Sentences with phrase «several financial portfolios»

Not exact matches

«It's laughable that nobody has paid attention to that,» says Rafi Tahmazian, a portfolio manager with oversight of several energy funds at Canoe Financial in Calgary.

Is your portfolio spread across several financial companies and getting harder to manage?

A graduate of Thunderbird, Tom's accomplishments include managing a diverse portfolio of investments through the financial crisis, making investments in several global payments companies that led to acquisitions, and building new business units in Mexico City, São Paulo, and Rio de Janeiro.

In fact, I know several financial planners who recommend nothing but ETF portfolios for their clients (even though many won't because they don't get paid through such recommendations).

Pine Financial Group keeps a pulse on the bank lending money and has relationships with several local portfolio lenders that we can refer.

Is your portfolio spread across several financial companies and getting harder to manage?

The top Canadian finance stocks have sound prospects, but if you invest in this and several other blue chip ETFs, be sure to adjust the rest of your portfolio so it won't be overly concentrated in the financial sector.

With regard to financial strength, the company was built on the concept of continued growth and has purchased several other carriers over time to diversity the overall portfolio and capitalize on the strength of each company.

There are several reasons why an investor would want to consider bond swapping or why a financial professional may advise it for a client, such as adding diversity to a portfolio, lowering taxes or taking advantage of anticipated interest rate changes.

In fact, I know several financial planners who recommend nothing but ETF portfolios for their clients (even though many won't because they don't get paid through such recommendations).

Where public market investments rely on several financial organizations to perform various services from acquisition and development to offering diversified portfolios of REITs, Fundrise uses technology to consolidate these functions and reduce the number of intermediaries in the value chain.

The rest of my portfolio is made up of several core positions (mostly investments in companies run by capital allocators I respect, like Prem Watsa at Fairfax Financial) and some income producing equities, none of which I will be discussing on this blog.

The only other way to do this with any accuracy is to buy portfolio management software, which costs several thousand a year (or you could spend 100 + hours making a similar financial spreadsheet).

(iv) The Consob — SEC memorandum of understanding of 3 May 1993 (the Consob — SEC MoU) provides several cooperation mechanisms between Consob and SEC in connection with the enforcement of securities law concerning market abuse, the obligation on issuers to disclose inside information and regulatory duties applicable to financial intermediaries, investment funds, market managers, clearing houses, and other securities market operators (including duties relating to handling, transmitting, and executing orders, managing securities portfolios, settling securities transactions, safeguarding customer securities, and complying with financial or operational requirements).

Outside of the life insurance arena, they also offer several more financial products to satisfy the wide range of needs within any portfolio.

Being an independent life insurance agent, one of about 57,000 who have American General, AIG in their portfolio, I have had the opportunity to discuss the whole financial crisis of AIG several times today.

Comprising a group of top traders, or several financial instruments following a predetermined market strategy, CopyFunds offer a new way to invest in the long - term by accessing a ready - made portfolio.

Several years later we ended up working together at Coldwell Banker NRTDA in on - site sales for developers and bank owned listing portfolios for local and national financial institutions.

Pine Financial Group keeps a pulse on the bank lending money and has relationships with several local portfolio lenders that we can refer.

Jeff and I have had many conversations with investors looking to start building their financial portfolio using real estate and we've found several revealing reasons why investors haven't taken the plunge: