Sentences with phrase «other investments such as mutual funds»

A key drawback to ALL annuities, and for variable annuities as a drawback when compared to other investments such as mutual funds, is a lack of liquidity due to early withdrawal penalties and surrender charges.

Other investments such as mutual funds typically charge within a range of.25 % to 1.5 %.

Other investments such as mutual funds typically charge within a range of.25 % to 1.5 %.

Borrow part of the market value of eligible securities - many major stocks listed on North American stock exchanges are margin — eligible, as are other investments such as mutual funds and fixed income securities

Not exact matches

Even in the weeks before the Fed's move, highly valued private companies faced other pressures as prominent mutual fund companies, such as Fidelity Investments, bid down the value of their holdings, potentially over concerns that they had become too bloated.

Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and services.

Other investors such as mutual funds, ETFs, foreign buyers, banks and real estate investment trusts (REITs) could keep the demand for MBS high.

The BlackRock Diversified Income Portfolio is composed of exchange - traded products (ETPs)-- primarily exchange - traded funds (ETFs)-- but may contain other investment vehicles such as mutual funds.

I should note that Lightspeed is limited, compared with full - scale brokerage firms such as E * TRADE and TD Ameritrade, which also offer bonds, mutual funds and other investments in addition to stocks and options.

Your account will comprise primarily exchange - traded funds (ETFs), but may contain other investment vehicles such as mutual funds.1 Diversification will be sought among common income sources like stocks and bonds, and lesser - known assets such as bank loans and real estate investment trusts (REITs).

Along with other politicians such as Sen. Richard Durbin, D - Ill., and Illinois State Treasurer Michael Frerichs, Perez took a tour of the Center for Economic Progress, the brainchild of mutual fund manager and CEO of Ariel Investments John Rogers, and then held a roundtable to get insights from the Center's staff and volunteers.

The ability to diversify your investments and (somewhat) mitigate non-systemic risk in your portfolio is irresistible to many investors — especially when you can apply the advantages of mutual funds to other asset classes, such as currencies.

But with the advantage of owning a variety of mutual funds and other investments come the obligation of many hidden fees, such as expense ratios and transactions costs of the funds in the wrap account.

Static 529 accounts enable investors to target a specific risk level, such as «growth» or «aggressive growth,» or create an individual portfolio that tracks underlying mutual funds, exchange - traded funds or other investments, according to Savingforcollege.com.

A mutual fund is an investment vehicle consisting of a pool of funds collected from individual investors for the purpose of investing in various securities such as stocks, bonds, money markets and other similar assets.

However, it is important to weigh the advantages and disadvantages of owning an annuity against other investment options for retirement, such as mutual funds.

Institutional investors, such as pension funds, mutual funds, unit investment trusts, endowments, insurance companies and others looking for diversification or to match liabilities can use these securities to help ensure their investment goals are met and to protect the value of their investments.

The rate of return (earnings) on the cash - value portion of whole life historically has lagged behind other investments, such as stock mutual funds.

Asset An item of value, such as a family's home, business, and farm equity, real estate, stocks, bonds, mutual funds, cash, certificates of deposit (CDs), bank accounts, trust funds and other property and investments.

There are numerous investments that you can consider such as stocks, foreign exchange, mutual funds, real estate among others.

On the other hand, a variable annuity, which may include investments in more risky options such as mutual funds, IS considered a security and requires a much higher degree of regulation.

The term «fund of funds» is typically used to describe investment companies, such as the Fund, whose principal investment strategy involves investing in other investment companies, including closed - end funds and money market mutual fufund of funds» is typically used to describe investment companies, such as the Fund, whose principal investment strategy involves investing in other investment companies, including closed - end funds and money market mutual fuFund, whose principal investment strategy involves investing in other investment companies, including closed - end funds and money market mutual funds.

The problem is that this information is really only useful if you can compare that figure to fees charged by other options such as other mutual funds or different investment products or even a do - it - yourself solution.

Fidelity Brokerage Services LLC, or its affiliates, receives compensation in connection with (i) access to, purchase or redemption of, and / or maintenance of positions in mutual funds and other investment products («funds»), (ii) infrastructure needed to support such funds as well as additional compensation for shareholder services, start - up fees, infrastructure support and maintenance, and other programs and / or (iii) a fund's attendance at events for FBS's clients and / or representatives, and opportunities for the fund to promote its products and services.

