Sentences with phrase «such substantial returns»

Not exact matches

High - return assets that produce a substantial amount of their return through taxable income, on the other hand, should be primarily held in tax - deferred accounts such as IRAs and 401 (k) s.

Those that have been around long enough to provide a substantial track record, such as 3 -, 5 -, and 10 - year returns, give investors an idea of the stability level when measuring performance over time with a benchmark such as U.S. Treasury bills.

More importantly, the unseen costs associated with such a strategy, the bid / offer spread for example, often increase management fees which can have a substantial detrimental impact on your overall returns, as shown in the chart on the right3.

This usually happens only if you have other substantial income (such as wages, self - employment, interest, dividends and other taxable income that must be reported on your tax return) in addition to your benefits.

Substantial evidence supports factor return predictability, yet evidence also indicates that investors are not reaping, to the greatest extent possible, the excess returns commensurate with such knowledge.

In mid-March, ISI Total Return U.S. Treasury Fund (TRUSX) and North American Government Bond Fund (NOAMX, which had 15 % each in Canadian and Mexican bonds) reorganized into Centre Active U.S. Treasury Fund (DHTRX, which has no such exposure to explain its parlous performance); ISI Strategy Fund (STRTX, which holds a 10 % bond stake) merged into Centre American Select Equity Fund (DHAMX, which doesn't but which still manages to trail STRTX, its peers and the S&P 500); and, finally, Managed Municipal Fund (MUNIX, which was also a substantial laggard) was absorbed by Centre Active U.S. Tax Exempt Fund (DHBIX).

For such traders we provide positional calls for for 3 - 5 days with a substantial return of 4 - 5 % from their holding.

Of course, as many financial advisers point out, the growth rate of a cash value life insurance policy is often paltry compared to other financial instruments, such as mutual funds and exchange - traded funds (ETFs); substantial fees often hinder the rate of return.

The return of premium rider can be a fantastic living benefit for an insured who outlives their policy and then receives a substantial refund of the premiums that can be used for any reason such as investing it in their retirement plan, paying off a mortgage, or buying additional insurance.

This rate of return is substantial when comparing to the return on traditional savings channels, such as high - interest savings accounts and CDs.

«The potential economic returns from such health benefits are substantial but have not always been included in benefit - cost analyses or in policy debates regarding public investments in early childhood development programs.»

All contracts, options, or other devices not based upon a substantial consideration, or that are otherwise employed to permit an unlicensed person to sell, lease, or let real estate, the beneficial title to which has not, in good faith, passed to such party for a substantial consideration, are hereby declared void and ineffective in all cases, suits, or proceedings had or taken under this chapter; however, this section shall not apply to irrevocable gifts, to unconditional contracts to purchase, or to options based upon a substantial consideration actually paid and not subject to any agreements to return or right of return reserved.»