Sentences with phrase «than any other investment vehicle»

As a result, many mutual funds — which might be better performing but have higher expenses than other investment vehicles — would fall off of brokerage firms» platforms.

As Jeff stated, having options is key and RE gives you more options than any other investment vehicle known to man or beast.

CEFs, much more than other investment vehicles, are owned mostly by individual investors.

While the policy's cash value is guaranteed to grow at a certain rate, this can be lower than other investment vehicles and you need to determine what fees are applied

The lawsuit alleges Principal used proprietary investment vehicles, rather than other investment vehicles, and share classes with higher fees for the underlying TDF investments, to produce more income for itself and its subsidiaries.

Stock markets have historically given the best returns than any other investment vehicle.

This model of lending provides benefits to all parties involved; lenders often earn higher returns than other investment vehicles, borrowers have access to lower interest rates than banks, and the P2P lending company profits through marginal fees on each match they provide.

According to a Lamar University study, the rate of return over time on an indexed universal life policy was higher than some other investment vehicles, such as Treasury bonds.

While the policy's cash value is guaranteed to grow at a certain rate, this can be lower than other investment vehicles and you need to determine what fees are applied

Not exact matches

(5) No more than 50 % of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies).

I believe Roth IRAs are the better investment vehicle if for no other reason than a Roth removes one uncertainty (my future tax rate).

Kroenke has already stated his aims that Arsenal is purely an investment vehicle for him, and he is not interested in anything they do as a club, other than to make him money

This isn't a financing vehicle for purchasing investment properties, vacation homes or anything other than your primary residence, be it a single - family home, a condo, a multiunit property or other suitable structure.

For older parents with younger children, investing the child benefits into a 529 college savings plan or other investment vehicle could result in more than $ 100,000, depending on the age of the child — a healthy savings for a future college - aged student's education expenses.

Investment returns on whole life insurance are typically lower than other types of permanent insurance, because the insurance company invests the cash value in extremely conservative vehicles, such as bond funds.

On the other hand, assume Company B is realistically an investment vehicle where management's basic goal is wealth creation frequently attained by means other than having taxable earnings.

well whatever the market situation, you need to look at an investment vehicle that is comfortable to you... even during a downturns there are some investments that will recover faster than others... just needs a lot more research hours.

Going with one of these investment vehicles rather than the other is not likely to make or break your retirement.

Some active strategies that appear significantly better than passive investing have positive relative return not through distinctive stock (or other investment vehicle) picking or timing, but since their active investment strategy effectively increases their market risk exposure (higher average beta of their holdings, perhaps via a not even deliberate choice of which market segments they overweight).

ROTH IRAs are one of the few investment vehicles that we have, other than municipal bonds that may earn tax free income.

With respect to futures trading in self - directed individual retirement accounts («IRAs»), you should understand that trading futures contracts is speculative in nature and subject to risks that may be greater than those of other investment vehicles in which retirement funds may be invested.

So fixed annuities are the investment vehicle that results in you being more «stuck» than just about any other.

As financial advisors increasingly adopt ETFs, the wholesale shift from actively managed mutual funds to passive investment vehicles is driving more inflows to ETF providers like Vanguard and Blackrock and State Street and than all other mutual fund families combined... and leading mutual fund companies into a mad scramble to figure out what they have to do to once again appeal to financial advisors.

These are the actual returns from inception (1 January 1999) showing the returns as if you initially bought all of the investment vehicles in the exact amounts, on the first trading day, the trades all magically settled the same day, all distributions were reinvested, you never made another trade other than the monthly rebalancing and investment switches that occurred in the master model (and all of these trades settled on the same day), never put new money in, never paid taxes on it, and never redeemed shares.

These are the actual returns from inception (January 1999) showing the returns as if you initially bought all of the investment vehicles in the exact amounts, on the first trading day, the trades all magically settled the same day, all distributions were reinvested, they never made another trade other than the quarterly rebalancing and investment switches that occurred in the master model (and all of these trades settled on the same day), never put new money in, never paid taxes on it, and never redeemed shares.

The only way an investor would own an exact investing model is if they initially bought all of the investment vehicles in the exact amounts, on the first trading day, the trades all settled the same day, all distributions were reinvested, they never made another trade other than the quarterly rebalancing and investment switches that occurred in the master model (and all of these trades settled on the same day), never put new money in, never paid taxes on it, and never redeemed shares.

In other words, the life insurance policy is purchased as an investment vehicle rather than to assist the beneficiaries of the policyholder.

You can protect the investment you have made in your vehicle by supplementing your Woburn car insurance policy with comprehensive, or «other than collision,» insurance.

First of all, let's start by stating that an IUL can be viewed as an investment vehicle with life insurance attached to it, rather than the other way around.

If you have been consistently investing money into a 401 (k), IRA and other investment vehicles such as mutual funds, government bonds etc, then you should have more than enough saved to be «self insured» by the time you are ready to retire.

The cash value accumulation rate of investment is generally much lower than rates provided through other investment vehicles.

Investment returns on whole life insurance are typically lower than other types of permanent insurance, because the insurance company invests the cash value in extremely conservative vehicles, such as bond funds.

After trying a variety of assistant roles, you strike back out on your own, flush with the sale of several long - held personal investments, to refresh your day - to - day ability to gas up your vehicle and eat something other than wieners and beans.

I typically give my investors a higher return on their investments than they can get in other financial vehicles.»

Then invest the money into other areas of your business, or even other investment vehicles such as stocks, which generally show a greater appreciation than real estate, says Wood.

The taxing authority gets to move that receivable off its books, and the investor looks to make a better percentage on his investment than he can get in lots of other investment vehicles.