Sentences with phrase «similar assets because»

At Insurance and Estates we use a common comparison between permanent life insurance and real estate are similar ASSETS because they tend to share a number of common characteristics such as:

At Insurance and Estates we use a common comparison between permanent life insurance and real estate are similar ASSETS because they tend to share a number of common characteristics such as:

Not exact matches

Other partners at the hedge fund firm he co-founded, Brevan Howard Asset Management, have independently made similar investments, the people said, asking not to be named because the information isn't public.

The pair trade is important — Marleau always goes long in one area and short in a similar asset group — because he can mitigate the risk of the market's moving in an unexpected direction.

That's because the major tax reform passed in Congress this week contains a tweak that eliminates an exemption for many «like kind exchanges,» which lets people swap an asset for a similar one without triggering a tax obligation.

THat's not similar to the Bucks at all because the Bucks are capped out and don't have future assets like multiple future lottery picks.

Sectors — Securities held by the fund could underperform other funds investing in similar asset classes or comparable benchmarks because of the portfolio managers» choice of securities or sectors for investment.

With that combo, you're guaranteed to outperform most other investors with a similar asset allocation, because their results will be dragged down by their higher investment costs.

Hey guys, I'm thinking about creating an app for this exact problem and wondering if you guys think its a good idea or not... It would be similar to the spreadsheet above where you would add all your accounts, asset classes and desired allocations (only easier because it wouldn't be a spreadsheet).

Illiquid assets that are similar to a liquid asset usually yield more, because the cost of trading is much higher, and the possibility of being trapped is higher also.

Securities held by the Fund could underperform other funds investing in similar asset classes or comparable benchmarks because of the portfolio managers» choice of securities or sectors for investment.

Because the assets are similar to each other, the overall risk of the total exposure is relatively low.

Because the SPDR SSgA Active Asset Allocation ETFs are actively managed, they are therefore subject to the risk that the investments selected by SSgA may cause the ETFs to underperform relative to their benchmarks or other funds with similar investment objectives.

My conclusion was that TFG trades at a discount because of it's egregious fee structure a — i.e. if you have the same underlying risk on two bonds and someone «steals» 20 % of your coupon then that bond should naturally trade at a discount... I chose to invest in CIFU as it consistently pays out 50 % of all free cash as dividend and reinvests the other 50 % in similar asset and its running at much lower cost base and REALLY is a pure play (i.e. no Asset Management assets)-- adding to that ISA eligible and CIFU stands out from my perspecasset and its running at much lower cost base and REALLY is a pure play (i.e. no Asset Management assets)-- adding to that ISA eligible and CIFU stands out from my perspecAsset Management assets)-- adding to that ISA eligible and CIFU stands out from my perspective.

Dipping your toes into the water bit by bit seems like the best approach to the blue - chips that deliver excellent total returns (in the case of Hershey, because it perpetually earns 16 % annual returns on assets while Brown - Forman's total returns on invested capital are similar) but never appear to offer a particular attractive entry price.

A Comparison Can Be Drawn Between the Assets of Real Estate and Cash Value Life Insurance Because, In Some Key Ways, They Are Similar Investments, and Who Holds The Title to These Assets, Both During Your Life and Upon Your Death, Will Impact Your Overall Estate Plan.

Because the Fund may invest more than 25 % of its total assets in municipal obligations issued by entities located in the same state or the interest on which is paid solely from revenues of similar projects, changes in economic, business or political conditions relating to a particular state or types of projects may have a disproportionate impact on the Fund.

Matthew Smith, the head of sustainable investments at Storebrand of Norway, says the asset manager has in the past chosen to exclude companies because of similar scandals relating to the misuse of data by third parties.