Sentences with phrase «owner of a retirement portfolio»

Not exact matches

The owner of Portfolio 1 experiences the following annual returns during the first five years of retirement: -8.4 percent, 4 percent, 14.3 percent, 19 percent, and -14.8 percent.

All this information should make your «retirement salary negotiations» much more meaningful than simply a tug of war between the stingy owner of the portfolio and the retiree who's eager to spend money.

And while small business owners may be tempted to rely on the success of their business as their sole source of income and retirement savings or only diversify their portfolios among stocks and bonds, there are other options they should consider to secure their retirement savings in today's market.

«The worst time to take a negative in your portfolio is right before retirement,» said Tom Till, financial professional and owner of APPS Financial Group, which helps families and individuals with financial planning.

Finally, on Dec. 28, the Cafaro Company, a Youngstown, Ohio - based privately - held mall owner with a 32 - million - square - foot portfolio, announced the retirement from day - to - day operations of the company's president Anthony M. Cafaro Sr. and his brother, vice president John J. (Jay) Cafaro.