Sentences with phrase «strategy keeps your asset»

This active investing strategy keeps your asset allocations in the proportions you deem best and is a systematic way of selling high and buying low.

Not exact matches

If you have 30 years in retirement, a «safe» strategy may not grow your assets enough to keep pace or outpace inflation, which could lead to struggles down the line to maintain your standard of living or manage a big medical bill, Stinchcombe said.

As you accumulate assets, you are going to want to learn about different tax strategies that allow you and your family to keep more of your cash flows and net worth.

Since the financial crisis, several trends have kept it in check, including a surge in business models which are less asset heavy, a shift in focus toward consumer - facing technologies, and passive investing strategies that reward companies for spending free cash on stock buybacks rather than capital goods.

The dollar's weakness should continue in at least the very short term, as bond yields keep on descending in the wake of QE2 and investors flock to non-dollar-denominated assets, says Marc Chandler, global head of currency strategy at Brown Brothers Harriman, based in New York.

Individual investors can implement momentum and / or value allocation strategies for asset classes (again, via low - fee funds, keeping search and trading costs down).

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

Keeping a significant amount of investment assets in a child's name used to be a popular tax strategy, because it allowed investment income to be taxed at the child's presumably lower rate.

When analyzing the effects of interest rates on asset pricing, or when devising an investment strategy, it is important to keep in mind that it is the entire term's structure that determines matters.

Whatever your withdrawal strategy, keep in mind that you should draw down your savings in a way that doesn't skew the asset allocation in your nest egg away from your target by drawing too heavily on stocks or bonds.

Download our quick guide to Asset Allocation During Retirement to learn about keeping your investment strategy strong throughout retirement.

Your portfolio must be rebalanced to keep the asset classes aligned with your long - term asset allocation strategy.

They use a basic asset allocation strategy to keep you invested towards your retirement goals.

Many articles I've read claim that the exact %'s aren't important, but rather the focus of maintaining a diversified allocation across a broad range of funds, keeping the «bucket strategy» in mind (the closer to the date you'll need the money, the lower risk the asset class).

Being old fashioned, I gravitate to basics such as: — pay down all debt as quickly as is reasonably possible — broadly diversify across at least 5 asset classes — keep expenses low — its OK to have an advisor for their expertise in security selection but never give an advisor control over how your money is invested i.e. style, strategy, asset allocation — if you want to take a flyer on a hunch (and we all do at some point) take the funds out of your core investment account and create a «satelite» account

Employing such investment types can go hand in hand with a more simplified in - retirement portfolio strategy: Because broad - market index funds provide undiluted exposure to a given asset class (a U.S. equity index fund won't be holding cash or bonds, for example), a retiree can readily keep track of the portfolio's asset allocation mix and employ rebalancing to help keep it on track and shake off cash for living expenses.

Yet, by formulating a tax - efficient investment and distribution strategy, retirees may keep more of their hard - earned assets for themselves and their heirs.

We consistently monitor your portfolio and rebalance your assets to reduce risk and keep your investment strategies and goals on track.

In keeping with his trustee obligations, he has a clear investment strategy for his SMSF that shows he understands the value of a spread of growth assets in building wealth for retirement.

Second, you'll have all the assets you need to execute that plan, including goals to keep you focused, an investor friendly realtor and mortgage planner, resources to find potential deals, the ability to analyze properties for cash flow, strategies for making competitive offers and everything you'll need for closing on that property.

Reviewing your portfolio at least annually, or even quarterly, in collaboration with a financial professional, can identify opportunities to adjust assets to keep your financial strategy on track Consider how, as the market moves up or down, rebalancing is required to keep a portfolio's mix of assets in line with target allocations.

The biggest mistake a business can make is to allow the fear of the legal industry to stop them from mapping out their strategy to keep their assets safe and avoid infringement.

Tips, Tricks & Strategies for Divorce (1 MCLE Credit) Description: A licensed attorney and a Certified Divorce Financial Analyst offer laypeople, new attorneys, and seasoned attorneys important tips, tricks, and strategies for moving stuck cases forward, how to better protect assets during divorce, why fighting to keep the house may be a bad idea, and common divorce - related tax issues most family law attorneys don't appreciate or uStrategies for Divorce (1 MCLE Credit) Description: A licensed attorney and a Certified Divorce Financial Analyst offer laypeople, new attorneys, and seasoned attorneys important tips, tricks, and strategies for moving stuck cases forward, how to better protect assets during divorce, why fighting to keep the house may be a bad idea, and common divorce - related tax issues most family law attorneys don't appreciate or ustrategies for moving stuck cases forward, how to better protect assets during divorce, why fighting to keep the house may be a bad idea, and common divorce - related tax issues most family law attorneys don't appreciate or understand.