Sentences with phrase «questions about their investment»

First of all, you respond to a series of short questions about your investment needs.

Based on your answers to 11 questions about your investment time horizon and ability to handle volatility, the tool will recommended a specific mix of stocks and bonds.

After you've answered these questions about your investment style, Stash will need to verify your identity (by law) and will do so by collecting some sensitive information including:

We recommend you speak with a licensed investment advisor if you have questions about investments.

I still use Mint regularly (I have been daily since 2007, so it's hard to break the habit), but I always use Personal Capital when I have questions about my investments.

The More Features section includes a useful Portfolio modelling tool along with a «Sounding board», which will send your account information and some responses to a few questions about investment goals to a Scotiabank representative who will provide some guidance for future moves.

Do you have questions about your investments at WealthBar?

After answering a few questions about your investment goals and risk tolerance, the award - winning bots at Betterment choose the perfect mix of low - cost funds personalized for you.

Consultants can answer questions about investments and retirement and, in the case of more complicated questions, they can suggest a meeting with a wealth management advisor in person or on the phone for no additional cost or obligation to invest in a managed account program, according to a TIAA spokeswoman.

The website must also have an online portal that potential investors can use to ask the company and the intermediary questions about the investment.

The adviser can answer questions about investment products and can help investors keep on track to meet their goals.

They were charged with answering tough questions about investment during a recession; education in the US; what it takes to cultivate creativity; and what strategies can be taken to ensure we uphold a principal role in the industries of tomorrow, including renewable energy, human health and bioscience, and communication technologies.

So when checking the terms and conditions of your online investment plan, be sure to read all the fine print and ask plenty of questions about the investment plans you are interested in.

Feel free to reach out if you have questions about investment strategies or a potential deal you want a second pair of eyes on!

Questions about investments by Beijing - based Wanda have arisen as China has cracked down on overseas acquisitions.

Not exact matches

At last year's annual Morningstar investment conference, Bogle answered a question about passive management's rise being a major risk to the market this way:

«I gave them [the LPs] some actionable advice, like, don't sign a nondisclosure agreement as part of your investment, and ask questions about how they [the VCs] treat diversity or whether or not they have a female partner,» says Wang.

A major investment by Stanford University in StartX places it ahead of other university accelerator programs — but the free - flowing funds also renew questions about a school's role in incubating the next big thing.

With today's startups, even in non-IT sectors such as textiles, and manufacturing; adapting robust technology - driven models, the sixty four - thousand dollar question is obviously about whether these can attract quality investments (and mentoring) similar to that of their tier - 1 peers.

The letters also raise questions about the Fed's willingness to allow Wall Street to convert former trading assets into passive merchant investments that they can own for up to a decade.

In August, the SEC temporarily suspended trading in three stocks due to questions about the companies» claims regarding investments in initial coin offerings or other token - related news.

Just last Friday, the commission temporarily suspended trading in three tiny stocks due to questions about recent announcements involving blockchain and cryptocurrency investments.

In 2013, Fairfax made a significant investment in BlackBerry Ltd. at a time when many had raised questions about the future of the company.

Shareholders hit Buffett with questions about predatory lending practices at Berkshire - owned Clayton Homes; his partnership with 3G Capital, which is notorious for its layoffs and cost cutting; and the fact that many of his investments are in companies that produce products that are high in processed sugars, like Coke and ketchup, at a time when many are worried about obesity.

Both Price and Gottlieb were questioned on their intimate involvement with biopharmaceutical and health care companies by lawmakers; Price specifically was the subject of sharp ethics questions about his financial investments in medical firms that would also benefit from legislation he was pushing while serving in the House of Representatives.

For many companies, questions about return on investment is a crucial part of allocating money towards sustainable practices, whether it's investing in more energy efficient light bulbs or shutting down remote offices to go virtual.

As profits soared, the Wall Street firms scrambled to pump out more investments, even as questions emerged about their quality.

«In Canada as in the U.S. and Europe, the most common question investment consultants are asked by clients about ESG is whether an ESG - based approach will negatively impact investment performance,» said Andrew Sweeney, Institutional Portfolio Manager at RBC Global Asset Management Inc. «This and other data from the survey reveal a high level of interest and curiosity about responsible investing, including areas of significant uncertainty.

But the revelation this week that Mr. Thiel was covertly backing Mr. Bollea's case as well as others has raised a series of new questions about the First Amendment as well as about the role of big money in the court system — specifically the emerging field of litigation finance, in which third parties like hedge funds and investment firms pay for other people's lawsuits.

The question about Buffett's wife came during a weekend - long festival devoted to the company and its shareholders, many of whom follow Buffett's pronouncements on investments with something approaching reverence.

Flipboard's woes are indicative of a larger malaise gripping startups across the technology landscape as questions emerge about the sustainability of the tech - investment boom.

She literally discussed and answered questions about all of the investing topics I have recently been thinking about — including weighing the pros and cons of placing all of your bond investments into tax - deferred accounts, why Vanguard decided to recently increase their recommended stock allocation to include 40 % international stocks, and how more investors using REITs (real estate investment trust funds) to balanced their portfolios and mitigate risk.

If you or any of your other advisors have questions about the issues raised here, please contact your investment manager or one of us.

Per the email: «We look forward to speaking with Merrill Lynch and addressing any questions or concerns they have about Bitcoin Investment Trust.

The Glaucus report raised many questions about the value of Blue Sky investments, including in fast food chain Beach Burrito Co..

In the prior quarter's investment letter, Einhorn raised an interesting question about valuation.

This relates to one of the questions we talked about earlier, which is how do you measure investment and is there really low investment or not?

When selling value, you can avoid bidding situations by establishing your value proposition early in the sales appointment with a discovery question about their intentions: «Is the lowest investment your only consideration, or is quality also important?»

It's convenient that Cohn's new position does not require Senate confirmation since exactly what he knew about Goldman selling bogus investments to its clients while the firm made billions of dollars betting the instruments would fail might be raised in Senate questioning of Cohn's fitness to serve.

To avoid this oversight, you must be prepared to answer an investor's questions about how the investment will be monetized through, among other things, licensing agreements with larger companies or a strategic sale of itself to a larger company, not just an IPO scenario in which you see yourself becoming CEO of a Fortune 500 company (something that almost never happens).

Hear what your peers are asking about the new rule as Marcia covers the most frequently asked questions from the investment community about the fiduciary rule.

For more information about how to research an investment, read our publication Ask Questions.

Yet nothing about the ETF's response to the most recent downturn raises long - term questions about its viability as a suitable dividend - paying investment for most investors.

Tom Vandeventer, portfolio manager of the Tocqueville Opportunity Fund (TOPPX), answers questions about the Fund's investment strategy and process.

James Hunt, portfolio manager of the Tocqueville International Value Fund (TIVFX), answers questions about the state of the Chinese market and the Fund's investment strategy.

I have some investments in cryptocurrency, and I have questions about how taxes apply to them.

To find the answer to this question Warren Buffett recently said that when you are thinking about buying stock in a company or making an investment you should: «assign yourself a story.»

This is one of the most important and difficult questions that we must answer when we think about the right mix of investments to own.

In the class forums, you will have exclusive opportunities to ask Brad Feld detailed questions about specific investment strategies.

For investors, the important questions are how the election outcome could affect their investment portfolios and whether they should do anything about it.