Sentences with phrase «more limited assets»

She takes a hands - on, pragmatic approach to cases with more limited assets, encouraging sensible thinking and appropriate boundaries.

But since these changes have no historic precedent, we will be keen to keep a close eye out for any unexpected consequences of the Fed's outright balance sheet reductions and the ECB's more limited asset purchases.

Not exact matches

In the United States, more than 2.4 million small businesses are set up as a limited liability company (LLC) for the purpose of limiting personal liability and protecting the owner's personal assets in the event of business failure.

Put options, however, come with more limited risks than simply shorting an asset, which can result in infinite losses if the asset's price rises instead of falling as expected.

Private companies are viewed more favourably than state - owned firms, and the CEOs were lukewarm about the idea of using ownership policy to promote democracy, such as limiting the ability of companies based in undemocratic countries to buy Canadian assets.

After Trump tweeted a warning last week to «get ready» for incoming missiles, it appears Russia and Syria moved assets to more protected locations in an attempt to limit the available targets for a strike.

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.

Jane Sanders holds assets in a couple of different annuities — likely invested through a 403 (b) plan, thanks to her career in academia — and those assets, unfortunately, often come with high expenses and more limited choices.

Under the new changes, «small creditor» — now defined as institutions with less than $ 2 billion in assets originating fewer than 500 first - lien mortgages per calendar year — would now apply to a 2,000 - loan annual origination limit, effectively easing the path for more banks and credit unions to comply with the ability - to - repay rule.

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on invested

For donor - advised funds, fair market value (FMV) deductibility typically applies to assets held for more than one year, up to the limits listed above.

However, below investment grade exposure is limited to no more than 25 % of total assets.

In the event that it is determined that we have in the past experienced an ownership change, or if we experience one or more ownership changes as a result of this offering or future transactions in our stock, then we may be limited in our ability to use our net operating loss carryforwards and other tax assets to reduce taxes owed on the net taxable income that we earn.

The RBI limited individuals from investing more than $ 75,000 a year in property and other assets abroad; the earlier limit had been $ 200,000 a year.

The RBC ETF's prospectus contains a more detailed description of the limited relationship MSCI Inc. has with RBC Global Asset Management Inc. and the RBC ETF.

If you are fortunate enough to have more than sufficient retirement income and assets, here's a strategy that can be a great way to transfer wealth to the next generation.Traditional IRA balances can be converted to Roth IRAs in part or in whole and there is no limit on how often this can occur.

This may not be a great option however if you don't have many assets and / or it would cost a lot more money to raise your limits in order to qualify for an umbrella policy.

This choice limits your short - term tax liability and gives the assets in the annuity more time to grow.

For Munger, not considering the quality of the underlying business when buying an asset is far too limiting: «The investment game always involves considering both quality and price, and the trick is to get more quality than you pay for in price.

«We would like to see more asset - backed or corporate green bonds, since issuance has been limited, and we are interested buyers,» says Delmar King, fund manager at Praxis, the investment arm of Everence Financial of Indiana.

The idea, Cuomo said, is to recover more money employees were cheated out of when businesses went bankrupt — and went on to create spinoff limited liability companies registered in other states or hid their assets in other ways.

Animatron has thousands of available assets, from backgrounds to characters, animated sets, and objects, whereas Animaker has a more limited amount.

Certain charting tools are available exclusively to those who place more than 120 trades per year, and their Wealth - Lab Pro feature limits access to a minimum of 36 trades per year, and traders must have a minimum in assets of $ 25,000.

SMSFs with borrowings were more likely to hold non-residential and residential real property, assets held under limited recourse borrowing arrangements and other assets, compared to the total SMSF population.

This choice limits your short - term tax liability and gives the assets in the annuity more time to grow.

For instance, a Canadian owning more than $ 1 million worth of US stocks would be liable for estate taxes because even assuming that he owned no other assets, the US property alone would exceed the exemption limit.

We do not agree that the older you get, the more you should limit your exposure to certain asset classes.

The ability to spend cash flows out of capital gains from either asset may be more limited over the next few years.

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In its third annual survey of institutional ETF use, sponsored by BlackRock Asset Management Canada Limited (BlackRock Canada), Greenwich Associates found that participating institutions hold just over one - fifth - 21.2 per cent - of total assets in ETFs, while asset managers allocate on average more than a quarter of total assets under management to the fAsset Management Canada Limited (BlackRock Canada), Greenwich Associates found that participating institutions hold just over one - fifth - 21.2 per cent - of total assets in ETFs, while asset managers allocate on average more than a quarter of total assets under management to the fasset managers allocate on average more than a quarter of total assets under management to the funds.

