Remove 2007 Remove Liabilities Remove Taxes
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The Unexpected Downsides of Keeping Too Much in a CD, Even With Rates Above 5%

The Motley Fool

In fact, CD rates are as high as they've been since 2007, according to Federal Reserve data. CD interest is taxable income Interest on banking products is considered earned income, and it's subject to ordinary income taxes. The tax bill is another disadvantage of putting your money in CDs compared to stocks.

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Comparing Public and Private Market Performance: Does Geography Matter?

Cobalt

The analysis timeframe starts in 2007 so that you can also see the variance of returns after the Great Financial Crisis. The high variance in early years of our 2007 – 2024 sample period reflects a fair amount of noise in the data. The information contained in this blog post is not legal, tax, or investment advice.

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Chart of the Month: March 2024

Cobalt

Surprisingly, the largest LP commitment sizes by investment type swapped, with credit having the larger average for nearly a decade between 2007 and 2017. The information contained in this blog post is not legal, tax, or investment advice. This blog post is for informational purposes only.

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Chart of the Month: October 2023

Cobalt

Then , we see positive progression again through the mid – 20 00s until a crash during the f inancial c risis of 2007-2008. The information contained in this blog post is not legal, tax, or investment advice. This blog post is for informational purposes only.

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Chart of the Month: November 2022

Cobalt

From 1999-2007, the Total Value of the region was almost exclusively tied to the NAV of the underlying funds. The information contained in this blog post is not legal, tax, or investment advice. This marks the first time since 2018 that both cash flows were in line, as distributions rose steadily throughout the 2010’s.

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Transcript: Julian Salisbury, GS

The Big Picture

So how do you then go from tax and audit practice to finance and investing? If I’d moved to Hong Kong, I think it would have looked like a fairly self-serving tax trade. They have a different liability structure, different investment goals, different investment risk tolerances, and we have different teams.

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Chart of the Month: June 2023

Cobalt

The overall private market investment cycle is characterized by higher contributions during and following recessionary events (2000-2003, 2007-2010) and higher distributions immediately after the recovery (2004-2005, 2011-2018). The information contained in this blog post is not legal, tax, or investment advice.

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