Sentences with phrase «perform bonds and cash»

Over the (very) long run, equities out - perform bonds and cash, as is evident below, but may not be practical alternative to bonds for many investors, because of investment horizon, risk - tolerance, dependence on yield, or all the above.

Not exact matches

Traditionally, most elect the target - date investment fund, which is a mutual fund that will return your various assets (stocks, bonds, and cash) at a fixed retirement date — depending on how well the market performs over time.

Stocks, bonds and cash each perform differently in different markets, and each serves an important function in helping investors achieve their long - term financial goals.

I've been performing the quarterly update on the portfolios I manage and searching high and low for a bit more yield for the bond and cash portions of the portfolios.

Cash and bonds historically have performed nearly identical ballast functions in terms of portfolio success rate.

As discussed in Articles 6.1 and 6.2, intermediate bonds are expected to perform poorly in the next few years, but they are still expected to perform a bit better than cash.

Since most accounts include a mix of cash, bonds, Canadian and foreign stocks, how did your account perform relative to a personally representative benchmark?

Dividing your contributions among stocks, bonds, real estate and cash allows you to balance the risk of your investment if one investment class is performing poorly.

And, NO: bonds will not always perform better than cash or GIC's.

Stocks, bonds and cash each perform differently in different markets, and each serves an important function in helping investors achieve their long - term financial goals.

«No one gets rich by saving in the bank,» said Byrke Sestok, a certified financial planner and president of Rightirement Wealth Partners in White Plains, N.Y. «If you have 30 years before retirement and 30 years during retirement, then you have the time to participate heavily or totally in the stock market, and ignore the big drops and focus on the fact that stocks have historically proved to be a better - performing asset class over bonds and cash.»

Portfolio 2 with cash ballast actually performs a little better than Portfolio 3 with bond ballast for much of this period, and they end up in about the same place.

Given bonds and cash can perform very similar portfolio functions, how are we to ultimately decide on using bonds or cash (or both) for the ballast function?

The purpose is to show how well an investment portfolio comprised of only American Funds is performing compared to generic portfolios with similar stock, bond, and cash holdings.

Perform the math with the index rate of return numbers, using the same percentage of stocks (55 %), bonds (35 %), and cash (10 %) held.

Real estate beat out stocks, bonds, diversified portfolios, commodities and cash to be the top - performing asset class.

Since the universal cash value is invested in riskier financial instruments like stocks and bonds, there is always a chance for losses; however, if the stock market performs well, universal life insurance policies can provide the greatest returns on investment and make significant contributions towards your retirement nest egg.

Citibank (Eatontown, NJ) 11/2006 — 05/2007 Financial Associate • Received cash, checks, bonds, and loan payments issuing receipts, refunds, credits and change as needed • Resolved customer complaints and answered inquiries in a timely and professional manner • Sorted, counted, and wrapped currency and coins, sold certified checks, money orders, and gift cards • Responsible for collecting ATM deposits and opening and closing of the bank • Assisted in the successful opening of the branch • Trained junior associates in company policies and procedures • Performed all duties with positivity, professionalism, and integrity

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation