has secured an initial allocation of 75 units.

The value - for - money equation of this «mini muscle - car» is undoubted and, with a limited initial allocation of just 300 cars for Australia, that's why anyone wanting one will have to wait for more than six months.

Microeconomics is that branch of economics that is mainly concerned with studying the behavior of individuals and firms in order to make sound decisions on the useful allocation of limited resources.

But the premise of the allocation strategy I'm recommending is that by limiting the downside to a magnitude you can tolerate, you'll be able to hang on through periods of market turmoil and participate in the eventual recovery.

What I garnered from some studies (which I wrote about in my report on the optimal foreign allocation) is that the upper limit of the suggested range (50 %) is based on risk assessments of the foreign markets as well as their position / representation in the global equity market.

But if your portfolio varies dramatically from the recommended one — say, a difference of 10 percentage points or more in stock allocations — you'll have to decide whether to bring your portfolio in line with the recommended mix or stick with an allocation that may be pushing the limits of your risk tolerance.

The asset allocations are limited to 3 broad classes of investments: short - term investments (such as money market accounts and certificates of deposit), bonds, and stocks.

Accelerated Cost Recovery System (ACRS) Acceptance, Waiver, and Consent Procedure Account Guarantee Acknowledgment Accredited investor Accretion Accumulation period Accumulation units Acid test ratio ACRS Actively traded securities Additional bond test Additional takedown Adjustment bonds ADR Ad valorem taxes Advance / decline ratio Advertising Adviser's client account Affiliated Persons Affirmative defense Affirmative determination Agency sales ticket Agency transaction Agent Aggregate indebtedness Agreement among underwriters Agreement of limited partnership Aggregate exercise price Alpha All - or - none All - or - none underwriting Alternative minimum tax Alternative orders Alternative trading system American Depository Receipt American Stock Exchange (AMEX) American - style options AMTI Amortization Annual report Annuity Annuity units Anti-dilution clause AON Arbitrage Arbitration Asked price Asset Asset allocation Asset class Assignment Assistant Representative - Order Processing Associated persons ATS At - the - close order At - the - money At - the - opening order At - risk rule Auction market Auditor's report Automated Confirmation Transaction (ACT)

I need to find time to figure out how best to manage the two frozen allocations in light of the more limited options in the new plan.