Sentences with phrase «total assets when»

But renters should still consider their own lifestyle and total assets when determining how much coverage to buy.

Not exact matches

In contrast, when a deal is structured around stock, the assets on the books must be amortized at their value to the seller, which is likely to be far less than the total sale price.

While low take - up may have occurred when the total contribution limit was low, my assumption is that few high - savings families will leave substantial taxable assets outside the flexible TFSA when their available TFSA room grows into the 6 digits.

They have not yet made a final investment decision on the project — the total investment for which is estimated to be about $ 40 billion, when a new natural gas pipeline and upstream gas assets are included.

When I employ that strategy it pushes me to work on building my total available assets so I can expose more dollars to the speculative asset class and participate in the proliferation of the bitcoin rally.

Already, he said, the Total Return mutual fund makes headlines when it makes asset allocation changes and shares that information on a monthly basis.

The tests of 51 banks covering 70 % of total banking assets across the EU come at a time of great turmoil in banking when many financial shares have plunged

In total, the LNG Canada project would represent a total investment of about $ 40 billion, when a new natural gas pipeline — Coastal GasLink — and upstream natural gas assets are included.

I'm always telling the lawyers that are just starting out that they can basically ignore asset allocation at first (just buy the total stock market and maybe pick up a small international component) since saving money is the only thing that matters when you're building your portfolio.

As James Hamilton has observed, «it seems not coincidental that, when you look at the total of all the assets the Fed is holding, the expansion of MBS purchases exactly offsets the declines from phasing out the short - term lending facilities.

When investors look for less yield and more total return (capital appreciation) in certain asset classes, the equity sensitivity also plays an increasing role in absolute risk.

Why would government focus on gold ownership when gold is a mere 2.5 % of total assets today?

A higher rate of IOER thus serves as a substitute, when it comes to reining in lending, spending, and inflation, for reducing the total available quantity of bank reserves, as the Fed might do by selling - off some of the assets it acquired in the course of three massive rounds of Quantitative Easing.

Research shows that the average working US household has virtually no retirement savings, and even when considering not just retirement assets, but total net worth, around 65 percent of households fall short of conservative retirement savings targets for their age and income.

When the stock is trading at $ 65, suppose you decide to purchase the 62 XYZ Company October put option contract (i.e. the underlying asset is XYZ Company stock, the exercise price is $ 62, and the expiration month is October) at $ 3 per contract (this is the option price, also known as the premium) for a total cost of $ 300 ($ 3 per contract multiplied by 100 shares that the option contract controls).

when he became president in 2007, Liberty had about $ 150 million in total assets.

While the Group closed the half year with Total Assets of N3.69 trillion, a growth of 5.3 percent, it prudently grew gross loans to N1.6 trillion, a 4 percent growth when compared to the Group loan book as at 31 December 2016.

Insolvency is when your total debts are more than the fair market value of your total assets.

Tally the total worth of your at - risk assets and use that number as a starting point when evaluating how much optional liability insurance to add.

My guess is that the gross profit to total asset ratio works really well when combined with a valuation fundamental.

Growth is great, but income - producing assets in a portfolio are more reliable when it comes to predicting total return.

You are insolvent when your total debts are more than the fair market value of your total assets.

When comparing the asset classes that the preferred hybrid securities sit between, it is noticeable that the preferred class (as measured by the S&P U.S. Preferred Stock Index) has had a higher total return than bonds (as measured by the S&P 500 ® Bond Index), but not nearly as much as equity (as measured by the S&P 500).

This is basically the amount left over when you subtract Total Liabilities from Total Assets.

Why buy the Focus Morningstar US Market Index (FMU) with its $ 20 million in assets and low trading volume when you can buy the Vanguard Total Stock Market (VTI) with $ 190 billion and 1.5 million shares changing hands every day?

Who needs a total - market index fund when you can have two or three different active funds for each asset class?

