Sentences with phrase «to hold assets»

If a seller has held an asset for longer than one year, he needs to pay taxes at the long - term capital gains rate, which is 20 % for 2016.

It follows that market - makers will set their bid and ask prices based on their expectations of the cost and risk of holding assets in inventory.

You still hold an asset of the same value whether or not you owe money on it.

Holding an asset with a short time horizon for disposal is a crowded trade, if many others have a similar idea.

The assets - under - custody category is particularly important for those banks that hold assets on behalf of other institutions.

The more widely held the asset class the more intense the competition has become.

But regular banks hold assets like that all the time.

We do not sell securities and do not hold assets in custody.

An ETF holds assets such as stocks, commodities or bonds, and generally trades close to its net asset value over the course of the trading day.

In times where the economy is booming, folks who hold assets in securities rather than currency really win.

A growing number of ETFs use derivatives to get exposure to the stock, bond or commodity markets, rather than holding those assets directly.

This can be accomplished simply by holding the asset at least one year and one day before initiating a sale.

Anyone who wants mutual funds or bonds in their portfolio should hold those assets at a different brokerage.

An ETF holds assets such as a range of stocks.

When ownership of closely held assets can not be verified, they aren't included in the calculations.

Those are gains that investors traditionally wouldn't see without holding an asset for decades.

It then holds assets that will benefit from each stage regardless of when it started or how long it lasts.

This way you can effectively separate the institution holding your assets from the underlying investment managers who manage those assets.

A vehicle holding assets may appear more liquid than the assets themselves, but that is only true in bull markets.

Funding a buy and hold asset allocation with index funds or index ETFs is called a «passive management» strategy.

Private equity investors have been eager to provide capital to buy and fix up these properties, typically holding the assets for five years before selling.

Especially when the party holding the asset you want does not need to sell.

The six largest financial institutions in this country today hold assets equal to about 60 % of the nation's gross domestic product.

Rate of return — does holding the asset generate a cash income?

A more detailed analytics tool is available on a dedicated wallet page which includes a complete list of conducted transactions, currently held assets, and other information.

Studies have indicated that when women hold assets or gain income, the money is more likely to be spent on nutrition, medicine and housing, and consequently their children are healthier.

The reciprocal insurer holds assets and liabilities, while the management company makes its money by selling malpractice insurance, and taking a percentage cut of the resulting premiums.

Cut losses when your estimate of future profitability drops to levels that no longer justify holding the asset.

Financial assets related to home mortgages have lost value during the house decline, and the banks holding these assets have restricted credit.

This was changed, and nowadays, as far as I can tell, the time for which you are holding an asset plays no role at all regarding tax.

An individual, corporation or association holding assets for another party, often with the legal authority and duty to make decisions regarding financial matters on behalf of the other party.

Much of the team's work involves international considerations, whether clients or their partners live or wish to move abroad, or hold assets there.

It was simple in the sense that the parents held no assets or other property jointly.

If the risk that's involved in holding an asset during a bad market is too much to handle, the best course of action is to not take that risk to begin with.

You can also set up a trust account to hold assets on behalf of a beneficiary.

They could have improved performance by simply buying and holding any asset class other than Asian emerging market or Japanese equities.

An ETF, or exchange - traded fund, is an investment fund or portfolio of securities that holds assets like stocks, bonds, or commodities, generally designed to track an index.

The funds most commonly held by investors typically don't hold asset - backed securities with subprime collateral because of strict rules that regulate the funds.

If you can manage to hold your assets for longer than a year, you can benefit from a reduced tax rate on your profits.

But the reality is there are so many people who haven't done that and hold assets in improper locations.

The advice you're getting from advisors who hold your assets is not necessarily unbiased.

Banks should have been barred from holding assets that were new.

So since there is no other advantage in using them, then it is just not possible for them to outperform regular old boring buy and hold asset allocation techniques using mutual funds.

If a fund holds assets which are denominated in a different currency from its base currency the returns from these assets may be affected — either positively or negatively - by movements in exchange rates) however the fund manager may or may not chose to reduce currency risk by altering the fund's currency exposure as part of the investment strategy adopted for the fund.

If those values reverse, or the economy stops growing and adding jobs, households and companies would be left holding assets worth less than what they owe their creditors.

Instead, these funds hold assets for longer periods and make a smaller number of long - term capital gains distributions that are subject to shareholders» capital gains tax rate.