Sentences with phrase «preserving assets with»

This would suggest somehow that I might put my own interests (preserving assets with my company to generate higher fees) before my client's interest.

Not exact matches

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.

The investment objective of State Street Institutional Treasury Money Market Fund is to seek a high level of current income consistent with preserving principal and liquidity and the maintenance of a stable $ 1.00 per share net asset value («NAV»).

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.

The Company's mission is to preserve and grow capital by producing above - average absolute returns with low correlation to traditional assets and manageable risk.

Long before conventional music lessons start, jam sessions with your toddler (not of the messy sticky preserved fruit variety) can be an enormous developmental asset.

Zemsky says his agency has been helping SUNY Poly with some debt refinancing, and says the school is «an important state asset» that needs to be preserved.

Zemsky said his agency has been helping SUNY Poly with some debt refinancing and said the school is «an important state asset» that needs to be preserved.

By submitting information to us you acknowledge, consent and agree that United Way of the Southern Tier, Inc., may access, read, preserve and disclose the personal information you provide to us as a donor, along with your usage history, submitted messages or data and similar information regarding your use of the website in order to: (a) comply with any applicable law, regulation, legal process, or governmental request; (b) detect, prevent, or otherwise address fraud, security, or technical issues; (c) respond to your requests for customer service; (d) protect the rights, property, or personal safety of United Way of the Southern Tier, Inc., its visitors, or the public, (e) where we sell any or all our business assets; or (f) as otherwise set forth herein.

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.

On February 13, 2009, Dr. Horovitz spoke with Mr. Lampert and attempted to reassure him that Avigen was preserving its assets and that the competitive process to identify potential strategic opportunities was proceeding well.

For example, if returns are less than expected in a given year, the retiree should respond by reducing consumption to preserve the assets — a fixed 4 % withdrawal is not consistent with such flexibility.

Remember that one of the reasons for a person dealing with financial difficulty to consider a chapter 13 bankruptcy is to preserve assets - and this includes assets, such as home mortgages and car loans - that are collateral for loans.

Preserving your corporate assets also gives you more flexibility with your investments.

Cash has a zero correlation with most other investment assets and provides a means to preserve capital in bear markets.

Whatever blend of stocks and bonds you eventually settle on, stick with it except for occasional rebalancing (although after retiring you may want to shift more assets into bonds to better preserve capital).

Watching your assets dribble away month after month, with no chance of adding contributions to make up for losses or withdrawals, is scary, and I can sympathize with people looking to preserve principle.

Due to its rich history, there are more cultural assets on the island: the parish church of St. Mary with preserved parts from 1480, two fortresses from the 6th century, Gradina and Gusterne, five - storey bunja Stari stan, and a submarine archaeological site where many amphoras were found.

3D Out Run preserves the beautiful art assets that made us all fall in love with the original arcade game and expands on it.

This publication argues that the Latin American and Caribbean region needs to make the transition in the years to come towards a more sustainable form of development that will preserve its economic, social and natural assets for future generations and leave them with a legacy of a more equal, more socially inclusive, low - carbon form of economic growth.

Wetlands play a crucial role in storm protection for many Entergy communities, helping preserve industries, businesses, homes, and livelihoods along with Entergy's own facilities and assets.

For example, if the validity of a will is challenged, a court might appoint an administrator pendente lite with limited powers to do such things as may be necessary to preserve the assets of the deceased until a hearing can be convened on the validity of the will.

And in the field of business law, George Bellas has created the Corporate Maintenance Plan ™ that protects the personal assets of business owners by insuring that the corporate structure is preserved and creates a unique relationship between the business owner and their lawyer by creating a long term relationship with a lawyer that understands a business owner's unique needs.

The new trustees now faced a classic dilemma; at the point where funds available were lowest, they had to decide whether to proceed with a case against the original trustees with all the inherent risks that entailed in terms of adverse costs if they lost or, not take action but risk a future claim by the trust's beneficiaries for failing to carry out their duties in properly preserving the trust's 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.

He is the author of How to Protect Your Assets From Probate PLUS Lawsuits PLUS Nursing Home Expenses with the Living Trust Plus; Nursing Home Survival Guide: Helping You Protect Your Loved Ones Who Need Nursing Home Care by Preserving Dignity, Quality of Life, and Financial Security; and the e-book The Virginia Nursing Home Survival Guide.

Kat specializes in working with high conflict families, creating child - centered, collaborative co-parenting agreements and helping families divide their asset and liabilities in ways that will minimize costs, preserve relationships and promote independence.

