Search for: "AG Investment Corporation"
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4 May 2017, 11:02 am
Liquidity needs, time horizon, risk tolerance, age, income, are just a few categories an advisor should take into account prior to recommending any investment. [read post]
19 Nov 2011, 8:40 am
Plentiful supply of labor and natural resourcesCambodia has a population of 9 million people, of which 51% are in the "working age" group. [read post]
1 May 2019, 12:16 pm
There are many investments that are not appropriate for the majority of investors or for certain investors given their risk tolerance, age, and other factors. [read post]
22 Jan 2015, 1:03 pm
Brokerage firms that sell such products are required to perform adequate due diligence on the investments to ensure a reasonable likelihood of success, and to evaluate whether the investments are suitable in light of the client’s age, net worth, investment experience, and investment objectives. [read post]
5 Jan 2018, 8:04 am
Inland Real Estate Investment Corporation serves as the general partner of the partnership. [read post]
23 Mar 2017, 7:52 am
Recommendations should be appropriate in light of the investor’s age, risk tolerance, net worth, and investment experience. [read post]
6 Jan 2015, 10:09 am
Additionally, brokerage firms are required to ensure that all recommendation made are suitable for the investor in light of the investor’s age, investment experience, investment objectives, net worth, and income. [read post]
21 Mar 2011, 9:51 am
These plans should make saving substantial sums for retirement fairly easy for employees because the IRS permits employees to defer taxation on a percentage of their annual earnings kept in a 401(k) Plan until they have reached a minimum of 59 1/2 years of age. [read post]
4 May 2022, 9:01 pm
ENDNOTES [1] The companies are 2U, Inc., Adobe, Inc., Airbnb, Inc., Allbirds, Inc., Brightcove, Inc., Brighthouse Financial, Inc., Change Healthcare Inc., Comcast Corporation, FactSet Research Systems, Inc., Henry Schein, Inc., Ideanomics, Inc., Kraft Heinz Co., Lyft, Inc., Microsoft Corporation, Morningstar, Inc., Sleep Number Corporation, Starbucks Corporation, United Therapeutics Corporation, and WW International, Inc. [2] The listed investors and… [read post]
19 Mar 2021, 11:31 am
When reforming the corporate business tax, the EU should consider full expensing as a means to increase private investment. [read post]
24 Apr 2017, 7:39 am
Broker dealers are required to inform clients of the risks associated with investment recommendations and to ensure that those recommendations are suitable for the investor in light of the investor’s age, risk tolerance, net worth, and investment experience. [read post]
4 May 2016, 2:28 pm
According to a 2012 preliminary prospectus, Terra Fixed Income Trust was a newly organized corporation formed to originate, invest in, and manage a diversified portfolio of commercial real estate-related loans and other commercial real estate-related assets with the “intent” to qualify as a real estate investment trust (REIT). [read post]
30 May 2018, 9:45 am
Recommendations should be in line with the investor’s age, risk tolerance, net worth, and investment experience. [read post]
30 Nov 2023, 3:00 am
The tributes are pouring in for Charlie Munger, who passed away earlier this week at age 99. [read post]
24 May 2007, 8:31 am
As described by Cohen: In one instance, Greenberg's investment company, C.V. [read post]
28 Nov 2017, 6:38 am
Second, the broker then must match the investment as being appropriate for the customer’s specific investment needs and objectives such as the client’s retirement status, long or short term goals, age, disability, income needs, or any other relevant factor. [read post]
13 Jul 2018, 9:21 am
Recommendations should be in line with the investor’s age, risk tolerance, net worth, and investment experience. [read post]
31 Jul 2017, 7:38 am
Recommendations should be appropriate in light of the investor’s age, risk tolerance, net worth, and investment experience. [read post]
12 Mar 2013, 12:05 pm
Here's some good news out of Salem for a change: The shadowy Oregon Business Development Department, which likes to call itself "Business Oregon" and act like it's not subject to public records laws, has just been ordered to turn over some documents that it was trying to conceal under the pretext of their containing "trade secrets": The order came after the agency, Business Oregon, denied a request by the Oregon State Public Interest Research Group (OSPIRG) to disclose information about the… [read post]
7 Oct 2021, 6:13 am
Factors that make up an investor’s profile include their age, liquidity requirements, risk tolerance, investment objectives, and other variables. [read post]
