Sentences with phrase «than the returns incurred»

The returns awarded to senior citizens are often higher than the returns incurred by younger investors.

Not exact matches

Assuming a rate of return of 3 % — if you want a bigger return than that would you'd incur risk you don't want at that age.

The two most recent bear markets, strong bond returns helped offset deep declines in equities, helping the balanced portfolio incur less than half of the drawdown of an equity - only portfolio.

For long - term investors like me, the returns would have been far worse than with the sharp declines our markets actually incurs.

You don't have to worry about incurring a higher premium if your conversion income is reported on a tax return for a year more than two years prior to your first year in the Medicare Part B program.

What is the benefit of the Interest Plus + annuity over other guaranteed fixed rate annuities?The Interest Plus + annuity is designed for the consumer who desires a higher - than - average rate of return, but with the ability to access funds for any reason or amount — without incurring an excessive surrender charge.

«You can more than double your return without incurring material risk.»

Moreover, some expenses incurred on the property are deductible from tax returns and the income received is treated differently than other forms of revenue.

Waiting until December does incur the risk of negative returns, but — as Benz points out — stocks and bonds tend to have positive returns on an annual basis far more often than negative returns.

The two most recent bear markets, strong bond returns helped offset deep declines in equities, helping the balanced portfolio incur less than half of the drawdown of an equity - only portfolio.

The Interest Plus annuity from Bankers Life Insurance Company is designed for the individual who desires a higher than average rate of return, but with the ability to access funds for any reason or amount — without incurring an excessive surrender charge.

Still, it is worth noting that, over the past 15 years, the advisers making it onto each year's honor roll on average over the subsequent 12 months went on to make 1.2 percentage points more a year than those who didn't, while nevertheless incurring 25 % less risk, as measured by volatility of returns.

By holding a low - expense index funds, you'll capture a larger share of market returns than most investors, who incur higher costs on average.

Assuming a rate of return of 3 % — if you want a bigger return than that would you'd incur risk you don't want at that age.

In contrast, large actively managed funds incur much higher trading costs in pursuit of better returns, which raises the hurdle than they must get over just to break even on these attempts.

This benefit may cover more than the total trip cost because it can cover additional transportation expenses incurred to return home.