Sentences with phrase «return scenarios»

Considering the pathetic return scenario of endowment insurance plan I am worried a bit about future performance of this policy.

The $ 120 billion alleged ticking bomb is based on worse - case investment return scenarios.

It's difficult to put together a high real return scenario given the many positives we've seen for the last 10 + years.

Considering the pathetic return scenario of endowment insurance plan I am worried a bit about future performance of this policy.

Others do formal analysis of the market, competition, financials and analyses of expected return scenarios.

By capturing the next six - month returns of these historical matches, we're able to identify the actual return distributions for the current patterns and gauge the most likely return scenarios.

That investment in bonds with 0 % real return leaves more after tax money than the 2 % real return scenario.

An annuity is a contract between you and the issuing carrier, but most annuity sales pitches revolve around non-guaranteed return scenarios that might never happen.

Hunting for an extremely mispriced risk and return scenario takes skill and determination» Seth Klarman

I also hinted at the benefits of glidepaths in Part 13 (a simple glidepath captures all the benefits of the much more cumbersome «Prime Harvesting» method) and Part 16 (a glidepath seems like a good and robust way of dealing with a Jack Bogle 4 % equity return scenario for the next 10 years).

The historical returns scenario favours an initial equity allocation of 30 % and a final figure of 70 %.

So instead of the simplistic, easy to remember brand, the annuity industry has decided to hang their hopes on hypothetical, theoretical, and non-guaranteed variable and indexed annuity return scenarios.

Among other measures, they examined the «success rate» (cases where the portfolio did not run out of money) for different expected future return scenarios assuming 4 % of the portfolio value (inflation adjusted) is withdrawn annually for 30 years.

Tolerance bands are established chronologically at the 25th and 75th percentile of these cumulative return scenarios as probability constraints.

Let's not dig into the math / mechanics here, but it spotlights another attractive feature: A catalyst may prompt you to attach higher probabilities to positive / specific / increased return scenario (s), thereby increasing the Expected Value of your investment return.

It's not the most complex retirement calculator: there are some software packages out there that include a tax package to estimate your tax liability to the dollar, and that run massive Monte Carlo simulations on a whole gamut of market return scenarios.

Both of these product types are pitched by agents with the primary focus placed on market growth and non-guaranteed dream return scenarios.

While under the best case scenario, he's saving more than he needs (a nice problem to have), it's not possible for him to save enough to meet his ideal spending needs under the worst - case investment returns scenario.

Further, HNW investors can tranche their real estate investments across varied risk - return scenarios for appropriate diversification.

While this can be true depending on the duration of bonds owned and / or for nominal returns over an extended period of time, it is certainly not true over shorter periods of time and absolutely not true for an investor in most real return scenarios... even over very long periods of time.

Never make a decision to own an annuity based on theoretical, hypothetical, projected, back tested, potential, or non-guaranteed return scenarios.

Customers love clean bathrooms, and if restrooms are unkempt, it creates a no - return scenario.

In certain low - return scenarios, the results require investors to think about what they fear most — missing their target income goal, or missing it by miles.

Experiment with different investment return scenarios and more.

I didn't think the 20 % a year return scenario was any less realistic than the 8 % a year return scenario (the one where the Fed Funds Rate never rises).

Indexed annuities are currently the hottest and most over promoted product in the annuity world, and the dream - return scenarios that are too often being pitched are translating into record sales.

SBI Life Retirement plans are a non-participating unit linked scheme that offers coverage for life insurance and choices to put your money in various funds with several risk - return scenarios.

This accommodates possible events or return scenarios that we have never experienced before (like 2008) as well as the multiple risk capacities that our investors have in retirement.

It's called Three Return Scenarios That Applied in the Wake of the 2008 Crash.

I didn't think the 20 % a year return scenario was any less realistic than the 8 % a year return scenario (the one where the Fed Funds Rate never rises).

Projected personal financial requirements provide the baseline expenditure plan over which you can overlay various income and investment return scenarios to test the adequacy of your current savings and investment plans.

Even in this «lower than historical returns but better than mediocre» return scenario, we get $ 88 of pretax investment earnings per share and closer to around 12 % ROE — again, with 0 income from underwriting.