Sentences with phrase «of equity in the account»

When the amount of equity in the account gets too low, more assets have to be added, or stocks will have to be liquidated to protect the margin loan that the broker made.

Then, in 2011, fearing the market was getting pricey, she sold 70 % of the equities in their accounts.

Margin requirements are intended to help protect securities firms and their customers from some of the risks associated with leveraging investments by requiring customers to either meet or maintain certain levels of equity in their account.

In addition to the initial margin requirements, we require you to maintain a minimum amount of equity in your account to collateralize your current loans and obligations.

Not exact matches

Also, keep in mind that trading options spreads in IRA accounts at Schwab requires Level 2 options approval, a minimum of $ 25K in account equity, and enough cash available to cover the options spread requirements.

According to a report published by Morningstar in 2015, U.S. equity index funds account for about 37 % of the total market share of mutual - fund assets, up from 26 % five years earlier.

But in the complex accounting of Basel III, goodwill is actually subtracted from other forms of equity to determine how much common equity a bank has.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund AccountIn soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

The National Association of Real Estate Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same basis.

His prior experience includes private equity funding of start - up telecommunications and Internet services companies, as well as strategic and financial planning, mergers and acquisitions, and managing finance and accounting activities for both domestic and international businesses in the telecommunications and Internet services sectors.

However, as ICI / EBRI reported, more than 65 percent of employees between 20 and 30 years of age had invested over 80 percent of their retirement account balance in equities.

Most business owners forget to account for the fact that equity in a business grows as it gains market share and a loyal customer base, so make sure to account for the value of your business and its holdings as well.

Still, the Telluride program is worth the 4 percent you give up to be part of it - because of the other benefits: 70 mentors and seven entrepreneurs - in - residence with impeccable credentials and experience in fields such as entrepreneurship, law, private equity, accounting, human resources, marketing technology, and more.

In the assessment of Mendy Kwestel, a partner and director of entrepreneurial service at accounting and management - consulting firm Grant Thornton LLP, in New York City, «there is a ton of money — so much liquidity throughout the marketplace — that there is now private - equity money available for companies at every stage of development.&raquIn the assessment of Mendy Kwestel, a partner and director of entrepreneurial service at accounting and management - consulting firm Grant Thornton LLP, in New York City, «there is a ton of money — so much liquidity throughout the marketplace — that there is now private - equity money available for companies at every stage of development.&raquin New York City, «there is a ton of money — so much liquidity throughout the marketplace — that there is now private - equity money available for companies at every stage of development.»

One radical change involved accounting: Leaders were required to factor in the cost of employee stock options and other equity compensation for their routine budgeting.

In a statement, the firm said the majority of its clients sustained losses which exceeded their account equity.

The US saw the biggest increase in private equity transactions with a 52 percent rise in deals led by buyout funds, accounting for a total of $ 46.4 billion so far this year.

Spooked by a sudden 19 % plunge in the Shanghai Composite Index, regulators halted initial public offerings, suspended trading in shares accounting for 40 % of market capitalization, forced state - owned brokers to promise to buy stocks until the index reached a higher level, mobilized state - controlled funds to purchase equities, and promised unlimited support from the central bank.

Still, after accounting for the possibilities of some specific equities experiencing a disproportionate share of mini flash crashes, and variations in trading activity creating more opportunities for mini flash crashes to occur, the evidence continues to suggest that an abnormal level of instability could have been detected in the U.S. equity market during the test window on October 15, 2014.

With a powerful and experienced in - house accounting and finance team, Fairview is able to provide institutional investors with a range of innovative private equity portfolio management solutions.

While we have to say, and we actually believe, that past performance is no guarantee of future returns, we believe that Woodstock represents our clients» best opportunity to capture that equity - like return into their own accounts rather than negotiate it away in purchasing an investment product, because we believe we have done it.

However, in comparison to households that only hold owner - occupier debt, there is evidence that investors tend to accumulate higher savings in the form of other assets (such as paying ahead of schedule on a loan for their own home, as well as accumulating equities, bank accounts and other financial instruments).

The following are qualifying accounts: any checking account, savings account, money market account, certificate of deposit, automobile loan, home equity loan, home equity line of credit, mortgage, credit card account, or other student loans owned by Citizens Bank, N.A. Please note, our checking and savings account options are only available in the following states: CT, DE, MA, MI, NH, NJ, NY, OH, PA, RI, and VT and some products may have an associated cost.

These accelerators would offer startup companies a place to sit, assistance with visas, and legal and accounting information, for a small portion of equity in the company.

Accounting book value is meant to measure the potential assets available to investors in the event of liquidation, and that's simply not a very useful measurement for most equity investors.

Pursuant to applicable accounting principles, for financial statement reporting purposes we have historically recorded salary and bonus payments to our senior Carlyle professionals, including our named executive officers, as distributions in respect of their equity ownership interests and not as compensation expense.

Emerging economies account for a larger share of global GDP, corporate revenues, and profits than is reflected in the market capitalization of global equity markets.

Their idea of «normal» leaves out of account the fact that this financial sector has gotten rich by loading down the economy with debt — debt that is beyond the ability to be paid, resulting in Negative Equity.

In determining the size of the requested increase in the authorized share pool, we considered the level of overhang and took into account the fact that a substantial portion of the current outstanding equity awards are held by our CEO and had been granted to him prior to our initial public offering in 2006 (the «IPO»In determining the size of the requested increase in the authorized share pool, we considered the level of overhang and took into account the fact that a substantial portion of the current outstanding equity awards are held by our CEO and had been granted to him prior to our initial public offering in 2006 (the «IPO»in the authorized share pool, we considered the level of overhang and took into account the fact that a substantial portion of the current outstanding equity awards are held by our CEO and had been granted to him prior to our initial public offering in 2006 (the «IPO»in 2006 (the «IPO»).