Don't confuse investments such as mutual funds with savings vehicles such as a 401 (k) or other retirement savings plans.

You should keep only a small portion of your savings in fixed deposits and the large portion in other investment alternatives such as stocks, mutual funds -LSB-...]

Others, however, such as broker / dealers and mutual fund companies, have to be separately licensed by the employee plans division of the IRS and restrict their IRA clients to a limited set of investments.

A variable Universal life insurance policy is similar to universal, except the insured can participate in other investment tools such as mutual funds.

I am looking forward to your expert advise on how I should ideally be proceeding further with my investments via Mutual Funds for WEALTH CREATION purpose only, as I am pretty much covered on other aspects such as Life insurance, property, children education, emergency fund, etc..

«Have you sold any of your mutual fund investments or stocks or received any other income such as dividends during the year?»

If your savings and investments are failing to outpace inflation, you might consider investing in growth - oriented alternatives such as stocks, stock mutual funds, variable annuities, or other vehicles.

Despite the rise of other investment types such as ETFs, mutual funds remain the most popular type of investment for many individual investors today.

FDIC insurance does not cover other investments you may purchase from your bank, such as annuities, money market funds, stocks, bonds, or mutual funds, for example.

These mutual funds and exchange traded funds such as First Trust US IPO Index Fund (Symbol: FPX), Direxion Long / Short Global IPO Fund (DXIIX), IPO Plus Fund by Renaissance Capital (IPOSX), and others like it are some of those very same institutional clients that the investment bankers work directly with and sell shares to before they are ever available on the open market and to individual investors.

Previous research from Strategic Insight shows ETFs hold only a small fraction of defined contribution (DC) retirement plan assets, but the ETF vehicle has finally found a point of entry into the DC market as an underlying investment within other vehicles, such as target - date mutual funds (TDFs).

The company's portfolio includes investment management, risk management, enterprise investment, and advisory services, and a wide range of products, such as separate accounts, mutual funds, iShare (exchange - traded funds), and other.

Other investors such as mutual funds, ETFs, foreign buyers, banks and real estate investment trusts (REITs) could keep the demand for MBS high.

It is an almost universally accepted concept that most portfolios should include a mix of investments, such as stocks, bonds, mutual funds, and other investment vehicles.

In addition to ETFs, a Fund may invest in other investment companies such as open - end mutual funds or exchange - traded funds, within the limitations described above.

For people who are looking for long term investing options, savings accounts do not reach the average level of performance of other investment vehicles such as bonds, stocks, or mutual funds.

Often, these policies are clubbed with various other investment products such as health insurance; mutual funds etc. to increase the return on investment while life cover stays in place.

ETFs are efficient and offer lower fees when compared to other investment vehicles, such as mutual funds.

According to The Investment Funds Institute of Canada, Canadians have greater confidence in mutual funds (86 %) than other financial products such as GICs, bonds and stFunds Institute of Canada, Canadians have greater confidence in mutual funds (86 %) than other financial products such as GICs, bonds and stfunds (86 %) than other financial products such as GICs, bonds and stocks.

The rate of return (earnings) on the cash - value portion of whole life historically has lagged behind other investments, such as stock mutual funds.

It makes more sense to buy a 20 or 30 year Term policy and invest the savings for your retirement through instruments such as a 401 (k), an IRA, mutual funds or other investment vehicles.

If you have been consistently investing money into a 401 (k), IRA and other investment vehicles such as mutual funds, government bonds etc, then you should have more than enough saved to be «self insured» by the time you are ready to retire.

Some insurers such as Bajaj Allianz have gone one step further, bringing out low - cost online ULIPs to offer a real alternative to other investment products, including mutual funds.

Invest the remaining in other investment products such as mutual funds, PPF etc..

And invest the surplus in other long term investment products such as mutual funds, PPF, Sukanya Samriddhi Scheme etc..

To invest your surplus income, you may consider other investment avenues such as bank fixed deposits or mutual funds.