Sentences with phrase «with financial objectives»

Retail Store Manager • Handle store operations by ensuring that everything runs smoothly • Greet customers and direct sales representatives to assist them • Maintain store staff by interviewing, selecting, hiring and training employees • Provide orientation to employees and provide them with their financial objectives • Identify customer requirements by studying trends and employing corresponding tactics to meet those requirements • Ensure that store supplies are available at all times and handle inventory requirements • Assist in formulating pricing policies and make sure that each item in the store has an updated price tagged on it • Ensure that each individual and all company goals are met continuously

Have a friend or family member with you that's familiar with your financial objectives.

Helping you select a term that is consistent with your financial objectives is something an insurance professional can guide you through.

You should invest in a fund only if you understand its investment approach, and then only if the expected return and risk from that approach are consistent with your financial objectives.

While each product offers investors an array of options, the characteristics that distinguish a bond from a bond fund can help determine which fits best with your financial objectives.

This means that you can rest assured your customized asset allocation remains in place and that your investment program stays on target with your financial objectives.

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 Catholic Church.

You can find your custom Personal Capital Investment Checkup under Planning - > Investment Checkup to see if your investments are matched up with your financial objectives.

Not exact matches

Such statements include, but are not limited to, statements about the continued demand for our product, the wind - down of ExpressJet's flying agreement with Delta, and the related removal from service and / or placement into service of certain aircraft, the scheduled aircraft deliveries for SkyWest Airlines for 2018, as well as SkyWest's future financial and operating results, plans, objectives, expectations, estimates, intentions and outlook, and other statements that are not historical facts.

The provocative documentary, Inside Job, brought embarrassing attention to professors who profit from unreported consulting and directorship deals with companies and organizations and then weigh in as «objective» observers on key policy issues in economics and financial regulation.

Carson suggests working with an advisor who can use software to run Social Security projections and help assess the best claiming strategies within the larger context of your financial picture, goals and objectives.

Most couples have some financial objectives with bigger costs and a more long - term outlook than a wedding, said Kevin Meehan, a certified financial planner and the regional president of Wealth Enhancement Group in Itasca, Illinois.

Although eliminating credit card debt should always be a primary financial objective, she warns, «now it is urgent, as anyone with credit card debt in 2015 is likely to see their borrowing costs go up.»

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.»

Overall, we believe that the use of investment company accounting makes our financial statements more useful to investors and other financial statement users since it allows a more appropriate basis of comparison to other entities with similar objectives.

The new survey by the Kaiser Family Foundation found that 36 percent of firms with more than 200 workers, and 18 percent of firms over all, use financial incentives tied to health objectives like weight loss and smoking cessation.

As a Regional Director with Halbert Hargrove's Scottsdale office, Pat ensures that his team successfully guides clients towards reaching their financial objectives.

Other specific duties and responsibilities of the HR and Compensation Committee include reviewing senior management selection and overseeing succession planning, including reviewing the leadership development process; reviewing and approving objectives relevant to executive officer compensation, evaluating performance and determining the compensation of executive officers in accordance with those objectives; approving severance arrangements and other applicable agreements for executive officers; overseeing HP's equity and incentive compensation plans; overseeing non-equity based benefit plans and approving any changes to such plans involving a material financial commitment by HP;

As with all your investments through Fidelity, you must make your own determination whether an investment in any particular security or securities is consistent with your investment objectives, risk tolerance, financial situation and your evaluation of the security.

The payment targets will be related to financial and operational measures or objectives with respect to our company (the «Corporate Performance Goals»), as well as individual performance objectives.

«We are pleased to provide our clients with strategies to pursue risk - adjusted financial returns in tandem with faith - based objectives,» said Hilary Irby, Head of Morgan Stanley's Investing with Impact Initiative.

In particular, the information provided in this press release may contain certain forward - looking statements with respect to the financial condition, results of operations and business of Centene and certain plans and objectives of Centene with respect thereto, including but not limited to the expected benefits of the acquisition of Health Net, Inc. («Health Net Acquisition»), New York State Catholic Health Plan, Inc., d / b / a Fidelis Care New York («Fidelis Care»)(«Proposed Fidelis Acquisition») or MHM Services, Inc. (the «Proposed MHM Acquisition»).

With the ever - changing tax and financial landscape, our objective has remained the same.

If done correctly, with an eye not to achieving political or regulatory objectives but rather to eliminating financial distress costs, these can improve the enterprise value of the borrower; to the extent that the lender participates in the upside (and if the performances of the various equity positons emerging from these swaps are uncorrelated), the lender's net asset position can also improve.

You must perform your own evaluation of whether a bond ladder and the securities held within it are consistent with your investment objective, risk tolerance and financial circumstances.

In recent years, SkyWest has secured key dual - class fleet flying agreements with major airline partners Delta, United, American and Alaska Airlines, redefined its strategic objectives, and elevated financial and operating performance at the company's wholly - owned entities, SkyWest Airlines and ExpressJet Airlines.

There is no assurance that the financial markets will behave in accordance with expected return / risk profiles classified on the basis of historical relationships, nor that the Hussman Funds will achieve their investment objectives.

This news release contains forward - looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Canadian securities laws, including statements regarding: BlackBerry's expectations regarding new product initiatives and timing, including the BlackBerry 10 platform; BlackBerry's plans and expectations regarding new service offerings, and assumptions regarding its service revenue model; BlackBerry's plans, strategies and objectives, and the anticipated opportunities and challenges in fiscal 2014; anticipated demand for, and BlackBerry's plans and expectations relating to, programs to drive sell - through of the company's BlackBerry 10 smartphones; BlackBerry's expectations regarding financial results for the second quarter of fiscal 2014; BlackBerry's expectations with respect to the sufficiency of its financial resources; BlackBerry's ongoing efforts to streamline its operations and its expectations relating to the benefits of its Cost Optimization and Resource Efficiency («CORE») program and similar strategies; BlackBerry's plans and expectations regarding marketing and promotional programs; and BlackBerry's estimates of purchase obligations and other contractual commitments.

