Remove 2009 Remove Consultants Remove Mutual Funds
article thumbnail

Missed Out on the Bull Market Recovery? 10 ETFs to Help You Build Wealth for Decades.

The Motley Fool

Consider, for example, that after posting gains in eight consecutive years, from 2009 to 2016 (with six of the eight being double-digit gains), when you'd think it was due to drop, the S&P 500 went on to gain nearly 22% in 2017. Exchange-traded funds (ETFs) are worth thinking about for this. (An

article thumbnail

"Rule Breaker Investing" Mailbag: Portfolio-Level Thinking

The Motley Fool

And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $358,640 !* By 2009, it had dropped below $5 a share. Many investment advisors and much of the regulated mutual fund industry, when facing imbalance, do have to rebalance. Let's briefly review Royal Caribbean.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Marta Norton

The Big Picture

So I leave the Bureau of Labor Statistics and I move into economic consulting. And this is distinct from management consulting, which I think a lot of people are pretty familiar with. With econ consulting, at least at the firm, I was that — it was a lot of expert witness testimony. NORTON: Right. NORTON: They can be.

article thumbnail

Genesys Raises $580 Million in Funding at $21 Billion Valuation

Hellman & Friedman LLC

The oversubscribed round was led by Salesforce Ventures with participation from other investors ServiceNow Ventures; Zoom Video Communications; funds and accounts managed by BlackRock, D1 Capital Partners and another large US-based West Coast mutual fund manager. This offering values Genesys at a valuation of $21 billion.

Funds 40
article thumbnail

Transcript: Tom Hancock, GMO

The Big Picture

He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. a year, way over both. Really fascinating guy. No minimum.

article thumbnail

Transcript: Luis Berruga, Global X ETFs

The Big Picture

I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

article thumbnail

Transcript: Peter Mallouk, Creative Planning

The Big Picture

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. 00:23:04 [Speaker Changed] And you, you even offer m and a consulting.