Sentences with phrase «on fidelity bond»

Represented financial institution in obtaining multi-million dollar recoveries on fidelity bond claims involving dishonest employees and fraudulent instruments.

She handles matters regarding all types of policies, focusing specifically on fidelity bonds, directors and officers insurance, and EPLI insurance.

Not exact matches

«The choices you make about your mix of stocks, bonds, and cash should be based on your personal situation, goals, risk tolerance, and timeline, and you should maintain that asset mix through the ups and downs of the market,» explains Ann Dowd, CFP ®, a vice president at Fidelity.

Viewpoints checked in with Julian Potenza, co-manager of Fidelity Short - Term Bond Fund, for his take on opportunities in this shifting bond - market landscBond Fund, for his take on opportunities in this shifting bond - market landscbond - market landscape.

How legislators handle all these issues could have a direct impact on the bond market, says Tom DeMarco, CFA ®, a market strategist in Fidelity Capital Markets» fixed - income division.

Once you have made your purchase, we encourage you to sign up for Fidelity's fixed income alerts to receive email notifications in the event one of your bond holdings is downgraded or placed on negative credit watch.

interest from municipal bonds as well as distributions from mutual funds that qualify as exempt interest dividends; this income is generally not subject to regular federal income taxes; note that Fidelity reports this information to the IRS, and may be required to report the information to tax authorities in California among other states; the total amount or a portion of tax - exempt income (reported as specified private activity bond interest) must be taken into account when computing the federal Alternative Minimum Tax (AMT) applicable to individuals and may be subject to state and local taxes; you are required to report tax - exempt income on Form 1040, and may be required to report it on your state tax return as well

Based on the categories, Fidelity Investments is ranked in the top mutual fund performers for U.S. Stocks, Bond Funds (two different funds) and Balanced Funds.

The OSDBU BEP partners with the Surety and Fidelity Association of America to help small businesses develop and obtain surety bonds to become more competitive on federal transportation projects.

This glide path is based on Fidelity's research and shows the funds» anticipated exposure to equity, bond, and short - term funds over time.

PIMCO bond maven Bill Gross, who oversees the PIMCO Total Return Exchange - Traded Fund (NYSEMKT: BOND) and other funds totaling about $ 2 trillion under management, told CNBC yesterday that he would take the other side of Fidelity's trade, gladly accepting yields on short - term securities that are 10 to 20 times what they were a few days ago in exchange for some mild liquidity rbond maven Bill Gross, who oversees the PIMCO Total Return Exchange - Traded Fund (NYSEMKT: BOND) and other funds totaling about $ 2 trillion under management, told CNBC yesterday that he would take the other side of Fidelity's trade, gladly accepting yields on short - term securities that are 10 to 20 times what they were a few days ago in exchange for some mild liquidity rBOND) and other funds totaling about $ 2 trillion under management, told CNBC yesterday that he would take the other side of Fidelity's trade, gladly accepting yields on short - term securities that are 10 to 20 times what they were a few days ago in exchange for some mild liquidity risk.

Fidelity Advisor Short Fixed - Income Fund (FSFAX) is merging into Fidelity Short - Term Bond Fund (FSHBX) on or about July 15, 2016.

interest from municipal bonds as well as distributions from mutual funds that qualify as exempt interest dividends; this income is generally not subject to regular federal income taxes; note that Fidelity reports this information to the IRS, and may be required to report the information to tax authorities in California among other states; the total amount or a portion of tax - exempt income (reported as specified private activity bond interest) must be taken into account when computing the federal Alternative Minimum Tax (AMT) applicable to individuals and may be subject to state and local taxes; you are required to report tax - exempt income on Form 1040, and may be required to report it on your state tax return as well

the relationship between interest rates and time, determined by plotting the yields of all or as many bonds of similar credit quality (eg: Treasuries or AA - rated Corporates), against their maturities; yield curves typically slope upward since longer maturities normally have higher yields, although it can be flat or even inverted; the Fixed Income Search Results Scattergraph shows several smoothed yield curves for different fixed - income product types and credit qualities; these are based on bonds that Fidelity recognizes and are not equal to the entire universe of bonds, which is significantly larger than the number of bonds offered by Fidelity on any given day

Brokers don't own most of these bonds; they're fed in from broker - dealers, and everyone's taking a markup before they appear on the Fidelity, Schwab or Vanguard sites.

I focus on corporate bonds, and if you use an online broker such as Fidelity, Vanguard, or Schwab, you will see a robust level of inventory with fairly narrow bid - ask spreads.

When I log on to my husband's 401 (k) managed at Fidelity, I click on «investment choices and research» to see what's available to him: 3 large cap funds; 2 mid-cap; 1 small cap; 2 international; 11 target date funds; 2 bond investments; and 1 cash fund.

Mike Weaver assumes co-management responsibility on Fidelity ® Total Bond Fund, joining existing portfolio managers Ford O'Neil (Lead PM), Matt Conti, Michael Foggin, Jeffrey Moore, and Celso Munoz.

Cormac Cullen will join Mark Sommer and Kevin Ramundo as a portfolio manager on the municipal bond team, succeeding Jamie Pagliocco who has been appointed Head of Global Bond Trading in Fidelity's Fixed Income Divisbond team, succeeding Jamie Pagliocco who has been appointed Head of Global Bond Trading in Fidelity's Fixed Income DivisBond Trading in Fidelity's Fixed Income Division.

Sean Corcoran has been appointed portfolio manager and joins Franco Castagliuolo as co-manager on Fidelity Advisor Mortgage Securities Fund (with retail and Advisor share classes), Fidelity GNMA Fund, Fidelity Government Income Fund (with retail and Advisor share classes), Fidelity Inflation - Protected Bond Fund (with retail and Advisor share classes), Fidelity Intermediate Government Income Fund, and Fidelity Limited Term Government Fund.

Peter acts as counsel for insurance companies on professional liability, E&O claims, Director's and Officer's liability, and surety, fidelity and dishonesty bond claims.

Goldman Sachs specializes in offering foreign bond funds through a limited number of brokers, while Fidelity has focused intensively on Japanese equity and developed a wider pool of distributors.