Sentences with phrase «when investment assets»

Sometimes, when investment assets are expensive, it means holding a large percentage of your portfolio in cash.

During time periods when investment assets are overvalued a tactical allocation allows an investor to hide in cash.

Not exact matches

«When we look at the world, there's plenty of things to worry about, so we would anticipate there could be episodes of higher volatility in the second half or even next year,» cautions Bruce Cooper, chief investment officer at TD Asset Management.

An analysis of a company's debts, assets, and investments can provide a solid picture of its credit worthiness, particularly when the data are compared to a composite of companies of similar size in similar industries.

Unicorns were created in the aftermath of the financial crisis, when the low interest rate environment prompted investments in riskier assets, such as the stock of privately held companies.

Billionaire investor Stephen Jarislowsky, whose firm manages $ 35 billion in assets, wrote an op - ed for the Financial Post that says higher taxes on capital gains would, «hammer another nail in the coffin for Canadian investments, particularly at a time when our economic outlook is already relatively weak.»

But funding an annuity with a portion of your assets can help fuel a lifetime of monthly checks that — when paired with other income and investments — forms a powerful three - pronged solution.

CASPERSEN obtained recent quarterly and annual reports for the Legitimate Funds, and sent such reports to prospective investors to induce them into believing that their investments would be secured by the assets of the Legitimate Funds, when in fact they were not.

What he ended up with was what he calls a «qualified pipeline» — people who would both be assets to the company and have already expressed an interest in investing in DraftKings, a company that's had buckets of trouble when it comes to regulation and may not be an investment target for everyone.

The parallels between Rolling Stone's journalistic failure and the failings that we all face when allocating our assets in the investment markets are too obvious to ignore.

For instance, when I purchase investment property, I use the bank's money to pay for most of the asset.

Judging by the investments that are underperforming so far this year, the supposedly safe - haven assets — the ones you counted on to keep your portfolio stable during periods just like the current one, when market volatility surges — are turning out to be not so safe after all.

With fewer fixed - asset investments, they can more easily pounce on new opportunities and exit when changing costs and benefits warrant.

When certified financial planner Sean Burgess began offering investment management services to his clients six months ago, he turned to an asset manager that some of his peers consider direct competition: a robo - advisor.

I have basically the same annual budget now than I did 10 years ago when my annual income was half as much, and is a big reason why I've been able to rapidly grow assets the last few years as I've been able to put that excess income into investments.

When you look at both assets more closely, it's clear that gold ETFs and gold bullion are very different investments.

They have not yet made a final investment decision on the project — the total investment for which is estimated to be about $ 40 billion, when a new natural gas pipeline and upstream gas assets are included.

Taking on such risk may be understandable when markets are only moving up, but in a volatile environment like the one we're in today, having a portfolio of assets that tend to move together can leave investments especially vulnerable.

Basically, it's moving in and out of the stock market with the intention of minimizing losses and buying investments when they're on the rise to eventually sell at a premium, says Ben Barzideh, wealth advisor at Piershale Financial Group in Crystal Lake, Ill. «Instead of holding onto an asset long - term, [you're] buying and selling based on predicting future market movements.»

When building the BlackRock Managed Index Portfolios, the investment team moves beyond traditional static asset allocation, incorporating asset allocation of equities, fixed income and non-traditional exposures.

Highland Capital Management is a Dallas - based investment management firm with $ 19 billion in assets under management and a significant presence in the liquid alts space... [I] n late July, the firm demonstrated its commitment to integrity and transparency when it announced its compliance with the voluntary Global Investment Performance Standarinvestment management firm with $ 19 billion in assets under management and a significant presence in the liquid alts space... [I] n late July, the firm demonstrated its commitment to integrity and transparency when it announced its compliance with the voluntary Global Investment Performance StandarInvestment Performance Standards (GIPS).

He was also chairman of Greydanus, Boeckh and Associates from 1985 to 1999, a fixed - income investment firm which managed $ 2 - billion in assets when it was sold to Toronto - Dominion Bank in December, 1999.

«The essence is that the fiduciaries have operated the plan so as to receive management fees from the investment of plan assets in their own funds, even when the investments are not in the interest of the participants.»

Strategic Advisers, Inc. (Strategic Advisers), applies tax - sensitive investment management techniques in FPP and PTS (including «tax - loss harvesting») on a limited basis, at its discretion, primarily with respect to determining when assets in a client's account should be bought or sold.

