Sentences with phrase «portion of one's assets»

Market timing is the attempt to switch a significant portion of your assets between different types of investments in an effort to maximize profits.

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.

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

Bonds should represent a larger portion of your asset allocation than they did when you were younger.

The real question is whether any particular strategy covering a small portion of the assets of the market can consistently beat the returns of the market on the whole.

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

Creating an estate distribution plan is about determining who will get what portion of your assets.

When you are declared bankrupt, you commit to using a certain portion of your assets to contribute towards repayments of the debts that caused you to go bankrupt in the first place.

Many donors who own highly appreciated securities are reluctant to sell because of the capital gains tax on the appreciated portion of the assets.

The fund invests a major portion of its assets in companies involved in operations related to the real estate industry.

It is my growth and stable portion of my asset allocation.

Often, outside experts may be necessary to assist in determining the value or martial portion of an asset.

Although not everyone is subject to this liability, if you are, estate tax can take a significant portion of your assets — in some cases more than half.

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.

At times, the fund held a substantial portion of its assets in short - term fixed - income securities.

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

Say, if you are an equity manager, can you have some small portion of your assets in preferred stocks or fixed income?

Creating an estate distribution plan is about determining who will get what portion of your assets.

There are a few mutual funds that invest a small portion of their assets into this business (e.g., Alliance Bernstein).

Purchasing a portfolio of single family rental properties gives you the flexibility to sell portions of your assets over time, on your time.

Bankruptcy exemptions are legal statutes, either state or federal, which will protect a certain portion of your assets from unsecured creditors when you file for bankruptcy protection.

The fund is considered non-diversified and can invest a greater portion of its assets in securities of individual issuers than can a diversified fund.

Given that life insurance can make up a significant portion of the assets left by an individual to his or her heirs, it is important not to make the mistake of assuming that any instructions in your will can be used to determine how life insurance death benefit proceeds are distributed.

- 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..

On one hand you, have index investing which boasts solid arguments: - 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..

I've commented here a few times that I have a good portion of my assets in index funds of various kinds (US stocks, international stocks, etc.) Today I would like to give the reasons I have used index funds as my primary investment vehicle for the past 15 years or so.

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

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.

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.

A partnership policy lets you keep a sizable portion of your assets after your benefit runs out and still qualify for Medicaid.

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.

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.

Since the fund had a considerable portion of its assets in foreign equities, IXJ could also be a relevant CAPM reference:

To be sure, some investors with more than enough money to sustain them will still choose to invest a meaningful portion of their assets in stocks, figuring that any excess return will help them leave more to their heirs.

The Trustee would take the unprotected portion of your assets and «liquidate» or sell it then use the proceeds for the benefit of the creditors.

Investment managers that adhere to this type of approach will suffer enormous career risks during these periods, and lose a large portion of their assets under management.

That home is considered a hybrid because it was separate when it was brought into the marriage by one spouse but by contributing marital assets to increase the value, there is also a marital portion of that asset.

Consider gifting portions of your assets through a trust in amounts up to $ 14,000 (the tax - free limit) to reduce your estate and current taxable status.

In order to make the plan viable, General Growth would have to find investors willing to bet on the riskier portion of its assets — «you still have to figure out who's going to take the second piece,» Southard says, adding that a similar scheme did not work out for investment bank Lehman Brothers.

Given that life insurance can make up a significant portion of the assets left by an individual to his or her heirs, it is important not to make the mistake of assuming that any instructions in your will can be used to determine how life insurance death benefit proceeds are distributed.

• Major source of retirement assets — Combined, individual retirement accounts (IRAs) and Keoghs (for the self - employed) account for a sizable portion of the assets held by Americans in tax - preferred retirement plans and are likely to become the single largest source of retirement income outside of Social Security benefits for private - sector workers.

The Fund is considered non-diversified and can invest a greater portion of assets in securities of individual issuers than a diversified fund.