Sentences with phrase «portion of our financial assets»

And yet I'm told I'm stupid to plan for a comfortable retirement without entrusting the lion's portion of my financial assets to Wall Street money managers.

Individual stock investments comprise a small portion of our financial assets.

Not exact matches

Some of the proceeds of the IPO will go to repay outstanding debt Zipcar owes to financial instutitutions, and «approximately $ 5.0 million to repay amounts owing to certain former shareholders of Streetcar» as well as a portion of the net proceeds to invest in «companies, technologies, services or assets that complement our business.»

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, operating in a highly competitive industry; changes in the retail landscape or the loss of key retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand value; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the United States and in various other nations in which we operate; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives we use; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events in the locations in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock in the public markets; the Company's ability to continue to pay a regular dividend; changes in laws and regulations; restatements of the Company's consolidated financial statements; and other factors.

Having one's job and a portion of one's wealth in the same firm can create undue financial risk for workers, as it does for individuals and families who use some or all of their life savings to start their own businesses or otherwise invest heavily in one asset.

See, by entertaining only accounts with at least $ 100,000 in assets and assuming at least a small portion of all customers will eventually employ their Financial Services, they anticipate a return on that investment.

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:

Foreigners provided a large portion of the capital that fueled the runup in asset prices, so they will undoubtedly bear a good portion of the subsequent losses through dollar depreciation and writeoffs in the value of their U.S. financial assets.

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.

A 1985 study reported that according to the Federal Reserve Board only two percent of all U.S. families Own «20 percent of all residential property, 30 percent of all liquid assets, 33 percent of all business property, 39 percent of all bonds, 20 percent of all stocks, and 71 percent of all tax - free financial holdings».3 It can be argued that the ownership of such vast portions of our capital by so few threatens our democratic system.

Unfortunately, in a world in which cash pays next to nothing and even riskier assets, like stocks and bonds, have a lower long - term expected return than they once did (according to a BlackRock analysis using Bloomberg data), holding a sizeable portion of one's retirement savings in cash could prevent many from reaching their financial goals.

Cherise Berman, a principal with Bespoke Financial Consulting, recommends that «if the «core» portion of your portfolio performs well, then take your profits and rebalance back to your target asset mix.»

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).

In consolidated financial statements (i) the item in the balance sheet of the parent company representing that portion of the assets of a consolidated subsidiary considered as accruing to the shares of the subsidiary not owned by the parent; and (ii) the item deducted in the earnings statement of the parent and representing that portion of the subsidiary's earnings considered as accruing to the subsidiary's shares not owned by the parent.

The Federal Need Analysis Methodology does count a portion of the family's assets in determinations of financial need, so a family with more assets will get less need - based aid.

Portions of MBIA Corp.'s investment portfolio, as well as the investments held in relation to our asset management businesses, are insured by other monoline financial guarantee insurance companies.

Asset allocation The fixed - income portion of his portfolio is set at 30 per cent, equal to his age as most financial advisers would recommend.

Book value: The portion of the carrying value (other than the portion associated with tangible assets) prorated in each accounting period, for financial reporting purposes, to the extracted portion of an economic interest in a wasting natural resource.

Thus, a whole life insurance policy leverages a portion of your financial resources for the sole purposes of providing a legacy to your beneficiaries, while still maintaining control of your assets.

A portion of your premium will be applied to the accumulation of cash value, and because of this, a whole life insurance policy generally is considered a financial asset.

According to Carney noted that crypto - assets comprise a small portion of the entire financial market.

From a financial standpoint, it may be a large portion of your assets.

On ETRE Financial's platform, owners have the option to sell an entire asset or to list only a portion of the building's equity under an initial public offering.»