2013 Mutual Funds Taxes 
ClearMoney
DECEMBER 5, 2021
Gox, a Tokyo-based bitcoin exchange launched in 2010, was at one time the world’s largest bitcoin intermediary, handling over one million accounts in 239 countries and more than 90% of global bitcoin transactions in 2013. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.
ClearMoney
NOVEMBER 4, 2021
Gerard O’Reilly and Savina Rizova, “ Expected Profitability: A New Dimension of Expected Returns ” (white paper, Dimensional Fund Advisors, June 2013). Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.
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Sara Grillo
MAY 8, 2023
They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks.
The Big Picture
DECEMBER 6, 2022
I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? You have the liquidity, the tax efficiency, the transparency. billion deal. RITHOLTZ: And where are we now?
The Big Picture
MAY 9, 2023
So how do you then go from tax and audit practice to finance and investing? SALISBURY: So that actually helped in a way that everybody was dealing with the same broad-based crisis as opposed to when it’s just you or just your firm or just your fund, where in some ways it can feel more stressful. Very different fields.
The Big Picture
JULY 29, 2024
And then I fell in love with technology and product development, moved from there to strategy, then moved from there to investment product development, worked on Schwab’s first ETF offerings, their equity mutual funds, fixed income mutual funds. So clearly tax loss harvesting is a big one. It was great.
The Motley Fool
JANUARY 12, 2024
Our as-adjusted tax rate for the fourth quarter was approximately 24%, driven, in part, by discrete items. We currently estimate that 25% is a reasonable projected tax run rate for 2024, though the actual effective tax rate may differ because of nonrecurring or discrete items or potential changes in tax legislation.
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