Sentences with phrase «of stocks or bonds»

Some folks prefer to invest with expert oversight, such as trading in shares of a pool of stocks or bonds, rather than owning them directly — which is better known as a mutual fund.

The full value of your gift of stocks or bonds helps Northeast Animal Shelter and our life - saving programs, while you may receive a significant tax break.

The full value of your gift of stocks or bonds helps the QCAWC and our life saving programs, while you receive a significant tax break.

If you are planning on giving a gift of stocks or bonds to the QCAWC please email Patti McRae at [email protected] or call [phone] ext. 13.

The gain or loss from the sale of stocks or bonds has a source where you are a resident at the time of the sale.

As a young investor, the best place to start is to use index funds which track a broader universe of stocks or bonds as the first step in building an investment portfolio.

You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks or bonds held by the Fund may fall; individual investments of the Fund may not perform as expected; and / or the Fund's portfolio management practices may not achieve the desired result.

Instead, they are very long term investors who have developed their own unique set of rules, and Dimensional Indexes, that are focused on the factor research of Fama, French and other academics, as well as internal trading rules - based strategies that minimize market impact costs and capture liquidity premiums for being a patient buyer and seller of stocks or bonds that meet their rules of construction.

Under the federal law Regulation D in the Securities Act of 1933, certain companies are exempt from registering the sale of securities, which are typically forms of stocks or bonds, and in the case of PeerStreet, real estate debt.

You can't be exact in ranking the desirability of stocks or bonds, but if we can't identify a group of stocks outside the portfolio that are better than a group of stocks inside the portfolio, there is not much sense in trading.

Such funds usually invest in a mix of stocks or bonds.

It is also observed that certain factors that may not affect the prices of stocks or bonds have a strong impact on the prices of commodities.

A family with two small children may want to start investing for education or retirement but may not have the financial resources to purchase large blocks of stocks or bonds and may not be willing to risk the family's financial security.

... may offer an attractive way to diversify away from the risks of stocks or bonds... [but] can't replace bonds, because their returns aren't certain and come mostly through any price appreciation, not yield.

Index: a selected number of stocks or bonds used to represent an asset class or segment of the market.

Merger Funds: More Tame Than Reputation Some investors have been turning to a mutual - fund niche that may offer an attractive way to diversify away from the risks of stocks or bonds: funds that engage in merger arbitrage.

An index is a statistical measure of a portfolio of stocks or bonds representing a particular market or a portion of it.

If you want to make some money, invest in a portfolio of stocks or bonds that are stable in terms of their market returns.

Exchange - traded funds (ETFs) are one of Wall Street's best innovations: They allow individual investors to buy and hold a whole portfolio of stocks or bonds, and pay very low expenses to do so.

Morningstar concludes that, conceptually, «clean share classes would simply charge clients for managing their money (and other associated expenses) without indirect payments — fees charged to investors by the fund company that they in turn send to an affiliate or third party for services other than managing a portfolio of stocks or bonds.»

Instead, they simply construct their portfolios so that the portfolio matches an index of stocks or bonds.

You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks or bonds may decline; the individual stocks or bonds in the Fund may not perform as well as expected; and / or the Fund's portfolio management practices may not work to achieve their desired result.

Index funds are made up of stocks or bonds that mirror the performance of a benchmark index, such as the Standard & Poor's 500 or the Dow Jones Industrial Average.

The fees most certainly don't help in any way to improve the research of stocks or bonds for a fund, nor do they improve the performance of the money invested in the fund.

Enjoy the convenience of an ETF, which already contains a preselected collection of stocks or bonds.

An ETF is a collection (or «basket») of tens, hundreds, or sometimes thousands of stocks or bonds in a single fund.

An IRA is a vehicle for holding investments, stocks or bonds, either as individual holdings or in a portfolio of stocks or bonds created by a mutual fund or ETF.

It bundles a portfolio of stocks or bonds into a single, simple package.

Then the broker will deliver that basket of stocks or bonds to the ETF provider, who will create 100,000 new shares and send them to the DB as payment.

The good old days, when you used a phone to call people, you could wear shoes through airport security, and ETFs simply tracked a broad index of stocks or bonds.

Simply put, an index is a group of stocks or bonds used to measure the performance of a particular market.

Let's be clear: no one is raising these red flags about boring old ETFs that simply buy all of the stocks or bonds in a transparent index.

Having the ability to dial up or down the amount of stocks or bonds in a portfolio can clearly make a material difference, and can be employed efficiently with today's impressive selection of exchange traded funds (ETFs).

One ETF advantage is that one fund can hold hundreds or thousands of stocks or bonds, so you get a lot more diversification than if you were trying to buy individual stocks or bonds yourself, according to Vanguard.

In other words, a mutual fund is a shortcut to diversifying your money across many types of stocks or bonds with very little work done on your end.

Balanced Fund — A common style of fund that seeks to increase value and income by investing in a variety of stocks or bonds.

Jun 30, 2016 Diversifying your investment portfolio doesn't just involve investing in different types of stocks or bonds.

Under the federal law Regulation D in the Securities Act of 1933, certain companies are exempt from registering the sale of securities, which are typically forms of stocks or bonds, and in the case of PeerStreet, real estate debt.

The basic premise of ETFs is powerful: An efficient, low - cost way to invest in a broad, diversified set of stocks or bonds.

If my capital market expectations are for a good bond market and a weak stock market in the next year (such as this year), I don't necessarily want to change any of the stocks or bonds that I hold.

When you put your money in an index fund, you're investing in a broad range of stock or bonds (again, usually an entire market), so you don't have to deal with — or do the research associated with — buying and selling individual stocks.

A fund that invests in just one type of stock or bond such as one industry sector, world region, country, or market capitalization will be less diversified and more risky than a broad based fund that invests in many companies across multiple industries, countries, and market caps.

If you can adequately identify the shares of stock or the bonds you sold, their basis is the cost or other basis of the particular shares of stock or bonds.

As a result, they spread out risk much more effectively than a small, hand - picked basket of stocks or bond issues.

I could use closing value of the stock or bond on the day of the transfer as the basis for the amount contributed.

The annual expense ratio of a stock or bond mutual fund directly reduces the return of the investor, which reduces the amount of money that can be safely withdrawn during retirement.

In the long run, the factor that determines your return isn't good timing of the stock or bond markets — it's your asset allocation.

The day you checked the value of your stock or bond, which should be the same as your form's as - of date.

Fund management sees no problem in tilting the scales to one side of the stock or bond seesaw.

Negative return can also be used to refer to the performance of a stock or bond.