Sentences with phrase «safety of principal»

An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return.

This can allow for safety of principal — even in a downward moving market.

With that in mind, they want to balance investment growth with safety of principal.

Instead, fixed income instruments have historically and primarily been used to produce predictable income or to provide safety of principal.

One key benefit to a fixed annuity is that is offers safety of principal.

The government promotes safety of principal and has created certain kinds of bonds with special tax advantages.

«Attractive rates» refers to rates that are better than other generally available alternatives than can be obtained without sacrificing safety of principal.

Money market accounts are managed funds — much like mutual funds — where the object is to provide a return on investment while also maintaining safety of principal.

An investment operation is one which, upon thorough analysis, promises safety of principal and satisfactory return.

Annuities are sold as safety of principal and high return on investment.

The investor should be aware that even though safety of its principal and interest may be unquestioned, a long term bond could vary widely in market price in response to changes in interest rates.

He is not scared of paying more for a quality brand like Heinz but is equally hungry about bargains and vigilant about safety of principal as his investments in Petro China and preferred stocks of various other companies shows.

The FDIC insurance is unique to bank deposits and for all practical purposes no other fixed income investment carries such a guarantee of safety of principal.

If safety of principal and protecting against inflation are concerns, TIPS are one example of how to protect yourself against eroded purchasing power.

These sheets were added to show the long - term results of investing in them, given the fact that they are still popular and have three unique characteristics: Insured safety of principal, all interest is taxed annually at ordinary income rates (unless it's a Roth IRA), and there are never any dividends, realized or unrealized capital gains or losses to account for.

Sigh, Germany's really in the eye of the storm... On the one hand, it offers a safe - haven to investors, particularly those seeking safety of principal (bonds), or the potential for (lower risk) price appreciation (property).

However, when safety of principal, contractually guaranteed liquidity, and the cost of term insurance if purchased outside the policy are factored into the analysis, whole life often compares favorably to alternative types of policies as well as nonlife insurance investments on an aftertax basis.

An investor that is capable of financial statement analysis, interpreting accounting decisions, and valuing an asset based on discounted cash flows may take exception to any of the following as long as he is confident his analysis is both conservative and promises safety of principal.

FIAs are designed for safety of principal with returns linked to upside market performance.

An Index Annuity is a vehicle that will provide an investor with safety of principal, the ability to defer taxes each year on the interest that is earned, a bonus ranging from 5 - 12 % on your initial deposit, the ability to withdraw a percentage of the value if an emergency occurs, most will provide multi-year guarantees and much more.

Indexed annuities are in the middle of the spectrum, similar to indexed universal life insurance, in offering safety of principal though a fixed interest feature AND the opportunity to gain returns by tying to any number of market indexes.

«An investment operation is one, which, upon thorough analysis, promises safety of principal and a satisfactory return.

We only profile stocks that can deliver long - term (from 3 to 5 years) compound growth, and safety of principal.

«Fixed - income is supposed to be about peace of mind and safety of principal.»

It's important to note that a self - directed RESP can be invested in a safe bond fund or even GICs if 100 % safety of the principal is desired.

In return, we guarantee the safety of your principal and guarantee that you will earn interest each year.

All in, utilities are a great investment for investors who want yields and safety of principal.

To underscore this prioritization of safety above returns, take notice of Benjamin Graham's definition of investing from Security Analysis: «An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return.

«An investment operation is one which upon thorough analysis, promises safety of principal and a satisfactory return.

We discussed in the «Safety of principal» that you ought to protect your investment.

If there is concern about future obligations, safety of principal, and investment flexibility — then an annuity from a well - capitalized and highly - rated insurance carrier can be a wise choice.

The key benefit with fixed annuities is the safety of principal that they allow their owners — along with the satisfaction knowing that they will not be losing the money that they have oftentimes worked a lifetime to save.

A higher loan amount allows the home owner to pursue an arbitrage strategy with the saved down payment money, increasing his liquidity, tax advantages, total return, and ultimately... safety of principal.

Objectives are usually short to medium - term capital gain, as opposed to regular income and safety of principal, the prime objectives of the conservative investor.

A trade is not an investment unless it fulfills two criteria: Based on facts and thorough analysis an asset must 1) promise safety of the principal, and 2) an adequate return.

No. 1 in my book is safety of principal.

Investments that have some safety of principal and a potential for capital gains that typically account for 15 % to 70 % of a balanced portfolio.

Benjamin Graham Quotes «An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return.

Hi Keith — You might try to set up a CD ladder to increase safe yields and safety of principal.

My conclusion is that using Gordon Equation satisfy the first principle of investing: investing requires adequate return and the safety of principal even in a volatile asset class.

Tax - exempt money market funds invest in securities that provide safety of principal, liquidity, and income exempt from federal income taxes by investing in short - term, high - rated municipal obligations.

In return, we guarantee the safety of your principal and guarantee that you will earn interest each year.

interesting discussion.OPM ought to be treated with respect.The deal must be well researched for safety of principal