Sentences with phrase «managing their assets during»

Trusts and other estate planning tools help people manage their assets during their lifetime and preserve them for their heirs.

This is a step toward helping people who are making decisions about saving for retirement and managing their assets during retirement, but the proposal can and should be improved.

Not exact matches

During the down - cycle, many companies managed to bring costs lower, upgrade their asset portfolios and repair their balance sheets.

By using a range of asset classes such as equities, fixed income, foreign investments and commodities, among others, you can more effectively manage volatility during challenging market cycles.

During his time as a financial advisor, Carani served in several regional leadership roles, completed three asset - sharing programs and attended 11 Managing Partner's Conferences.

The Successor Trustee, who you've picked during your lifetime, steps in and manages the assets and distributes them according to what the document says, without obtaining a Court Order, in order for them to pass according to your wishes.

During his three and half year tenure there, Anthony wore multiple hats, including managing over $ 40 million in program assets as Acting Director of Finance and overseeing large interagency collaborations as Associate Director of Special projects.

The iPad has been put to use, for example, by Dr. Eldo during complicated surgeries and saving people's lives, by Vintner Christian Gastón to manage his 600 acre vineyard in California using the Field Assets app, and by technicians at Siemens Energy Wind Service to help enhance work efficiency.

As such, although there is no necessary correlation or non-correlation between assets classes, managed futures as an asset class offer a potential diversification benefit over long - term periods, particularly during periods of significant market turbulence.

Features Establishing a Spending Account to Manage Income During Retirement The retirement spending account: How to obtain an annual income from a savings portfolio that is spread over several different accounts and asset classes.

However, a related asset class thrived during that crisis: managed futures.

During 2011 - 2013, Steve held a senior investment management position at one of Canada's largest defined benefit pension plans, building up and managing its in - house fixed income and derivatives team as well as assessing other asset class opportunities and conducting selections of third - party fund managers.

Figuring out how to manage your assets to a reasonable asset allocation during challenging market environments is one of the more advanced elements of personal finance and retirement planning.

Advisers Weigh Cost of a Managed - Futures Cushion Managed - futures funds, which helped cushion some portfolios during the downturn, continue to attract investors seeking uncorrelated assets despite slipping returns.

Our analysis shows that passively managed index and ETF assets increased by two percent during 2015, while actively managed funds and ETFs saw a one percent decrease,» says Frank Polefrone, senior vice president of Broadridge's data and analytics business.

The First Asset Morningstar Canada Value (FXM) has been the best - performing Canadian equity ETF during the last year: over the 12 months ending September 30 it returned almost 29 %, while the broad market was up just 7 % and the three value funds above managed «only» 16 % or so.

1) Start saving early by setting realistic goals 2) Ensure the asset allocation in your portfolio remains in sync with your level of risk aversion and overall investment objectives 3) Keep costs and taxes to a minimum by avoiding most high turnover actively managed mutual funds and opting for tax - deferred savings whenever possible (not only do their investments grow tax - sheltered but for most people their MTR at retirement would be lower than it is during their working years) 4) Balance your portfolio at least annually (some individuals may choose to do so semi-annually) 5) Hammer away at your debt first — for example, when it comes to contributing to an RRSP or TFSA vs. paying down your mortgage, ideally you should do both.

mREITs also manage risk in other ways, such as adjusting the average maturities on their assets as well as their borrowings and selling assets during periods of interest rate volatility to raise cash or reduce borrowings.

Alight Solutions analyzed the 10 - year time period from January 1, 2007, through January 1, 2017, of data from nearly 50 companies that offer TDFs and managed accounts covering more than 2 million eligible participants as of January 1, 2017, and found among all plans 7 % of participants were managed account users — workers enrolled in a managed account service at any point in time during a year — and 38 % were full TDF users — workers whose in - plan assets were at least 95 % invested in one or more TDFs at the end of a year.

You will be able to determine how your assets are managed during your lifetime and how they will be dispersed after your death.

Your executor is tasked with the job of finding all assets and debts relative to your estate, securing and managing them during the probate proceedings, paying off debts, paying taxes, and supervising the distribution of the deceased's property.

During her ten - year tenure at Aircastle, where she is SVP - legal, company director Sarah Clarkin has been instrumental in the company's exponential growth to manage total assets of $ 6.1 bn with a 162 - strong aircraft portfolio (as at 31 December 2015), operating across 32 countries.

During the late 1920's they managed to increase their assets by nearly 100 %.

