Sentences with phrase «tax efficient management»

The Fund asset size allows for investment flexibility with liquid participation in all sectors of the gold mining industry, including micro-cap, and has a long history of portfolio tax efficient management.

Not exact matches

Your portfolio is managed by tailoring a tax - and fee - efficient mix of both in - house investment management and best - in - class, third - party solutions built with your unique situation in mind.

«A good financial planner should be looking at how tax - efficient your investments are,» says David Blanchett, head of retirement research for Morningstar Investment Management.

That is why the tax - efficient management of your business financial affairs is so critical.

Many families relocate to more moderate tax environments or work with the family office team and outside advisors to structure their wealth management in the most tax efficient manner possible and may spend more of their time in a different city or state than the one they had resided in prior to their financial windfall.

«The key to asset location is to place the most tax efficient assets into taxable investment accounts and the most tax inefficient assets into the tax - deferred / Roth accounts, said Ben Westerman, senior vice president at HM Capital Management, in St. Louis, Mo. «Index funds (in particular the S&P 500 Index) are the most tax efficient investment vehicles,» Westerman said.

Our clients value professional money management, tax - efficient cash flows and sector and geographic diversification.

Looking at it from a taxation point of view, renting your fleet management systems is more tax - efficient.

County Administrator Suzanne Sinclair highlighted many of the projects the county is working on including the office of Real Property working on assessment services with the Town of Niles, water quality monitoring and lead testing, improvements to the Cato - Brutus Trail, more efficient tax collection methods and plans for manure management.

In accordance with OMB quarterly update metrics, the Department has made the details of how it plans to comply with FITARA by posting the DOT FITARA Implementation plan on the Department's public website, https://www.transportation.gov. The DOT's robust and highly accountable practices help us demonstrate its fiscal management commitment through sound tracking and reporting that provides citizens confidence tax payer resources are managed in an efficient manner.

Tags: 05/31/2009, banks, bear market, bonds, cash flow, efficient equity vehicles, entertainment, financial freedom, financial independence, financial planning, goals, increasing income, insurance, investment concepts, modern portfolio management theory, rebalance, reducing expenses, retirement, retirement calculators, tax efficient, wall street

Assuming your RRSP is maxed out, there is one overarching principle to keep in mind when deciding where to hold securities, says Matthew Ardrey, vice-president at Toronto - based wealth management firm T.E. Wealth: «Place the asset class that generates the most tax - efficient income in the non-registered account first, due to the dividend tax credit and capital gains treatment.»

Cost and tax efficient portfolio construction and ongoing management based on your risk tolerance, time horizon and cash flow requirements.

The best ETFs offer very low management fees and well - diversified, tax - efficient portfolios of high - quality stocks.

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

It's a useful service for small balances and offers tax - efficient features like Direct Indexing management of 529 college savings plans, something none of its competitors offer.

The best TSX ETFs offer well diversified, tax - efficient portfolios with exceptionally low management fees.

The best exchange - traded funds offer well - diversified, tax - efficient portfolios with exceptionally low management fees.

The best Exchange Traded Funds (ETFs) offer well diversified, tax - efficient portfolios with exceptionally low management fees.

The best ETFs continue to offer very low management fees and well - diversified, tax - efficient portfolios of... Read More

The history of ETFs is one of the evolution of indexing and of market innovation The best Exchange Traded Funds (ETFs) offer well diversified, tax - efficient portfolios with exceptionally low management fees.

Wealthsimple Black clients pay a lower management fee of 0.4 %, and get additional tax - efficiency features like Tax - Loss Harvesting and Tax - Efficient Funtax - efficiency features like Tax - Loss Harvesting and Tax - Efficient FunTax - Loss Harvesting and Tax - Efficient FunTax - Efficient Funds.

The best ETFs offer very low management fees and well - diversified, tax - efficient portfolios... Read More

All of these strategies are low fee, tax efficient, broadly diversified index based approaches that are based on a systematic portfolio management approach.

The best performing ETFs have low management fees, diversification, and are more tax - efficient than many other investments We still feel that investors will profit the most with a well - balanced portfolio of high - quality individual stocks, but ETFs can also play a role in a portfolio.

Alliance Wealth Management will help you create a tax - efficient retirement strategy, so you can keep as much income as possible.

