Sentences with phrase «lower assets»

Readers new to financial planning should review distant history to discover that high inflation can exist in a poor economy with low asset values.

This would lead to low asset prices, and therefore high rates of return.

Because of lower asset turnover ETFs tend to be more cost - and tax - efficient than traditional mutual funds.

I had previously lowered my asset allocation by 5 % in bonds due to concerns of a bond bubble.

Any onset of increased investor caution elevates risk premiums and, as a consequence, lowers asset values and promotes the liquidation of the debt that supported higher prices.

By doing so, the central bank has lowered its asset purchases to $ 45 billion per month.

While in the case of the forex market, the traders are required to predict the direction but also they have to estimate how high or how low the asset can go.

This would be the perfect example of a time to greatly lower your asset allocation to equities.

Lower asset prices aren't the result of a recession.

When the valuation of an asset is high, lower your asset allocation to that asset.

The goal is to have low asset correlation.

The investment factor tilts toward companies with lower asset growth which could run the risk of missing out on potential growth opportunities.

With its rapidly growing population and low asset valuations, Jacobs sees great potential — especially with a boost due to «huge infrastructure investment from China.»

Unlike 2008, I want to have a cash fund ready to take advantage of lower asset prices in the next bear market!!

Considering the «combined expectations for low asset returns and the unavoidable reality of downside risk in a highly uncertain global political and economic climate,» investors of all types are looking for new ways to diversify their portfolios, according to a new analysis from Willis Towers Watson, «Breaking the Style Box.»

Low assets translate into thin daily volume.

Indeed, Finke said that he's most proud of a series of articles that he wrote last year along with American College professor Wade Pfau and David Blanchett, head of retirement research at Morningstar, that looked at the impact of low asset yields on the sustainability of retirement portfolios.

This risk is higher in funds with low Assets Under Management, Small cap funds and the non-government bond funds.

Compare that to a 1 % per annum charge which would have been $ 3.30 for that first year (assuming any dealer would allow it) and chances are they'll be happy to let you charge them for a DSC on a high MER fund because at low asset levels, even relatively expensive mutual funds are low cost on an absolute basis.

In such a scenario of low asset class returns, earning a guaranteed post-tax return of 5 % sounds pretty darned good and every extra dollar should go towards the down payment.

Our Florida family law firm represents clients with high - asset divorces, complex estates, divorces where one or both spouses are self - employed, and low asset divorces.

Diversification reduces risk by combining investments that lower asset correlation.

The investment factor tilts toward companies with lower asset growth, and thus can risk missing out on potential growth opportunities.

One of the primary reasons ETFs are passively managed is because this management style requires very little trading activity, resulting in low asset turnover.

When someone finishes their studies in university, and are therefore highly educated, they'll have student debt with low assets, so they'll probably be in debt (negative equity, if you will).

Asset sensitive life insurers are faring badly in the face of good earnings, because with the fall in the equity markets, insurers might have lower asset based fees coming.

Unlike 2008, I want to have a cash fund ready to take advantage of lower asset prices in the next bear market!!

Keep in mind that C has lower asset returns and higher credit costs than other large banks, begging the question as to whether the Fed should really be allowing the bank to increase payouts to equity investors.

Value investors will lower asset allocations to investments that are expensive and increase asset allocations to assets that are priced below their real valuation.

A second example is one in which the economy is in recession, or operating below potential, and the financial system is going through a phase of deleveraging and low asset prices (Chart 1, see «Case 2»).

With lower asset and equity returns than WFC, to see the House of Morgan trading at these levels suggests to us a good bit of downside risk for the shares — regardless of how many managers want to own the stock.

While your fees on the lower assets will still shrink somewhat due to a broader market decline, is it not the investors who take on the significantly greater share of risk with such a listing?

By keeping in mind the lower asset valuations, associated loan fees, and applicable rules, asset - backed lending can be a useful source of financing for small businesses.

Class A shares will carry a lower asset - based fee than the other two options.

One of the trickiest calculations in creating scenarios for the direction of consumer spending and the economy may be how consumers react to lower assets prices.

Lower asset turnover tends to be associated with lower asset portfolio brokerage and trading expenses and fees.

The goal is to combine assets that have a low asset correlation.

In the real world most assets have some correlation; so a low asset correlation such as between gold and S&P stocks, would be a good example of near non-correlated assets.

The smallest market cap and liquidity stocks and highest asset turnover, revenue, EBIT and EPS growth stocks are assigned the value of 1; the largest market cap and liquidity stocks and lowest asset turnover, revenue, EBIT and EPS growth stocks are assigned the value of 6 and so on.

Find out the top four reasons most ETFs are passively managed, including the benefits of lower costs, greater tax efficiency and low asset turnover.

«Life insurance is tougher, much tougher,» he said, «The long tail nature of the business, and the lower asset quality, together with hard - to quantify guarantees makes the accounting much more difficult.

A number of ETFs have such low assets and low turnover that I wonder how long it will be before the vendors kill the product.

The Wall Street Journal's Jason Zweig says that if you are going to be accumulating assets for the next little while, lower asset prices are good for you (though it might not seem that way).

Scholars Choice also has the third - lowest asset - based fees among all actively managed advisor - sold plans.

It currently has the lowest asset weighted average expense ratio among mutual funds — 0.12 % — and controls $ 3 trillion worth of fund assets, which is 20 % of the U.S. market, according to Morningstar.

Far lower asset turnover tends to be correlated with lower asset trading and brokerage expenses and costs.

They offer a low asset - based fee, but the assets are so large that it looks li...