Sentences with phrase «other assets in your account»

You may not be entitled to choose which securities or other assets in your accounts are liquidated or sold to meet a margin call.

In the event of a margin call, the firm can sell securities or other assets in your accounts and can do so without notice to you.

A decline in value of the securities that are purchased on margin (or a rise in value of the securities sold short) may require you to provide additional funds to the account to avoid the forced sale or buy - back of those securities or other assets in your account.

If the value of the securities and other assets in your Account falls, you may be required to deposit additional assets to secure your loan.

Not exact matches

To find the wealthiest people in the world, Wealth - X looked at its database of dossiers on more than 110,000 ultra-high net - worth people and used a proprietary valuation model that takes into account each person's assets, then adjusts estimated net worth to account for currency - exchange rates, local taxes, savings rates, investment performance, and other factors.

Facebook's shares have lagged behind other big tech names, making the valuation potentially attractive, says Tim Seymour of Triogem Asset Management, which has accounts holding shares in the social media firm.

The Fed's operations in the recent crisis have been loans to banks and other financial institutions and purchases of financial assets, not helicopter drops of cash into households» accounts.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund AccountIn soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accountin a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

Although it's not illegal to have an offshore holding company or assets that are held in foreign accounts, most countries require politicians and other public figures to declare their holdings.

If you have any stock or other asset in a taxable account, it's worth looking at whether it would make sense to sell off appreciated long - term investments while you're in a lower tax bracket.

Other certain tax adjustments include internal restructuring transactions that lowered the tax rate on deferred tax liabilities recorded on intangible assets recognized in acquisition - related accounting.

Earlier this year, Delaware became the first state to give account holders the power to bequeath digital assets, and it's likely other states will put similar laws in play.

A New York Times investigation published last year found that the family had documented assets of more than $ 160 million, a conservative figure that did not include bank accounts, real estate, assets held by proxies or other wealth not reflected in publicly available records.

Tax Coordinated Portfolios on the other hand places assets that will be taxed highly into your IRAs which have big tax breaks, while placing assets that have lower taxes in your standard taxable accounts.

It is common for borrowers to build up savings in the form of offset accounts, redraw balances or other assets.

On the other end of the spectrum, only 541 plans, or 0.10 %, have more than $ 1 billion in assets.Yet the comparatively exclusive mega-plan club accounts for the largest percentage of participants and assets: almost 16.5 million participants are in plans with more than $ 1 billion in assets.

However, in comparison to households that only hold owner - occupier debt, there is evidence that investors tend to accumulate higher savings in the form of other assets (such as paying ahead of schedule on a loan for their own home, as well as accumulating equities, bank accounts and other financial instruments).

In other words, if you have a brokerage account somewhere, your assets are maintained on electronic systems, which are generally backed up in multiple locations with a very well documented «paper trail» indicating who owns those assetIn other words, if you have a brokerage account somewhere, your assets are maintained on electronic systems, which are generally backed up in multiple locations with a very well documented «paper trail» indicating who owns those assetin multiple locations with a very well documented «paper trail» indicating who owns those assets.

They can accumulate funds in an offset or redraw account, or build up other assets.

The pro forma financial information was prepared using the acquisition method of accounting, which requires, among other things, that assets acquired and liabilities assumed in a business combination be recognized at their fair values as of the completion of the acquisition.

«Equities are the «five - years - plus» part of your portfolio,» he added, meaning that funds in your 401 (k) plan, IRA and other retirement accounts that you don't need for five years or more should be invested in stocks, since research has shown that over a period of five years or longer, stocks generally perform better over other assets.

I hold assets in other accounts which are not reflected here (mostly because they aren't as fun to write about and track).

The other is to impose trade tariffs or, what amounts to the same thing, to tax foreign purchases of US assets, especially US government bonds, in order to drive down the current account deficit and so allow the US to retain a larger share of what has become the most valuable commodity in the world: demand.

The larger a country's foreign current account deficit, by definition the greater the inflow of foreign money to purchase its assets, mainly government bonds in the case of the US and many other countries.

The other 30 cents was invested in CDs to ensure capital preservation while the remaining 35 cents just sat in a money market account waiting to be deployed into real estate, my favorite asset class.

Under the Ethics in Government Act, most federal officeholders, including the president, must file annual reports that give a full accounting of their finances, including income, assets, and liabilities, among other information.

The Company accounts for fuel derivative financial instruments at fair value and recognizes such instruments in the accompanying consolidated balance sheets in other current assets under prepaid expenses and other assets if the total net unsettled fair value balance is in a gain position, or other current liabilities if in a net loss position.

These risks and uncertainties include food safety and food - borne illness concerns; litigation; unfavorable publicity; federal, state and local regulation of our business including health care reform, labor and insurance costs; technology failures; failure to execute a business continuity plan following a disaster; health concerns including virus outbreaks; the intensely competitive nature of the restaurant industry; factors impacting our ability to drive sales growth; the impact of indebtedness we incurred in the RARE acquisition; our plans to expand our newer brands like Bahama Breeze and Seasons 52; our ability to successfully integrate Eddie V's restaurant operations; a lack of suitable new restaurant locations; higher - than - anticipated costs to open, close or remodel restaurants; increased advertising and marketing costs; a failure to develop and recruit effective leaders; the price and availability of key food products and utilities; shortages or interruptions in the delivery of food and other products; volatility in the market value of derivatives; general macroeconomic factors, including unemployment and interest rates; disruptions in the financial markets; risk of doing business with franchisees and vendors in foreign markets; failure to protect our service marks or other intellectual property; a possible impairment in the carrying value of our goodwill or other intangible assets; a failure of our internal controls over financial reporting or changes in accounting standards; and other factors and uncertainties discussed from time to time in reports filed by Darden with the Securities and Exchange Commission.