In addition to normal risks associated with equity investing, international investing may involve risk of capital loss from unfavorable fluctuations in currency values, from differences in generally accepted accounting principles, and from adverse political, social and economic instability in other nationIn addition to normal risks associated with equity investing, international investing may involve risk of capital loss from unfavorable fluctuations in currency values, from differences in generally accepted accounting principles, and from adverse political, social and economic instability in other nationin currency values, from differences in generally accepted accounting principles, and from adverse political, social and economic instability in other nationin generally accepted accounting principles, and from adverse political, social and economic instability in other nationin other nations.

«Equities are the «five - years - plus» part of your portfolio,» he added, meaning that funds in your 401 (k) plan, IRA and other retirement accounts that you don't need for five years or more should be invested in stocks, since research has shown that over a period of five years or longer, stocks generally perform better over other assets.

In our opinion, the accompanying Consolidated Balance Sheets and the related Consolidated Statements of Operations, Comprehensive Income (Loss), Redeemable Convertible Preferred Stock and Stockholders» Equity (Deficit), and Cash Flows present fairly, in all material respects, the financial position of Fitbit, Inc. and its subsidiaries at December 31, 2013 and December 31, 2014, and the results of their operations and their cash flows for each of the three years in the period ended December 31, 2014 in conformity with accounting principles generally accepted in the United States of AmericIn our opinion, the accompanying Consolidated Balance Sheets and the related Consolidated Statements of Operations, Comprehensive Income (Loss), Redeemable Convertible Preferred Stock and Stockholders» Equity (Deficit), and Cash Flows present fairly, in all material respects, the financial position of Fitbit, Inc. and its subsidiaries at December 31, 2013 and December 31, 2014, and the results of their operations and their cash flows for each of the three years in the period ended December 31, 2014 in conformity with accounting principles generally accepted in the United States of Americin all material respects, the financial position of Fitbit, Inc. and its subsidiaries at December 31, 2013 and December 31, 2014, and the results of their operations and their cash flows for each of the three years in the period ended December 31, 2014 in conformity with accounting principles generally accepted in the United States of Americin the period ended December 31, 2014 in conformity with accounting principles generally accepted in the United States of Americin conformity with accounting principles generally accepted in the United States of Americin the United States of America.

Global equity allocations accounted for 51.4 percent of this month's portfolio, barely changed from 51.3 percent in both September and October, with bonds trimmed slightly to 37.3 percent from 37.6 percent.

Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results, financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.

With more than $ 280 billion under management, CSIM is one of the nation's largest asset management companies, the third - largest provider of retail index funds, and a top 10 provider of exchange - traded funds (ETFs) and money market funds.3 Aguilar joined CSIM in 2011 and is responsible for equity and asset allocation mutual funds, ETFs, and separately managed accounts.

Our fourth open position in the model trading account, PowerShares U.S. Dollar Bull Index ($ UUP) long, is also showing an unrealized gain, but has a low correlation to the direction of the equities markets either way.

In the U.S. and U.K., reinvested dividends would account for nearly half of an investor's total annualized return from equities in the last centurIn the U.S. and U.K., reinvested dividends would account for nearly half of an investor's total annualized return from equities in the last centurin the last century.

He notes that the research frequently does not take into account the trillions of dollars of assets people hold outside of formal pension vehicles, most notably in home equity and non-taxable accounts.

Markel's net loss was negatively impacted by the adoption of new accounting standards implemented at the start of the year, which required recognizing a $ 122.1 million pre-tax loss related to the decline in fair value of its equities portfolio since the end of 2017.

US issuers accounted for 34 % of overall equity capital market volume in 2013, followed by Chinese firms, with 10 %, and UK companies, with a 6 % share.

While the outflows account for less than 1 % of assets in U.S. equity funds, the flood of cash leaving stock funds marks a shift from the buy - the - dip mentality that characterized much of last year.

«In the long run, a portfolio of well - chosen stocks and / or equity mutual funds will always outperform a portfolio of bonds or a money - market account.

I take into account the 20 % equity exposure of the LS 20 % in my overall balance and I have periodically sold off the Index - Linkers to keep the portfolio asset allocation stable.

A HELOC, in short, is a line of credit (similar to a credit card account) where the family home is used as collateral to borrow money against the house (the equity) in order to pay bills, do renovations, or take a vacation.

«A conservative investment portfolio comprised of 60 % fixed income, 35 % equity investment or stocks, and 5 % in a high yield savings account (cash equivalent).»

In terms of financial assets, I'm fairly leveled between my home equity, retirement accounts and brokerage.

Outside of our primary residence, which accounts for about 30 % of our net worth, most of our net worth is in equities as well.

Equity value in a brokerage account is the net worth of the account, or the value of the securities after any marginal requirements (what the investors must...

In addition, if you don't currently meet the equity requirements you'll also need to account for continued private mortgage insurance costs — that is until you've reached that magic number of 78 % in loan - to - value ratiIn addition, if you don't currently meet the equity requirements you'll also need to account for continued private mortgage insurance costs — that is until you've reached that magic number of 78 % in loan - to - value ratiin loan - to - value ratio.

Keeping a minimum of 3 months of life expenses in a money market account or GIC in the event of an emergency is prudent because if the market goes down right when you need the money and all of your funds are in risky equity investments, then you are hooped.