Sentences with phrase «other assets during»

[7] Some traders buy gold as a hedge against instability in other markets on the belief that the precious metal holds its value better than other assets during economic turmoil.

Also, the stand alone special needs trust, as discussed above, can be funded with other assets during the trustmaker / s lifetime.

Thankfully, you won't owe the tax until you've given away more than $ 5 million in cash or other assets during your lifetime.

Precious metals crashed just like every other asset during the 2008 financial crisis.

Not exact matches

But because their assets tend to perform better during better economic times, these stocks often see higher returns than other parts of the market during upswings, says Stammers.

Most agree that banks need to have more cash, or capital, available to ensure they do not default on their obligations when the value of their other assets plunge, as happened during the recent mortgage crisis.

One Morningstar study showed that during a period when the underlying portfolio assets were up 9 % or 10 %, the average investor earned 2 % to 3 % because of frequent trading, high expenses, and other stupid decisions.

The term «applicable educational institution» refers to an educational institution which a) had at least 500 students during the preceding taxable year; b) the aggregate fair market value of the assets of which at the end of the preceding taxable year (other than those assets which are used directly in carrying out the institution's exempt purpose) is at least $ 500,000 per student of the institution; and c) more than 50 percent of the students are located in the United States.

Apache plans to continue an elevated level of activity in the Permian Region during 2018, while continuing to balance capital investments between its larger development project at Alpine High and focused exploration and development programs on other core assets in its Permian region.

During this time we often also see informal kinds of partial debt forgiveness, for example when sovereign borrowers have repurchased their obligations in the secondary market at steep discounts, often secretly, or exchanged their obligations for other assets at a discount, for example the famous debt / equity swaps in several Latin American countries in the 1980s (see footnote 3).

The information we collect and maintain about you is provided during the course of your entering into transactions with private issuers who have engaged Genesis to provide certain services in the context of a private securities, digital currency or other financial asset transaction or trading through Genesis.

Assuming you are a long - term investor, you need to have other asset classes to keep you afloat and sane during these severe market downturns.

The asset manager also said the participation of Michael Dell will prevent other bidders from emerging during a «go shop» period.

Other option choices include One Touch Options for those traders that really like relying on technical analysis to do their trading; especially if you think an asset will hit a certain price point during a trade but are unsure it will sustain it.

-LSB-...] The Most Interesting Asset Class Over the Next Decade «Vanguard highlighted high - yield bonds to show how they typically perform worse than other types of bonds during a stock market drop.»

Like Buffett, Green was greedy when others were fearful, amassing vast quantities of assets during downturns and then selling them at her leisure when the good times rolled.

Attempting to smooth out the ride for long - term investors over their investment time horizon is important — as it reduces the temptation to abandon a diversified allocation when one asset class is outperforming or underperforming others during a shorter period of time.

Other shareholders can determine the AMT reportable specified private activity bond interest by multiplying the percentage shown by the total Tax - Exempt Income Dividends received during the year as reported on their annual Year - End Asset Summary Statement.

By using a range of asset classes such as equities, fixed income, foreign investments and commodities, among others, you can more effectively manage volatility during challenging market cycles.

During other periods that the S&P 500 traded at these elevated levels, the distinction between asset classes was not quite so stark.

Also, financial insiders are still reporting there is a lot of cash on the sidelines after people stopped investing in equities and other risky assets during the bear market.

For these people, the goal should be to become familiar with how asset prices typically move during those hours and then when possible, take advantage of other optimal time periods.

Bond ETFs attracted more new money than any other asset class or category of exchange traded fund in Canada during the first half of the year.

During the next five years, CIBT plans to scale its asset ownership to well over $ 1 billion with 10,000 beds available to students from both their own school and other surrounding schools.

In 2011 during the administration of former President Goodluck Jonathan, Atlantic Energy Limited, Mr Omokore's company, alongside other companies were allegedly given multibillion dollar worth of public assets without due process.

The prosecution had alleged, among other asset declaration breaches, that the Senate President while being a public officer, operated bank accounts outside Nigeria, and failed to declare the foreign accounts to the Code of Conduct Bureau while being governor and a senator during the period.

