Sara Grillo

MAY 8, 2023

There was a great article in ThinkAdvisor in 2015 that provided an example of how the options written on IUL work. Source: Sara’s Grillo’s interpretation of knowledge imparted by ThinkAdvisor 2015 article, “How (and why) indexed universal life really works.” What’s this now – call options??

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Motley Fool

JULY 22, 2023

You go back to 2015 when Prime Day started. I mean, much like our tax code, the healthcare system is just really difficult to understand and you just said it right there all stipulations and in conditions and it's different for everyone and for some folks that can be fairly easy to navigate and for others that can be extremely difficult.

Banks 130

Banks Assets Portfolios Fee Structure 130

Fortune Financial

AUGUST 7, 2023

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Motley Fool

NOVEMBER 25, 2024

My longtime producer Rick Engdahl and my recent and sometime producer Des Jones, my foolish friends, a brand new show every week with no skips and no repeats, going back to July 2015. On April 15 of 2005, Tax Day 2005, Nvidia stock traded at $19.56 On to gratitude, Number 2, and this one's also pretty easy. Thank you, and Nvidia.

Stock Market 130

Stock Market Stock Market Capital Mutual Funds 130

The Motley Fool

JANUARY 13, 2024

It was Tax Day, April 15th, 2005. Dan Boyd: Matt, you said this stock has suffered since the pandemic, but looking at their stock price, it seems like they've been suffering since about 2015. David Gardner: Let's do it. Settle down here by the campfire. The stock was at $1.64. These are all split adjusted prices. Any thoughts on that?

Debt 130

Debt Mutual Funds Companies Portfolios 130

Pension Pulse

MAY 8, 2023

Schwarzman recent donation to Oxford has drawn criticism : Almost a hundred University of Oxford faculty members, alumni and students signed a letter criticizing a major donation to the school from Stephen Schwarzman ’69, echoing a controversy at home when the business mogul endowed a student life hub in 2015.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

Sara Grillo

NOVEMBER 14, 2022

Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Consulting Consultants Education 59

The Big Picture

AUGUST 15, 2023

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. I think it was 2015.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

ClearMoney

FEBRUARY 21, 2022

For weeks and months after the original order took effect in November 2020, fund managers sought clarity on the scope of the restrictions and the exact list of sanctioned stocks. For example, on June 27, 2015, Greece closed its stock market after defaulting on its government debt. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

The Motley Fool

JUNE 22, 2023

In 1999, our fellow Fool Walter had moved $16,000 from mutual funds into specific companies. Well, seven points for this, the 79th mailbag continuous monthly since 2015 in Rural Breaker Investing history. After taxes, social security and medicare payments, I would have had to have saved the residual of my previous year income.

Debt 130

Debt Investing Leveraging Finance 130

The Big Picture

MARCH 26, 2024

It was 2015. So I had some familiarity, but in advance of the interview, I also did more research on Marty on his side of the organization, which was the mutual fund, hedge fund investment newsletter side. In 00:27:45 [Speaker Changed] 2015. I listened to the first conversation we had. You were great. I was awful.

Assets 59

Assets Funds Hedge Funds Finance 59

The Big Picture

FEBRUARY 12, 2024

But what we’ve learned over time, you know, when I started in 1996, you know, the, the main thing people would say when we would pitch our services was, well, what do we need another hedge fund for? There’s a million guys trying to do what you’re doing in addition to, to the hedge funds. And it was very tough.

Capital 117

Capital Hedge Funds Funds Mutual Funds 117