Sentences with phrase «overall financial objectives»
Instead, your best plan is to hold a diversified portfolio based on a strategic asset allocation model using both equity and fixed - income assets appropriate to your risk tolerance level and overall financial objectives.
http://www.castlemarkwealth.com/ Not exact matches
Overall, we believe that the use of investment company accounting makes our financial statements more useful to investors and other financial statement users since it allows a more appropriate basis of comparison to other entities with similar objectives.
Fee - only planner Jason Heath of Objective Financial Partners in Markham, Ont., says Kristy and Corey are in good financial shape overall, but they need to pay more attention to theFinancial Partners in Markham, Ont., says Kristy and Corey are in good financial shape overall, but they need to pay more attention to thefinancial shape overall, but they need to pay more attention to the details.
You want to ensure that the investment is not disproportionate in relation to your overall portfolio and that it is consistent with your investment objectives and overall financial situation.
«Whether your charitable objectives involve $ 500 or $ 5 million, it is important to discuss them with your financial professional as part of your overall financial and estate plan.»
Paquin states «our overall objective is to enhance people's lifestyles by improving their financial health».
The Executive Director is responsible for the organization's consistent and overall achievement of its mission, goals and financial objectives.
Additionally, Murphy will partner with CEO Bob Hartzell to prepare long - range financial forecasts, assist in meeting and exceeding overall financial and strategic objectives, and develop solutions for all operational and strategic issues.
From a climatologist's point of view, PDI is about the most objective measure of a storm's overall strength one could possibly devise, yet the same number lacks any meaning to an economist who's looking at the financial cost.
Each of you have different financial situations, goals, and overall objectives.
In addition, knowing how the benefits of life insurance can help a policy holder's loved ones to avoid financial hardship can help to truly pinpoint where this important financial product fits into one's financial life, and their overall lifestyle objectives as well.
Life insurance should fit into your overall financial plan and be designed to help you accomplish your goals and objectives, including the goal of providing for loved ones when you are gone.
Talented leader directing highly skilled financial management teams to support achievement of overall corporate goals and objectives.
• Ensure company's financial security and handle all financial matters with the objective of driving the business's overall management and strategy positively.
Analyze complex business processes related to AR / AP, AA, General Ledger, Financial Reporting, Taxation, Credit Management, Treasury, and other financial functions with the primary objective of reducing costs and improving overall financial system Financial Reporting, Taxation, Credit Management, Treasury, and other financial functions with the primary objective of reducing costs and improving overall financial system financial functions with the primary objective of reducing costs and improving overall financial system financial system processes
Progressive leadership, and overall operations experience, with quality - driven food service initiatives have created a passion for surpassing financial and service objectives via combination of world - class service delivery, lean operating methods, innovative marketing directions and award winning culinary creations.
Progressive leadership, and overall personnel management experience, with quality - driven food service initiatives that have created a passion for surpassing financial and service objectives via combination of world - class service delivery, lean operating methods, and innovative marketing directions.
Committed to ensuring an organization's business objectives align with their overall mission and long - term financial goals.
I am an experienced analyst with expertise in industry, strategic, and financial analysis that supports overall business objectives in large organizations.
His overall objective is to help the home owners, the professionals representing them, and deter professional non-compliance, foreclosure, prevent displacement of families, and provide financial preparation for a strong future by instilling ownership of financial direction and responsibility.
The questions assessed participants» perceptions of their own physical health, overall well - being, life satisfaction, romantic relationship satisfaction, and romantic relationship commitment, as well as their subjective and objective financial knowledge.
Resist the temptation to invest in any asset - real estate included - that doesn't meet the core objectives you and your planner have defined for your financial plan or overall investment portfolio.