The overarching research objectives of the National Financial Capability Study were to benchmark key indicators of financial capability and evaluate how these indicators vary with underlying demographic, behavioral, attitudinal and financial literacy charactFinancial Capability Study were to benchmark key indicators of financial capability and evaluate how these indicators vary with underlying demographic, behavioral, attitudinal and financial literacy charactfinancial capability and evaluate how these indicators vary with underlying demographic, behavioral, attitudinal and financial literacy charactfinancial literacy characteristics.

Further, we are in the process of implementing an international structure that aligns with our financial and operational objectives as evaluated based on our international markets, expansion plans, and operational needs for headcount and physical infrastructure outside the United States.

Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions.

This news release contains forward - looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Canadian securities laws, including statements regarding: BlackBerry's expectations regarding new product initiatives and timing, including the BlackBerry 10 platform; BlackBerry's plans and expectations regarding new service offerings, and assumptions regarding its service revenue model; BlackBerry's plans, strategies and objectives, and the anticipated opportunities and challenges in fiscal 2014; anticipated demand for, and BlackBerry's plans and expectations relating to, programs to drive sell - through of the Company's BlackBerry 7 and 10 smartphones and BlackBerry PlayBook tablets; BlackBerry's expectations regarding financial results for the second quarter of fiscal 2014; BlackBerry's expectations with respect to the sufficiency of its financial resources; BlackBerry's ongoing efforts to streamline its operations and its expectations relating to the benefits of its Cost Optimization and Resource Efficiency («CORE») program and similar strategies; BlackBerry's plans and expectations regarding marketing and promotional programs; and BlackBerry's estimates of purchase obligations and other contractual commitments.

Lian says that the Central Bank has created an open group with the implementation of the Application Programming Interface (API) with the participation of members of the financial sector and major fintech startups, whose main objective is to develop a unified open framework API.

Brad Sorensen and his colleagues at the Schwab Center for Financial Research spend much of their time evaluating and rating stocks and sectors in order to provide Schwab clients with objective, comprehensive research to help them make informed decisions.

He attributes that success to working with his customers as a consultant with the objective of determining which financial products best meet the customers» needs and financial circumstances.

You must evaluate whether a bond or CD ladder and the securities held within it are consistent with your investment objectives, risk tolerance and financial circumstances.

With the expansion in coverage, Glass Lewis provides objective advice on companies that comprise more than 90 % of the equity market capitalization of the world's developed financial markets.

«At CWT, we are working to bring more focus to our organization and concentrate our activities within business lines that have the strongest growth opportunities and that are most aligned with the strategic objectives of CWB Financial Group,» said Matt Colpitts, Vice President and General Manager of CWT.

A crew of execs from the worlds of banking, finance, and IT with expertise and expertise within the creation and licensing of cost systems, and constructing of digital financial establishments will work to understand the objectives of the project.

Edward Jones Trust Company works in partnership with each client's local financial advisor to develop customized recommendations based upon personal investment history, risk tolerance and financial objectives.

A financial advisor can help clients evaluate whether their assets are adequately diversified for maximum return and minimum risk; compare current asset distribution with recommended distributions for age and investment objectives; and analyze retirement, estate and life insurance needs.

The NAIC serves the needs of consumers and the industry, with an overriding objective of supporting state insurance regulators as they protect consumers and maintain the financial stability of the insurance marketplace.

Investors should consult with an investment advisor; investment decisions should be made based on the investor's specific financial needs and objectives, goals, time horizon, and risk tolerance.

Each investment opportunity should be evaluated on its own merit, including how it aligns with your investment objectives, risk preferences, financial circumstances, and investing time frame.

They are educated and trained with many years experience in financial management to ensure that the objectives of their clients are fulfilled and the buy and sell securities that fit the investment objectives of the funds they manage.

The Technology Finance Group at PNC Business Credit has developed capital solutions that can help meet the growth and financial objectives of companies with recurring revenue.

Other specific duties and responsibilities of the HR and Compensation Committee include reviewing senior management selection and overseeing succession planning, including reviewing the leadership development process; reviewing and approving objectives relevant to executive officer compensation and evaluating performance and determining the compensation of executive officers in accordance with those objectives; approving severance arrangements and other applicable agreements for executive officers; overseeing HP's equity and incentive compensation plans; overseeing non-equity-based benefit plans and approving any changes to such plans involving a material financial commitment by HP; monitoring workforce management programs; establishing compensation policies and practices for service on the Board and its committees, including annually reviewing the appropriate level of director compensation and recommending to the Board any changes to that compensation; developing stock ownership guidelines for directors and executive officers and monitoring compliance with such guidelines; and annually evaluating its performance and its charter.

This prospectus contains «forward - looking statements» with respect to the Trust's financial conditions, results of operations, plans, objectives, future performance and business.

Her focus includes working with successful individuals to find comprehensive solutions to a broad spectrum of advanced financial planning needs and objectives.

Still in draft form, the Code of Conduct commits signatories to faithful compliance with Charitable Choice; to straightforward and consistent communication about their religious identity among their volunteers, service beneficiaries, donors and government partners; to refraining from using government funding for «confessional activities»; to winsome and gentle witness; to love of neighbor; to freedom from religious coercion; to nondiscrimination toward program participants; to faithfulness to their mission; to credible and objective evaluation procedures; to avoidance of «turf wars» with other FBOs and nonprofits; and to rigorous financial accountability.