Sentences with phrase «sufficient assets in»

We believe an age - appropriate allocation to bonds provides a similar boost to the likelihood you will have sufficient assets in retirement.

Of course, this person still needs to have sufficient assets in their taxable accounts to pay the Roth IRA conversions taxes, while also paying living expenses in such low income years.

He notes, too, that those saving for college may also be positioned to assume greater risk in their 529 portfolio if they otherwise have sufficient assets in an IRA or cash value life insurance policy from which they could potentially borrow for college expenses penalty - free.

Not exact matches

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

Despite the fund's focus on a popular investment theme in China, it has failed to amass sufficient assets thus far.

You can see evidence of these scars in many clients» allocation of their financial assets; before we even begin to discuss asset allocation from an investment standpoint, we focus on making sure clients have sufficient liquidity to make it through another crisis.

In many cases, the liquidation value of the assets themselves aren't sufficient to pay back the debt.

In particular, banks will have to hold sufficient high - quality liquid assets to be able to withstand 30 days of outflows under stressed market conditions.

After all, there was no other asset in sufficient supply to form the basis for central bank monetary reserves.

The prevailing overvalued, overbought, and overbullish combination of conditions has historically been associated with subsequent market returns below Treasury bill yields, so while we hold about 1 % of assets in call options as a modest speculative exposure to market fluctuations, a larger exposure closer to 2 % continues to await a short - term pullback sufficient to «clear» that overbought condition.

If you are fortunate enough to have more than sufficient retirement income and assets, here's a strategy that can be a great way to transfer wealth to the next generation.Traditional IRA balances can be converted to Roth IRAs in part or in whole and there is no limit on how often this can occur.

The key drivers of the Savings Glut, however, have weakened or reversed: China's growth is rebalancing toward domestic consumption, and its stock of foreign exchange (FX) reserves has declined; other Asian emerging markets have already accumulated sufficient FX reserves and no longer need to accumulate assets; and the plunge in oil prices is forcing a number of oil exporters to reduce savings to delay or smooth the adjustment in expenditures.

In theory, the concept seems simple — you spread your investment capital over a sufficient number of securities, and in enough asset classes, that you avoid taking a complete bath when the market declineIn theory, the concept seems simple — you spread your investment capital over a sufficient number of securities, and in enough asset classes, that you avoid taking a complete bath when the market declinein enough asset classes, that you avoid taking a complete bath when the market declines.

In the Strategic Total Return Fund, prevailing, observable conditions are sufficient to warrant an exposure of just under 20 % of assets in precious metals shareIn the Strategic Total Return Fund, prevailing, observable conditions are sufficient to warrant an exposure of just under 20 % of assets in precious metals sharein precious metals shares.

Corbyn pledged that a Labor government would give the NHS and social care with sufficient assets while blaming May for driving a legislature that gives billions away in tax reductions to huge business and the wealthiest in the public eye while cutting administrations for the most helpless.

These achievements to date may not be sufficient to fund the raising of the income tax threshold to # 10,000, so Nick set out further ways in which the Coalition could rebalance the tax system — including the introduction of a General Anti-Avoidance Rule, and wealth taxes to make sure assets are fairly taxed.

deCODE's actual results could differ materially from those anticipated in the forward - looking statements as a result of risks and uncertainties, including, without limitation, (1) the impact of the announcement of its bankruptcy filing on deCODE's operations; (2) the ability of deCODE to maintain sufficient debtor - in - possession financing to fund its operations and the expenses of the Chapter 11 proceeding; (3) the ability of deCODE to obtain court approval of its motions in the Chapter 11 proceeding; (4) the outcome and timing of the proposed sale of deCODE's assets, including deCODE's ability to close a transaction with SagaInvestments, LLC or any other purchaser; (5) the uncertainty associated with motions by third parties in the bankruptcy proceeding; (6) deCODE's ability to obtain and maintain normal terms with vendors and service providers and contracts that are critical to its operation; and (7) other risks identified in deCODE's filings with the Securities and Exchange Commission, including, without limitation, the risk factors identified in our most recent Annual Report on Form 10 - K and any updates to those risk factors filed from time to time in our Quarterly Reports on Form 10 - Q or Current Reports on Form 8 - K.

So long as you are a successful businessman in your own right and have sufficient assets for your retirement years, this need not pose a problem for your relationship.

As of September 30, 2008, our balance sheet had... $ 420m in short - term debt... $ 411m of which had been reclassified from long - term debt, due to our failure to comply with certain covenants and restrictions in the agreements governing our 2005 Notes and 2006 Notes... We do not currently have sufficient cash to repay this indebtedness if our debt is accelerated and if the noteholders instituted foreclosure proceedings against our assets.

Ensure your accumulated assets are sufficient to provide for your dependents in the event of your death.

As for the other portion of your assets — your discretionary money — you can place this in any investment you feel comfortable about, whether it be in stocks, ETFs, mutual funds (or in bonds, REITs and other asset classes) but I'd be careful to do sufficient research before taking on any risk.

But if you're confident that you can handle your spending needs with Social Security and draws from your retirement accounts but you want some extra assurance that you'll have sufficient income later in life — or you feel that income guaranteed to kick in in the future will give you more flexibility about your spending early 0n — then devoting a small portion of your assets to a longevity annuity is probably the better way to go.

In addition, the Master Fund or an Investment Fund may invest in these instruments pending allocation of its assets, and the Master Fund will seek to retain cash or cash equivalents in sufficient amounts to satisfy capital calls from Investment FundIn addition, the Master Fund or an Investment Fund may invest in these instruments pending allocation of its assets, and the Master Fund will seek to retain cash or cash equivalents in sufficient amounts to satisfy capital calls from Investment Fundin these instruments pending allocation of its assets, and the Master Fund will seek to retain cash or cash equivalents in sufficient amounts to satisfy capital calls from Investment Fundin sufficient amounts to satisfy capital calls from Investment Funds.

