Sentences with phrase «specific investments you hold»

But while the tool analyzes the specific investment holdings of a user, it does not make recommendations.

Each individual fund at Tulsa Community Foundation (TCF) holds shares of mutual funds and exchange traded funds (ETFs) which allow donors to easily view the specific investments held by the account.

Not exact matches

Among the many pieces of information that it requires are «any foreign financial interests (such as stocks, property, investments, bank accounts, ownership of corporate entities, corporate interests or exchange traded funds (ETFs) held in specific geographical or economic sectors).»

Neither this article nor that post are investment recommendations but, rather, an academic overview meant to help you understand the structure, purpose, and benefits of holding companies in certain specific contexts.

Not all investment advisors are required to have specific qualifications, and they're not all held to the same standards for giving you advice.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

In other words, it's time to slice up the stock and bond pies into allocations across specific investment categories: large, mid, small, and international stock holdings, plus determining how much intermediate or short - term bonds you want to own.

The framework proposes a number of specific changes including: consolidating and reducing individual income tax rates to 10, 25, and 35 percent; doubling the standard deduction; cutting the business tax rate to 15 percent on both corporations and pass - through businesses; repealing the Alternative Minimum Tax (AMT) and estate tax; repealing the 3.8 percent investment surtax from the Affordable Care Act («Obamacare»); moving to a territorial tax system; and imposing a one - time tax on money held overseas.

A wide variety of investment processes can be employed to arrive at an investment decision, including both quantitative and fundamental techniques; strategies can be broadly diversified or narrowly focused on specific sectors and can range broadly in terms of levels of net exposure, leverage employed, holding period, concentrations of market capitalizations, and valuation ranges of typical portfolios.

I'll be commenting periodically on portfolio holdings and specific positions on this blog, along with continued discussion of investment theory.

This report is not intended to be a client - specific suitability analysis or recommendation, an offer to participate in any investment, or a recommendation to buy, hold or sell securities.

You can qualify for an APR discount if you enroll in AutoPay and hold a specific type of deposit or investment account.

It all depends on whether or not the investments you hold are specific to the transferring institution and may therefore not be available at the receiving institution.

They give you our in - depth analysis and clear buy / sell / hold advice on specific investments.

I asked him a variety of questions including value investment philosophy, specific stock holdings, and his opinion on the housing market and the economy.

No information presented constitutes a recommendation by E * TRADE Financial or its affiliates to buy, sell or hold any security, financial product or instrument discussed therein or to engage in any specific investment strategy.

The indices themselves are designed to represent the performance of a held - to - maturity portfolio of investment - grade corporate bonds with effective maturities in one specific year (e.g. an index of bonds maturing in 2016).

Here are some examples of investment property and the specific rules for calculating holding periods that apply to each.

This information neither is, nor should be construed as, an offer or a solicitation of an offer to buy, sell, or hold any security, financial product, or instrument discussed herein or to engage in any specific investment strategy by E * TRADE.

Anyway, away from that specific example, the question of mean - reverting returns is incredibly relevant to us, because if it does not hold some «value» investments become bunk.

That means the company holds a specific licence to operate a managed investment scheme.

A wide variety of investment processes can be employed to arrive at an investment decision, including both quantitative and fundamental techniques; strategies can be broadly diversified or narrowly focused on specific sectors and can range broadly in terms of levels of net exposure, leverage employed, holding period, concentrations of market capitalizations and valuation ranges of typical portfolios.

Small businesses may use a CD to hold money saved for a specific purpose in the future and can not be lost in a riskier investment.

I focus here on stocks of publically traded companies rather than privately held company ownership (e.g., a small business owner), which is a highly investor - specific and varied type of investment beyond the scope of this website.

Because the average risk - averse investor holds the average portfolio asset allocation, this becomes a reference point in determining how a specific individual's investment portfolio asset allocation might diverge from that of the average investor's asset allocation.

Because of the low account value for the account right now, he is starting off with a $ 50,000 in a S&P 500 Index because it was the most straightforward way he could get diversification and low fees all in one (self - directed investments that, say, focused on holding specific blocks of Exxon and Coca - Cola stock for a long time would eat up significantly more in fees, making it imprudent to pursue individual stock selection when additional costs are considered).

A rollover IRA isn't a specific type of investment, it's an account that holds money that you can invest in a range of ways.

The breakdown is shown below with hyperlinks to the specific Vanguard page for each EFT: VOO, Vanguard S&P; 500 - 505 stocks VB, Vanguard Small Cap ETF - 1,516 stocks VWO, Vanguard Emerging Markets ETF - 3,106 stocks VNQ, Vanguard REIT ETF - 154 stocks The bond portion of the Acorns portfolio comes from PIMCO and iShares as noted below: CORP, PIMCO Investment Grade Corp Bond ETF - number of holdings = 270 SHY, iShares 1 - 3 Year Treasury Bond ETF - number of holdings = 94 (364 total) Most investment products show the growth of $ 10,000 over a certain number of years to help get a historical perspective of what may be expected in tInvestment Grade Corp Bond ETF - number of holdings = 270 SHY, iShares 1 - 3 Year Treasury Bond ETF - number of holdings = 94 (364 total) Most investment products show the growth of $ 10,000 over a certain number of years to help get a historical perspective of what may be expected in tinvestment products show the growth of $ 10,000 over a certain number of years to help get a historical perspective of what may be expected in the future.

The starting point for the development of any asset - specific capital investment strategy begins with understanding the fund's targeted asset type, age, quality, return expectation, hold period, cost of capital, finance availability, capital reserve requirements / limitations, portfolio management approach and exit strategy.

I think that if one is disciplined enough to hold enough liquid funds in an investment account to cover these issues that would function the same as having a specific «insurance» account.

RealPage Investment Accounting is a powerful solution tailored to the specific accounting needs of organizations who manage real estate investmentInvestment Accounting is a powerful solution tailored to the specific accounting needs of organizations who manage real estate investmentinvestment holdings.

New this year, the co-located 2010 National Skilled Nursing Investment Forum, an investment - focused conference for owners, operators, investors, association leaders and government representatives who have specific interest in the skilled nursing sector, will be held immediately prior to the Investment Forum, an investment - focused conference for owners, operators, investors, association leaders and government representatives who have specific interest in the skilled nursing sector, will be held immediately prior to the investment - focused conference for owners, operators, investors, association leaders and government representatives who have specific interest in the skilled nursing sector, will be held immediately prior to the Symposium.