The fund may invest in securities issued by domestic or foreign companies; in fixed - income securities that are investment grade and below investment grade, but limits its investments in below - investment - grade securities to no more than 10 % of its net assets; may include real estate investment trusts, investments that provide exposure to commodities (such as ETFs or natural resources companies), and derivatives, including futures and options.

If you have significant assets and want more coverage than is available under your homeowners policy, consider purchasing an umbrella or excess liability policy, which provides broader coverage and higher liability limits.

Even if you don't own any assets, in a bankruptcy if your income is over the government's limits to maintain a reasonable standard of living, you have to pay what is known as surplus income, and your bankruptcy will cost more and last longer.

Due to rising valuations in the mid cap and small cap space, more mutual fund companies with mandate to invest in these stocks, are limiting investments into them, the latest being Mirae Assets Emerging Bluechip Fund.

The CLT also is more likely to be used to limit the grantor's taxable income because a portion of the income generated by the charitable trust assets will be paid to the designated charity.

It gains exposure to asset classes by investing in more than 100 futures contracts, futures - related instruments, forwards and swaps, including, but not limited to, equity index futures and equity swaps; bond futures and swaps; interest rate futures and swaps; commodity futures, forwards and swaps; currencies and currency futures and forwards, either by investing directly in those Instruments, or indirectly by investing in the Subsidiary that invests in those Instruments.

Strategy: This fund is primarily invested in fixed income securities issued or guaranteed by the U.S. Government, its agencies, or instrumentalities, and corporate debt instruments, including but not limited to asset - backed and mortgage - backed securities rated not less than Baa3 / BBB - by two or more nationally recognized rating services.

Many investment experts suggest that you limit your inclusion of these other assets to a total of no more than 10 to 15 percent of your portfolio.

My first, more limited, technique confines itself to the purchase of common stocks at less than their working - capital value, or net - current asset value, giving no weight to the plant and other fixed assets, and deducting all liabilities in full from the current assets.

As more and more capital flows into an asset it goes up in value as more outside money wants in to a limited supply of a commodity, stock, house, or tulip.

Shouldn't the US government cut out the middlemen, and receive more for a valuable and somewhat limited asset?

But in terms of alternative investment assets & managers, there still exist interesting pockets of opportunity (albeit, perhaps more limited in size)-- while private equity firms have accumulated unprecedented levels of AUM / dry powder, and can thrive as well as ever in today's world, noting their gradual move into property & looking forward to a huge untapped opportunity ahead in infrastructure.

Generally that advice would be limited to high level things like asset allocation, tax planning and investment strategies — areas that are more black and white — and not necessarily the specific investment advice that you might be looking for in this case, Mike.

Not only might their limited histories provide an incomplete picture of the full range of market conditions possible, but as an asset class gains popularity and attracts more money, over-investment can deteriorate its risk and reward characteristics.

There are several reasons to consider investing in a 529 college savings plan including the tax advantages, options for withdrawals for tuition, room and board and other expenses, portable allowing the funds to be used at any accredited college, no gift tax consequences on contributions of $ 14,000 or more, no income limits, asset control options, and no restrictions on family members to be beneficiaries.

By «limiting bets on more volatile assets like stocks and commodities and using leverage to load up on safer assets like government bonds,» risk - parity funds attempt to minimize risk of collapse of any one market, the article explains.

The objective of this portfolio is to produce efficient, risk - adjusted returns with limited correlation, less volatility and more consistency than traditional asset classes.

The Vanguard Emerging Markets Fund offers a relatively safe way to get some exposure to this asset class, with low fees and a diverse portfolio of more than 4,000 stocks, but it should be limited to a small portion of your well - diversified portfolio.

securities and securities of other regulated investment companies, and other securities (for purposes of this calculation, generally limited in respect of any one issuer, to an amount not greater than 5 % of the market value of a Fund's assets and 10 % of the outstanding voting securities of such issuer) and (ii) not more than 25 % of the value of its assets is invested in the securities of (other than U.S. government securities or the securities of other regulated investment companies) any one issuer, two or more issuers which the Fund controls and which are determined to be engaged in the same or similar trades or businesses, or the securities of certain publicly traded partnerships.

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