Sentences with phrase «than the financial investment»

A home is more than a financial investment ¬ ¬ — it's an investment in your share of the American Dream.

Homeowners overall view their homes more as personal spaces (53 percent) than financial investments (47 percent).

Unlike older generations, Millennials under 25 are the most likely to see their home as a reflection of themselves rather than a financial investment.

Another reason to care about the mission, other than the financial investment?

Not exact matches

While funds with small positions can fly under the radar, data from Britain's Financial Conduct Authority showed 10 investment managers had a position of more than 0.5 percent of Sainsbury's stock, the level at which it demands disclosure.

The fossil fuel divestment campaign began on university campuses in 2011 but the new report reveals that concerns over investments in coal, oil and gas have now entered the financial mainstream, with more than 80 % of the funds now committed to divest being managed by commercial investment and pension funds.

For Kim, mentorship is an investment that will help him get to the next level of financial success, rather than an expense.

Co-founded by Jon Stein in 2010, this startup is an online investment platform geared toward Millennials, offering financial advice for fees that can be less than $ 3 per month.

Bush's portfolio consists of an unwieldy thicket of investments rather than a coherent plan, says Redondo Beach, Calif., financial planner Scott Leonard.

Society's «longevity risk,» as financial planners call it, has been a slow - developing crisis, more a rising tide than a sudden storm, so top investment minds have had some time to prepare for it.

«For people who have the risk tolerance, investing that money rather than paying off the mortgage is fine, but think about what would happen if the investments don't pan out and you still have to pay your mortgage,» says Craig Brimhall, vice president of Wealth Strategies at Ameriprise Financial.

After being rejected by at least fives Canadian banks, one foreign financial institution believed in their grassroots idea and contributed a little less than half of the $ 7 million investment they needed to get the new brewery going.

While the S.E.C. requires companies with more than 499 investors to disclose their financial results to the public, Goldman's proposed special purpose vehicle may be able get around such a rule because it would be managed by Goldman and considered just one investor, even though it could conceivably be pooling investments from thousands of clients.

SecondMarket's online auction platform has more than 10,000 participants, including global financial institutions, hedge funds, private equity firms, mutual funds, corporations, and other institutional and accredited investors that collectively manage more than $ 1 trillion in assets available for investment.

The study's findings about more than 1,000 Latin American / Hispanic women ages 25 to 60 revealed that 91 percent of respondents surveyed considered buying a home the best financial investment they could make.

Pamela investigated more than 450 financial strategies seeking an alternative to the risk and volatility of stocks and other investments, which led her to a time - tested, predictable method of growing wealth now used by more than 500,000 Americans.

For the past several years, the fund has produced double - digit returns, a far better performance than any savings account, which is why you need to allocate even limited financial resources across different savings and investment vehicles.

Some foreign investors, rather than crunching data on earnings and stock valuations to come up with investment strategies, actively mimicked the actions of China's so - called «national team» — a group of state - backed financial institutions that were tasked with propping up share prices in the height of the market rout.

A typical couple will receive more than $ 1 million in Social Security benefits over their lifetime, according to Christopher Jones, chief investment officer at Financial Engines, a provider of financial advice and asset maFinancial Engines, a provider of financial advice and asset mafinancial advice and asset management.

«You need to do the same diligence you would with any kind of financial investment,» says Ken Kirsner of Bank of America, who has helped underwrite more than 200 nonprofit bond issuances around the country.

After less than a year in business, the company is bringing new technology to a pretty niche field in the world of investment banking and sparring with financial industry heavyweights in the process.

And the information that they'll need will not only cover the basics but also emphasize «more relationship - oriented and life - stage topics than bottom - line transactions,» says Liz Davidson, founder and CEO of Financial Finesse, a company in San Francisco that's dedicated to serving women's investment needs.

Although it does not appear that this particular issue is top of mind for regulators just now, shadow financial firms that operate outside the standard formats, in both credit and investment markets, should be receiving even more wide - ranging attention than they have been.

A 2011 LPL Financial survey found that women place seven times more value in financial peace of mind than in having their investments grow (the paradoxical result being their investments often grow using this conservative aFinancial survey found that women place seven times more value in financial peace of mind than in having their investments grow (the paradoxical result being their investments often grow using this conservative afinancial peace of mind than in having their investments grow (the paradoxical result being their investments often grow using this conservative approach).

LeapFrog's first fund of $ 135 million made equity investments of between $ 5 million and $ 15 million in eight companies in Africa and Asia offering insurance and other financial products to individuals living on less than $ 10 per day.

