Whole life insurance offers a way to accumulate wealth as the premiums that are paid into the policy go towards both payment of the insurance portion as well as
toward equity growth in a savings - type of account.
Not exact matches
«In the early years, for one fund family, you'll find more «risky»
equity exposure to
growth - oriented stocks, but
toward the later years, it's more value - oriented
equity exposure,» said Aaron Pottichen, president of retirement services at CLS Partners in Austin, Texas.
In the week through Wednesday, April 9,
equity funds oriented
toward growth stocks were hit with $ 1.7 billion of investor redemptions, following an outflow twice the size in the previous week.
«I think the real key is
equities are all about confidence, and... my analysis is probably based on Trump's policies
toward trade and immigration, which are very much a risk to economic
growth, while his other policies on tax and fiscal spending are positive for
growth.
«We are wary of the current level of management turnover at LULU, as it could lead to instability at a time when the company is looking to drive its next leg of
growth as it works
toward its goal of becoming a $ 4B brand by 2020 (from ~ $ 2.6 B currently),» Randal Konik, an
equity analyst at Jefferies, said.
In addition to helping to spur economic
growth, it's driving income - seeking investors
toward equities.
Small - and mid-cap
equities also are more heavily tilted
toward Financials and cyclical sectors, which tend to do well as economic
growth accelerates and interest rates rise.
Among the evidence that would shift our expectations in this regard would be: material
equity market deterioration, further weakness in regional Fed and purchasing managers indices, a slowing in real personal income, a spike in new claims for unemployment
toward the 340,000 level, an abrupt drop in consumer confidence about 10 - 20 points below its 12 - month average, and at least some amount of slowing in employment
growth and aggregate hours worked.
The
growth of youth organizing groups signals that the new generation can be a powerful voice in the movement
toward equity and excellence in the public schools.
«In today's environment, the fund's asset mix has shifted
toward equities as they offer not just attractive current dividends, but also prospects for dividend
growth over time.
The performance of
growth and value
equity styles tends to be oriented
toward the economic cycle, making it possible to overweight a portfolio in favor of one style depending on economic conditions and outlook.
Yields in fixed income remain historically low, while within the
equity space, existing high dividend strategies tend to tilt
toward low
growth sectors or poor quality stocks.
When sky - high valuations meet with weakness in market internals, a 65 %
growth / 35 % income investor might make a strategic shift
toward 50 % large - cap and mid-cap
equity / 30 % investment - grade income / 20 % cash.