I have affordable fees to preserve your assets, I care about client's maintaining their emotional well - being, and client's controlling their outcome with non-litigation options to resolve family disputes.

Whether you are getting married, entering into a civil partnership or are cohabiting with your partner, it is important to make sure that assets are preserved or distributed appropriately, particularly in the event that a relationship or marriage breaks down.

Together with their co-presenters from the Ontario Securities Commission, Jordan and Adrienne discussed the broad powers of securities regulators to preserve assets during investigations.

With over three decades of experience in the practice of trusts and estates law, Paul Collins helps individuals and families preserve their assets and plan for the future.

- Whether you're contemplating a divorce, dealing with adoption or paternity, concerned about preserving assets and / or...

Minimize the emotional and financial costs of divorce, protect relationships with children, and preserve family assets.

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.

Spouses generally choose to enter into a prenuptial agreement with the desire of preserving the status quo of some major assets even when one of those unexpected events happen.

William has acted in a wide range of partnership disputes, with particular emphasis on the existence and obligations in informal partnership agreements and partnerships at will, the breakdown of joint ventures, dissolution, orders for sale of (and rights to buy) partnership property, secret profits, analysis of partnership accounts, expulsion and retirement, the duties of partners, and taking steps to protect confidential information and preserve partnership assets on an urgent basis.

In these pages, Brian shares his decades of experience as a family lawyer and his in - depth knowledge about divorce - related tax issues with other family law attorneys as well as high - net - worth individuals facing divorce, offering information to help them avoid tax traps and preserve their assets through the process.

To let a factor like that influence my decision would be a breach of fiduciary duty, and I find it offensive someone would try to sway me to their point of view with the approach that their strategy will preserve assets under my care.

The estate planning process is meant to help you manage and preserve assets while you're alive and to conserve and control distribution after your death in accordance with your goals and objectives.

Leaving your significant other with enough readily available cash to cover your final expenses allows them to better preserve their retirement savings by not having to liquidate assets.

«They provide commercial privacy with support for transactions where asset types and amounts are opaque while preserving the public verifiability inherent to bitcoin,» the announcement blog post reads.

They provide commercial privacy with support for transactions where asset types and amounts are opaque while preserving the public verifiability inherent to Bitcoin.

Professional Experience Kellogg, Brown & Root (Baghdad, Iraq) 2011 — Present Logistics, Procurement & Supply • Oversee logistics, procurement, and supply operations for a multimillion dollar private military contracting company • Participate in the closeout of Operation New Dawn in logistics support to the US Army • Administer material control, inventory control, and manage shipping / receiving of varied military materials • Train new personnel ensuring they understand and implement industry best practices • Establish departmental protocols for ordering, receiving, protecting, preserving, and accounting of government property • Check all parts and material for damage and verifies quantity, part numbers and serial numbers • Prepare status reports on parts, analyze logistics and inventory problems, and recommend solutions • Set, maintain, and issue material to local and outlining clients theater wide • Inspect material to guarantee compliance with specifications and maintain records of shipping / receiving details • Track government property assets in accordance with the PCP guidelines

- Whether you're contemplating a divorce, dealing with adoption or paternity, concerned about preserving assets and / or...

The goals of Parenting Coordination are two-fold: first, to help you to figure out ways to work more smoothly with your ex; and second, to help to keep you out of the courts, in order to preserve your assets, and to try to lower everyone's stress.

Collaborative Family Law Group of San Diego members work together to learn, practice, and promote collaborative processes for problem solving and the peaceful resolution of family law issues, with an eye toward preserving the emotional, as well as the financial, assets of the family.

It's an efficient way for a couple to divorce in a private, respectful manner that is focused on improving communication, preserving assets and protecting children with minimal conflict.

The Collaborative Family Law Group of San Diego is an association of attorneys, mental health professionals and financial advisors working together to learn, practice, and promote collaborative processes for problem solving and the peaceful resolution of family law issues, with an eye toward preserving the emotional, as well as the financial, assets of the family.

CFLG San Diego's members work together to learn, practice, and promote collaborative processes for problem solving and the peaceful resolution of family law issues, with an eye toward preserving the emotional, as well as the financial, assets of the family.

Kat specializes in working with high conflict families, creating child - centered, collaborative co-parenting agreements and helping families divide their asset and liabilities in ways that will minimize costs, preserve relationships and promote independence.