Sentences with phrase «other than those assets»

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.

The FINRA TAF for a covered TRACE - eligible security (other than an asset - backed security) and / or municipal security is $ 0.00075 multiplied by the number of bonds, with a maximum charge of $ 0.75 per trade.

Now, that's because they're making a riskier loan to you because they're loaning against a property that's usually in bad condition and their money isn't secure by anything other than that asset.

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.

But Airbnb is fundamentally different than most of the others, because it allows its users to monetize an asset rather than their labor.

Other than real estate, which has higher yields and can act as a diversifier, Turnbull won't hold any sector or alternative - asset ETFs.

Whether it is stricter regulations, negative interest rates, or fragile confidence, banks and other market participants are less than keen these days to hold large piles of risky assets.

Aside borrowers, investors benefit from regular monthly returns at an average rate of 15.5 per cent, which is significantly higher than other asset classes.

Even though the Massachusetts filers owed substantially more in unsecured debt (that is, debt not backed by a home, a car, or another asset) than their counterparts in other states, they reported less than half as much medical debt, which is also unsecured.

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.

Bond investors like mutual funds and pension funds hope to buy securities with comparatively higher yields than other asset - backed debt that could also provide diversification benefits.

As the globe - trotting head of New York — based BlackRock Inc., he is responsible for US$ 3.7 trillion, more than any other asset manager on the planet.

«My methodology is, one, a belief that at different periods of time, some asset classes are more in favor than others, and two, we rank the major assets against each other and invest in the strong ones,» he said.

Other than Social Security benefits, 401 (k) plans represent the bulk of financial assets available to people after they stop working.

However, if the economy is near or above its potential, as some measures indicate, it may merely cause faster - than - desired price increases, or a jump in stock and other asset values that raise concerns of a bubble.

The upshot of this is that while bitcoin still clearly dominates the digital currency world, other assets — particularly Ethereum — may now be emerging as more than also - rans.

Others say the recent prices simply reflect the fact that digital currencies are a far more sturdy asset than they were two years ago, and their values can no longer be derailed by a bit of negative news.

SecondMarket's online auction platform has more than 10,000 participants, including global financial institutions, hedge funds, private equity firms, mutual funds, corporations, and other institutional and accredited investors that collectively manage more than $ 1 trillion in assets available for investment.

The Securities and Exchange Commission is the governing regulatory agency for registered investment advisors that manage more than $ 100 million in assets, while each state's securities regulators generally oversee other investment advisors.

Researchers found that after adjusting for other variables, assets (not including IP) increased the chances a firm would hire more than revenue.

Despite lackluster returns, investors continue to put money into hedge funds, saying they are performing relatively better than many other asset classes including stocks.

However, from a banker's perspective, a newly formed corporation is a more risky loan applicant than an individual with a home and other assets.

In other words, if you tighten monetary policy, certainly by more than is discounted in the market — and what's discounted in the market is very minor rising market — that will reverberate through asset class prices, as well as then you can have a situation in terms of the economy.

Sales pitches are broadly similar: farmland is presented as performing equally well or better than equities and other asset classes, with less volatility.

Wealthfront has approximately $ 5 billion in assets under management, which is a far greater amount than many of the other robo advisors out there (save for Betterment, which has more than $ 7 billion in AUM).

Bitcoin, on the other hand, not only is far more volatile than both stocks and gold (as illustrated in the chart above), but trades unpredictably, even maniacally, without any relationship to other assets or even gold itself.

They could have improved performance by simply buying and holding any asset class other than Asian emerging market or Japanese equities.

True, on the financial disclosure forms Sanders released after announcing his entrance into the presidential race, he lists no assets of his own, other than a $ 5,000 annual pension payment from his stint as mayor of Burlington, Vt..

Yellen said asset valuations including stock prices in part reflect expectations that the Fed will normalize rates faster than other central banks.

That way you can be certain that its assets or insurance will cover estate taxes, which can be as high as 60 % of assets when an estate passes to anyone other than a spouse.

«Stocks certainly look more attractive than bonds,» Subramanian writes,» [but] the case for stocks versus other asset classes is less clear.»

«Stocks certainly look more attractive than bonds, but the case for stocks versus other asset classes is less clear... «So while returns may compress from the outsized gains we have seen over the last several years, we remain constructive on equities.

Because we hold significant assets and liabilities in currencies other than our Russian ruble operating currency, and because foreign exchange fluctuations are outside of our operational control, we believe that it is useful to present adjusted net income and related margin measures excluding these effects, in order to provide greater clarity regarding our operating performance.

Gold's annual gain was the largest since 2010, outperforming all major asset classes other than stocks.

In fact, in my own businesses I would never consider using anything other than the free cash flow formula because it more accurately indicates the underlying economic condition of a business or asset.

Mid 2007: Rosenblatt buys back most of Intermix's assets, other than MySpace and a wrinkle cream business, for $ 18 million for Demand Media.

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on invested

If you don't do so, delaying Social Security could leave you withdrawing from your other assets more quickly than you should, which could be a problem later in retirement.

Because tokens can represent any asset, from a concert ticket or voting right to funding via a crowdsale or a physical currency, you can even create a token with no real value or serious purpose other than to exchange among friends.

(5) No more than 50 % of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies).

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.

Not only have gold - and silver - related ETFs been the leaders in performance, they've also attracted more new assets than any other ETF group, by far.

Not only have gold - and silver - related ETFs been the leaders in performance, they have also attracted more new assets than any other ETF group, by far.

Thirty years ago, index funds were less than one percent of assets under management, and today they (along with other passive vehicles such as exchange - traded funds) are about one - third.

Those returns were incredibly volatile — a stock might be down 30 % one year and up 50 % the next — but the power of owning a well - diversified portfolio of incredible businesses that churn out real profit, firms such as Coca - Cola, Walt Disney, Procter & Gamble, and Johnson & Johnson, has rewarded owners far more lucratively than bonds, real estate, cash equivalents, certificates of deposit and money markets, gold and gold coins, silver, art, or most other asset classes.

The trade and ownership of privacy coins are, by and large, harder to track than those of other digital assets like bitcoin or Ether.

If the prevailing patterns of capital flows were to exert downward pressure on interest rates and upward pressure on other asset prices, they would contribute to more expansionary financial conditions than would otherwise be the case.

My point was and is that the equity risk premium is bundled up closely with the nature of the security itself (i.e., being a publicly traded, relatively liquid investment asset called an equity, that has a very specific bundle of rights and risks attached to it), which has very different characteristics than the many other financial assets available in the economy (many of which have bundles of risk that are perceived as «riskier», and many of which are perceived as «less risky»).

What's more, China Corp. in China B will have $ 100 more in assets than its counterpart in China A, and this will be matched on the other side of the balance sheet by $ 100 more in retained earnings.

First, by the end of 2014, following the large - scale asset purchase programs, the Federal Reserve balance sheet was funded by about $ 3.1 trillion in liabilities other than Federal Reserve notes, which were mostly in the form of reserves in excess of the amount banks were required to hold; in contrast, there were only $ 64 billion of non-Federal Reserve note liabilities in June 2007, of which only about $ 2 billion were excess reserves.