• Verify the accuracy of invoices and checks and post relevant information in predefined accounting databases • Prepare and submit invoices and handle payments • Coordinate cash and check deposit activities • Sort and enter accounts payable and receivable data into company database • Prepare and produce accurate financial statements such as balance sheets • Maintain record of assets and liabilities and complete and deposit tax returns • Reconcile bank statements and manage cashbook management on a daily basis • Issue and maintain records of petty cash • Audit accounts to ensure accuracy and address any discrepancies found during auditing procedures • Process refund requests and reconcile monthly statements • Post details of business transactions including received and disbursed funds • Type vouchers, invoices, bank drafts, checks and reports • Post cash receipts and expenses in designated accounts software • Report accounting discrepancies to supervisors and assist in resolving them and any issues that customers may have with their accounts • Compile and maintain financial records of the company by recording and summarizing data • Keep record of business transactions, compute costs and verify bills • Create statistical records by combining data and performing computations • Prepare payrolls and transfer employees» salaries to their accounts on a monthly or bi monthly basis • Manage day to day internal controls and arrange for purchase orders to be prmanage cashbook management on a daily basis • Issue and maintain records of petty cash • Audit accounts to ensure accuracy and address any discrepancies found during auditing procedures • Process refund requests and reconcile monthly statements • Post details of business transactions including received and disbursed funds • Type vouchers, invoices, bank drafts, checks and reports • Post cash receipts and expenses in designated accounts software • Report accounting discrepancies to supervisors and assist in resolving them and any issues that customers may have with their accounts • Compile and maintain financial records of the company by recording and summarizing data • Keep record of business transactions, compute costs and verify bills • Create statistical records by combining data and performing computations • Prepare payrolls and transfer employees» salaries to their accounts on a monthly or bi monthly basis • Manage day to day internal controls and arrange for purchase orders to be prManage day to day internal controls and arrange for purchase orders to be prepared

Professional Experience Air Force Office of Special Investigation (AFOSI) 6/2001 — Present Special Agent, Counterintelligence / Criminal Investigator 12th Field Investigations Squadron — Buckley AFB, CO (8/2004 — Present) • Support national security objectives by organizing and conducting sensitive counterintelligence (CI) operations and investigations, achieving USAF, DOD, and US intelligence community strategic objectives across 21 bases in 20 states • Manage sensitive cover documents for nine agents with zero deficiencies found during an annual audit, ensuring highest level of operational security and directly facilitating the engagement of FIS targets through enhanced trade craft • Conduct background investigations of potential AFOSI applicants to grow department by 15 personnel • Improve AFOSI operations while deployed by mentoring and training agents and providing effective liaison with other federal agencies and Component Command (COCOM) CI representatives • Provide threat awareness briefings to all traveling personnel, safeguarding all research / technology contracts in area • Recruit and utilize operational assets to counter multiple FIS threats to the US Strategic Command and national security • Oversee detachment evidence program by implementing 100 % accountability for all items corresponding to investigations impacting the DOD, earning an «excellent» rating during a spot unit compliance inspection

• Secured procurement of $ 2,500,000 materiel handling equipment for new 240,000 square foot warehouse distribution centers at Joint Repair Parts Command and General Depot Command • Succinctly managed 71 deployment taskings for Eighth Air Force personnel; always 100 % on - time Deployment Requirement Manning Document delivery to base Installation Deployment Officer • Coordinated with Air Force Global Strike Command on tasking verifications — slashed deployment shortfalls by 50 % • Co-lead with item manager on critical B - 52 brake mission capable issues; production up over 60 % — kept 76 B - 52s combat primed • Spearheaded transfer of 439 Headquarters Eighth Air Force weapons to 2 BW — vital assets valued at $ 290,000 available for redistribution • Remarkable leadership; revamped Eighth Air Force deployment process — slashed late responses by 65 % and reclamas by 25 % • Prepped 175 9MMs and 266 M16s for Combat Arms Training and Maintenance inspection — 100 % compliant for 1st time in 2 years; reorganized annex space — 40 % more • Oversaw 2 peninsula wide Staff Assistance Visits; assessed 5 sites and $ 1,800,000,000 War Reserve Materiel program; 497 findings 98.4 % fixed — Air Support Group prepped to ace Unit Compliance Inspection • Launched premier vehicular support to NASA and FEMA teams during Space Shuttle Columbia crisis • Quickly transitioned flight from Strategic Command exercise to wartime status in aftermath of September 11th attacks — 27,000 gallons of JP - 8 issued to Air Force One and escort aircraft; base efforts lauded by President

Although couples sometimes mingle assets well before marriage (and other couples manage to keep their assets mostly separated during marriage), the majority of couples who consider divorce have commingled their assets.

Michigan law provides that an asset may be considered marital property based on a number of factors, including when the practice was founded, how it has grown during the marriage, and how profits are managed.

Examples of health assets that emerge at the level of an individual include motor function (capacity for movement), emotional regulation (capacity to manage emotions during challenges or stressful events), and cognitive function (capacity to perceive, process, and act on information leading to the acquisition of knowledge).

mREITs also manage risk in other ways, such as adjusting the average maturities on their assets as well as their borrowings and selling assets during periods of interest rate volatility to raise cash or reduce borrowings.

JLL's project managers can manage and control moves and relocations during corporate change events and proactively plan for the merging of people and their assets.

During that time, Mr. Heafey oversaw the acquisition of more than $ 800 million in secured loans in Japan, served as a consultant in connection with sales of financial assets for the Financial Sector Restructuring Authority of Thailand, and managed sales of over $ 1 billion in loans and other financial assets for the Bank of Tokyo, Mitsubishi and Mitsui Trust.

As long as your managing the LLC properly, then the only assets in play during the suit will be the ones in the LLC.

With a living trust, your assets are managed for your benefit during your lifetime and then transferred to your beneficiaries when you die without court supervision.

During the sales process, the property was managed by a third - party manager and had a very low occupancy with rents comparable to other assets in the area.

During her time at RPS, she has assisted various clients in evaluating potential real estate transactions, as well as developing and managing contaminated real estate assets.