Sentences with phrase «preserves your assets so»

Their obvious purpose is to preserve assets so that there is something against which a final order can be enforced.

Not exact matches

So draw down on the inflexible assets first, preserving your flexible assets.

So while the 4 percent model called for a 50/50 stock / bond allocation, even those with a more conservative asset allocation could still draw down 4 percent annually adjusted for inflation and reasonably expect to preserve their capital.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

The firm represents $ 2.5 billion in assets under advisement, and its family office supports all aspects of sudden wealth events so their clients can confidently get on with their life's pursuits as PagnatoKarp seeks to preserve and protect their wealth.

Liquidating a portfolio or other assets prematurely may compromise your long - term goals, so borrowing funds may be a better strategy to preserve your assets and take advantage of investment opportunities.

Thus professional philanthropoids at the great foundations like to preserve capital assets so as to survive to another day; and amateur givers as well like to maintain some distance between themselves and beneficiaries to stave off troublesome dependencies that will diminish them or limit their freedom.

We must protect and preserve all our existing transportation assets — bridges, highways, transit systems, and more — so that future generations enjoy safe, reliable transportation wherever they live and work.»

Asset allocation works hand in hand with risk aversion because if an investor is more risk averse and wants to preserve capital they may decide to purchase a collection of various blue chip large cap stocks in addition to bonds and certificates of deposit so if any one sector or instrument drops significantly the overall portfolio isn't as negatively affected.

If you wish to use GST planning for your children so that your assets can benefit them during their lifetimes and then pass to your grandchildren without incurring estate tax at that time, you must preserve the GST exemption.

When the kids are a couple of years away from university, Jennifer should adjust the asset mix so it is even more conservative — as much as 80 % bonds to preserve capital.

So draw down on the inflexible assets first, preserving your flexible assets.

Her firm is focused on planning for persons with disabilities of all ages, preserving assets and helping to access resources to foster independence and vitality of life, and so she touches on the best interests for those with disabilities and changes she would like to see in elder law.

Much of Elder Law and Estate Planning is about protecting and preserving the assets you worked so hard to accumulate, and transferring that wealth to your loved ones in accordance with your wishes.

«For instance there is a death benefit of up to 100 per cent so that your assets are preserved for your loved ones, in addition to bypassing the probate process.