Sentences with phrase «when financial objectives»

Rather, arguments come up when financial objectives split from one another.

Not exact matches

Jason Heath is a certified financial planner at Toronto - based Objective Financial Partners and he explains that when you die, «Your RRSP is paid out to the beneficiary that you designate for thatfinancial planner at Toronto - based Objective Financial Partners and he explains that when you die, «Your RRSP is paid out to the beneficiary that you designate for thatFinancial Partners and he explains that when you die, «Your RRSP is paid out to the beneficiary that you designate for that account.

Advice is in the retirement investor's best interest when the advice is rendered «with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk tolerance, financial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other partfinancial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other partfinancial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other partFinancial Institution, or any Affiliate, Related Entity, or other party.»

The Tool Kit is designed as a roadmap for Morgan Stanley Financial Advisors to use in empowering individual and institutional clients when selecting investments for a holistic portfolio consistent with financial objectives and guidelines put forward by the CatholiFinancial Advisors to use in empowering individual and institutional clients when selecting investments for a holistic portfolio consistent with financial objectives and guidelines put forward by the Catholifinancial objectives and guidelines put forward by the Catholic Church.

Having a comprehensive financial plan which leads to clearly identified investment objectives and risk tolerance can provide the comfort and clarity you need to avoid making critical mistakes when volatility increases (which it inevitably will).

For me, it was a like a real eye opener, right from how it's very important to have a Financial Plan and have an objective for investing, to Goals, having Patience and confidence on your stocks, when is the right time to invest, valuations, how and why small investors should invest, how to not let your judgment be clouded by others, teaching investment as an ART to our children, and how to avoid the pitfalls of investing.

When all is said and done — Arsenal Football Club has the same objectives — nothing breeds success, like success, Footballing Success on the Pitch leads to Financial Success as a direct result of the Footballing Success.

When assessment and evaluation is the main objective, practical and financial values often take precedence over the ethical values of the code.

The plan should set out the school / academy vision for the use of ICT, the long - term aims and short - term objectives, make it clear who is responsible for achieving what, how and by when and what levels of resource — financial, estates - related and human, including training — will be required to meet each target.

Included in the PowerPoint: Macroeconomic Objectives (AS Level) a) Aggregate Demand (AD) and Aggregate Supply (AS) analysis - the shape and determinants of AD and AS curves; AD = C+I+G + (X-M)- the distinction between a movement along and a shift in AD and AS - the interaction of AD and AS and the determination of the level of output, prices and employment b) Inflation - the definition of inflation; degrees of inflation and the measurement of inflation; deflation and disinflation - the distinction between money values and real data - the cause of inflation (cost - push and demand - pull inflation)- the consequences of inflation c) Balance of payments - the components of the balance of payments accounts (using the IMF / OECD definition): current account; capital and financial account; balancing item - meaning of balance of payments equilibrium and disequilibrium - causes of balance of payments disequilibrium in each component of the accounts - consequences of balance of payments disequilibrium on domestic and external economy d) Exchange rates - definitions and measurement of exchange rates - nominal, real, trade - weighted exchange rates - the determination of exchange rates - floating, fixed, managed float - the factors underlying changes in exchange rates - the effects of changing exchange rates on the domestic and external economy using AD, Marshall - Lerner and J curve analysis - depreciation / appreciation - devaluation / revaluation e) The Terms of Trade - the measurement of the terms of trade - causes of the changes in the terms of trade - the impact of changes in the terms of trade f) Principles of Absolute and comparative advantage - the distinction between absolute and comparative advantage - free trade area, customs union, monetary union, full economic union - trade creation and trade diversion - the benefits of free trade, including the trading possibility curve g) Protectionism - the meaning of protectionism in the context of international trade - different methods of protection and their impact, for example, tariffs, import duties and quotas, export subsidies, embargoes, voluntary export restraints (VERs) and excessive administrative burdens («red tape»)- the arguments in favor of protectionism This PowerPoint is best used when using worksheets and activities to help reinforce the ideas talked about.

Jason Heath is a certified financial planner at Toronto - based Objective Financial Partners and he explains that when you die, «Your RRSP is paid out to the beneficiary that you designate for thatfinancial planner at Toronto - based Objective Financial Partners and he explains that when you die, «Your RRSP is paid out to the beneficiary that you designate for thatFinancial Partners and he explains that when you die, «Your RRSP is paid out to the beneficiary that you designate for that account.

The User acknowledges and agrees that he alone is responsible for his investment decisions and that Desjardins Online Brokerage does not and will not consider his financial situation, investment knowledge, investment objectives and risk tolerance when accepting orders from him.

[Text on screen: Important: Please note that even with any modification made to the model portfolios that you have selected, you remain solely responsible for your investment decisions and that Disnat will not take into consideration your financial situation, your investment knowledge, your investment objectives nor your risk tolerance when your orders are approved.

When it comes to trading stocks all traders have their own specific needs ranging from their risk appetite level, their financial objectives, the technology they'd like to trade on, the commission they are willing to pay and the stocks they want to trade.

Without the potential conflicts of interest that exist at other financial institutions, our analysts feel they are able to be completely objective when formulating opinions.

When shopping for a nondeposit investment product, look for one that suits your investment goals and objectives, your financial and tax status, the amount of risk you're willing to take, and the time horizon you've set for your investment portfolio.

Don't act rashly: «You shouldn't have a knee - jerk reaction to anything when it comes to investments,» says Jason Heath, a fee - only financial planner with Objective Financial Partners infinancial planner with Objective Financial Partners inFinancial Partners in Toronto.

Deloitte was Livent's auditor during a period when, to assist with the company's fundraising objectives, its directors manipulated Livent's financial records to significantly overstate revenue and profit.

When you have been injured in an accident, one of the objectives of financial compensation awarded by a judge or jury is to put you, the Plaintiff, in the same financial position you would have been in had your accident not occurred.

Remember, the primary objective of life insurance is to ensure financial stability for your family, when you are not around.

Life insurance should fit into your overall financial plan and be designed to help you accomplish your goals and objectives, including the goal of providing for loved ones when you are gone.

If financial savings is your objective when selecting an insurance plan, you must apply for a conventional plan that warrants a medical exam.

When it comes to investing, it becomes necessary to invest with a plan that can help you earn higher returns that will further help you to achieve the financial objectives.

When writing a Financial Advisor Resume, the first things you have to add are your contact information, a short introduction and the objective statement.

Use the bankor financial institutionâ $ ™ s name when writing your objective statement to display focus and commitment.