Sentences with phrase «value for investment purposes»

Not exact matches

You jointly with another person (s) who is (are) not Family Members if that other person has not included the value of the shares as cumulative quantity discount eligible shares for purposes of that person's separate investments in Franklin Templeton fund shares;

[5] It is intended to exclude proposals made primarily for the purpose of promoting general social and political causes, while requiring inclusion of proposals a reasonable investor would believe are relevant to the value of his investment.

The theme of this year's MPW International Summit was «Leading with Purpose,» and the Summit featured dynamic conversations focused on best practices for building great businesses, understanding technology trends, and creating value — via investment opportunities in China and across the Asia - Pacific region.

It is intended to exclude proposals made primarily for the purpose of promoting general social and political causes, while requiring inclusion of proposals a reasonable investor would believe are relevant to the value of his investment.

Links on this website to appearances and articles by Richard Bernstein, whether in the press, on television or otherwise, are provided for informational purposes only and in no way should be considered a recommendation of any particular investment product, vehicle, service or instrument or the rendering of investment advice, which must always be evaluated by a prospective investor in consultation with his or her own financial adviser and in light of his or her own circumstances, including the investor's investment horizon, appetite for risk, and ability to withstand a potential loss of some or all of an investment's value.

The return on your investment could be an asset with different kinds of value (for example, marketing, defensive, offensive, funding purposes, exit strategy).

For tax purposes, you may need to know how much the investments were worth on the day your loved one died — the date - of - death value.

In addition to the new fees on for - hire services, the Assembly plan would impose a real estate transfer tax on residential and commercial properties valued above $ 5 million and a New York City - only surcharge on properties purchased solely for investment purposes.

The Assembly would also impose a real estate transfer tax on residential and commercial properties valued above $ 5 million and a New York City - only surcharge on properties purchased solely for investment purposes.

Best Value — this refers to consideration such as how «fit for purpose» the product is, its «value» (based on the total cost of ownership), service level agreements, such as whether the company issues new, ideally free upgrades through an investment in development and support services including traiValue — this refers to consideration such as how «fit for purpose» the product is, its «value» (based on the total cost of ownership), service level agreements, such as whether the company issues new, ideally free upgrades through an investment in development and support services including traivalue» (based on the total cost of ownership), service level agreements, such as whether the company issues new, ideally free upgrades through an investment in development and support services including training.

4)(or) would you consider redeeming investments in an orderly fashion to rebuild cash reserves, for opportunistic investment purposes, and operating a smaller overall value fund?

This statement will also include a note that the fair market value of your investments will be reported to the IRS for tax purposes.

Based on the index construction and the risk / return profiles, we can conclude that the two value indices serve different purposes for the investment community.

Investments / Insurance: Not FDIC Insured • Not Bank Issued, Guaranteed or Underwritten • May Lose Value The video commentaries presented on this page are provided for informational purposes only by USAA Asset Management Company (AMCO) and / or USAA Investment Management Company (IMCO), both registered investmentInvestment Management Company (IMCO), both registered investmentinvestment advisers.

It invests at least 80 % of the value of its net assets, plus any borrowings for investment purposes, in bonds of Asian issuers, and derivatives that reflect the performance of bonds of Asian issuers.

My question is that if my current RRSP holds a combination of securities and cash — the securities are often changing in value daily — do I have to liquidate the securities or is there a Valuation Date (1st day of the year I turn 72) as the value of all of my investments for the purpose of calculating the mandatory annual withdrawal.

i want to go with these funds Sbi blue chip - 2000 Mirae asset emer blue - 3000 Icici pru value discovery - 2000 Franklin smaller cos - 2000 all these are as a long term investment and HDFC balanced - 4000 ICICI pru Balanced - 4000 for mid and long term purpose.

You jointly with another person (s) who is (are) not Family Members if that other person has not included the value of the shares as cumulative quantity discount eligible shares for purposes of that person's separate investments in Franklin Templeton fund shares;

My Value Rules that I discuss on this site extensively are all qualitative fundamentals that I've learnt about from studying companies for investment or business purpose.