The best of those funds continue to offer very low management fees and well - diversified, tax - efficient portfolios... Read More

Index funds are a great invention: they are simple, tax efficient, perform well, and push down investment management fees generally.

When reviewing my investing activities and performance in 2016 the common theme was allocation of capital and each year as I get older the more I find my focus is on quality, prudent portfolio management and on increasing tax efficient cashflow from my investments (dividends).

In this webinar, sponsored by Scotia iTRADE, and presented by Horizons ETFs, attendees will learn about a cost effective and tax efficient way to diversify one's portfolio using institutional style portfolio management and strategies.

Primary similarities include 1) the security business throws off a steady cash stream from «subscribers», therefore allowing the use of significant debt leverage, 2) acquisition costs are capitalized and shield cash income from taxes, and 3) operational success depends heavily on efficient «subscribers» acquisition (marketing) and retention or churn management (service).

Regular readers of MoneySense will recognize this as a classic «Couch Potato» approach to investing: Create a simple investible portfolio that can be held for the long term, is broadly diversified, highly tax - efficient and yet carries minimal investment management costs.

I like the idea that returning this cash is tax efficient and will deter management from performing more «science projects.»

Our investment approach is designed to offer highly diversified, tax efficient and low - cost portfolio management.

The best ETFs continue to offer very low management fees and well - diversified, tax - efficient portfolios of high - quality... Read More

The best ETFs continue to offer very low management fees and well - diversified, tax - efficient... Read More

By filing prior years» returns or adjusting previous errors, you can recover «tax gold» before year end, spend to maximize tax reducers and set up tax - efficient wealth management for 2014.

Our investment approach combines low - cost, tax - efficient indexed investment focus with targeted active management strategies and sophisticated risk - mitigation and income - enhancement techniques to maximize client returns at any risk level.

Horizons ETFs Management (Canada) Inc. («Horizons ETFs») is pleased to announce the launch of the Horizons Nasdaq - 100 ® Index ETF («HXQ»), which will provide investors with low - cost, tax - efficient exposure to 100 of the largest U.S. and international non-financial companies listed on The NASDAQ

TORONTO, April 11, 2016 / CNW / - Horizons ETFs Management (Canada) Inc. («Horizons ETFs») is pleased to announce the launch of the Horizons Cdn High Dividend Index ETF («HXH»), which will provide investors with low - cost, tax - efficient exposure to high dividend paying Canadian companies.

Presented by: Horizons ETFs In this webinar, sponsored by Scotia iTRADE, and presented by Horizons ETFs, attendees will learn about cost - effective and tax - efficient ways to diversify their portfolio using institutional style portfolio management and strategies.

It discusses three fixed income strategies using ETFs: broad market exposure, interest rate management and tax - efficient income.

The best ETFs offer well diversified, tax - efficient portfolios with exceptionally low management fees.

Market timing may adversely impact the funds» performance by disrupting the efficient management of the fund, increasing fund transaction costs and taxes, causing the funds to maintain higher cash balances, and diluting the value of the funds» shares.

«For taxable Canadian investors, HXS was already the most tax - efficient S&P 500 ETF listed in Canada and now with this lower management fee, its total after - tax return appeal will be even greater,» said Steve Hawkins, Co-CEO, Horizons ETFs.

He joins from professional services firm Alvarez & Marsal, where he led the transfer pricing and tax - efficient supply chain management practice in London.

Structuring any exit plan to ensure that any sale; transfer to new owners (including family members) and strategies to incentivise the new management team are achieved in a tax - efficient manner can have dramatic results for you and the new owners.

Almost 40 % of organizations are investing in new tax management technology (18 %) or new enterprise - wide systems that make the tax function more efficient (22 %), but the majority (61 %) has not invested significantly in technology yet.

Wealth Management: Mr. Cheever represents multiple generations of domestic and international families, focusing on the tax - efficient transfer of wealth from older to younger generations using a variety of sophisticated planning techniques.

Among the duties mentioned above, Management Accountant is responsible for managing and handling the federal and state taxes of the organization, writing and submitting the annual and monthly budgets of the organization, planning and implementing efficient business methods in order to decrease the expenses of the organization and for creating corporate strategic planning initiatives and control the costs of the company.