Sentences with phrase «other advisors as»

Each individual should consult his / her own counsel, accountant and other advisors as to legal, tax, economic, investment, financial and related matters concerning real estate and other investments.

Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments.

The Committee shall have the authority, in its sole discretion, to retain and obtain the advice and assistance of outside legal counsel and such other advisors as it deems necessary to fulfill its duties and responsibilities under this Charter.

Not exact matches

«So folks just aren't making individual decisions as much and advisors are more making longer - term sector and strategic investments than saying let's make a play for this one name or the others» earnings,» Tabb Group's Larry Tabb told CNBC.

Others to hold positions above 0.5 percent include computer - driven AQR Capital Management as well as BNP Paribas, Citadel Advisors, Citadel Europe, Discovery Capital Management, GLG Partners and Odey Asset Management, the FCA filings data showed.

This is an extremely important point, and contrasts with the position of media pundits and investment advisors who consistently cite other data as a rationale for being in the market at all times.

He now works as an advisor to other businesses on how to raise money through crowdfunding channels.

Do you have a team of employees, advisors and others who've «been there, done that» and won't be making it up as you go along?

LifeLock provided the letters, referring to the five other Lemon employees as «strategic advisors» and «investors.»

«I do this by building relationships with other trusted advisors, such as attorneys, CPAs and bankers.»

Find a financial advisor or banker who can serve as a mentor, someone committed to helping you succeed, offering access to capital and other business owners.

Garrett and other fiduciary financial advisors see the recently issued fiduciary rule passed by the Department of Labor as a major step in the right direction of controlling the costs of advice to investors.

No representation or warranty, express or implied, is or will be made by SES, its directors, officers or advisors or any other person as to the accuracy, completeness or fairness of the information or opinions contained in this presentation, and any reliance you place on them will be at your sole risk.

They also are in negotiations with other advisors who would be interested in using Hammond's firm as a succession partner to protect the value of their practices, both for their loved ones and their clients.

Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.

Here is my list, based on my own experience as a startup advisor, talking to other angel investors, and derived from the lean startup principles of venture advisor and entrepreneur Eric Ries:

According to a January tally by Green Street Advisors, only 40 % of Macy's stores are in «strong» malls as measured by sales per square foot; the other 60 % are in the sorts of uninviting shopping centers where foot traffic is dwindling and department stores can feel especially vacant and gloomy.

As the co-founder of her own successful company and a decades - long advisor to many others, Hedges speaks with a rare depth of knowledge.

Goldman Sachs, on the other hand, had to confront the revolving door compensation issue this year when its president and chief operating officer Gary Cohn resigned to accept a position as an economic advisor in the White House.

These fees do not compare all that favorably to other robo advisors, such as Schwab Intelligent Portfolio, which charges 0.08 % for conservative portfolios, 0.19 % for moderate - risk portfolios, and 0.24 % for aggressive portfolios.

Instead of keeping up sessions with Hiten and others between us as founders and our advisors, we have been experimenting with letting him speak directly to the team.

«Worse, this client left the initial meeting with the other advisor feeling as if they were definitely getting $ 22,000 per year if they pulled the trigger,» he said.

Many other financial advisors recommend similar approaches to emergency funds, such as investing in bond funds or using a Roth IRA, which allows you to withdraw contributions without tax penalties.

Thursday night, The Washington Post and several other outlets reported that the president had decided to oust Army Lt. Gen. H.R. McMaster as his national security advisor, although the White House pushed back, saying «there are no changes» at the National Security Council.

Michael Arone, chief investment strategist at State Street Global Advisors, reckons that new legislation that drops the rate all the way to 20 %, and contains other levy - lowering provisions such as immediate expensing of capital expenditure, could raise EPS for the S&P 500 by 8 % in the first year.

Links to other websites or electronic media controlled or offered by Third - Parties (non-affiliates of Cumberland Advisors) are provided only as a reference and courtesy to our users.

Gary Cohn, President Trump's top economic advisor, said that the effort by Amazon, Berkshire Hathaway and JPMorgan to jointly address healthcare was the same as the administration was doing by proposing rules to make it easier for self - employed Americans, small businesses and others to band together to get insurance through what are called association health plans.

Large asset managers like BlackRock and Invesco have purchased existing robo platforms and are using them as an add - on service for financial advisors and other distribution channels.

GUESTS: Stefan Selig Managing Partner BridgePark Advisors Discussing trade war heating up as U.S. and China impose tariffs on each other.

The BICE allows advisors to retain commissions as well as 12b - 1 fees, revenue - sharing agreements and noncash incentives, among other compensation, but it must include disclosures of all indirect compensation.

