Sentences with phrase «term investments account»

Most companies in a strong cash position have a short - term investments account on the balance sheet.

Perhaps you have a retirement and a long - term investment account with asset management companies.

If you aren't comfortable with a full - on investment account such as a 529 plan, or you feel too close to college to see the benefits of a long - term investment account, a traditional savings account is a viable option.

An IRA, or individual retirement account, is a long - term investment account that carries certain tax advantages.

E * TRADE is a useful platform for investors along all experience levels who want to open stable, long - term investment accounts.

Not exact matches

If you do choose to sell any investment held outside of a tax - deferred account, such as an IRA, make sure, if at all possible, you hold it for at least one year and one day in order to qualify for the long - term capital gains rate.

If you have any stock or other asset in a taxable account, it's worth looking at whether it would make sense to sell off appreciated long - term investments while you're in a lower tax bracket.

This tool uses the present value of bond portfolios, adjusted for interest rate and inflation expectations, to show current retirees how much in retirement savings they need today to account for every $ 1 they need in the future, assuming they hold a portfolio made up entirely of investment - grade bonds and longer - term Treasurys.

Adjusted Net Income is defined as net income excluding (i) franchise agreement amortization, which is a non-cash expense arising as a result of acquisition accounting that may hinder the comparability of our operating results to our industry peers, (ii) amortization of deferred financing costs and debt issuance discount, a non-cash component of interest expense, and (gains) losses on early extinguishment of debt, which are non-cash charges that vary by the timing, terms and size of debt financing transactions, (iii)(income) loss from equity method investments, net of cash distributions received from equity method investments, (iv) other operating expenses (income), net, and (v) other specifically identified costs associated with non-recurring projects.

Hiring a content manager or team of professionals to work full time, is often a more expensive initial route to take, especially when you take into account training time, but if you have the resources, this could be the most cost - effective investment for your long - term content marketing goals.

Its rankings are based heavily on a company's long - term financial results and — for the first time this year — take into account its environmental, social, and governance performance as measured by investment research firm Sustainalytics.

investments through pooled funds and a separately managed account using a concentrated, conservative, long - term value approach.

To help ease the pressure of managing investments in a volatile market, you may want to consider an all - in - one fund or professionally managed account for your longer - term goals such as retirement.

The money for all accounts with balances of less than $ 10 will be kept in short - term investments, with no advisory fee charged, until such time as your account balance reaches $ 10.

There appears to have been an assumption that this disclosure is required, because these funds constitute «Designated Investment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accounInvestment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accouninvestment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accouninvestment of assets held in, or contributed to, their individual accounts.»

The majority of my investments are in long - term funds, but for my non-retirement account, I like to put that MBA to work and find the best value stocks I can.

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

When withdrawing from a taxable account would require selling investments held less than a year, resulting in short - term capital gains, which are taxed at ordinary income tax rates.

The national accounts classify changes in inventory holdings as part of investment, but it's a good idea to break inventories out when looking at short - term fluctuations.

Fund investments held in your account may be subject to management, low balance and short term trading fees, as described in the offering materials.

The following funds I currently hold my longer term investments vehicles, but not all of these funds are in the same investment account.

All of my long - term investments are held in four different accounts, three of which are tax advantaged (Roth IRA, a 401k, and an SEP - IRA), meaning I get a tax benefit either when I deposit or withdrawal the money.

Such an offer or solicitation may only be made by delivery to a prospective investor of formal offering materials, including subscription or account documents or forms, which include detailed discussions of the terms of the respective product, vehicle, service or instrument, including the principal risk factors that might impact such a purchase or investment, and which should be reviewed carefully by any such investor before making the decision to invest.

Pending specific application of these proceeds, we expect to invest them primarily in short term, investment - grade interest - bearing securities such as money market accounts, certificates of deposit, commercial paper and guaranteed obligations of the U.S. government.

With the Vanguard Variable Annuity, you may be able to achieve long - term growth at a low cost, retain access to your investment, enjoy the flexibility to manage your account, and draw income when you're ready.

While bank certificates of deposit and bank money market accounts are viable alternatives in terms of yields, money market mutual funds can be part of an investment portfolio, which makes them much more accessible for investors seeking liquidity.