When you look at both assets more closely, it's clear that gold ETFs and physical gold bullion are very different investments.

One attendee asked Hauser if financial planning crosses the line into advice when an advisor tells a client to roll over assets but doesn't recommend a specific investment.

Fidelity ® Personalized Portfolios apply tax - sensitive investment management techniques (including tax - loss harvesting) on a limited basis, at their discretion, primarily with respect to determining when assets in a client's account should be bought or sold.

When considering the cryptocurrency world, it will be vital to distinguish between digital assets that function as coins (currency), tokens (which provide utility), and securities (that enable investment opportunities).

As you can see when looking at the other asset allocations, adding more fixed income investments to a portfolio will slightly reduce one's expectations for long - term returns, but may significantly reduce the impact of market volatility.

Because stocks are generally more volatile than other types of assets, your investment in a stock could be worth less if and when you decide to sell it.

When considering a startup investment, investors must be aware of how it affects their overall asset mix and risk level.

However, Limited Partners assume risk when investing in this asset class, especially when considering that today's volatile stock markets and the global economic environment can influence exit options and exit values for their investments.

While investors should never seek median returns in any asset class, the hard truth is that the pooled, net returns for the entire venture asset class have outperformed when compared to other investment opportunities.

This alpha is also best used when comparing performance of similar asset investments.

Strong markets correspond to time periods of the equity market when National Bureau of Economic Research and Fidelity Investments» Asset Allocation Research Team place a high probability on the economy being in either early or mid-cycle.

When you roll over retirement plan assets, you're moving them from a group plan into an IRA (which generally offers greater investment flexibility).

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

Mortgage - and other asset - backed investments carry the risk that they may increase in value less when interest rates decline and decline in value more when interest rates rise.

In total, the LNG Canada project would represent a total investment of about $ 40 billion, when a new natural gas pipeline — Coastal GasLink — and upstream natural gas assets are included.

When it came to his financial focus, my rich dad spent his energy building his cash - flowing assets, building his income through those investments and then paying his expenses.

When market conditions favor wider diversification in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may invest up to 30 % of its net assets in securities outside of the U.S. fixed - income market, such as utility and other energy - related stocks, precious metals and mining stocks, shares of real estate investment trusts («REITs»), shares of exchange - traded funds («ETFs») and other similar instruments, and foreign government debt securities, including debt issued by governments of emerging market countries.

When considering rolling over assets from an employer plan to an IRA, factors that should be considered and compared between the employer plan and the IRA include fees and expenses, services offered, investment options, when penalty free withdrawals are available, treatment of employer stock, when required minimum distributions begin and protection of assets from creditors and bankrupWhen considering rolling over assets from an employer plan to an IRA, factors that should be considered and compared between the employer plan and the IRA include fees and expenses, services offered, investment options, when penalty free withdrawals are available, treatment of employer stock, when required minimum distributions begin and protection of assets from creditors and bankrupwhen penalty free withdrawals are available, treatment of employer stock, when required minimum distributions begin and protection of assets from creditors and bankrupwhen required minimum distributions begin and protection of assets from creditors and bankruptcy.

Some of the more common mistakes made when investing 401 (k) assets include allocating too much to conservative investments, not diversifying among several investment vehicles, and investing too much in an employer's stock.

Many investors find that their most appreciated assets come in the form of real estate — a piece of raw land, an investment property or a vacation home — that has been held for a long period of time and could create significant capital gains taxes when sold.

It is very early to say that ICOs are reliable investments; after all as Vitalik Buterin (CEO Ethereum) once said cryptocurrencies are an extremely volatile and unregulated asset class and traditional markets are always safer when it comes to serious investments.

My other investments like retirement are diversified, but as as far as passive income goes, it's hard to diversify when you only feel competent in one asset class!

Investment return, net asset value, and market price will fluctuate, and you may have a gain or a loss when you sell your shares.

Nevertheless, when the world economy has been in a dramatic downturn in recent weeks and some then global giants» assets are put on yard - sale, many people would expect that it might be a time for China's outward investment to come in a big wave.

The ability to diversify your investments and (somewhat) mitigate non-systemic risk in your portfolio is irresistible to many investors — especially when you can apply the advantages of mutual funds to other asset classes, such as currencies.

This form of investment is appropriate for those instances when the investor believes he understands which path the trading assets price will take, but is not sure of the amount of change there will be in the price and over what length of time.