So, we continue to invest in other asset types in retirement accounts while saving for our house.

If you've inherited an IRA from someone other than your spouse, you can benefit from keeping the assets in a tax - deferred account.

All of your assets are fully accounted for in the vaults, and the Hard Assets Alliance and its partners do not use pooling, margin, or any other method to leverage the value of your holassets are fully accounted for in the vaults, and the Hard Assets Alliance and its partners do not use pooling, margin, or any other method to leverage the value of your holAssets Alliance and its partners do not use pooling, margin, or any other method to leverage the value of your holdings.

In this type of account, a corporate client's assets are not pooled with those of other clients, as they would be in a traditional prime broker modeIn this type of account, a corporate client's assets are not pooled with those of other clients, as they would be in a traditional prime broker modein a traditional prime broker model.

Tax cuts always effect assets prices, regulations are estimated to account for up to 35 % of building new construction costs for homes in some locations and though federal deregulation may not impact local regulations as much it does have a multiplier effect on the economy just like a tax cut does and anticipation of an infrastructure plan the scale of this administration's, though it hasn't been passed, would also have an anticipatory effect on leading indicators like stocks and other commodities that raise costs, which we have already seen.

It is also expected to account for an even greater share of the total industry revenue, this is because they require higher fees than those charged by hedge funds and declining popularity of other alternative asset vehicles in the aftermath of the subprime mortgage crisis.

High - return assets that produce a substantial amount of their return through taxable income, on the other hand, should be primarily held in tax - deferred accounts such as IRAs and 401 (k) s.

Ignoring any other assets you accumulated in life — your home equity, savings accounts, cars, personal investments in a brokerage account, annuities, businesses you started; disregard all of it — your 401 (k) balance alone would contain upward of $ 4,426,000.

When borrowing is cheap, firms will take on more debt to invest in hiring and expansion; consumers will make larger, long - term purchases with cheap credit; and savers will have more incentive to invest their money in stocks or other assets, rather than earn very little — and perhaps lose money in real terms — through savings accounts.

As a holding place for assets while waiting for other investment opportunities to arise (such as in the core position for your brokerage account)

If any Shares remain outstanding after the date of termination, the Trustee thereafter shall discontinue the registration of transfers of Shares, shall not make any distributions to Shareholders, and shall not give any further notices or perform any further acts under the Trust Agreement, except that the Trustee will continue to collect distributions pertaining to Trust assets and hold the same uninvested and without liability for interest, pay the Trust's expenses and sell Bitcoins as necessary to meet those expenses and will continue to deliver Trust assets, together with any distributions received with respect thereto and the net proceeds of the sale of any other property, in exchange for Shares surrendered to the Trustee (after deducting or upon payment of, in each case, the fee to the Trustee for the surrender of Shares, any expenses for the account of the Shareholders in accordance with the terms and conditions of the Trust Agreement, and any applicable taxes or other governmental charges).

He said it was first offered for sale in January, along with a Twitter account, a series of websites, and other assets from the Resurgence conferences...

Little did anyone know that what Peter Obi called cash - in - hand were basically investment in stocks, bonds and other non-performing equities arranged by Obi in his final days in office; long - term uncompleted assets that will not earn cash until they are completed; various sums spent in rehabilitating federal roads in the State for which re-imbursements may come in the distant future; computation of the State's share of the Excess Crude Account contributed as capital to the Nigerian Sovereign Wealth Fund in 2010, etc..

Anybody who has a private pension, savings account or other financial product will probably be invested in such assets.

Borrowers with IRAs or other retirement accounts need to consider the savings in interest and PMI expense vs increase in value of such assets.

Not only are the extremely risky compared to other assets, most young people won't be able to own those in a tax deferred account for a long time because they won't have the capital inside the account.

Though there are some ways that IFRS are better than GAAP, (more consistent in the way they treat financial assets and liabilities), I think that the change will make accounting slightly more opaque, and lower comparability, until all US firms are forced to use one standard or the other.

They hold gold in a safe deposit box or other account, and it is an «investment» portion of their assets.

At this point, the US has few options but to sell assets to all but dedicated enemies of the US; if we are not willing to cut back our current account deficit in other ways, and our debt becomes unattractive, there are two choices, let the dollar fall until US goods become compelling (with rising interest rates and inflation), or let them buy our assets.

You heard it at this blog first, but now others are noticing how much creative flexibility it offers managements in manipulating asset values to achieve their accounting goals.

This includes cars, jewelry, retirement accounts, your ownership stake in your business, and other assets.

Besides, to the extent you can shift assets in 401 (k) s, IRAs and other tax - advantaged retirement accounts, taxes aren't an issue.)