CRTs

Gifts to a charitable ..... trust (CRT) can be made in cash, but more often consist of highly appreciated stock, real estate or a closely held business interest; it pays income to the beneficiary for a fixed period or for life, and at the end of the trust, the remaining assets pass to the charities you have chosen.

The attached tables illustrate the cash flows for an interest ..... loan in its first 10 years under different inflation scenarios: Figure One illustrates the base case, Figure Two shows a potential 'low inflation' scenario and Figure Three a 'high inflation' scenario throughout the 10-year period.

The fill ..... order is used by customers wishing an immediate fill, but at a specified price; our floor broker will bid or offer the order three times and immediately return either a fill or an unable.

..... trade account status exists when the purchase and sale or sale and purchase of the same security on the same day in a single account takes place; liquidation of overnight positions and repurchase (or sale) are not considered.

In order to successfully build models of mortgage ..... that capture prepayment, delinquency and default behavior, we must decide upon common, generally accepted definitions for each of these behaviors.

Gold has retrenched below its 20-day moving average of $659.31 to a six-month low of $643.20 where it is now holding but vulnerable to further selling; the ..... has also driven gold below its 50-day and 200-day moving averages of $664 and $646, respectively.

In a market where agents trade via ..... order book, there is no market maker or specialist who provides bid and ask quotes; instead, any sellers/buyers can place offers/bids in this book and wait until the orders get executed, or they can trade immediately by placing a market order against the existing bids/offers.

A full ..... enables early round investors to preserve the value of their initial investment in a down round - they get additional 'free' shares so that their effective share price equals the new lower price, thus avoiding a markdown in the value of their investment.

The 12(b)-1 fee is not like a sales commission, where the investor's initial purchase is reduced by the charge; it is deducted from the assets of the fund; many call this fee a hidden ..... because it decreases a shareholder's earning power each year without showing up overtly as a sales commission.

Your profit or loss depends on the difference between your cost ..... and the price at which you sold your investment; in the normal scheme of things, the former is your original purchase price, but sometimes you can make adjustments to that figure to make it larger.