The Motley Fool

FEBRUARY 23, 2024

Since our IPO in 2007, we have increased our monthly dividend per share by 118%. The question there is, I think, you've discussed it before, one of the possibilities eventually could be a fee cut there in connection with other things. There are currently tax rules that sunset in '25. per share or over 2.7 It is an election year.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Big Picture

FEBRUARY 6, 2024

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. 00:21:26 [Speaker Changed] In isolation quality on average gives you downside protection, certainly did in 2007, eight for example. And so just structurally the ETF is such a better vehicle. Really fascinating guy.

Mutual Funds 52

Mutual Funds Finance Financing Assets 52

The Big Picture

OCTOBER 17, 2023

[Barry Ritholtz] : 00:17:05 [Speaker Changed] The, the rule to be tax exempt in the US is you have to disperse 5% of the foundation. You don’t have to pay any tax and just let the rest ride. That’s a great structure that that’s not a bad. You joined in 2007, what led you there? You give out 5%.

Investing 52

Investing Capital Shareholders Returns 52