Net new asset inflows continued in the first quarter of 2014 when total client assets reached a record high of $ 2.31 trillion according to Charles Schwab's first quarter earnings release.

After 2002, Greenspan's rescue took effect and the stock and housing market experienced a brief period of asset inflation, but the bottom eventually fell out in 2008 when the S&P 500 delivered a -37 % total return, which was followed by unprecedented monetary stimulus in the form of Quantitative Easing.

You are considered legally insolvent when your total debts exceed your total assets.

When you finance your company via personal credit you are risking quite a lot because you are assuming total liability and if your company is ever sued or goes under, you are stuck with the financial burden and may lose personal assets while also severely damaging your personal credit.

The problem is when you have assets in a taxable account or TFSA as well as a RRSP, and you Asset Allocate across the total portfolio.

When distributions are paid, the total distribution per share reduces the fund's Net Asset Value (NAV) per share by the same amount.

But you don't buy bonds for total returns; you buy them for income, and diversification; they tend to do well when risky assets break down.

Since the book value of stocks doesn't change that often (because it represents the price the company sold it for, not the current value on the stock market, and would therefore only change when there were new share issues), almost all changes in total assets or in total liabilities are reflected in Retained Earnings.

When I come up with a way to make my total assets equal 110 % of their parts, I will give you a share of the profits!

The only time I like to buy these ETFs is obviously when it appears as though it is trading for LESS than its total net assets.

You can avoid this fee when you meet any ONE of the following requirements during each monthly statement cycle: Keep an average daily balance in your checking or a linked Regular Savings account of $ 5,000 or more OR Keep a $ 10,000 average daily combined balance in linked checking, savings, Money Market Savings, CD and IRA accounts OR Keep an outstanding balance on a linked installment loan or line of credit of $ 15,000 or more OR Keep total combined assets in eligible, linked Merrill Edge or Merrill Lynch investment accounts of $ 15,000 or more OR have a linked Bank of America first mortgage loan that we service.

Co-signers are typically required when the individual requesting the loan has a poor credit history or not enough assets to secure the total amount of the loan.

So when you see the total assets rise, it means that more people are investing money into these ETFs.

Basically a calculation of assets minus liabilities plus or minus the value of open positions when marked to the market, divided by the total number of outstanding units.

When you have open positions, your NAV is calculated as the total assets in your account, plus the theoretical value of your open positions.

While low take - up may have occurred when the total contribution limit was low, my assumption is that few high - savings families will leave substantial taxable assets outside the flexible TFSA when their available TFSA room grows into the 6 digits.

When a fund's investment manager (s) determine that a fund's total assets have become too large to effectively execute its stated objective, the fund will be closed to new investors, and in extreme cases, will be closed to new investment by existing fund investors.

When you see the Total Return in the examples in the article, I am referring to an aggregation of the cash flow yield plus the average annual capital appreciation of an investment asset.

At lower levels of assets (below $ 500,000 in a total portfolio) the prospective client should really use mutual funds, as these are much more efficient when transactions and custodial costs are taken into account.

When one's total world wide assets exceeds $ 5 million ($ 10 million for a couple), US Estate Taxes and hence these new ETFs will become a consideration.

You just enter five data points (asset name, dollar amount of it held, when it pays, and its annualized estimated yield - get it from the fund's prospectus, website, other source, or guess) into the green - shaded areas, and it automatically calculates all of the income generated in all of the different time frames (along with all of the totals).

Also, their asset total is shown above the line, when it should be below the line.

Borrow money, except (a) from a bank, provided that immediately after such borrowing there is an asset coverage of 300 % for all borrowings of the Fund; or (b) from a bank or other persons for temporary purposes only, provided that such temporary borrowings are in an amount not exceeding 5 % of the Fund's total assets at the time when the borrowing is made.

Since a mutual fund's net asset value (NAV) is based on the total value of its entire portfolio, less expenses, and since the value of any stock investment is not affected by a split, the value of a mutual fund remains stable when a stock in its portfolio splits.