The Motley Fool

SEPTEMBER 10, 2023

Featured offer: save money while you pay off debt with one of these top-rated balance transfer credit cards At least part of the problem stems from practices carried out by legacy firms AG Edwards and Wachovia. AG Edwards and Wachovia merged in 2007, while Wells Fargo and Wachovia merged in 2008. In total, investors paid more than $26.8

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Mutual Funds Banks Accounting 246

The Motley Fool

JANUARY 3, 2025

Though late in life to start, I'm finally investing the little I can each month, and I am out of debt. From what I can see, RCL's share price has 6x since you recommended it, that first day in Stock Advisor, September 21, 2007. It was at 40 in 2007, when I recommended it. I have you and Jason to thank for that.

Portfolios 130

Portfolios Investing Mutual Funds Taxes 130

The Motley Fool

MAY 21, 2024

They had more cash than debt, they were cash flow positive and they had no fewer than four high-profile activists circling the company and they were trading at four times free cash flow. Jim Gillies: Besides more cash than debt, are actual true today. It's a floating-rate debt. Always a good time for GameStop.

Mutual Funds 130

Mutual Funds Taxes Hedge Funds Funds 130

The Motley Fool

JANUARY 13, 2024

Tapping out those credit cards and then going to buy now pay later, which just puts you more in debt and that can be a scary thing. We can save that money, it'll enable us to pay down debt, etc. Ned Davis Research and Hartford Funds did a really neat long-term study of the S&P 500 covering 50 years from 1973 to the end of 2022.

Debt 130

Debt Mutual Funds Companies Portfolios 130

The Big Picture

JULY 11, 2023

RITHOLTZ: So were you — in the early days, it was mutual funds it was SMAs, what were you guys doing? So it was Franklin, along with mutual fund pioneer Sir John Templeton. JOHNSON: Yeah, and then we took on some debt. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Financing 88

Pension Pulse

AUGUST 18, 2023

In Treasuries, yield on the 10-year pulled back from Thursday’s levels that were approaching the highest since 2007. streak that long has only been seen in recessions that started in 1973 and 2007 pic.twitter.com/ThjCW8yQy5 — Liz Ann Sonders (@LizAnnSonders) August 18, 2023 Where's the recession? UK and German bonds advanced.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

Pension Pulse

MAY 19, 2023

regional banks and the government debt-ceiling, combined with calmer conditions in bond markets as traders welcome cooling inflation and a Federal Reserve rate-hike pause, are all underpinning sentiment. on Friday, having surged in the past week amid the debt-ceiling debate. Easing angst over U.S. No exceptions.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52