Sentences with phrase «other investment accounts without»

Not exact matches

I don't like being bound to one fund because there are occasionally other investment options you may want to take advantage of, but then without opening a separate account you are stuck with X fund family, and I hate having more accounts than necessary.

Reinstatement Privilege If all or a part of an Account Owner's Class A Units in the Advisor Plan are redeemed in connection with a withdrawal or transfer, and the Account Owner purchased the Class A Units subject to an Initial Sales Charge or paid a CDSC on their redemption, the Account Owner may reinvest an amount equal to all or a portion of the redemption proceeds in Class A Units of the same Investment Portfolio or any other Investment Portfolio at the Net Unit Value, without the imposition of an Initial Sales Charge, next determined after receipt in good order of the contribution, provided that such reinvestment is made within one year of the withdrawal or transfer.

You also have to find a pro that takes the time to truly understand your goals and strives to achieve them without churning your account or focusing on certain investments excluding other more advantageous options.

By arranging to have money go from your paycheck or your checking account every month without you having to make a conscious decision to move money to your savings or investment accounts via a phone app, an online transfer or even by writing out a check, it's more likely that the dough no longer going to expenses will be saved rather than spent on other things.

Other noteworthy checking accounts can be found at local credit unions without a $ 1,000 investment account deposits.

Even if a particular security has a gain in the account, the money can be moved to other investment divisions without incurring any tax liability.

594 DOS 01 DOS v. Walker - deposits; failure to appear at hearing; failure to pay judgment; failure to cooperate with DOS investigation; notary public; proper business practices; broker commingles funds by placing deposits in operating account; broker allows escrow account to be overdrawn on numerous occasions; broker uses deposit for separate, unrelated business investment; broker fails to pay judgment without presenting an explanation or excuse for failure to pay judgment; broker fails to cooperate with DOS investigation by failing to respond to and comply with letter directing him to appear for a conference and to provide certain documents; broker fails to notify DOS of new address upon closing office; DOS fails to prove that salesperson improperly held herself out to be real estate broker associated with corporate broker, that the broker made misrepresentations to the purchasers regarding payments they were required to make toward the purchase, that some checks were returned for insufficient funds, that the broker failed to make certain required payments, that the broker properly failed to make certain other deposits and that the broker gave a postdated deposit check which could not be cashed due to insufficient funds; representative broker's and corporate broker's licenses revoked, return of deposits in the amount of $ 400.00 and $ 3,173.83 ordered with interest, civil judgment to be fully satisfied; salesperson fined $ 1,000.00 and notary commission suspended for four months

In other words, without taking into account a property's operating expenses, appreciation or depreciation of future value, financial leverage or mortgage amortization — it's simply not possible to estimate your true return on investment.