Sentences with phrase «with other types of assets»

There is no delay, as might be the case with other types of assets, because of the intervention of state or other governmental bodies due to settlement of tax issues, or because of claims by the decedent's creditors.

After you've learned more about investing, you can experiment a little with other types of assets like real estate and gold.

Not exact matches

With the convenient rise of exchange - traded funds, also known as ETFs, it has never been so easy to diversify your asset allocation mix by asset type, market capitalization, credit rating, or whatever other criteria you consider important to your investing needs.

«Lumping immediate annuities with all the other types is rather disingenuous,» said Wade Pfau, professor of retirement income at The American College of Financial Services and director of retirement research at McLean Asset Management in McLean, Virginia.

The Enrollment Program also authorizes a superior court to have jurisdiction over enrollees by allowing it to «appoint a receiver, monitor, conservator, or other designated fiduciary or officer of the court for a defendant or the defendant's assets,» as well as authorizes the Commissioner of Business Oversight to «include in civil actions claims for ancillary relief, including restitution and disgorgement, on behalf of a person injured, as well as attorney's fees and costs, and civil penalties of up to $ 25,000» for up to four years after the purported violation occurred and «refer evidence regarding violations of the bill's provisions to the Attorney General, the Financial Crimes Enforcement Network of the United States Department of the Treasury, or the district attorney of the county in which the violation occurred, who would be authorized, with or without this type of a reference, to institute appropriate proceedings.»

In this type of account, a corporate client's assets are not pooled with those of other clients, as they would be in a traditional prime broker model.

and with the type of perks that a biker dating website has to offer, it goes without saying that such sites have proven to be a wonderful asset that could help all biker singles not only from Arizona but also other parts of the world with connect with likeminded individuals no matter where they are and what time zone they belong to.

Fortunately, this is really only a question that you can answer, assuming your divorce is truly over with and you don't have a custody battle that's ongoing, a dispute about assets or finances, or any other type of lingering agreement that needs to be reached that could be impaired by dating.

In addition, the assets and liabilities involved with these types of funds are determined differently from other mutual funds.

The liquid - alt pitch is that individuals can access the same types of investments as university endowments and other big institutions, to diversify equity - heavy portfolios, typically with a 10 % to 20 % allocation to liquid alts... The advantage of the [AQR Managed Futures] strategy -LSB-...] is that it is uncorrelated with other asset classes, and «has the most consistently strong performance in equity bear markets.»

The key difference with variable annuities (vs. other types) is that the sub accounts offer the opportunity for a higher rate of return if asset values increase.

With an ETF, you can invest in some types of assets other than securities.

Equities are typically considered to be the riskier of the two asset types (with the exception junk bonds and other lowly rate bonds) and have traditionally generated higher returns than fixed income assets.

A broker would typically set the Maximum Amount in conjunction with other types of client markups for a specific asset class / currency.

As with other types of FHA loans, a down payment of 3.5 % is required and you must meet FHA guidelines by providing proof of income, assets and current credit scores.

Most traditional lenders require collateral with a small business loan, but there are other lenders that do not require a specific type or value of a particular asset to approve a loan, but do secure the loan with a general - lien on your business assets.

Warrants may be considered more speculative than certain other types of investments in that they do not entitle a holder to dividends or voting rights with respect to the underlying securities that may be purchased nor do they represent any rights in the assets of the issuing company.

Other types of ETFs include leveraged ETFs, which move like a regular ETF with an added multiplier, or short ETFs, which perform well when the underlying asset tumbles.

A repo involves an agreement between a seller and a buyer, typically of U.S. government securities but increasingly involving other types of securities and financial assets as well, whereby the seller «sells» the securities to the buyer, with a simultaneous agreement to repurchase the securities at an agreed upon price at a future point in time.

By comparing what risks are associated with I bonds, researching their advantages, and comparing them to other assets, you can determine if I bonds belong in your portfolio, and in what type of account.

Such securities primarily include: (1) exchange traded funds («ETFs») and mutual funds (together with ETFs, «Underlying Funds») that primarily invest in or are otherwise exposed to domestic and foreign securities of the asset type applicable to each Fund; (2) derivative instruments designed to replicate some or all of the features of an underlying portfolio of the security type applicable to each Fund; (3) other U.S. or foreign securities of the asset type applicable to each Fund; and (4) U.S. or foreign cash equivalents.

