Sentences with phrase «when large assets»

Life insurance provides liquidity to keep the business running when you pass away and also pays inheritance taxes that could be due when large assets are passed to the next generation.

Not exact matches

«In contrast, I disagree with the notion that the large quantity of reserves resulting from our asset purchases poses some special barrier to removing policy stimulus when the right time comes.

I spend a lot of time talking clients «off the ledge» when they'd like to move all of their money into one outperforming asset class, place a large bet on hedging strategies for a pending correction they see coming or suddenly want to get out of the market altogether and «drop anchor» for fear of pending scary dives in the markets.

When a larger company acquires a startup, the deal can often spell the end (or at least the neglect) of the products, licensing deals, and other assets that made the startup successful in the first place.

Although it's unclear what types of assets Sanders actually holds in his retirement account, advisers say anyone with a large pension should factor it in when formulating their investing strategy.

When those gains are large, it will usually not be due to a simple change of ownership boundaries around the firms involved, but rather will typically require significant restructuring of the parties and / or shedding of assets.

National Australia Bank's MLC - home to the country's largest retail superannuation fund and $ 199 billion in assets under management - officially joined the bulging list of financial services sector initial public offering candidates on Thursday morning, when NAB chief executive Andrew Thorburn flagged intentions to divest the business.

These include difficulties in complying with KYC and AML rules when dealing with digital assets; losing business to less risk - averse companies that are willing to «engage in business or offer products in areas we deem speculative or risky, such as cryptocurrencies;» and (like J.P. Morgan) the potential need to spend large sums while attempting to keep up with shifting technological norms.

The cuts show the immense power large asset managers have to curb fees they pay banks and the diminishing role of sell - side research at a time when Wall Street firms are facing a slump in stock trading commissions.

When you go to a lender seeking a home loan, they are going to look at your front and back - end ratios, your credit history, your assets, and how large of a down payment you have available.

This makes bonds a relatively heterogeneous asset class in which many securities are thinly traded.3 At the same time, institutional investors often hold assets to maturity and, when they do trade, do so in large amounts.

Back then, when I asked this top producer how to become successful, he answered (and I'm paraphrasing here to the best of my memory) that I should not waste any more than 10 to 15 minutes making asset allocation decisions once I closed on a large account.

When a large number of investors are feeling either positive or negative about an underlying asset, a price trend is likely.

When a uranium price recovery happens, Energy Fuels has a significant number of assets that could be brought into production, some former producers, some larger assets with large capital budgets.

The vast majority of the money he made in his partnership was made from a handful of well - selected investments that he made a large portion of his portfolio (the famous example of course being American Express in the early 60's, when he put 40 % of his assets into that stock).

The second - largest corporate acquisition in history produced the biggest single return ever recorded in such a takeover — $ 84 billion to Vodafone shareholders — when Verizon acquired the US assets of UK - based Vodafone.

When Gotham Asset Management co-founder Joel Greenblatt was asked to teach stock market concepts to ninth - graders in Harlem, he brought a large jar of jelly beans to the class and asked them to guess how many were in the jar.

Yes, but this eliminates the benefits of diversification and exposes the portfolio to large risks when only a few asset classes are on a buy signal.

Large trades in these situations can produce the gap, but that is not necessarily reflective of the strength of the asset, i.e. if the trade had taken place when the market was more active, the gap would not have occurred.

Since your debts are transferred to your estate when you pass away, if your liquid assets (such as checking and savings accounts) are large enough to cover them, no debts will be passed on to your spouse or heirs.

In a really large crisis, the return on risk assets may look decent from ten years before to ten years after, but a lot of people get surprised by their need to draw on those assets at the wrong moment — bad events come in bunches, when the credit cycle goes bust.

«At a time when cyclical pressures are building and asset valuations are stretched, we should be calling for large banking organizations to safeguard the capital and liquidity buffers

If your portfolio is well diversified with assets that tend to perform differently from each other — international stocks, small company stocks, large company stocks, bonds and real estate — then when one asset class is losing value, you can rely on holdings in another asset class that are more stable or perhaps increasing in value.

When borrowing is cheap, firms will take on more debt to invest in hiring and expansion; consumers will make larger, long - term purchases with cheap credit; and savers will have more incentive to invest their money in stocks or other assets, rather than earn very little — and perhaps lose money in real terms — through savings accounts.

In addition, if an ETF that buys futures contracts is very large (assets in the tens of billions of dollars), it might be possible for other investors to trade ahead of the fund when it's time to roll its contracts each month.

