Sentences with phrase «upon the investment returns»

As this chart shows, the amount you'd need to save would vary dramatically depending upon investment returns.

The cash value accumulates at a minimum rate guaranteed in the policy, but it may also be more, based upon the investment returns realized by the insurance company.

Not exact matches

The consumer era is upon us and customer - centricity is the new black when it comes to marketing, so how can we measure the return on investment?

Nor is there any agreed - upon way to measure the return - on - investment of a product - placement campaign — though that could be changing.

Spotify's early lead in music streaming has drawn comparisons to Netflix, which built upon its pioneering role in DVD - by - mail rentals and then video streaming to create a hugely successful, subscription - driven franchise that has produced spectacular investment returns and left the company with a market value of $ 122 billion.

Investment return and principal value of investments in the 529 Plans will fluctuate with market conditions, and you may have a gain or a loss upon sale.

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

The negative investment thesis seems to rest upon confidence that central bankers, and the Fed in particular, will steer a course away from radical monetary experimentation that will return to a normal structure of interest rates and robust economic growth.

«organized and operated in such a manner that the realization of profit by any participant is predicated upon the exploitation of others who have virtually no chance of receiving a return on their investment and who had been induced to participate by misrepresentations as to potential earnings.»

Returns would be between 20 - 50 % plus original investment is returned upon maturity (typically 12 months).

«An investment operation is one, which, upon thorough analysis, promises safety of principal and a satisfactory return.

However, upon completion of this due diligence, sponsors may find that stable value funds offer them an attractive combination of characteristics including principal protection, superior investment returns, and relatively low volatility.

The rate of return for mutual funds is largely dependent upon the amount of risk involved with the investment.

We believe that it is the foundation upon which all the other components can be optimized and where the greatest return on entrepreneurial investment can be made.

Upon his return the first two men were rewarded based on the returns the ruler received from their investments.

The parables disclose with what pleasure and tolerance he surveyed the broad scene of human activity: the merchant seeking pearls; the farmer sowing his fields; the real - estate man trying to buy a piece of land in which he had secret reason to believe a treasure lay buried; the dishonest secretary, who had been given notice, making friends against the evil day among his employer's debtors by reducing their obligations; the five young women sleeping with lamps burning while the bridegroom tarried and unable to attend the marriage because their sisters who had had foresight enough to bring additional oil refused to lend them any; the rich man whose guests for dinner all made excuses; the man comfortably in bed with his children who gets up at midnight to help his importunate neighbor only because he despairs of getting rid of him otherwise; the king who is out to capture a city; the man who built his house upon the sand and lost it in the first storm of wind and rain; the queer employer who pays all of his men the same wage whether they have worked the whole day or a single hour; the great lord who going to a distant land entrusts his property to his three servants and judges them by the success of their investments when he returns; the shepherd whose sheep falls into a ditch; the woman with ten pieces of silver who, losing one, lights the candle and sweeps diligently till she finds it, and makes the finding of it the occasion of a celebration in which all of her neighbors are invited to share — and how long such a list might be!

Since the three main Westminster political parties all endorse the conclusions of Sir Ian Wood's recent review on how to maximise the economic recovery of oil and gas from the UK Continental Shelf (Search for UKCS Maximising Recovery Review Final Report, here), and its tacit underlying fiscal premises (namely that there is a need for a simplified fiscal regime to incentivise investment and drilling activity, as well as to ease the burden upon the new regulator of the upstream sector), it does not take the gift of prophecy to appreciate that the ultimate outcome of this subsequent review on the shape of the UK fiscal regime seems foreordained; namely, a return to the situation that prevailed before the introduction of SC, whereby the only levy on income from oil and gas fields is to be Corporation Income Tax at the standard rate levied on the likes of Starbucks and Amazon.

In an email to County Legislator Ed Romaine that was circulated to the media Tuesday, authority CEO Jeff Szabo said that the agency's chairman, Jim Gaughran, «has informed me that he plans to recommend not awarding this contract at tonight's board meeting based upon the present proposed return on investment.»

According to them, effective school boards: focus on student achievement as the number one job; allocate resources to support students based upon their differing characteristics and needs; watch return on investment and report to the communities they serve with transparency and accountability; use good data to inform policymaking to support student success, and engage the communities they serve in providing real opportunities to give input into policymaking process (2006).

The idea of putting your money into an investment with a higher rate of return sounds reasonable, and yet this objection is based upon a flawed assumption and is irrelevant in large part.

Universal life insurance if non-guaranteed only offers a potential return based upon whatever investment option is selected.