Then just set it up, continue to put as much money as you can into your account, check in once a year with your advisor, and you will likely get better investment returns and build more wealth than 90 + % of other investors.

For other advisors not operating as a level fee fiduciary, a full - blown BIC would be required as of Jan. 1, 2018, for the sale of any product that involves variable compensation for the advisor.

This will drive industry consolidation and the potential outflow of advisors to other distribution formats, such as dual RIAs.

Retirement Benefits Group hired a third - party to benchmark their fees against the rest of the industry, something Weir recommends other advisors do as well.

As an opposition leader and especially as Prime Minister, Harper has shown a remarkable ability to shed and replace chiefs of staff, communications directors, and other key advisorAs an opposition leader and especially as Prime Minister, Harper has shown a remarkable ability to shed and replace chiefs of staff, communications directors, and other key advisoras Prime Minister, Harper has shown a remarkable ability to shed and replace chiefs of staff, communications directors, and other key advisors.

Brokers and other advisors may have model portfolios developed for their clientele, with portfolio constraints adjusted as required to suit your book of business.

Another document is a confidential memorandum prepared for Rebekah Mercer (the daughter of US billionaire Robert Mercer; Wylie has said Mercer provided the funding to set up CA), former Trump advisor Steve Bannon and the (now suspended) CA CEO Alexander Nix advising them on the legality of a foreign corporation (i.e. CA), and foreign nationals (such as Nix and others), carrying out work on US political campaigns.

The compensation consultant (s), outside counsel and any other advisors retained by, or providing advice to, the Committee (other than the Company's in - house counsel) shall be independent as determined in the discretion of the Committee after considering the factors specified in the Rules of The Nasdaq Stock Market, Inc..

The Committee shall receive appropriate funding from the Company, as determined by the Committee in its capacity as a committee of the Board, for the payment of compensation to its compensation consultants, outside legal counsel and any other advisors.

When market conditions favor wider diversification in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may invest up to 30 % of its net assets in securities outside of the U.S. fixed - income market, such as utility and other energy - related stocks, precious metals and mining stocks, shares of real estate investment trusts («REITs»), shares of exchange - traded funds («ETFs») and other similar instruments, and foreign government debt securities, including debt issued by governments of emerging market countries.

Under the Employee Retirement Income Security Act, a fiduciary investment advisor is defined as one who «renders investment advice for a fee or other compensation.»

A partner in a partnership or other pass - through entity that will hold our common stock should consult his, her or its own tax advisor regarding the tax consequences of the acquisition, ownership and disposition of our common stock through a partnership or other pass - through entity, as applicable.

As discussed above, notwithstanding receipt by HP Co. of a private letter ruling from the IRS and / or opinions of counsel and other external tax advisors, the IRS could assert that the distribution does not qualify for tax - free treatment for U.S. federal income tax purposes.

Advisors can provide invaluable assistance to participants as they consider whether to roll over 401 (k) and other qualified plan monies to IRAs once they leave their employer.

Accordingly, notwithstanding receipt of the IRS private letter ruling and / or opinions of counsel or other external tax advisors, the IRS could determine that the distribution and certain related transactions should be treated as taxable transactions for U.S. federal income tax purposes if it determines that any of the facts, assumptions, representations, statements or undertakings that were included in the request for the IRS private letter ruling or on which any opinion was based are false or have been violated.

On the other hand, an advisor who did not serve as a fiduciary could freely advise participants on rolling over their accounts to IRAs and how the rollover proceeds should be invested.

Any opinions of outside counsel or other external tax advisors and any IRS private letter ruling will be based, among other things, on various facts and assumptions, as well as certain representations, statements and undertakings of HP Co. and Hewlett Packard Enterprise (including those relating to the past and future conduct of HP Co. and Hewlett Packard Enterprise).

Any opinions of outside counsel or any other external tax advisor and any IRS private letter ruling will be based, among other things, on various facts and assumptions, as well as certain representations, statements and undertakings of HP Co. and Hewlett Packard Enterprise (including those relating to the past and future conduct of HP Co. and Hewlett Packard Enterprise).

BMO Nesbitt Burns Investment Advisors posted an introduction to bitcoin and other cryptocurrencies but warn that «as a team, we do not believe in the investment merits of cryptocurrencies at this point in time».

There are many other tactics shareowners use as levers including, investor statements endorsed by a broad group of institutional investors; direct outreach to other shareholders; proxy voting services; and other investment advisors to gain support for specific shareholder proposals; and, outreach to consumers and the press as a way to draw public attention to an issue or a company.