Sentences with phrase «typically holding the assets»

Not exact matches

Benjamin Tal and Royce Mendes, economists at CIBC World Markets, estimate that Canadians currently hold about $ 75 - billion in excess cash that they typically would have used to purchase assets that promise a return.

For donor - advised funds, fair market value (FMV) deductibility typically applies to assets held for more than one year, up to the limits listed above.

Strategies typically employ quantitative processes which focus on statistically robust or technical patterns in the return series of the asset, and they typically focus on highly liquid instruments and maintain shorter holding periods than either discretionary or mean - reverting strategies.

You can typically borrow 50 - 90 % of the value of the assets held in your investment account.

«Common shares» is the legal term that typically refers to the corporation's class of shares that holds the minimum rights described above (right to vote, right to receive dividends, right to residual value of the corporation's assets upon the corporation's liquidation).

A foreign stock fund will typically invest 80 % to 100 % of its assets in stocks of companies outside the United States, whereas an international stock fund might have 50 % or less of its holdings in foreign stocks and the remainder in US stocks.

Spouses typically hold property as joint tenants, whereby upon the death of the first, the asset passes directly to the survivor and does not make up part of the estate of the deceased.

The money you invest with a robo advisor is typically sitting in an account with an independent custodian bank, which holds your cash as well as your assets for you at any stage during the investment process.

Chapter 13 bankruptcies typically involve some sort of debt repayment program or allow you to hold onto certain assets.

Many other assets typically included in income portfolios have held up well, and some have actually performed better, when yields have been rising.

Concentration in single stocks is high with the top 3 holdings typically accounting for 50 % or more of fund assets.

Although it doesn't seem to be the case here, assets that are held jointly will typically pass to the survivor and avoid probate altogether.

SoFi Indices: SoFi Wealth constructed the indices presented using a series of widely used total return asset class - specific indexes that follow a set of rules of ownership that are typically held constant regardless of market conditions and that are generally representative of holdings currently maintained in the SoFi Wealth model portfolios.

Unlike a private equity fund — which holds illiquid private investments — mutual funds typically invest in publicly - traded assets.

This is in contrast to passive management, which typically means just holding a constant mix of indices (although if you use more than one asset class, then you're using asset allocation by default).

Such ETFs typically hold many bonds that mature in the same year the ETF will liquidate and return assets to shareholders.

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.

Lenders will typically have basic items that they ask you for, such as any assets you hold, and whether you have steady employment and income.

However, like most holding companies, Dundee typically trades at a discount to the market value of the assets it held.

A trader will typically make tens or hundreds of trades within a week while an investor is content to buy and hold an asset for months or years.

Further, all assets stored in the exchange are typically held together.

Individual Retirement Account (IRA) funds are ideal for investing in private real estate because properties are typically an income generating asset that is held long - term.

This process moves a percentage of the worth of the property held under assets of the FLP, typically in the form of partnership shares, to the junior members of the family limited partnership.