Sentences with phrase «own part of the asset»

Get the most out of your people and your assets — your people are part of your assets.

But for the more liquidity - focused part of an asset allocation strategy, now may be a good time for short - duration products.

But for the more liquidity - focused part of an asset allocation strategy, now may be a good time to consider investment - grade short - duration products.

However, despite growing awareness of the risks engulfing oil companies, the survey revealed a startling lack of preparedness on the part of asset managers.

Using alternative investments in IRAs has been allowed by the IRS since 1974 and is now an integral part of any asset allocation strategy.

Your investor funds don't form part of our assets.

It is now very difficult for a family to have a substantial part of their assets to be held locally or exclusively in the banking sector.

Precious metals have offered a safe harbor for investors seeking refuge from market volatility in the past, and they can do so again as part of an asset diversification strategy.

So adding cash, gold and real estate as part of your asset allocation is the only way to be considered fully diversified.

We believe this style of investing is appropriate for a portfolio's core holdings and as part of an asset allocation strategy.

The downside is that the play money account is likely to be a mish - mash of unrelated investments, and it doesn't give you the opportunity to make an investment based on the idea that one part of an asset class is going to outperform another part of the same asset class.

The potential stoush relates to a bread - and - butter transfer of commercial properties in Perth as part of an asset consolidation within Competitive Foods, Mr Cowin's private company that franchises out Hungry Jack's restaurants around Australia and KFC outlets in Western Australia and the Northern Territory.

In the event Old Town School goes through a business transition, such as a merger, being acquired by another company, or selling a portion of its assets, users» personal information will, in most instances, be part of the assets transferred.

No part of the assets or net earnings of said corporation, current or accumulated, shall inure to the benefit of or be distributable as dividends or otherwise to the directors, officers, or employees of said corporation or to other private persons, except that said corporation is authorized and empowered to pay reasonable compensation for services actually rendered and to make payments and distributions to further its charitable, scientific, literary, and educational purposes.

You also mention private equity — that is in fact part of my asset allocation plan — approximately 10 % will be split between a US private equity ETF and an international private equity ETF.

Since part of the asset is in my name that's viewed as something that I own and the creditors are entitled to it.

You own part of the asset value, profits and losses made by that company.

Annuities may also be worth considering for part of your assets, depending on your age, investment experience, the time you want to devote to your investments, your desire to leave an estate to your heirs and other aspects of your retirement investing.

If you want to give up liquidity, and any sort of estate for heirs, you could annuitize all or part of your assets, bringing your yield up 1 - 2 %.

This is what people are saying when they suggest owning a small slice of commodities as part of an asset allocation.

You can withdraw, tax free, all or part of the assets from one traditional IRA if you reinvest them within 60 days in the same or another traditional IRA.

Part of their assets also include a nearby $ 250,000 waterfront property.

Combine the predictability of the fixed option with the growth potential of the variable option by allocating part of your assets to each.

moneycontrol recommends that you have atleast some part of your assets in index mutual funds (you would have seen this in your recommended asset allocation plan also if you have used moneycontrol's Asset Allocator).

Part of the asset allocation process is choosing the categories you will invest in.

If you're considering long term care insurance, check out your state's partnership program and reciprocity rules because this can be an important part of your asset protection plan.

Investing in corporate bonds might make sense for you, if: Bonds are a part of your asset allocation plan and you're investing a certain percentage of your portfolio in them.

5) You can withdraw, tax free, all or part of the assets from one Roth IRA if you contribute them within 60 days to another Roth IRA.

As such, I am talking more about using leverage long term, as part of asset allocation.

Holding a good part of your assets in bonds will lower the swings of your portfolio and might save you from selling at the bottom.

This is important because long term care insurance planning is a critical part of asset protection and wealth preservation.

The contribution I make into, my employer pension plan is part of my assets, and it will definitely fit into the fixed income category.

Complete this form if you are rolling over all or part of the assets from another state's Section 529 Plan or a Coverdell Education Savings Account into your NextGen account.

Does it make any difference if you're annuitizing part of your assets?

This makes it an important part of asset allocation because the goal is to combine assets with a low correlation.

By the time you start withdrawing funds though, cash plays a more important part of asset allocation as liquidity is more important at this stage.

Analyzed chunky assets that they own elsewhere, aiding them in whether they keep, sell, or sell part of the asset.

However, for some people it might make sense to have it as part of your asset allocation.

Usually household goods do not form part of the assets that the trustee would need to take into consideration when structuring a consumer proposal.

For filing bankruptcy purposes in a community property state, unless your spouse owns property you can prove has never been owned jointly, you will have to list 50 % of the value of the property as part of your assets.

Third Misconception: Expected Return Is All You Need Even assets with disappointing expected returns can be a significant part of an asset allocation plan, as long as they offer diversification benefits.

First thing, does gold is a part of your asset allocation?

# 4 Using the cash or liquid position of your portfolio: the Emergency Fund is part of your asset allocation Alternatively, there is a simpler approach to handling money.

You'd have an emergency fund in a savings account while perhaps simultaneously maintaining a cash position in a brokerage sweep account as well, as part of your asset allocation.

For instance, let us say that you have 60 percent equity exposure and 40 percent exposure in debt, as a part of your asset allocation strategy.

There is usually a need to have part of your assets in money form, and naturally you should aim to get a high return on these funds.

Retirement annuities may be worth considering for part of your assets, depending on your age, investment experience, the time you want to devote to your investments, your desire to leave an estate to your heirs and other aspects of your retirement investing.

An annuity may be worth considering for part of your assets, depending on your age, investment experience, the time you want to devote to your investments, your desire... Read More

And aside from all that, I think (unlike Jack) that unhedged foreign bonds are a core part of asset allocation, especially if used tactically.

He also notes that James Montier is part of the asset allocation team of GMO, run by one of the high priests of mean reversion, Jeremy Grantham.