Sentences with phrase «purchase the necessary index»

The next step is to purchase the necessary index funds in the right proportions.

Not exact matches

The final DOL regulation «unfairly targets certain types of fixed annuity products, making it harder for Americans to purchase fixed indexed annuities when it is in their best interest to do so,» he said, adding that «this legal challenge is necessary because the rule creates an unworkable standard for independent agents and insurance companies and goes far beyond DOL's authority.»

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Going forward, the investor will need to contact the remaining mutual fund companies at the beginning of each year to determine what amount they can sell from the funds without incurring any deferred sales charges, and make the necessary trades (the proceeds can then be used to purchase the iShares DEX Universe Bond Index Fund (XBB) as originally planned).

At the current time, what would be the necessary value of the S&P 500 index that would indicate a purchase point, based on the PE10 criteria?

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