According to the UN Conference on Trade and Development, global foreign direct investment flows recovered last year to US$ 1.5 trillion, higher than before the financial crisis.

Loss on impairment of long - term investments - We exclude the effect of any other - than - temporary impairment of a cost method investment in calculating our non-GAAP financial measures.

The Impartial Conduct Standards generally require that advisers and financial institutions provide investment advice that is in the investors» best interest, receive no more than reasonable compensation, and avoid misleading statements to investors about recommended transactions.

My point was and is that the equity risk premium is bundled up closely with the nature of the security itself (i.e., being a publicly traded, relatively liquid investment asset called an equity, that has a very specific bundle of rights and risks attached to it), which has very different characteristics than the many other financial assets available in the economy (many of which have bundles of risk that are perceived as «riskier», and many of which are perceived as «less risky»).

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

My question is, our financial adviser advised against contributing more than what my husband's company will match in his 401K because they only match $ 900 / year and the investment options are very basic — Bond (Fixed Income) or Large Cap (equities).

These highly sophisticated investments have contributed to financial disasters from the 2008 bankruptcy of Lehman Brothers to J.P. Morgan's 2012 trading losses in London, which totaled more than $ 6 billion.

a person, other than an individual or investment fund, that has net assets of at least $ 5,000,000 as shown on its most recently prepared financial statements,

The Financial Times discusses the trend of financial institutions using fewer analysts to do more investment research tFinancial Times discusses the trend of financial institutions using fewer analysts to do more investment research tfinancial institutions using fewer analysts to do more investment research than ever.

Jason Ware is the Chief Investment Officer and Chief Economist at Albion Financial Group, he joins Cheddar to discuss Tesla earnings and why the company is burning cash slightly slower than expected.

Winterberg says advisors have to offer an equivalent robo - advisor service but also make clear that they do much more than just «turnkey asset management and stock selection... This week of all weeks they should be saying that to clients, how they create financial plans and go beyond just investments but talk about cash flow, taxes, estate plans and college planning.

Venture lenders (individuals or groups with a pool of money, or specialized banking organizations)-- they may provide term and short - term loans to technology businesses earlier than these loans would become available from traditional financial institutions; however, these loan facilities are usually reserved for businesses that have received venture capital investment and / or can demonstrate their ability to make loan payments from cash flow.

The «search for yield», i.e. for better return on financial investments than the declining interest rate, thus led to the series of bubbles & bursts: deregulated savings & loans (immediately), high - tech stocks (late 90's), mortgage derivatives — > house prices (2000's).

It is also necessary to provide a list of other assets other than your bank accounts which may include investment records, retirement accounts, real estate, and auto titles, and other investments this will make up a large part of your financial picture and make the lender sure that you have enough savings to bear any unexpected expenses.

Research indicates, for instance, that companies with majority (rather than plurality) voting for directors are more apt to adopt shareholder proposals that garner majority support, and that many chief financial officers are willing to forgo investments in projects expected to be profitable in the longer term in order to meet analysts» quarterly earnings estimates.

Locking money up for a long time period — more than 10 years — is a bad idea because it reduces access to an investment and increases risk, according to many financial advisors.

«Over half of all Americans are now invested in the securities markets, and that means financial knowledge is more important than ever if we are to help consumers understand the variety and complexity of their investment options.

«For many people, the investment component may be more important than any state tax savings,» says Nelligan, who recommends working with a financial advisor to weigh the tax benefits of staying in - state and shopping around for suitable alternatives.

Our members, representing more than $ 3 trillion in assets under management or advisement include investment management and advisory firms, mutual fund companies, research firms, financial planners and advisors, broker - dealers, banks, credit unions, community development organizations, non-profit associations, and asset owners.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of March 31, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

With assets under administration of $ 6.9 trillion, including managed assets of $ 2.5 trillion as of February 28, 2018, we focus on meeting the unique needs of a diverse set of customers: helping more than 27 million people invest their own life savings, 23,000 businesses manage employee benefit programs, as well as providing more than 12,500 financial advisory firms with investment and technology solutions to invest their own clients» money.

In 2017, we added more than $ 20 billion in new investments to support AXA's ability to meet its financial obligations to customers and policyholders while at the same time supplying much needed capital to the broader U.S. economy as the banking sector continues its repositioning.

Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.

Twain Financial Partners is an investment management firm located in St. Louis, MO with more than $ 4 billion in assets under management within the public - private partnership sector.

The chairman, CEO and founder of Fisher Investments, managing $ 65 billion in client assets, has been Forbes» «Portfolio Strategy» columnist for more than 30 years and is the author of 10 financial books, including four New York Times bestsellers.