Sentences with phrase «part of one's assets»

The prediction of rates of return for each of the three major asset classes as part of the asset allocation process.
We believe this style of investing is appropriate for a portfolio's core holdings and as part of an asset allocation strategy.
This is important because long term care insurance planning is a critical part of asset protection and wealth preservation.
You own part of the asset value, profits and losses made by that company.
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.
So I have to ask myself: If there's a value in having an «alternative investment» in my retirement portfolio, can bitcoins be discussed as part of that asset class?
When state, federal, military and other pensions are a significant part of the assets, contentious issues may arise in the split of marital property.
But for the more liquidity - focused part of an asset allocation strategy, now may be a good time for short - duration products.
Your investor funds don't form part of our assets.
Part of their assets also include a nearby $ 250,000 waterfront property.
On the other hand, central banks have been increasing their exposure to gold as part of their asset mix, presenting a compelling opportunity moving forward.
Since part of the asset is in my name that's viewed as something that I own and the creditors are entitled to it.
If you want gold, make sure it is a reasonable part of your asset allocation.
In particular, it is not always obvious how to determine the realized gain or loss when you sell only part of an asset.
What this means is that the beneficiary must be able to access all or at least part of the assets immediately.
With the donation of the asset, life insurance can be used to replace all or part of the asset donated.
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.
In addition, your ownership typically has a debt like component where you as the investor are paid a certain percentage before the sponsor gets anything even though they own part of the asset.
Part of asset allocation planning is being ready to take advantage of opportunities.
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.
It can be considered as part of your assets for other purposes (support, alimony).
@denten - From Pub 590 p22 - «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.»
Additionally, MBIA's investment management services operations enter into single - name credit default swaps as part of its asset management activities.
That means in Timminco those monies deemed to be in trust and not part of the assets of the company are just not available for any creditors.
REO brokers and agents want to be found so they can start building this relationship, earn business and trust, and become part of an asset manager's database.
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.
But Altfest also thinks investors holding a large part of assets in cash — or planning to go to cash — because they think there will be a catastrophe are making a mistake.
Using alternative investments in IRAs has been allowed by the IRS since 1974 and is now an integral part of any asset allocation strategy.
Combine the predictability of the fixed option with the growth potential of the variable option by allocating part of your assets to each.
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.
This also lets you take advantage of the view that a certain part of an asset class is going to do better than the rest of the asset class without having to compare it to other asset classes.
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.
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.
Northern Rock financed a large part of their assets via the Bank of England during their crisis.
Umbrella policies are a critical part of asset protection and are meant to cover you against litigious claims that could bankrupt you.
Does it make any difference if you're annuitizing part of your assets?
The main reason why about two - thirds of these professionals have a sizable part of their assets in passive instruments is said to be the compliance with fund industry regulations that prohibit trading in individual stocks or bonds.
And aside from all that, I think (unlike Jack) that unhedged foreign bonds are a core part of asset allocation, especially if used tactically.
It will make up part of the asset schedule once divorce proceedings have been instigated.
Eisenberger & Herzog and Noerr Bratislava have advised Vienna House on the March 1, 2018 acquisition of Vienna House Easy Bratislava as part of an asset deal from Strabag Real Estate GmbH, which was advised by Havel & Partners Bratislava.
Finally, the fraudster believes that if it turns out to be a court epilogue, the results of it will be still minor in terms of recovered assets and the biggest part of the asset will still be controlled by him.
who legally owns the property, which is often the person who paid for the asset) and a set of complicated common law concepts known as constructive trusts (where a legal owner can be deemed to actually hold part of an asset in trust for another).
They also acted as counsel to Relevium Technologies Inc. as part of the asset acquisition of BioGanix Ltd..
Long term care insurance (LTC) is a vital part of any asset protection plan.
In the event Network Telephone Services Inc. goes through a business transition, such as a merger, being acquired by another company, or selling a portion of its assets, members» personal information will, in most instances, be part of the assets transferred.
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