Sentences with phrase «most qualified investments»

Limiting the portfolios to our 20 most qualified investments allows us to know the companies we own and their managements extremely well while providing ample security - specific diversification.

«Limiting the portfolios to our 20 most qualified investments allows us to know the companies we own and their managements extremely well while providing ample security - specific diversification.»

Not exact matches

Equity Income Funds typically distribute most of their income in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable income.

Most alternative investments on the AI platform are sold on a private placement basis to eligible clients who must be Accredited Investors and / or Qualified Purchasers depending on the requirements of the specific investment.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

A company must qualify on most of these 15 points to be considered a worthwhile investment.

Even the most qualified and trusted buyers can find it difficult to secure the loans they need to make a secure real estate investment.

Most financial planners are most familiar with mutual funds, which qualify as one of the IRA investment optiMost financial planners are most familiar with mutual funds, which qualify as one of the IRA investment optimost familiar with mutual funds, which qualify as one of the IRA investment options.

Yet the two most common qualified default investment alternatives (QDIAs)-- balanced funds and TDFs — do not address financial planning and personalized strategies, she points out, while managed accounts do.

U.S. Bancorp Investment Accounts: Tax documents for the most recent tax year will be available after January 21 for qualified distributions and after February 15 for all other types.

For those who aren't certain what type of investments can be held in TFSAs, all of our funds qualify (as do most stocks, bonds and other publicly traded securities for that matter).

Most stocks that qualify as NCAV bargain stocks are small companies, which usually are risky investments.

Now, if an account owner withdraws funds to pay for the qualified higher education expenses of a middle school or high school student enrolled in a college class, the account is automatically placed in the Age 19 + or College Enrolled bracket, which has the most conservative mix of investments.

This is AKA a «tax wrapper,» because you can buy most all investment vehicles using a qualified account.

Most of my investment income qualifies for the lowest tax rates, and since I use big gains for charitable giving, my effective rates are lower still.

So if this is the case, then if you have more than the few brain cells required to manage your own investments, then you'll most always do much better long - term by avoiding playing the whole tax - qualified retirement plan investing game, and just DIY with a non-qualified discount brokerage account.

In most cases, your income doesn't necessarily need to be a form of employment to qualify and could include investments or other income sources.

It should be noted that while all solar systems in the US can qualify for federal incentive programs like the Investment Tax Credit, you're more likely to get more incentive opportunities, like net - metering — allowing you to sell power back to the utility — with a grid - connected system than with an off - grid electric system, since most incentives are offered through utilities.

Most of our clients select a USCIS - approved Regional Center as their qualifying investment.

I'm afraid, though, that most people would be better served by a term life insurance policy and traditional qualified (tax - deferred) investments.

Under most down payment assistance programs, you must make a minimum investment, qualify for a first mortgage, complete homebuyer education and meet eligibility requirements for sale price, homebuyer income and homeownership history.

The graduate has proven their academic mettle but they're still hardly qualified to help a family make the most important financial decision in their lives or to assist an investor in making a major investment decision.

Most importantly, the Delaware Statutory Trust or DST Investment Property structure qualifies for tax - deferred exchange treatment under Section 1031 of the Internal Revenue Code («1031 Exchange»).

We screen and select the best, most qualified tenants, and work with a trusted professional property management team to manage and care for your investment so you can continue to generate profit.

Loans to Foreign Nationals: Unlike most banks and institutional lenders, Montegra does not require borrowers who are foreign nationals to have proof of U.S. income or U.S. assets in order to qualify for a loan to purchase commercial real estate or non-owner-occupied investment properties.