In the end, adding a permanent life insurance policy to your investment portfolio can be a good option to help mitigate the risk of early death as well as build some cash value that can be used for a variety of purposes, including retirement income, but it should never be used as your only method of investment planning.

Faced with a substantial decline in the MIP's market value, and with resulting pressure from the wrap providers — which were exposed to liability in the event of significant MIP fund withdrawals — Fidelity responded by adopting an unduly conservative investment strategy that was contrary to the purposes of stable value fund investing, agreeing to allow the wrap providers to charge excessive fees, and charging excessive fees for its own account.

I'd be very interested in having a DIY IPS, I think this would be a very valuable service to offer some value - add fee only services for DIY investors who need a little bit of advisor help for planning purposes but still want to manage investments themselves and not pay an annual fee or trailer commission.

Changes in the value of investments entered for hedging purposes may not match those of the position being hedged.

securities and securities of other regulated investment companies, and other securities (for purposes of this calculation, generally limited in respect of any one issuer, to an amount not greater than 5 % of the market value of a Fund's assets and 10 % of the outstanding voting securities of such issuer) and (ii) not more than 25 % of the value of its assets is invested in the securities of (other than U.S. government securities or the securities of other regulated investment companies) any one issuer, two or more issuers which the Fund controls and which are determined to be engaged in the same or similar trades or businesses, or the securities of certain publicly traded partnerships.

While on the subject, here's the way we like to think about the value of paying an advisor to construct an investment portfolio for the purpose of producing a sustainable retirement paycheck: Take the total amount of their fees, expenses, and commissions and divide that by the amount of income realized over the past year (don't count share sales as income, just dividends and capital gains distributions).

The cash value accumulation feature allows the insurer to take a portion of the premium for investment purposes, so you earn interest which builds over time.

Fund Switching: Fund Switching involves modification of the existing value of the fund by switching the fund value from one fund to another fund for investment purposes.

Generally in my experience life insurance policies that have a cash value investment component are often relatively expensive if used for this purpose.

My second is that it is covered in an article I recently came across in Investment News, which discusses how these cash value or universal life insurance policies (for the purpose of this blog post, the two are basically the same) were used by estate planning attorneys to fund irrevocable life insurance trusts to help alleviate estate tax obligations.

** The values shown above are for illustration purpose only, based on assumed investment returns of 8 % & 4 %

b) Long - term (usually 10 - 20 years or more) goals usually involve and investments for this purpose focus on enhancing value while staying ahead of the inflation curve.

It is a «TOP UP» facility under which the additional amount is invested as per the fund option chosen and the entire amount is utilized for the investment purpose to increase the corpus (in terms of fund value) in the funds opted by you in the plan.

While many financial advisers remain steadfast against using life insurance for investment purposes, claiming the returns, historically, have been extremely weak compared to mutual funds and other investments, the fact remains the cash value of most whole life insurance policies grows over time.

As a pure store of value rather than a functional token, bitcoin is arguably in competition with any other coin that's being bought as an investment or for transactional purposes.

Instead, section 25 (3) lists the criteria for compensation: «The amount of the compensation... must be just and equitable, reflecting an equitable balance between the public interest and the interest of those affected, having regard to all relevant circumstances, including --(a) the current use of the property; (b) the history of acquisition and use of the property; (c) the market value of the property; (d) the extent of direct state investment and subsidy in the acquisition and beneficial capital improvement of the property; and (e) the purpose of the expropriation.»

According to data collected by Real Capital Analytics, a research company, the value of commercial real estate transactions for investment purposes in the April - June quarter dropped 48 % to $ 20 billion from a year earlier.

It will also shed light on issues involved in reconciling valuations for the purposes of financial audit, insurance and taxation and the determinants of value of real estate income for investment decisions.

The final rule clarifies that the definition of HVCRE does not apply to the purchase or development of agricultural land if the valuation of the land is limited to the value of the land for agricultural purposes or to ADC loans that otherwise qualify as community development investments.

Montegra can offer them an increase of the loan principle to 65 % of the current property value, and the borrower can then use the additional cash from the new bridge loan for other investment purposes.