Also, check there is sufficient volume in the stock / asset to absorb the position size you use.

When an asset class (e.g., stocks, bonds, commodities, real estate, collectibles, etc.) skyrockets in price — when it surges higher without sufficient economic reason — a bubble develops.

One thing that I and a number of my NAPFA colleagues often do with folks in retirement is to layer the portfolio so that there is always sufficient liquidity to avoid having to sell equity assets in a down market.

Unless, of course, you have sufficient assets already saved up or accessible to you in order to make a settlement offer to your creditors.

Don't fall in love with assets that have appreciated to the point they no longer offer a sufficient margin of safety.

Yet a portfolio that held hard assets like gold in sufficient quantity profited.

CRC's bankruptcy is not necessarily a problem for an investor if the assets are sufficient to pay out the liabilities and leave some residual value in excess of the current stock price.

The portfolio may engage in the buying or shorting of ETFs and ADRs, hold high levels of cash, or trade any other publicly traded instrument (within the parameters outlined by IB Asset Management), if it believes there is sufficient opportunity for investment returns.

Large index ETFs, which have real - time net asset values (NAVs), have not helped this pricing problem in fixed income but, in parts of the fixed income market where there is less liquidity (such as high yield bonds), sourcing issues can be more difficult — particularly in a market sell - off where buyers may not be readily available with sufficient capacity to take on bond inventory.

But even in the long - term, they may not be sufficient to maintain a large asset base.

OptionFair also offers a demo trading account for 72 hours for its members, which is once again sufficient to learn more about the trading platform and learn to act quickly and respond to movements in an underlying asset.

Note though that most of the time, you don't really need to seek this kind of detailed representation to achieve a well diversified portfolio, as positions in basic asset classes may be sufficient to lower your market risks.

You must have sufficient income to show repayment capability, and minimum payments to your unsecured creditors will be based on the amount they would have received with selling your assets in a Chapter 7 process.

Mortgage - Backed Securities Risk: When the Fund invests in mortgage - backed securities, the Fund is subject to the risk that, if the underlying borrowers fail to pay interest or repay principal, the assets backing these securities may not be sufficient to support payments on the securities.

In its latest filing, T. Rowe Price said that the main difference between its proposed funds and other actively managed ETFs is that its nontransparent funds would provide — in lieu of full portfolio transparency — other information such as a hedge portfolio, daily deviation and an indicative net asset value (iNAV), that is «sufficient on its own to enable such arbitrage.&raquIn its latest filing, T. Rowe Price said that the main difference between its proposed funds and other actively managed ETFs is that its nontransparent funds would provide — in lieu of full portfolio transparency — other information such as a hedge portfolio, daily deviation and an indicative net asset value (iNAV), that is «sufficient on its own to enable such arbitrage.&raquin lieu of full portfolio transparency — other information such as a hedge portfolio, daily deviation and an indicative net asset value (iNAV), that is «sufficient on its own to enable such arbitrage.»

Of course, this assumes you have sufficient liquid assets in money market and short - term bond funds to meet emergencies and planned big - ticket expenditures over the next several years.

Pursuant to the Plan, the Company is also authorized to dispose of its remaining non-cash assets, on such terms and at such prices as the Company's board of directors, without further shareholder approval, may determine to be in the best interests of the Company and its shareholders, to pay or make reasonable provision to pay all claims against and obligations of the Company, to make such provisions as will be reasonably likely to be sufficient to provide compensation for any claim against the Company which is the subject of a pending action, suit or proceeding to which the Company is a party, to distribute on a pro rata basis to the shareholders of the Company the remaining assets of the Company, and, subject to statutory limitations, to take all other actions necessary to wind up and liquidate the Company's business and affairs.

Investors with sufficient financial slack, like Warren Buffett, were able to wave in assets at bargain prices.

The average share price in the past year's about GBP 3.3 p. Could EIIB return this amount to shareholders (backed up by a share buyback) and retain sufficient investable assets?

By transferring sufficient assets to the surviving spouse in the proper manner, estate tax liability upon the first spouse's death can be completely avoided.

If the policy limits are not sufficient to cover your damages, a personal injury lawsuit can allow you to seek a judgment from the at - fault driver that must be paid from his or her assets or finances, but there are often difficulties collecting judgments in such cases.

In many cases, the total amount of these assets is not sufficient to cover the costs of personal injury claims.

As applied to the stage reached here in the DIFC, the agreement to arbitrate is sufficient waiver to the orders for recognition under Article 42 of the Arbitration Law which are contained in paragraphs 1 and 2 of this Court's order of 29 May 2017, and (though less clearly) the orders for enforcement as a judgment under Article 43 as contained in paragraphs 3 and 4, since they do not deal with execution and actual enforcement on assets.

The purpose of this requirement is to ensure that, in the event a motorist causes a Florida car accident resulting in serious injuries or death, the motorist has sufficient assets to cover the costs incurred by the accident victim.

Spousal maintenance is ordered when the assets and property awarded to one spouse in the divorce proceeding is not sufficient enough to provide for their continued support.

It was unlikely that his assets would be sufficient to satisfy the amount he owed the wife in equalization.

Such provisional measures are ordinarily granted only in circumstances where it would be expedient to do so and there is a sufficient jurisdictional link to England; for example, if the assets are located in England or the defendant resides in England.