Sentences with phrase «wealth in cash accounts»

Not exact matches

Allan Roth, a financial planner at Wealth Logic in Colorado Springs, Colo., says he recently met with three new clients, each holding between $ 8 million and $ 30 million in cash — all in bank or brokerage money - market accounts earning as little as 0.01 % annually.

Little did anyone know that what Peter Obi called cash - in - hand were basically investment in stocks, bonds and other non-performing equities arranged by Obi in his final days in office; long - term uncompleted assets that will not earn cash until they are completed; various sums spent in rehabilitating federal roads in the State for which re-imbursements may come in the distant future; computation of the State's share of the Excess Crude Account contributed as capital to the Nigerian Sovereign Wealth Fund in 2010, etc..

Non-registered accounts can be cash or margin accounts owned personally, in a company or in a trust, explains Adrian Mastracci, a fee - only portfolio manager and financial advisor at Vancouver's KCM Wealth Management.

On the other hand, I could decide to invest in a riskier portfolio and invest a smaller portion of my wealth in cash (such as certificate of deposits or money - market accounts).

MCT and G&D believe in a primacy of the income account, i.e., creating wealth by flows — whether cash flows or earnings flows (earnings is defined as creating wealth while consuming cash).

In essence, we have observed that an OP / OL ratio over 40 % leads to subsequent and future acts of accounting tunneling fraud in which corporate wealth and cash is tunneled ouIn essence, we have observed that an OP / OL ratio over 40 % leads to subsequent and future acts of accounting tunneling fraud in which corporate wealth and cash is tunneled ouin which corporate wealth and cash is tunneled out.

Yes, Motley Fool Wealth Management will sell a portion of each position in your account to generate the amount of cash you request.

M1 even further maximizes the wealth - building potential of your dividends by allowing you to reinvest automatically, so cash always goes to work rather than sitting idly in your account.