Sentences with phrase «recommended asset balances»

While one can utilize various recommended asset balances from a brokerage like 50/40/10 (stocks, bonds, cash) or rely on rules of thumb like «subtract your age from 100 to ascertain a percent of assets that should be in stocks,» investment allocation should be a more introspective undertaking.

Not exact matches

When we're looking for stocks to recommend in our newsletters and investment services, our stock market research puts a lot of importance on the amount of goodwill that a company carries as an asset on its balance sheet.

So long as folks willingly submit to Chase's mercy (which I don't recommend), the only guarantee you have is Chase knows what it is doing by draining its older toxic assets (asset - backed securities which funded the old balance transfer offers) by moving the funds into new toxic assets which Chase hopes won't become toxic?

Thomas Idzorek, CFA, chief investment officer — Retirement at Morningstar Investment Management LLC in Chicago, and lead author of the paper, tells PLANADVISER, «Our managed account engine will consider age, plan account balance, salary, contribution, state of residence — different states have different tax rates — employer tiered match, employer contribution, plan loans, brokerage account holdings, retirement age, gender and pension as well as other outside assets to determine the recommended allocation to equities for each participant.»

At Indexia Finance, we recommend a balanced and customized approach to asset and risk management.

After you take the quiz, it tells you your personality type (I apparently crave balance), and you can check out their recommended asset allocation.

• Prepared asset and liability account entries by effectively analyzing account information • Documented financial transactions and recommended actions for disputed entries • Summarized current financial status by collecting information, preparing balance sheets and profit and loss statements • Reconciled financial discrepancies and maintained financial security by completing database backups • Entered accounting data into company database and ensured its accuracy by performing cross checking activities • Prepared payments by verifying correlating documents and handled petty cash transactions EDUCATION NEW HAMPSHIRE STATE UNIVERSITY, Middleton, NH — 2007 Bachelor's Degree in Accounting