Sentences with phrase «portion of my asset»

But funding an annuity with a portion of your assets can help fuel a lifetime of monthly checks that — when paired with other income and investments — forms a powerful three - pronged solution.

People who have a big portion of their assets in stocks and mutual funds stand to lose the most if the market tanks as they are preparing to or starting to withdraw money from their accounts.

Some of the myths reflect our fears, like the need for a lot of insurance or maintaining a large portion of assets in cash.

It is not unusual for me to hear from retired readers who lament the fact that they didn't maintain a significant portion of their assets in some form of common stocks.

My prediction is that as international waters remain choppy and uncertain with Brexit potentially looming and this nutty «race to the bottom» with interest rates, international buyers will continue to park portions of their assets in valuable real estate, keeping the major US markets growth steady.

The Fund has not imposed limitations on the portion of its assets that may be invested in any of the other categories outlined above.

Its strategy is focused on undervalued mid - and large - cap equity securities, with a significant portion of its assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

In some market conditions, the Fund may invest a portion of its assets in short - term or other debt securities.

The Fund may also invest a portion of its assets in cash, money market instruments and / or treasury bills.

«No third party had demonstrated to GGP or its advisors a willingness or ability to acquire all of GGP or a substantial portion of its assets,» GGP said in the filing.

More importantly, consider moving at least a portion of your assets abroad to a safe, stable, low - debt jurisdiction that doesn't have the same desperation.

But after that due diligence process is completed, investors should feel comfortable enough to dedicate a sizable portion of assets to that stock.

Bespoke Investment Group offers wealth management services for high - net worth investors who are looking for a portfolio manager to handle either all or a portion of their assets.

We recommend selling or shorting Citigroup's stock as well as the following financial sector ETFs because they allocate a significant portion of their assets to Citigroup:

For that reason, some professional money managers recommend switching over a portion of your assets to a different model several years prior to major life changes.

If the government takes a portion of your assets, legally, who will you sue?

With growing numbers of clients with substantial portions of their assets in qualified retirement plans, it is more important than ever to understand how these unique accounts can affect their estate plans.

If you keep a portion of your assets at another institution, we can work with you to transfer those assets.

Because the Fund may invest at least a significant portion of its assets in companies in a specific region, including Europe, the Fund is subject to greater risks of adverse developments in that region and / or the surrounding regions than a fund that is more broadly diversified geographically.

While commodities can be useful as a hedge against inflation, they generally shouldn't make up a very large portion of your assets — typically no more than 5 % to 10 % for most investors.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

While commodities can be useful as a hedge against inflation, they generally shouldn't make up a very large portion of your assets — no more than 5 % to 10 % for most investors.

A nation acted very much like a gambler who could afford to risk a certain portion of his assets and was willing to risk them in view of the chances for gain provided by taking the risk.

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.

Based on tax experts feedback, estate tax is not teh only, and seemingly the worst, way of addressing this issue - other approaches are simply closing the «step - up» loophole by requiring capital tax cost basis be original purchase price and not «at inheritance» price; OR, limiting estate tax to appreciated portion of assets that haven't been taxed with capital gains taxes by time of death of owner.

In the event all or a portion of the assets owned or controlled by Service Provider, its parent or any subsidiary or affiliated entity are sold, assigned, transferred or acquired by another company, the information from and / or about our Website users may be among the transferred assets.

4.10 If we go through a business transition, such as a merger, acquisition by another company or a financing, investment, support or funding, sharing or sale of all or a portion of our assets, your information may be among the assets shared or transferred.

A character gambles a large portion of his assets and savings.

Seeks capital appreciation by focusing on undervalued mid-and large - cap companies, with a significant portion of assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

In the third post, I explained why I invest a portion of my assets in My Actively Managed Funds and how they have performed historically (considering their higher annual management fees).

As for the other portion of your assets — your discretionary money — you can place this in any investment you feel comfortable about, whether it be in stocks, ETFs, mutual funds (or in bonds, REITs and other asset classes) but I'd be careful to do sufficient research before taking on any risk.

But if you're confident that you can handle your spending needs with Social Security and draws from your retirement accounts but you want some extra assurance that you'll have sufficient income later in life — or you feel that income guaranteed to kick in in the future will give you more flexibility about your spending early 0n — then devoting a small portion of your assets to a longevity annuity is probably the better way to go.

They hold gold in a safe deposit box or other account, and it is an «investment» portion of their assets.

As far as our investment style is concerned, we've got the lowest portion of assets in low or no - return cash holdings (43 % compared to 56 %) though that number is unlikely to drop anytime soon.

The last of these positions suggests that, on average, the fund held a substantial portion of its assets in fixed - income securities, which lowered its volatility.

In addition, the main breadwinner's retirement affects when spousal benefits can begin Investment Rebalancing If you're facing a 20 - or 30 - year retirement, you'll need to keep some assets in stocks and shift a portion of your assets into fixed income.

Several Putnam Funds invest at least a portion of their assets in U.S. Treasury securities.

Putnam funds may invest a portion of their assets in U.S. Treasury securities.

Consider your MYGA purchase as portion of your assets you'd otherwise have allocated to bonds.

There is flexibility in this type of planning because if there is no tax reason to use credit shelter planning, the spouse can simply receive all or a portion of the assets outright.

The adviser uses the following principal strategies: investing primarily in common stocks, selected for their appreciation potential; investing in certain event driven situations; engaging, within prescribed limits, in short sales of equity securities; varying its common stock exposure by hedging, primarily with the purchase or short sale of Standard & Poor's 500 Index futures contracts; and investing all or any portion of its assets in U.S. Treasury securities.

VEXPX also holds a small portion of its assets in stock index futures and ETFs to manage cash flows.

Since I'm building passive income for early retirement as opposed to planning to use the 4 % rule, I aim for higher yields and dividend growth instead of total return for this portion of my assets.

The fund invests all or a portion of its assets in small to midsize companies.

With CDs, the cash portion of your asset allocation can potentially earn higher yields than if it just sat in a regular savings account.

A portion of assets should be designated as emergency fund.

The fund holds a small portion of its assets in Puerto Rico municipal bonds that have been impacted by recent adverse economic and market changes, which may cause the fund's share price to decline.

In those sorts of circumstances, it might make sense for some investors to invest a portion of their assets in stocks and a portion in TIPS.

The federal financial aid eligibility formula includes an Education Savings and Asset Protection Allowance that excludes a portion of the assets that are counted (primary residence and retirement accounts are already excluded).

- the fact that a tiny portion of asset managers and investors are able to consistently beat indexes — unmatched diversification through ETF's where one purchase can give you exposure to thousands of assets from around the world — the time saved by simply tracking a target asset allocation — index investing gives you exposure to other asset classes such as fixed income, real estate, etc..