Sentences with phrase «portion of their wealth»

The agents, it so happened, represented clients in mainland China looking to park a portion of their wealth in Canadian housing.

Families and individuals who didn't have a portion of their wealth stored in a real asset such as gold lost everything.

These people should consider using a portion of their wealth to purchase long - term - care insurance.

Beyond finding that companies owned by Mr. Trump had debts of at least $ 650 million, The Times discovered that a substantial portion of his wealth is tied up in three passive partnerships that owe an additional $ 2 billion to a string of lenders, including those that hold the loan on the Avenue of the Americas building.

Even if you're a believer in crypto, it's still not prudent to allocate a large portion of your wealth to the sector at this point.

These aren't sexy returns by any means, but I sleep very well at night and have also never lost money in this portion of my wealth for the past 13 years.

For now, I will happily collect the 3.75 % -4 % interest return on this portion of my wealth.

When Warren entrusted us with giving away a large portion of his wealth, we redoubled our efforts to live up to the values we share.

The euro crisis, for example, encouraged more buyers resident in the eurozone to look further afield to diversify their investments and move at least a portion of their wealth out of euros.

A widow, for example, with one million dollars to invest and no other source of income is going to want to place a significant portion of her wealth in fixed income obligations that will generate a steady source of retirement income for the remainder of her life.

They rely on those who have to hand over a portion of their wealth to those who have not.

Therefore, for that specific portion of wealth, the estate tax can, indeed, be argued to be done to prevent untaxed gains from existing.

The proposal is for a citizens» inheritance: tax a portion of the wealth that is passed between the generations and use this to finance a capital grant in early adulthood for every citizen.

Ms. DeVos believes, and has dedicated a portion of her wealth, to the radical idea that parents know their children better than anyone else and they should be able to choose the best education for their children.

The reality is that these individuals have generously donated large portions of their wealth to improve many aspects of public education, including but not limited to charter schools.

An umbrella insurance policy can prevent liability lawsuits from forcing you to pay out a large portion of the wealth you have worked so hard to build.

Forager's staff invest a significant portion of their wealth alongside you.

Or if equity grows and does become the larger portion of my wealth the longer I own my home, is that simply a normal side effect of longer home ownership?

You can also be a helping hand to others, by donating a portion of your wealth.

Don't move a substantial portion of your wealth into or out of the market at one time.

On the other hand, I could decide to invest in a riskier portfolio and invest a smaller portion of my wealth in cash (such as certificate of deposits or money - market accounts).

When the crisis comes to an end, some portion of their wealth will remain in tact.

If you are a boomer who can not stomach such volatility, consider annuitizing a portion of your wealth, he added.

Retirees can also consider annuitizing a portion of their wealth at retirement, which with Social Security would help provide a minimum income floor in order to allow for more aggressive withdrawals from non-annuitized wealth.

This portion of our wealth should remain in government - insured bank deposit accounts or a short - term government securities fund.

So it's probably best to invest at least a portion of your wealth in common stocks, and just accept the risk of short - term losses.

He could solve both issues by keeping a portion of his wealth in stocks and bonds to generate a stream of income.

As we are looking for our dreamhouse, a relatively large portion of our wealth is «parked» on savings accounts and invested in corporate bonds which is to the substantial detriment of our profitability as that money is not effectively working for us.

His most recent presidential financial disclosure, filed in 2015, showed that a sizeable portion of his wealth in recent years has come from energy investments and consulting work for a Texas equipment firm that provides heavy machinery for oil exploration work.

Because the life insurance policies are not counted as part of a person's estate, allocating a portion of your wealth to a whole life insurance plan can be an effective way to reduce your estate's size by reducing available cash on hand while increasing your heirs» inheritance through legally avoided estate taxes, probate fees, and the payment of a large death benefit.

Imagine the magnitude of the problem for a small business owner who has a considerable portion of his wealth tied up in the business.

Umbrella insurance can keep liability lawsuits from forcing you to pay out a large portion of the wealth you have worked so hard to build.

Despite the failed endeavors, the brothers have managed to make a considerable portion of their wealth through Bitcoin and cryptocurrency.

You might walk around with a portion of your wealth in a wallet for convenience.

Further, as tax laws towards cryptocurrency become more extreme and arguably greedy, there one day could be many tens of thousands of people with cryptocurrency fortunes that simply do not want to pay their respective governments a massive portion of their wealth.

Not exact matches

Achieving wealth after losing a such a significant portion of your earning power can hobble even the most focused woman's economic plans.

Morgan Stanley Wealth Management has been appointed by the corporate watchdog to sell a portion of shares in Sovereign Gold Company held by former Applabs Technologies directors which were found to have been acquired invalidly.

By choosing to pay themselves first — which you can do, too, by diverting a portion of your paycheck into a savings account or scheduling auto - transfers from checking to savings — wealthy people reliably hit their targets, while also learning to delay gratification and avoiding wealth busters like credit card debt.

In this quick video, the business and life strategist shares a simple technique for making sure a healthy portion of your hard - earned profits are sacredly set aside, specifically to help you build your long - term wealth.

Who knows how many of those hunkered down in Occupy Your Town protests keep up with the work of veteran Wall Street Journal wealth reporter Frank, but his new book skewers the so - called 1 %, or at least the «high - beta» portion of it.

Managing the fixed - income portion of your portfolio in a rising - rate environment is a delicate balancing act, said Elliot Herman, a certified financial planner with PRW Wealth Management in Quincy, Massachusetts.

For purposes of calculating replacement rates, it seems appropriate to include some portion of housing wealth in retirement income and, if one believes that the earnings in the denominator is earnings just prior to retirement, it is also appropriate to include some reflection of housing wealth in the denominator, as well.28

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.

I have a feeling most of us have a good portion of stealth wealth somewhere that we either consciously keep hidden or inadvertently.

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.

In addition, sovereign wealth funds — which generally diversify their portfolios to include a small portion of alternate assets such as gold, private equity and real estate — are likely to raise their allocations following the low yield in government bonds over the last couple of years.

«Given the popularity of prime real estate as an investment in the years following the financial crisis, we expect a portion of this growing wealth will continue to be assigned to new - build property in key locations around the world.»

Many times, this results because one particular asset class or investment has advanced substantially, coming to represent a significant portion of the investor's wealth.

«We at Malekula farms via accepting bitcoin, look to attract and do attract the tech - savvy centric generation of investors and at the same time by accepting bitcoin transfer a portion of our farmland real estate, an existing wealth asset into an accepted and unrestrained international currency vehicle for exactly the same reasons.»

Senior investment personnel often have a sizeable portion of their personal wealth tied up in the fund, and may initially find it hard to comprehend that the interests of their clients might be any different from their own.