Whole life policy returns are conservative and based upon the insurance company's pool of extremely conservative investments and thus are guaranteed at rates which have been relatively consistent over the last 200 years.

Universal life policy returns depend upon the type of product selected and may be either guaranteed, tied to a market index OR depend upon the success of the financial markets, and investments vehicles such as mutual funds.

Investing is subject to risk; investment return and principal value will fluctuate, and upon redemption, shares may be worth more or less than the amount originally invested.

Randy was seeking to find a better way to remain invested in equities (the asset class with the highest long - term returns) through market cycles, for himself and his family and friends, in order to avoid or reduce the emotions and mathematical impacts of major losses upon long - term investment goals.

The example, which illustrates a long - term average return on a balanced investment of stocks and bonds, assumes a single, after - tax investment of $ 75,000 with a gross annual return of 6 %, taxed at 28 % a year for taxable account assets and upon withdrawal for tax - deferred annuity assets.

To underscore this prioritization of safety above returns, take notice of Benjamin Graham's definition of investing from Security Analysis: «An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return.

â $ œAn investment operation is one which, upon thorough analysis, promises safety of principal and a satisfactory return.

Upon analyzing the table, to my amazement, we see that investing each monthly contribution in 100 % long term bonds results in both the most risk / volatility and the highest return on investment of any of the 4 portfolios.

Its primary purpose is to provide an estimate of the income that may be available upon your retirement assuming an investment amount provided by you and return based on the assumptions described here.

Depending upon the investment structure, you can either lock in a conservative guaranteed rate of interest or opt for potential higher indexed based or even market based variable returns.

This statistical simulation runs thousands of individual scenarios based upon the forecasted, pre-tax expected returns and the anticipated standard deviation of returns of the hypothetical, back - tested investment portfolio.

The concept of passive investing to try and track market performance is counterintuitive to many investors, but the rationale is based upon the fact that a long term investment returns will be improved thanks to lower costs and attempting to outperform the market requires significant resources and is often not achievable.

Benjamin Graham Quotes «An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return.

Investment returns may fluctuate; the value of your investment upon redemption may be more or less than the initial amountInvestment returns may fluctuate; the value of your investment upon redemption may be more or less than the initial amountinvestment upon redemption may be more or less than the initial amount invested.

Investments which seek to achieve higher rates of return are more volatile and involve a higher degree of risk.The calculator takes into account tax variables based upon what you select.

In Finance investment is putting money into something with the expectation of gain, that upon thorough analysis, has a high degree of security for the principal amount, as well as security of return, within an expected period of time.

All that said, if you have a very large amount of investment capital, you're willing to dive into each and every nook and cranny of the MLP filings, complicate your tax returns, and tolerate holding an asset for years upon years, MLPs make for fantastic investments.

An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return.

Some aim to stumble upon an investment that provides a 1,000 - to - 1 return, or find an investing course or guru that promises instant riches.

Investment returns will vary depending upon the performance of the Portfolios you choose.

Portfolios with different risk and return characteristics are simply better for certain investors depending upon their tolerance for risky investments.

depending upon your investment risk, you may need to earn 5.5 - 6.5 % to break even on return.

The investment generates an annual cash dividend yield of 6.5 % per annum, with an expected internal rate of return of 7 % upon exit.

Returns on an account invested in the Customized Age - Based or Customized Static investment options will depend upon the underlying investment allocation chosen by the account owner / agent.

Seemingly just one in ten actually played it through to completion though, which when we're talking about millions upon millions of dollars of investment and hundreds of thousands of man hours is a very low return.

Secures a guaranteed buyer for all of the electricity produced from the PV system at agreed - upon prices that allows the company to ensure a sufficient return on its investment.

Plan of action - CO2 emissions tax, deregulate low polluting technology and remove current barriers of new technology per usual pick and choose government interference, facilitate standards to coordinate national and international energy development, subsidize ultra low polluting power generators and fuel to poor countries, investment dollars awarded to highest rate of return for CO2 emission reduction upon global market, rate tax expenditures and promising technology by independent accounting agency bonded to ensure loss of political and personal cronyism influence.

Suppose that all of the renewable - supplied power used in The Experiment is produced in California, and that the CPMA guarantees a rate of return of 15 % on a power supplier's investment in their wind and solar power generating facilities, based upon an annual audit of each power producer's accounting books.

The rooms were sold as investments based upon a guaranteed 10 % return on investment and also with a guarantee that the sellers would repurchase the hotel rooms after 4 or 5 years at the sale price.