Sentences with phrase «on assets»

You can edit and print just the table of returns on the asset allocation model page or the asset allocation primer page.

This classification is based on the asset allocation of the fund's investments.

And some brokerages have started offering accounts with fees based on assets under management rather than transactions.

Financial advisors focus on asset class as a way to help investors diversify their portfolio.

• Introduce a 0.5 % tax on the assets of the rich.

Currently it is very difficult for tenants to secure financing for mobile homes as there are not enough lenders focused on this asset class.

The safety of a 4 % initial withdrawal strategy depends on asset return assumptions.

If the company makes a 10 percent return on its assets in a good year, taking on the debt is a good idea, as the return outweighs the interest owed.

Second, you avoid paying capital gains taxes on the assets involved.

He brings more than a decade of experience in accounting and finance to his role, with a strong focus on the asset management, technology and consumer Internet industries.

If so, increasing the supply of bonds should have a significant depressing impact on asset prices and the economy.

Find out which short - term bond exchange - traded funds (ETFs) are the most popular going into 2016, based on assets under management.

We now make sure to at least consider whether a prospect's contractual obligations, off - balance sheet arrangements or litigation could have a material effect on the asset value.

An ownership security, senior to the common stock of a corporation, with preferred claim on assets in case of liquidation and a specified annual dividend.

Let's focus on the asset side for now.

If you're seeing gains on assets held for a shorter time period, you're going to have to pay a tax rate starting at a whopping 28 %.

I recommend you seek the advice of a corporate attorney and accountant for better information on asset protection.

Alternatively, the seller can act as the sole lender and accept a note and lien on assets in exchange for the purchase price less any down payment.

When the second spouse dies, it is possible that the two allowances can be combined when passing on assets to the next generation.

All of these can have an impact on asset prices and should therefore be monitored.

Maybe you have seen them from your broker... those online surveys that are supposed to help you decide on your asset allocation based on your risk tolerance.

Judging from fund flows, that dire sentiment is having very real effects on asset allocation.

I learned some additional information on asset protection that I didn't know.

Some advisors make their money through fees on assets under management, others through commissions on transactions, and some employ a mix of both.

Theory and empirical evidence suggests that investors require higher return on assets with lower market liquidity to compensate them for the higher cost of trading these assets.

Because this game relies so heavily on assets from the previous game, there's an obvious imbalance that can't be easily fixed.

Our prosperity depends heavily on our abundance of natural resources, but we need to focus more on an asset that's equally important to our economic future: our intellectual property.

The weighted average interest rate earned on each asset in the portfolio, expressed as a percentage.

The specific percentage that's «safe» for you depends on your asset mix and how long you need your savings to last.

I read lots of books on asset allocation, but relatively few books on risk control, because few accessible books get written on that topic.

We also connected the client with independent strategic and tactical investment advice on asset allocation and risk management.

So when you're working on your asset classes, and your asset allocation, don't worry so much about what vehicles you've used.

Short term investors need to put more emphasis on asset protection.

Right now they aren't even doing better than a 0 % return on their assets when it needs to be well above 7 %.

Trading on assets based on events in the news is one of the more popular styles of trading.

Which of these models build on the assets you already have, or complement your strengths?

This is because hedge funds have a high amount of reliance on the asset manager's expertise.

In addition, instead of relying on asset growth, some life insurance policies guarantee a death benefit.

/ Now, with your spouse, develop a joint action plan for improving your marriage, drawing on the assets each of you has identified.

The choices you make on asset location can have an impact on how much tax you pay.

Another important characteristic of commercial real estate investing is the ability to place debt on the asset, which is several times the original equity.

The interest rates on an asset based hard money loan are usually higher than those of conventional mortgages.

This way they will not lose out on their assets appreciation.

In this context the general effect is a downward pressure on asset prices, possibly including property.

These contracts allow people to speculate on assets at high leverage, or alternatively protect themselves from cryptocurrency volatility by canceling out their exposure, without any centralized exchange.

A well - written resume sample for the job should focus on assets like strong people skills, resilience to stress, stamina, decision making, attention to details, and sound judgment.

And a short sale is a specific sale that tries to capitalize on an asset perceived to be about to lose value.

Simply place a call on the assets prices low and put on the rising asset value.