We formerly had a reputation as a boom - bust economy, and investors used to build in quite a large premium for risk when holding Australian assets.

1) We're highly evolved primates 2) We have overactive imaginations 3) Our greatest evolutionary asset, our large and highly-folded brains, are also responsible for an insatiable curiosity 4) As a species, and a survival tactic, we make things up to comfort ourselves in difficult times 5) As a complex societal species, we create commonalities and «traditions» with others in our clan / tribe / community 6) These «traditions» result in security, trust, and strong relationships that make the collective more able to survive than the individual 7) These common beliefs also act as a means of numbing the brain to questions and concerns without legitimate or tangible answers 8) Religion is simply a survival mechanism 9) When we die, we simple «are not alive» anymore.

But, the importance of the economy of scale justification for inheritance greatly declined when institutions like trusts and corporations made it possible to consolidate management of large quantities of assets without giving all of the benefit of those assets to the person managing them.

As part of this effort, participants will be «integrated into the larger regional effort to grow» unmanned aerial systems in Central New York and the Mohawk Valley and will have access to «world - leading» infrastructure and testing assets when they come online.

At the outset, when the target date is many years away, each fund's asset allocation tends to be more aggressive, with a larger portion of the holdings in equities.

Yes, there will be slightly larger short - term losses with the addition of the more risky asset classes, but these asset classes also rebound much faster when the market turns around.

Since your debts are transferred to your estate when you pass away, if your liquid assets (such as checking and savings accounts) are large enough to cover them, no debts will be passed on to your spouse or heirs.

This means that companies with larger amounts of current assets will more easily be able to pay off current liabilities when they become due without having to sell off long - term, revenue generating assets.

So opting for the lump may be a good choice if, say, you want to spend more and live larger in the early years of retirement when your health is better and you can enjoy yourself more and you're confident you can invest your money in a way that will support you without depleting your assets too soon.

(Some will charge a flat fee instead of a percentage of assets when portfolios grow larger.)

The price of Scottish Re drifted down, until August 3, 2006, when they announced second quarter earnings, reporting a huge loss, writing off a large portion of their deferred tax assets, and the stock price dropped 75 % in one day.

When a large number of people are relying on decent - sized short - term asset price gains in order to do well, that is a recipe for disaster.

I had been the mortgage bond manager and risk manager of a unit managing the assets of a medium - to - large life insurer, when the boss left to take another job in the midst of a merger.

The amount of home equity seniors have in their homes increased by $ 121 billion between Q2 and Q3 of 2017.3 For many retirees, their home is their most valuable asset, so when its value increases it has a large impact on their financial situation.

We are mindful that when a big asset bubble finally bursts, the ramifications are large, and the time to resolution is usually long.

«When employees take advantage of this throughout their career, utilize an appropriate asset allocation, and resist temptation to time the markets by actively buying and selling within their 401k; it can grow to become the single - largest source of retirement income for retirees.»

Like with all funds, what you own when you own shares in an open - end fund is a proportionate share of a large portfolio of assets run by a management company.

First of all, the ratio is really only useful when you are looking at capital - intensive businesses, such as energy or transportation firms, or large manufacturing concerns, or financial businesses with plenty of assets on the books.

Wouldn't your asset allocation still be stuck at say 60 % stocks when a large decrease in the market should make you up your exposure to say 70 %?

I could have bought a diversified MSCI index ETF like Vanguards MSCI International Shares (VGS or VGAD) but when I factor in my Superannuation asset allocation — mostly international shares, with a large dose of North American companies and companies exposed to Asia — I decided to confine my focus to Europe.

After all, in spite of my bearishness over the previous 19 months (when the Fed officially completed its last balance - sheet - expanding asset purchase on 12/18/2014), I have maintained roughly 45 % -50 % large - cap U.S. stock exposure for moderate clients.

The ending wealth will usually be higher when the asset with the larger Rate of Return is inside the RRSP.

When there are few slack assets relative to investment needs, large premiums have to be offered to get investors to lock into a long - term investment, and bid - ask spreads tend to be wide as well.

Including a Henson Trust in your wills may allow you to pass money to your older daughter indirectly so that a trustee manages her assets when you're gone and maximizes potential government benefit entitlement while minimizing the risks with giving her a large inheritance directly.

Next on our chart is the Parabolic SAR that is used by a large number of traders to define the course of asset's moment, plus the ability to determine when price has the highest odd of switching directions.