Sentences with phrase «other investments they hold»

DiNapoli, a former assemblyman from Long Island, reported a $ 3,438 AT&T dividend on his 2021 tax return, smaller amounts from four other investment holdings, $ 1,074 in Citibank interest and $ 2,317 capital gains from selling shares in Verizon Communications and Alcatel Lucent.

The point is to hold a balanced mix of asset classes that have both good returns on their own, and go up and down at different times relative to the other investments held in the portfolio.

For an insurance company their investment income is the amount of money earned from premiums and any other investments they hold after the deduction of claims and benefits paid out to their policy holders.

Not exact matches

• Audax Group, A Boston - based investment shop, held talks to sell a stake of itself to other PE firms, but ultimately decided against it, the Wall Street Journal reports citing sources.

Lee - Chin now chairs AIC, along with Portland Holdings Inc., a private investment company that owns an array of other businesses in media, telecommunications, health care, tourism and finance.

Today, two of his daughters hold the reins: Naomi Azrieli is chair of CanPro Investments, the family's Montreal real estate development company, as well as CEO of the non-profit Azrieli Foundation; Danna Azrieli is chair of Tel Aviv — based Azrieli Group, which owns, among other things, 15 shopping malls across Israel.

Draper Associates, the brand from which the venture capitalist now actively picks his investments, also holds other cryptocurrency - linked companies, such as exchange Coinbase.

Holding information close to the vest has worked as it has gained big partnerships, Ambar Bhattacharyya, a vice president at Bessemer Venture Partners, who has handled investments in a number of other healthcare companies (they are not investors in Theranos), told Tech Insider in April.

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.

People with investments in stocks, bonds and other securities can donate those that have appreciated in value that they've held for at least one year, resulting in significant income - tax savings.

The four conglomerates originated in different sectors, but their underlying business model is the same: cultivate powerful allies in the Communist Party; use those relationships to win regulatory and property concessions; gather investment from friends, family and other proxies of party elites into a murky, unregulated private holding company; borrow heavily from state - owed banks and other sources to finance prodigious growth plans; invest as aggressively as possible in stock and property overseas as a hedge against slower growth in China and the risk of a weaker Chinese currency.

A 10 - times return over six years, a hypothetical holding period, means an investor rate of return of 46 percent, although returns are inherently diluted by other investments in the portfolio.

It can be worthwhile to sell a mutual fund, especially one intended to be a core long - term holding, if its management fee and other expenses are higher than those of similar funds with the same investment objective.

Shames keeps 5 % of his noncompany holdings in cash, but most of his other investments are in real estate.

The other defendant in the case is Christopher Evison, who is the managing director at Quadrant Capital Advisors and investment advisor for WP Holdings, which is an investment arm of the multi-billionaire dollar Santo Domingo family from Columbia.

But that form does not require Sanders to disclose the amount of savings or the kinds of investments he holds in his government retirement savings account, known as the Thrift Savings Plan — the well - regarded retirement plan, similar in many ways, to a private - sector 401 (k), that GOP hopeful Marco Rubio actually proposes opening up to other Americans.

Instead of responding to every stock - market jitter, concentrate on diversifying your holdings to include other types of complementary investments.

Other data on Thursday is expected to reinforce the view that China is still in high gear, with growth in industrial output and retail sales seen accelerating while fixed investment may hold at a roughly steady pace.

Without getting into preferred shares and other investments that may be up or down (Buffett does own many bonds), it is easy to drum up market value erosion of about $ 7 billion before getting into the other half of Buffett's holdings.

In other words, it is the internal rate of return (IRR) of an investment in a bond if the investor holds the bond until maturity and if all payments are made as scheduled.

Besides Fidelity, other existing investors in the company include Alibaba, which led its Series E; Benchmark (Series A lead); Coatue Management (Series C lead); General Catalyst; IVP (Series B lead); Saudi investment group Kingdom Holding Company; KPCB (series D lead); Lightspeed (Snapchat's earliest and most constant investor); SV Angel; WeChat owner Tencent and Yahoo.

The rules would prohibit funding portals from, among other things: offering investment advice or making recommendations; soliciting purchases, sales or offers to buy securities; compensating promoters and other persons for solicitations or based on the sale of securities; and holding, possessing, or handling investor funds or securities.