Investing in property may be a good way to grow your assets, however, as with other types of investments, it's important to do your research and seek professional advice if you're unsure about any aspect of the investment.

On the other hand, a banking licence is an unrecorded intangible asset that's potentially very valuable — it could be monetized, for example, via low - cost / low - capital joint ventures with interested third parties, or even perhaps via some type of sale.

With other types of trading, it is about getting involved in an asset when the price point is relatively low.

Among the transactional services offered by the firm are assistance with mergers & acquisitions; financing vessels and other maritime assets; structuring joint ventures; and other types of complex international agreements and domestic contracts.

One company's founder even bills herself as the «Fairy Godmother of Divorce» These types of financing arrangements could provide some fairness in hotly contested divorce cases when one side maintains control of bank accounts and assets during the litigation and therefore has the ability to hire lawyers, while the other side may get locked out of accessing financial assets before the divorce papers are even filed with the court.

Property issues and disputes of all types, including: contracts for the acquisition, development and management of land; options and conditional contracts; overage claims; project management and similar contracts; mortgages and other security arrangements, including enforcement disputes; planning and other statutory issues connected with property contracts; leases of all types; landlord and tenant disputes (particularly commercial — including retail, leisure and distribution — and residential); rent reviews; leasehold enfranchisement; rights over land (including easements, covenants and rights of light); trespass and nuisance claims; disputed asset disposals; estate agency; property - related competition law issues; and commons and village greens.

With stock options or other types of deferred payment, judges typically use the specific circumstances to value the asset as of the date of separation.

«They have spent the bulk of their careers in Asia, working primarily with private equity, asset manager and other sophisticated investors across many types of cross-border transactions, with particular experience in China, India, Southeast Asia, Japan and Australia.

A life settlement fund pools settled policies to create a diversified portfolio, with the goal of providing an attractive risk - adjusted return that has low correlation with the returns provided by other types of assets.

Similar to any other type of asset, insurance offers the contract holder with a cash flow if a certain event occurs.

The key difference with variable annuities (vs. other types) is that the sub accounts offer the opportunity for a higher rate of return if asset values increase.

But the major difference lies in the feature of privacy and fungibility (goods or assets exchange with other goods of the same type).

Fungibility is the property of interchangeability of an asset or good with other individual asset or goods of the same type.

Summary: * 8 + years of extensive accounting experience with Master - Feeder and Fund of Funds structured Private Equity Funds, Alternative Assets Hedge Funds, as well Open - and Closed - end Mutual Funds comprised of bonds, stocks, RIBs, TOBs, swaps, futures, AMPS, commercial papers, anticipation notes and other types of securities and derivatives * Demonstrated talent for analyzing and solving complex issues under challenging...

Other types of successful re-uses of commercial properties are: entertainment, such as music and movie venues with adjacent dining opportunities; hotels which have sprung in city cores from older office buildings or government centers that are no longer needed as such; community college or annex properties of established colleges and universities taking up residence in churches or other assets that have large auditorium spaces and plenty of parOther types of successful re-uses of commercial properties are: entertainment, such as music and movie venues with adjacent dining opportunities; hotels which have sprung in city cores from older office buildings or government centers that are no longer needed as such; community college or annex properties of established colleges and universities taking up residence in churches or other assets that have large auditorium spaces and plenty of parother assets that have large auditorium spaces and plenty of parking.

The relatively large risk premium associated with seniors housing (the difference between its cap rate and the risk - free 10 - year Treasury rate, estimated to be roughly 500 basis points) may help buffer the effects of higher interest rates on seniors housing cap rates, since the risk premium has room to potentially shrink toward the premium afforded to other commercial real estate asset types.

The reason I thought that is, at a local REIA meeting, we had one of those Legal Zoom type guys, who helps with entity creation in all 50 states, is a graduate of Harvard law, etc., etc. he of course was pitching his entity creation services, and I Know he specifically told us the single member LLC was totally vulnerable, as in the individual's assets being attached from a judgment against the LLC, not the other direction as in Olmstead.

All mortgage applications received on or after January 10th are required to comply with the QM rule which includes full documentation of income, assets and employment, a maximum of 3 % for points and fees, a cap of 43 % on the back - end debt - to - income ratio, and limitations on the type of mortgage products that qualify and prepayment penalties among other requirements.

It also means that if you are a skilled negotiator or experienced at turn key real estate investing (or both), it's entirely possible that you can negotiate a price that is considerably lower than the intrinsic value of the asset, which is impossible with most other types of investments.