Sentences with phrase «with household assets»

Clients with household assets of $ 100,000 or more with TD Waterhouse Discount Brokerage will pay a flat rate of $ 9.99 per Canadian or US equity trade.

Not exact matches

For example, Crain said, take a household in the highest - income group with multiple people working jobs, several children to support, no assets, and live in an area with a high cost of living.

According to a recent global wealth study by Boston Consulting Group, Canada ranks seventh in global «ultra - high - net - worth» households, meaning those with assets exceeding $ 100 million.

That performance gap doubled among households with more than US$ 100,000 in assets.

A June report from The Boston Consulting Group (BCG) found there were 17.9 million households with at least $ 1 million in investable assets in 2016.

This report compares the retirement assets of top CEOs with those of all African - American, Latino, female - headed, and white working class households.

The increased borrowing, together with the greater wealth that comes with higher asset prices, encourages households to spend more, generating income for other households and creating opportunities for companies.

The research indicates that the two most common reasons for rolling over were to «consolidate assets (24 percent of traditional IRA - owning households with rollovers) and not wanting to leave assets behind at the former employer (24 percent of traditional IRA - owning households with rollovers).

With funds managers holding about 15 - 20 per cent of assets in domestic bonds, the change in the composition of household assets has translated into higher demand for bonds — a demand which is no longer being met by government issues.

In other words, households with greater income and assets may be able to take on more debt.

There are now nearly 1.8 million households in the U.S. with $ 3 million or more, including 950,000 households with $ 3 million to $ 5 million, 600,000 households with $ 5 million to $ 10 million, and 250,000 households with more than $ 10 million in assets.

Homeownership has been and continues to be an important driver of wealth creation in the US, with owner - occupied housing accounting for almost a quarter of assets among US households.

Over 400 respondents interviewed were a nationally representative online sample of household financial savings / investment decision makers, age 21 — 75, with minimum investable assets of $ 100K and aware of ETFs.

As discussed above, in the past when credit and asset price booms have ended, they have often resulted in financial and economic instability, with banks suffering losses and the business and household sectors cutting back spending as they repair their balance sheets.

Total household assets rose by 6 per cent over the year to the December quarter 2004 (Table 7), in line with income but well below the average of previous years.

In contrast to IMF loans to support the kleptocrats» banks and new Cold War asset grabs from the Eastern border provinces with Russia, Ukraine's sale of bonds to Russia's sovereign debt fund and its contracts signed for gas purchases were negotiated by a democratically elected government, at prices that subsidized domestic industry and also household consumption.

Despite the increasing exposure to financial markets, household sector balance sheets remain strong, with their aggregate net financial assets rising by around 14 per cent over the year to the March quarter 1998.

It creates a model using data from the Federal Reserve Board's Survey of Consumer Finances and other datasets to estimate household debt and assets, comparing the projected debts and assets of a college - educated household with average levels of education debt to a similar household without debt.

Located 500 miles from 41 percent of the US population and 59 percent of Canada's with access to 25 percent of the world's fresh water, Western New York is poised to take advantage of its many assets and strengths — such as a tourism sector with international acclaim; relatively low costs of living and doing business; an educated and skilled workforce; and strong aggregate household income.

In the latest programme, designed to see whether the intervention would work elsewhere, households were given assets such as goats, sheep or chickens to start farming, or the means to open a shop, and then supported with food, cash, a savings account, and access to health care while they were getting their activity up and running.

Low - and moderate - income households were most affected by the housing market downturn, however those involved with this study saw gains in net worth, indicating that homeownership may be «a pathway to asset security,» as Grinstein - Weiss puts it.

Household asset accounts are defined as those TD Waterhouse Discount Brokerage accounts for clients living in the same household, with the same address.

For clients with $ 100,000 or more in household investable assets, CIBC Personal Portfolio Services offers professional investment management with exclusive client servicing.

Rather than looking at a household's income, this metric matches what a household owes with what it owns, such as the equity built up in houses or savings accumulated in other assets such as stocks and investment funds.

With an FHA loan, lenders still acknowledge the credit history weakness, but FHA guidelines would allow them to compensate such factors with a higher household income or increased assWith an FHA loan, lenders still acknowledge the credit history weakness, but FHA guidelines would allow them to compensate such factors with a higher household income or increased asswith a higher household income or increased assets.

