Sentences with phrase «more complex asset»

A military divorce may add such issues as the couple being separated for extended periods of time, as well as more complex asset and liability division.

A novice investor using a target - date fund could end up doing better than a more knowledgeable investor using a more complex asset allocation.

Real Estate is a far more complex asset class than many institutional investors may realize.

Not exact matches

These combo plans, while complex, allow a 50 - year - old to set aside up to about $ 150,000 more each year on a tax - deductible basis, says Joe Gordon, managing partner of Gordon Asset Management in Durham, North Carolina.

A more complex strategy allows you to diversify your asset mix without a massive bill.

You'd think that high - profile individuals with substantial and varied assets, often - complex family lives and a team of high - powered advisors at their disposal would have this locked down, more so than your average American.

They also say these limits might be too complex, allowing banks to borrow more against safer assets, which opens the door to disquisitions about what constitutes a «safer» asset.

Once you get started and build a solid foundation, you can try more complex strategies and add other assets to your portfolio.

A money market fund, on the other hand, is a more complex mutual fund type investment that buys all kinds of cash equivalent assets.

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

Assets can be created, transferred, retired, or entered into more complex programs.

While the theoretical underpinnings of modern portfolio theory are complex, there are two main objectives: Firstly, efficient portfolios capture the return of each asset class represented — nothing more and nothing less.

«The unit at the centre of JP Morgan Chase's $ 2 billion trading loss has built up positions totalling more than $ 100 billion in asset - backed securities and structured products - the complex, risky bonds at the centre of the financial crisis in 2008.

A simple withdrawal sequence might involve withdrawing from taxable accounts first and tax advantaged accounts last, but, according to Daniel Hunt, Morgan Stanley Wealth Management Senior Asset Allocation Strategist, even - more complex withdrawal sequencing strategies can have a significantly greater impact on lifetime spending power.

The unit, the chief investment office (CIO), has been the biggest buyer of European mortgage - backed bonds and other complex debt securities such as collateralized loan obligations in all markets for more than three years... The unit made a deliberate move out of safer assets such as US Treasuries in 2009 in an effort to increase returns and diversify investments.»

Unfortunately consultants will always push institutional investors toward having more asset classes and fund managers in their portfolios.The more complex the portfolio, the greater the reliance of the confused client on the consultant!

1) We're highly evolved primates 2) We have overactive imaginations 3) Our greatest evolutionary asset, our large and highly-folded brains, are also responsible for an insatiable curiosity 4) As a species, and a survival tactic, we make things up to comfort ourselves in difficult times 5) As a complex societal species, we create commonalities and «traditions» with others in our clan / tribe / community 6) These «traditions» result in security, trust, and strong relationships that make the collective more able to survive than the individual 7) These common beliefs also act as a means of numbing the brain to questions and concerns without legitimate or tangible answers 8) Religion is simply a survival mechanism 9) When we die, we simple «are not alive» anymore.

If this is well established, a classroom can progressively address deeper and more complex topics that organically source the diversity of student perspective as an asset in those discussions.

On the whole, university loans are of a traditional mortgage nature, with funds secured against assets although there have been instances of more complex arrangements including debentures and securitisation of residential income streams.

As soon as you delve into the other possibilities, setting up and maintaining the IRA and the assets inside it become more complex and costly.

We went from thinking about just diversifying between stocks and bonds to now diversifying across asset classes, meaning large cap and small cap, value and growth, made the world much more complex, but opportunities for advisors like you, Joe, to help your clients by adding value through superior design, better diversification of portfolios.

Investors should understand that because of the complex financial methods used by commodities funds, they may have more risk than simply the value of the underlying assets.

a feature of certain debt instruments that allow for the estate of a deceased investor to «put back» or redeem that instrument without penalty; bonds that carry a survivor's option usually redeem for par value when the survivor's option is exercised; in either case the benefit of the survivor's option can not be realized unless the original investor in the asset has died; because investor mortality risk must be taken into account when underwriting assets that carry a survivor's option, these assets are more complex and expensive to issue; also known as a «death put»

While the theoretical underpinnings of modern portfolio theory are complex, there are two main objectives: Firstly, efficient portfolios capture the return of each asset class represented — nothing more and nothing less.

