Sentences with phrase «significant portion of one's assets»

It is not unusual for me to hear from retired readers who lament the fact that they didn't maintain a significant portion of their assets in some form of common stocks.

Even with the recent fall in common stock value, investors who had maintained a significant portion of their assets in diversified common stock index funds or ETFs for several years are much better off than investors who maintained most of their portfolio in conservative investments, such as money - market funds, Treasury bills or certificates of deposit.

Its strategy is focused on undervalued mid - and large - cap equity securities, with a significant portion of its assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

We recommend selling or shorting Citigroup's stock as well as the following financial sector ETFs because they allocate a significant portion of their assets to Citigroup:

Because the Fund may invest at least a significant portion of its assets in companies in a specific region, including Europe, the Fund is subject to greater risks of adverse developments in that region and / or the surrounding regions than a fund that is more broadly diversified geographically.

On Monday, Colony Capital announced that it was extending the Weinstein Company an emergency infusion of cash, and the indie studio said it was negotiating with Colony Capital to sell all or a significant portion of its assets.

Seeks capital appreciation by focusing on undervalued mid-and large - cap companies, with a significant portion of assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

Given that life insurance can make up a significant portion of the assets left by an individual to his or her heirs, it is important not to make the mistake of assuming that any instructions in your will can be used to determine how life insurance death benefit proceeds are distributed.

Non-diversified investment in a significant portion of assets in one sector, issuer, geographical area or industry, or in related industries, may involve greater risks, including greater potential for volatility, than more diversified portfolios.

«Almost everyone should have a significant portion of their assets in stocks.

From the State's perspective, they shouldn't have to fund someone who threw away a significant portion of assets (because they could have used those assets for health related care, instead of turning to Medicaid).

Market timing is the attempt to switch a significant portion of your assets between different types of investments in an effort to maximize profits.

(Full disclosure, I have a significant portion of my assets in a large US bank that was trading well below the strike price of the warrants issued against its shares to Berkshire Hathaway at the time I purchased the shares, which bank shall remain nameless).

Its strategy is focused on undervalued mid - and large - cap equity securities, with a significant portion of its assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage.

Although not everyone is subject to this liability, if you are, estate tax can take a significant portion of your assets — in some cases more than half.

This is especially important if a significant portion of your assets is in a business or real estate where it isn't easy to quickly get the funds to use for estate taxes.

If you want to invest in a ULIP product from Kotak Mahindra, make sure that a significant portion of your asset is allocated to Kotak Ace - balanced fund.

Given that life insurance can make up a significant portion of the assets left by an individual to his or her heirs, it is important not to make the mistake of assuming that any instructions in your will can be used to determine how life insurance death benefit proceeds are distributed.