Sentences with phrase «stocks or bonds depending»

And within each of those mutual funds, you will own lots of individual stocks or bonds depending on the type of mutual fund.

The choice to invest in stocks or bonds depends on your own personal goals and objectives for the cash.

The choice to invest in stocks or bonds depends on your own personal goals and objectives for the cash.

Not exact matches

This is kind of DIY turned up a notch — index funds and ETFs are baskets full of stocks (or bonds, depending on the type of fund you've selected).

This number can and will change depending on the environment but in most cases stocks and bonds don't move together or with the same magnitude very often.

Depending on the specific market environment, the Funds may employ hedging techniques to minimize the impact of fluctuations in the overall stock or bond markets, and may also take positions in individual securities that differ substantially from their weights in the major stock or bond market indices.

FIAs guarantee a fixed rate of return, regardless of market swing; whereas the rate of return for variable annuities depend on the stock, bond, or money market investment.

Variable annuities, sometimes called shield annuities, are contracts that offer a rate of return depending on the stock, bond, or money market investment.

Arbitrage might take advantage of imbalances in prices between two markets for the same security (such as a domestic and a foreign market) or between two types of securities whose value depends on the same underlying security (such a stock and a bond convertible into the stock).

Depends on how you want the insurance company to invest your premiums (e.g., stock, bond or other account, with no guarantees; or into a fixed account, with a minimum guaranteed interest)

These all - in - one funds automatically offer a balanced mix of stocks and bonds depending on your investment objectives and desire for risk, whether it's conservative, aggressive or in the middle.

Depending on its objective, a fund may invest in stocks, bonds, money market instruments or a blend of these securities.

Therefore, the first case would recommend an allocation of about a 50 % in fixed income and the rest in stock, depending on how much risk you are willing to take, while the latter could use an 80 % in stock and 20 % in bonds, or even all stock if you wish.

That said, many people entering retirement put anywhere from 40 % to 60 % of their savings in stocks and the rest in bonds (plus a cash reserve), although the percentage can fall above or below that range depending on one's situation.

Variable annuities, sometimes called shield annuities, are contracts that offer a rate of return depending on the stock, bond, or money market investment.

FIAs guarantee a fixed rate of return, regardless of market swing; whereas the rate of return for variable annuities depend on the stock, bond, or money market investment.

The rules I have is when the SP - 500 breaks its 50 week exponential moving average, I close all stock positions, tighten my stop losses, and go to cash and / or maybe bonds depends on the interest environment.

Or you could invest your money in a combination of stock and bond mutual funds or ETFs and make withdrawals for as long as your saving last, which would depend on the rate of return you earn and how much you withdraw each montOr you could invest your money in a combination of stock and bond mutual funds or ETFs and make withdrawals for as long as your saving last, which would depend on the rate of return you earn and how much you withdraw each montor ETFs and make withdrawals for as long as your saving last, which would depend on the rate of return you earn and how much you withdraw each month.

Depending on the rate of the bond, the rate can range from slightly better than Certificates of Deposit or high rate Money Market accounts to nearly the same as the average of the stock market over the past 80 years.

Depending on your specific situation, portfolios may include all types of mutual funds, exchange - traded funds (ETFs), individual stocks, bonds and other securities or other types of investments available on the open market.

any leftover, open roth to the max investing no load market index funds — equity and or bond, depending on your stock market risk tolerance.

Rates of return vary on these plans, depending on what you invest in, since you can invest in stocks, bonds, mutual funds, CDs, or any combination.

Once you have all your loans paid off, your portfolio will be pretty much 100 % stocks, at which point you may want to add in some actual bonds (say a 90/10 or 80/20 split, depending on what you want).

The cash value inside an universal life insurance policy can be tied to a money market account, a major stock index, or be invested into equity funds and bond funds depending on the type of universal life product you purchase.

These funds can offer a way to invest in a diversified mix of stocks, bonds, and / or other professionally managed investments with different focuses, depending on the goal, risk tolerance, and time horizon of the investor.

This «sub-account» gains value free of taxes over the years, depending on how its stocks, bonds or other investments do.