Alternative funds have a wide range of investment objectives and may use complex and more investment strategies such as short - selling or tactical asset allocation.

Note: Asset allocation is a bit more complex than I just described.

Precious metal prices are generally more volatile than most other asset classes, making investments riskier and more complex than other investments.

Even life insurance can be made more complex through variable and variable universal life, where assets are invested in stocks, and do not receive a rate from the company.

At the risk of oversimplifying a complex analysis, Siegel's bottom line is that while there are not enough younger generation Americans to absorb the Boomers stock and bond assets at current prices, investors in emerging countries, like China and India, will more than make up for that and will end up buying the Baby Boomer's paper assets as the Boomers sell them off to fund their retirements.

More on this topic when I try to describe setting asset earnings assumptions, which is decidedly more compMore on this topic when I try to describe setting asset earnings assumptions, which is decidedly more compmore complex.

Revealed shortly after GDC 2017, the updated engine has a new look as well as features, including layer - based level editing that makes it possible to create more complex visuals with backgrounds, tiles, instances, assets and paths.

Firm profile A global law firm with more than 40 practice and industry groups dedicated to achieving our clients» most important goals, O'Melveny's lawyers work side by side with our clients to help them grow, protect their assets, and navigate complex law and regulation.

Trials are rare in divorce however are more common in divorces involving minor children, complex property division or significant assets.

Rosie has broad experience on matters involving civil fraud and is currently working with CYK colleagues on a complex asset tracing programme spanning more than 20 jurisdictions.

Asset division also becomes more complex and confusing if the spouses do not know what makes up their marital and personal assets and debts, income and expenses.

We even handle the more complex cases that most smaller and solo firms won't handle, such as breach of fiduciary duty, wrongful death, complex real estate disputes, mergers and acquisitions, asset sales agreements, and general counsel services.

I have assisted on a number of complex matrimonial disputes involving high net worth individuals with assets based in more than one jurisdiction.

«Well - respected» practice head Carolyn Saunders has been leading advice to an outsourcing company on various complex arrangements concerning a scheme with assets valued at more than # 1bn.

I have specialised in family law for over 20 years and have particular experience in handling complex financial settlements, often involving assets held in two or more countries.

The proposal is aimed at reducing administrative pressure within the family courts by unlinking «the largely administrative and bureaucratic» divorce work from the more complex legal battles about who takes which assets from a marriage.

We use our 25 - plus years of experience to handle any family law matter, from complex, high - asset divorces to challenging custody issues to the uncontested divorce and more.

As the nature of marriage becomes more complex with partners bringing assets, income, and property into a union on an increasingly equal basis, the decision to award one party support or a larger share of communal property is no longer a simple equation — time put into a union against lost income — or any similarly simplistic comparison.

Many of our cases involve one or more of the following elements: companies, trusts, hidden assets, complex legal issues, disputed jurisdiction, international enforcement.

A more complex method to calculating life insurance needs for 30 year old females is to consider your current assets, your income, your debt, and your future financial needs.

The capitalization of earnings equation is a bit more complex, but it is ideal for service - based businesses without a lot of tangible assets.

As an organized, motivated, and well - traveled professional with more than 13 years of experience orchestrating and booking complex domestic and international travel arrangements for corporate employees, I am confident that I would quickly become a valuable asset to your team.

More complex cases involve retirement accounts, investment accounts, royalties, patents, or private businesses which may be divided by complex formulas involving the date of acquisition and whether or not the asset was enhanced by the community in some way.

In more complex cases, retirement accounts, investment accounts, royalties, patents, or private businesses may be divided by complex formulas involving the date of acquisition and whether or not the asset was enhanced by the community in some way.

As a result, Larry and Divorce Resolutions ® are frequently asked to assist in Colorado divorces involving very substantial assets and marital estates with more complex property division, maintenance planning, and retirement division issues.

If your situation is complicated or financially complex, if it involves child support, child custody, spousal support (alimony), or property division, if you have joint assets and debts, of if your spouse is contesting one or more issues, then you must at least have an experienced family lawyer review your agreement before finalizing it.