Sentences with phrase «single asset account»

For a fund to have one single asset account for 50 % of its total value is unheard of but it's important to remember here that Miller hasn't just acquired these bitcoin to a total representation of 50 %.

Not exact matches

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

To ensure atomicity, a single transaction can include multiple actions involving any number of assets and accounts.

In Chanticleer's view the single most important way to restore a semblance of market credibility would be to call in an independent accounting firm to review a range of asset values right across its portfolios.

is a comprehensive solution that integrates loan accounting, servicing, asset management, borrower customer service and investor reporting into a single system.

This is to say that a single login into your EmpireOption binary options trading account will give you access to all the trading features you will need, including banking services as well as trading tools, assets and features.

Fiserv offers integrated, front - to - back wealth management solutions to help your firm deliver on goals - based wealth management the promise of the unified managed household (UMH)-- a single view of total assets and liabilities for each customer household, actionable data for optimal financial planning and decisions, and all the automation for portfolio construction, trade execution and rebalancing, portfolio accounting, performance calculation and reporting.

Under her leadership, numerous reforms agenda of the Federal Government had been undertaken such as the Voluntary Assets and Income Declaration Scheme (VAIDS), implementation of Treasury Single Account, implementation of Whistleblower Policy, establishment of an Efficiency Unit, establishment of Development Bank of Nigeria, launch of Asset Tracking and Management Project, and introduction Fiscal Sustainability Plans for States, among others.

Specifically, the complaint alleges that defendants misrepresented or failed to disclose: (1) Barnes & Noble's Nook e-book reader sales had dramatically declined; (2) the Company would shutter its Nook manufacturing operations altogether; (3) the carrying value of the Nook assets were impaired by millions of dollars; (4) the carrying value of the Nook inventory was overstated by $ 133 million; (5) the Company was expecting fiscal 2014 retail losses in the high single digits; (6) Barnes & Noble had over-accrued certain accounts receivables; (7) Barnes & Noble was unable to provide timely audited financial results for fiscal 2013; and (8) the Company might be forced to restate its previously reported financial results.

It may be beneficial to consolidate those assets into a single IRA account.

At the moment, the set up is such that every month there is a single transaction withdrawing money from the checking account (Asset) and putting it directly to the mortgage account (Liability), thus decreasing the loan.

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

A single log in to this platform will present you with all the assets, trading tools, features as well as the ability to carry out various transactions on your account, such as depositing and withdrawing money.

However, single - stock risk is minimal, with top holding Iron Mountain (IRM) accounting for a mere 3.4 % of SPHD's assets.

As an example, I might set my stop - loss point back 30 % from my purchase point and invest no more than 10 % of my account's assets into a single stock.

Cerulli found that MFA programs have become the single greatest source of new asset flows through managed accounts for asset managers.

With a holistic approach, it might make sense to emphasize one asset class in a single account and another asset class in another account.

So a suddenly single individual may want to boost dramatically the percentage of his or her assets in safe, albeit low - yielding, accounts.

Thanks to a large single market, an average ETP had much more AUM in the US than elsewhere (however, this does not take into account the typical right skew of the AUM distribution, whereby a small number of funds hold the majority of assets):

A cap rate measures a property's natural rate of return for a single year without taking into account debt on the asset, making it easy to compare the relative value of one property to another.

A type of fully discretionary account where a single annual fee, based on the account's total assets, is charged, instead of commissions and advice and service charges being levied separately for each transaction.

Equally important, with a single account it's easier to track asset allocation and rebalance a portfolio if it drifts away from its target.

• Major source of retirement assets — Combined, individual retirement accounts (IRAs) and Keoghs (for the self - employed) account for a sizable portion of the assets held by Americans in tax - preferred retirement plans and are likely to become the single largest source of retirement income outside of Social Security benefits for private - sector workers.

Market makers adjust for such skewness by, instead of using a single standard deviation for the underlying asset σ -LCB- \ displaystyle \ sigma -RCB- across all strikes, incorporating a variable one σ (K)-LCB- \ displaystyle \ sigma (K)-RCB- where volatility depends on strike price, thus incorporating the volatility skew into account.

Individual retirement accounts (IRAs) represent the largest single repository of U.S. retirement plan assets, holding more than one - quarter of all retirement plan assets in the nation.

Participants who qualify for distribution may receive a single lump sum, transfer the assets to another qualified plan or individual retirement account, or receive a series of specified installment payments.

Concentration in single stocks is high with the top 3 holdings typically accounting for 50 % or more of fund assets.

Instead of accumulating assets in tens of millions of individual retirement accounts, as in a private system, the saving would take place in a single public fund.

Home equity is greater than the combined taxable financial assets and retirement accounts for 80 percent of all households, 70 percent of married households and most single households.

Investment dealers offer «wrap accounts» which either use pooled funds or invest client monies in a «model portfolio» approach for a single asset based fee.

Studies show that asset allocation has the single largest impact on your account's overall performance.

You should look at all of your investments as a single account when determining asset allocation, then choose the best accounts to hold which investments.

You can combine Assets and Liabilities within a single top - level account if you want, which may help you with that «outlook of my business value» you're looking for.

I need to go through every single asset in all my investment accounts and classify them according to their type — Large Cap, Small Cap, Mid Cap, International, Alternative, Bonds etc..

After canvassing the leading substantive - consolidation standards and cases, Judge Jernigan determined that consolidation is appropriate under any test; her decision turned on a litany of facts and factors, including that (i) the company's «nerve center» is its Texas headquarters and all payroll for employees is effectuated from there, (ii) the company's centralized cash - management system and three bank accounts, (iii) all debtor entities were controlled by common officers and directors, (iv) the existence of substantial intercompany claims, (v) credible testimony demonstrated that preparing individual schedules was extraordinarily difficult and required numerous amendments, (vi) a substantial amount of creditors treated the debtors as a single unit, and (vii) that credible counsel had determined that the primary assets of many debtors — D&O litigation claims — are jointly owned by the debtors.

The National Association of Insurance Commissioners (NAIC) suggests you consider the following information if a life insurance company offers you a Retained Asset Account as an option to a single payment.

Your investment options range from different asset classes to varying degrees of risk, and you can have one or multiple investment accounts under a single policy.

Because they are internal units of account and not blockchain - based assets, purchasing the coupons is a single taxable event but spending them is not.

Four months after Verizon acquired Yahoo's core internet assets, it was revealed that every single customer account was impacted by that breach; three billion Yahoo accounts — including email, Tumblr, Fantasy, and Flickr — were stolen.

Successfully managed annual operating and capital budgets in excess of $ 5 million, hard assets in excess of $ 33 million and capital reserve accounts in excess of $ 13 million never ending a fiscal year in the red; designed and implemented comprehensive plan to shift Town from a single taxpayer comprising more than 90 % of local tax base to equitable taxation assessments town - wide that resulted in stable tax revenues and eliminated economic volatility

Quick and easy to implement, Investment Accounting works with all property accounting systems, offering one robust solution for multiple asset classes including: Commercial, Hospitality, Multifamily, Affordable and Single Family, Senior and StudeAccounting works with all property accounting systems, offering one robust solution for multiple asset classes including: Commercial, Hospitality, Multifamily, Affordable and Single Family, Senior and Studeaccounting systems, offering one robust solution for multiple asset classes including: Commercial, Hospitality, Multifamily, Affordable and Single Family, Senior and Student Living.