The distribution of savings among various asset classes is rarely seen with most of the households.

I'll come up with some better guidelines next week but the short answer is that for most people, it is not worthwhile to switch to RBC unless you have total assets of $ 100k (by household) because the higher trading costs ($ 29 if your assets are less than $ 100k) will negate the rebate.

Data from affluent respondents was compiled from an online survey of 1,251 respondents who were household financial decision - makers 25 years and older, with a household income of at least $ 75,000, and investable assets of at least $ 100,000.

With the rise of many wealth management service fees being paid separately, consumers often pay a simple household fee based on total Assets Under Management (AUM) for their family unit.

Of working, 50 - plus Canadians with at least $ 100,000 in household assets, only 38 % think their lives will improve after retirement, according to the Retirement Myths & Realities poll — despite that 95 % of retirees polled said they're enjoying a successful retirement.

A: The vast majority of American households (almost 100 million) don't have sufficient assets to make a traditional relationship with a financial advisor work.

Over 400 respondents interviewed were a nationally representative online sample of household financial savings / investment decision makers, age 21 — 75, with minimum investable assets of $ 100K and aware of ETFs.

Results for affluent Canadians — household decision - makers with an income of $ 75,000 + and investable assets of 100,000 + — are similar to younger investors who are significantly more likely to provide high Investor Sentiment Index scores.

For clients with $ 100,000 or more in household investable assets, this program offers professional investment management with exclusive client servicing.

Their two greatest assets are a solid household income coupled with the fact that they see eye - to - eye in their philosophies about life and money.

For example, Scotia iTrade enables clients with combined assets of at least $ 50,000 across all Scotiabank services to qualify for $ 9.99 / trade pricing and CIBC Investor's Edge has enabled different individuals within the same household to pool assets or trading activity, however adding different people from (potentially) different addresses to a group in order to form a pool is not something other brokerages offer.

CIBC Personal Portfolio Services is a discretionary investment management service provided by CIBC Trust Corporation and distributed by CIBC Securities Inc. and CIBC Investor Services Inc., each wholly - owned subsidiaries of CIBC, to individuals with household investable assets greater than $ 100,000.

Qualification for these services is based on total household assets held with Vanguard.

FAFSA is only concerned with the income and assets of the custodial parent's household.

Also, if you have $ 100K in total household assets with TDW, you qualify for their $ 9.99 commissions.

The first result is that more financial literate households do not always take more risk but their risk exposures vary with market regimes (for example, a 1 % increase in the expected excess return of risky assets is associated with a 2 % increase in the risky share for each unit of financial literacy).

Fee discounts are calculated based on your total consolidated household assets in accounts held directly with Steadyhand, and are applied to each fund in which you own units.

In addition, 500 completes were collected from high net worth individuals, defined as those with household investable assets (excluding property) of more than $ 500,000.

That performance gap doubled among households with more than US$ 100,000 in assets.

In other words, households with greater income and assets may be able to take on more debt.

For wealthier households, the perception may be that only the top 1 % with assets in the tens of millions are really defined as high net worth (HNW).

This hold particularly true for the wealthiest households with a lot of assets and minimal liquidity.

Where high net worth households tend to separate from the pack, in terms of estate planning households, is the use of irrevocable trusts with a much greater emphasis on asset protection and federal estate tax planning.

The differences in retirement assets in particular are stark: Households with some college and no education debt have an average of over $ 10,000 more in retirement savings than indebted households; households with a college degree have over $ 20,000 more in retirement savings; and dual - headed households with college degrees have nearly $ 30,000 more in retiremenHouseholds with some college and no education debt have an average of over $ 10,000 more in retirement savings than indebted households; households with a college degree have over $ 20,000 more in retirement savings; and dual - headed households with college degrees have nearly $ 30,000 more in retiremenhouseholds; households with a college degree have over $ 20,000 more in retirement savings; and dual - headed households with college degrees have nearly $ 30,000 more in retiremenhouseholds with a college degree have over $ 20,000 more in retirement savings; and dual - headed households with college degrees have nearly $ 30,000 more in retiremenhouseholds with college degrees have nearly $ 30,000 more in retirement savings.

Meanwhile, households with investable assets of $ 100,000 or more were twice as likely to say they prefer frequent flyer miles over cash.