Asset forfeiture funds are financial assets recovered after the arrest and prosecution of criminals, such as drug money or the proceeds from auctioning off vehicles and other items confiscated during a criminal or narcotics investigation.

Most of us combine stocks and bonds so that we have different asset classes that balance each other out during periods of volatility.

During many of the rough years for the S&P 500, other historically productive asset classes did fine.

Another thing you should do that can save you time during the actual process, is to have copies of pay stubs, two year's worth of tax returns, bank statements, other assets like stock, bond or life insurance policy as well as information on your outstanding debts.

The company continued to grow its assets under management and it also bought other companies: State Street Research & Management in 2005; Merrill Lynch Investment Managers in 2006; and then during the financial crisis Barclay's Global Investors and its large Exchange Traded Fund (ETF) business iShares.

To reiterate what we said in our January 6, 2009 letter and have repeated numerous times during our discussions with management, we believe that any action other than the immediate dissolution and liquidation of the Company is an irresponsible waste of corporate assets and will result in a severe impairment of shareholder value.

During retirement, a diversified portfolio of stocks, bonds, and other assets remains important.

Regarding the decisions about apporting assets among adult children (beneficiaries), there are several consideratikons: relative wealth of each beneficiary; age of each beneficiary, as a guide to life expectancy; other sources of income, if any, available to each beneficiary such as working spouse or likely inheritance and amount from spouse's parents; support and help rendered during lifetime, especially later years; # of young children and their ages for each beneficiary; relative need among beneficiaries to maintain a reasonable standard of living; and so on.

Your family distributes any of your assets during probate - If your family gave out antiques, family heirlooms or any other items of value before your debts have been settled, creditors can try to get them added back to your estate.

Other shareholders can determine the AMT reportable specified private activity bond interest by multiplying the percentage shown by the total Tax - Exempt Income Dividends received during the year as reported on their annual Year - End Asset Summary Statement.

You did not receive more than $ 3,450 in interest or dividends, or income from rentals, royalties or stock and other asset sales during 2017.

REITs (real estate investment trusts) is another asset class commonly recommended by splitters, due to its low correlation to other stocks during many periods.

There are many times during the ebb and flow of the capital markets that specific commodities take on a large global role and drive the direction of other assets.

The form requires students and / or parents to submit any relevant financial information, including income reported during the previous tax year, financial assets owned, savings information and other related information.

During the «processing» and / or «underwriting» period, your credit, assets, income and other determinants are checked and compiled.

Other asset classes remained more or less flat during the quarter.

The main different between One Touch Binary Options and all other types is that as soon as the asset reaches a pre-determined price then that Binary Option trade is completed, and as such if you think for example that any asset will reach a certain level then you only have to see that asset reach that price at any time during the time period allocated for your trade to be a winning one.

This income component can provide some degree of protection during periods of stress in the financial markets, and real estate can be notably different from other investable assets in this respect.

These other assets usually (but not always) decline less during stock market routs, which cushions the impact to your overall portfolio.

The same is true for other wealth creation common stocks acquired during the quarter at substantial discounts from readily ascertainable net asset values — including the probable real estate values in Alexander & Baldwin and Catellus; the probable securities values in Brascan (including real estate), Phoenix Companies, MONY and Toyota Industries; and the probable values of Assets Under Management (AUM) for BKF and Legg Mason.

There is now a general sense of rebellion against security analysts, who during the period prior to April 2000, were putting out strong buy recommendations for dot com common stocks, telecom common stocks, and other issues of companies whose only apparent real asset was an ability to sell new issues to the public at ridiculous prices.

During 2011 - 2013, Steve held a senior investment management position at one of Canada's largest defined benefit pension plans, building up and managing its in - house fixed income and derivatives team as well as assessing other asset class opportunities and conducting selections of third - party fund managers.

Using car data and monthly net - of - fee returns, assets under management and other fund characteristics for 1,774 vehicles (including 163 sports cars and 101 minivans) purchased by 1,144 hedge fund managers during January 1994 through December 2015, they find that: Keep Reading

Given migration of assets from active to passive funds and other themes touched on during the conference, it occurred to me that the quants seem to be winning, especially if you consider index funds a form of quant products, perhaps the first.