Sentences with phrase «remaining financial portfolio»

For this analysis, we assumed that someone who purchases a DIA considers their premium as part of their fixed - income allocation, so that their remaining financial portfolio will have a more aggressive stock allocation.

Not exact matches

According to Lily Scott, Director of Investing with Impact for Morgan Stanley Wealth Management, «While financial value remains a key focus, Catholic values investment portfolios also seek to protect and promote the unique values and mission of faith - based investors.»

I did not have to wait long as the financial crisis of 2008/09 was just around the corner and after watching my entire portfolio go deep in the red, I remained calm, continued to make buys every month and did not sell one single share.

Despite the strong start, concern remains among retail investors and portfolio managers that chief financial officers remain too fixated on returning cash to shareholders through stock buybacks and dividends.

Instead, by funding an annuity with only a portion of your savings and investing the rest in a diversified portfolio of stock and bond mutual funds for growth potential, you can reap the advantages of an annuity (income you won't outlive no matter what's going on in the financial markets) while still having the remainder of your nest egg invested so it remains accessible yet can grow over the long term.

[Text on screen: Important: Please note that even with any modification made to the model portfolios that you have selected, you remain solely responsible for your investment decisions and that Disnat will not take into consideration your financial situation, your investment knowledge, your investment objectives nor your risk tolerance when your orders are approved.

Although banks» C&I loan portfolios have recovered strongly in recent years following the financial crisis, small business loan portfolio growth remains elusive.

Third Avenue, however, remains with the advantage that its portfolio companies» strong financial positions result in businesses with much above average dividend paying ability.

Some investors may panic and sell when they did not have to, only to see the market recover, while they subsequently remain on the sidelines with a dramatically diminished financial asset portfolio.

Taking assets out of a portfolio to buy a product that has a pre-defined return has important portfolio implications that should be considered by financial planners when constructing a retirement income strategy with the remaining wealth.

Which just helps to show how the shift from active to passive is really just a mirage; what's really occurring is a process where financial advisors are remaining active, but disintermediating mutual fund managers and going hands - on to actively build the portfolio themselves, whether as an independent RIA, or under a Rep - As - PM arrangement in a broker - dealer.

Mr. Khan's investment background will help to ensure the financial portfolio at PetSmart Charities of Canada remains healthy, transparent and poised for growth.

Many in the cryptocurrency community remain unaware of the legal and financial liability they can face if they don't manage their portfolios properly.