But the international sector involves not only export and import trade and other current account items (emigrants» remittances, and above all, military spending) but also foreign investment and income — and foreign central bank reserves held in U.S. Treasury and other securities, that is, loans to the U.S. Government.

Mr. Bannon's most valuable asset was Bannon Strategic Advisors Inc., a privately held consulting firm into which income from his other investments appeared to flow.

In other words, as a holding company, our job is executive oversight, support, setting risk management parameters, and putting the right people in the right places to align with our corporate strategy (if we own enough stock to control an investment, we can fire the managers and replace them at our own discretion).

You are an authorized representative of a bank, broker - dealer, insurance company, registered investment adviser or other professional client (together, «Financial Institutions») engaged in business activities outside the United States of America (a «Non-U.S. Adviser») and the Financial Institution has authorized you to access and use the Holdings Information.

Mr. Cohn also holds investments in real estate and other private entities, according to the new documents.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

Ideally, the United States would commit to holding the next EU-U.S. Energy Council gathering in 2017, and would explore the opportunity for a revitalized Export - Import Bank to cooperate with the European Commission and the European Investment Bank on co-financing LNG import terminals and other strategic infrastructure on the continent.

We have the right to acquire all of our then - outstanding common units at the then - current trading price either if 10 % or less of our common units are held by persons other than our general partner and its affiliates or if we are required to register as an investment company under the 1940 Act.

In very general terms, an investment company is any company that has 40 % of its assets invested in minority holdings in other companies.

Central States is selling off much of its stock investments and other holdings that could generate higher returns and delay the insolvency but also carry the risk of losses that would push the fund into insolvency sooner.

Do you want to purchase stocks, bonds, or other investments or do you want to hold the money in your a savings account or a CD?

Four of the other five fund families with holdings vs. returns - based discrepancies are of a similar nature in that they have investments in derivatives, leveraged funds or absolute return funds, which affect the holdings tally.

And reserve and other foreign asset holdings have grown so large that EM investment preferences have come to be seen as an important factor influencing global yields and valuations.

If you've ever done research on investing (no, reading Forbes articles on the latest and greatest investing ideas don't count), you'll quickly come to the conclusion that low - cost, buy - and - hold investing trumps every other investment idea.

Holding anything other than the sorts of securities / investments generally available to the public (or at least segements of the public) is a risky proposition.

Prior to joining the University in 1999, Mr. Lundberg held several positions with Ameritech's investment office, which was charged with overseeing $ 22 billion in pension and other plan assets.

Schwab Equity Ratings and the general buy / hold / sell guidance are not personal recommendations for any particular investor or client and do not take into account the financial, investment or other objectives or needs of, and may not be suitable for, any particular investor or client.

NEW YORK (Reuters)- Fidelity Investments has started allowing clients to use its website to view their holdings of bitcoin and other cryptocurrencies held through digital wallet provider Coinbase, the company said on Wednesday.

Fears of similar upsets appear to be holding back investment flows into government bonds, while thirst for income has boosted other fixed income assets such as credit.

For example, depending on the time horizon, retirement income needs, and tax bracket, an investment in the fund might not be appropriate for younger investors not currently in retirement, for investors under age 59 1/2 who may hold the fund in an IRA or other tax - advantaged account, or for participants in employer - sponsored plans.

Note: «NAAIM» is the National Association of Active Investment Managers (Note, I know MMF is money market funds but I'm not sure what the rest of the metric represents other than its some measure of investor portfolio cash vs stock holdings).

While the prospectus objective identifies a fund's investment goals based on the wording in the fund prospectus, the Morningstar Category identifies funds based on their actual investment styles as measured by their underlying portfolio holdings (portfolio and other statistics over the past three years).

Finally, securities or asset classes that are strongly correlated with other held investments can acceptably have broad ranges since their price movements parallel other assets within the portfolio.

For her part, Beder wonders what happens when stock markets fall, and those same institutional investors start looking for things to sell so they can hold more money in cash and other safer investments.

Other investors in the company include Singapore's state - owned investment firm Temasek Holdings Pte and General Atlantic LLC.

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.

In other words, the Volatility Realtime Ratings assume that investors value low volatility in potential investments, an assumption that might not always hold true (more on this below).

In other words, it's time to slice up the stock and bond pies into allocations across specific investment categories: large, mid, small, and international stock holdings, plus determining how much intermediate or short - term bonds you want to own.