Sentences with phrase «of one's assets»

The fee is calculated on the average daily balance of the total market value of the assets in your program account.

Look at the total value of your assets in relation to the total value of your potential loan.

The lesson to be learnt here is that you have to choose the right type of asset class for your time horizon.

Apart from the amount invested and the leverage used, the trading fee also varies from the type of asset classes as well as the asset traded.

So, thinking about the endowment model, and you've been a practitioner of kind of asset allocation sort of ideas that are very heavy in what most would consider alternatives.

It is a perfect role for someone looking to get into the business development or sales sides of asset management.

During the recession, couples often preferred to make an informal division of assets in order to keep costs down.

The wealth effect is the tendency to spend more as the market value of the assets of a person rises.

Money managers who build and manage a client's portfolio of stocks, bonds and other securities typically charge an annual fee based on a small percentage of assets under management.

Provisions in the tax code allow you to pay lower capital gains taxes on the sale of assets held more than one year.

Start with looking at the current price of the asset in whatever the accepted unit of measurement is.

With one click you see get exact percentages of each asset class in your portfolio.

You can change the investment option for all or a portion of your assets for any reason, no more than two times during any calendar year without incurring tax consequences or penalties.

Fees are usually related to the dollar amount of assets under management.

It represents a portion of my asset allocation which I feel is more conservative.

When any loss occurs, your insurance company will pay you only for the replacement cost value of the asset as per the details given by you.

Private funds have proved popular with wealthy families, investment club members and other partners looking to invest in a range of asset classes on a collective basis.

There are wide varieties of asset allocation models available.

It may just mean that you may need less coverage than those who have a lot of assets with high price tags.

If you own anything at all, you should have a will so that the state is not left in charge of the distribution of your assets at your death.

The broker also has one of the largest lists of assets on offer in the binary options trading environment.

The actual truth is that majority percent of assets under management of mutual funds are debt as compared to equity.

Sadly, this transfer of assets from individual investors to mutual fund companies has continued and has grown for decades.

Additionally, you can not calculate casualty losses based on the price of the asset at the time of the loss.

More formally, it is a systematic approach to diversification that may help you determine the most efficient mix of assets based on your risk tolerance and time horizon.

Therefore, I could buy dollar worth of assets for 75 cents.

As a result of its market cap weighting, this fund invests more of its assets into larger companies and relatively less into smaller companies.

In addition to ETFs including an impressive list of asset classes, they can also include securities from specific sectors, industries, and countries.

You're identifying two factors to be considered in deciding on a stock allocation — the valuation level that applies and the amount of assets held by the investor at the time.

The transfer of assets with a trust is also private, whereas all probate proceedings are published on the county website.

Most of the assets of tech companies are «hot assets» like cash and intellectual property and life insurance policies which are not closely tied to a physical location and easily moved.

This is important because long term care insurance planning is a critical part of asset protection and wealth preservation.

Other terms of the asset purchase agreement have not been disclosed.

According to him, one should always hold diverse portfolio of assets such as: properties, equities, bonds, precious metals.

A significant part of the pick - up in seniors housing volume in the first quarter was due to the sale of assets by the public REITs to institutional buyers.

Since most of the plans were participant directed, many enjoyed control of the asset allocation, particularly in bull markets.

Aurora bank tops and beats many established banks in terms of asset quality.

This reflects the growing amount of government intervention in markets and wealth concentrations, as well as the use of asset price manipulation as an extension of policy by government.

It is a suite of various kinds of assets like shares, government bonds etc. which have different risk and returns.

They are required to invest 75 percent of their assets into real estate, and distribute 90 percent of their profits to shareholders as dividends.

This refers to the purchase and simultaneous selling of assets across different markets to gain from price fluctuations.

I have been trying to achieve some form of asset protection for many years.

This is a type of rules - based approach to asset selection (primarily within equity ETFs) that may reduce risk and squeeze extra returns out of any asset mix.

The expectation they will succeed is one factor pushing up the shares of asset managers — particularly those that run actively managed funds.

Most all investors are sorely tempted to «time the market», i.e. to rotate their ownership of asset classes through the business cycle.

ETFs are available for a broad range of assets including Australian shares, international shares, fixed income products, foreign currencies, precious metals and commodities.

The risk is massive, but a lot of asset managers think they have a lot of time.