Sentences with phrase «threshold after an asset»

Not exact matches

After specific thresholds are crossed within your account, the portfolio will automatically be adjusted to ensure it stays in line with the proposed asset mix.

Although the EFC formula is adjusted from year to year, in general it incorporates 20 % of a student's assets (money, investments, business interests, and real estate); 50 % of a student's income (after a $ 6,420 threshold); 2.6 % to 5.6 % of the parents» assets (not including the family house and retirement assets owned by parents or child); and 22 % to 47 % of a parent's income (based on a sliding scale).

But when you're rebalancing with thresholds, you'll only make trades after one asset class tanks hard — and you'll be buying that beat - up asset.