More importantly, WealthGuard will initiate a specific plan of action to help protect your accounts, while keeping you focused on your long - term investment goals.

Finally, this is one piece of advice that is likely to do you well if you've chosen to build a long - term, conservative investment portfolio based upon dollar cost averaging, low - cost ownership methods such as a dividend reinvestment program (also known as a DRIP account), and do not expect to retire or need the funds for ten years or more, the best course of action based upon historical experience may be to go on autopilot.

The belief in the sector's growth potential was reflected in investments: Consumer technology was the largest sector in terms of PE and VC investments in 2014, contributing approximately 31 % to overall deal value and accounting for approximately 35 % of overall deal volume.

You can save even more for retirement — and other medium - term goals — by setting up automatic transfers to a regular investment account, too.

The net effect is that: - you have the same amount of the long - term investment as you did a moment ago, - you've liquidated the short - term investment - you've liquidated (a portion of) your taxable account.

Short - term investment funds are operated by bank trust departments for their various trust accounts.

If it's a short term investment how can it be in tax - shelter accounts other than say an ibond or a muni bond fund?

This will tend to understate the performance of the taxable account in circumstances where long - term capital gains and qualified dividends, which are currently taxed at lower rates than ordinary income, are a component of investment returns, as is the case for investments with significant equity holdings.

In effect, I was able to use my Roth space to shelter my (tax - inefficient) investments that I planned to use in the near - term, simply by shifting allocation between accounts as necessary.

Then, you can «sell» the short - term investments out of your taxable account (even though they're not there) by doing the following: - Sell the long - term investment from your taxable account.

- Sell the short - term investment from your tax - sheltered account, and buy a long - term investment identical to the one you sold out of your taxable account.

The thing that makes asset location strategies work (when appropriate) is that you can hold your short - term investments in your tax - sheltered accounts, if it makes more tax sense to do that.

Mutual fund rankings or ratings will take the long - term performance of various funds into account Current investment trends can often drive popular stocks higher.

This is what I did — I opened a general investment account with the goal of building «long term savings.»

Little did anyone know that what Peter Obi called cash - in - hand were basically investment in stocks, bonds and other non-performing equities arranged by Obi in his final days in office; long - term uncompleted assets that will not earn cash until they are completed; various sums spent in rehabilitating federal roads in the State for which re-imbursements may come in the distant future; computation of the State's share of the Excess Crude Account contributed as capital to the Nigerian Sovereign Wealth Fund in 2010, etc..

They argue that while large public investments in dams and flood defences, for example, must account for the possibilities of how weather might change in the future, this should not prevent short - term thinking to address more immediate vulnerability to inevitable high - impact weather events.

Although fashion, or costume, jewellery is simpler around the banking account, will still be a good investment none the less and like several investments, you need to maintain them lengthy - term.

Our exclusive Shared Value Platform accounts, in monetary terms, for the social return on investment (SROI)-- the combination of direct and indirect financial benefits — produced from our restoration projects.

Consequently, he argued that philanthropy only mattered when it funded «high - leverage investments» (e.g. when it altered policies or practices governing the long - term use of the public funds that account for 99 % of school spending).

Kerry Watson, marketing manager, Associations for VisitScotland's Business Tourism Unit, is buoyant about the impact of the level of investment coming on stream and says: «The wealth of major new developments topping the bill in Scotland this year is unprecedented in recent years, with three projects alone accounting for over # 150 million in terms of investment.

When we take into account the reduction in the cost of technology, this significant increase in expenditure will result in a higher increase in investment in real terms.

You may also be able to lower the tax tab on gains from investments held in taxable accounts by investing in stock index funds and tax - managed funds that that generate much of their return in the form of unrealized long - term capital gains, which go untaxed until you sell and then are taxed at generally lower long - term capital gains rates.

Asset allocation is a critical component to the success of any investment plan, whether it's saving for a long - term goal like retirement or simply building up a reserve account for emergencies.

The problem, of course, is how we loosely use the term dividends to describe any type of payout from stocks, mutual funds, savings accounts, or other investments.