2017 Consultants Mutual Funds 
The Motley Fool
DECEMBER 22, 2023
But for most people, the standard deduction produces the most savings, especially since the Tax Cuts and Jobs Act (TCJA) of 2017 substantially increased the standard deduction. Between 2017 and 2018, when the TCJA rules took effect, the number of taxpayers claiming a charitable deduction dropped from nearly 38 million to less than 15 million.
The Motley Fool
AUGUST 12, 2024
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 Image source: Getty Images.
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The Big Picture
FEBRUARY 27, 2023
households once owned 95% of all stocks individually in brokerage accounts; today, ownership is is via ETFs, mutual funds, pensions, hedge funds, foreign investors, etc. Last, we considered why other like-minded funds similarly failed to attract much capital. These scenarios do not usually involve a much stock selling.
The Motley Fool
OCTOBER 15, 2024
Those limits are higher due to the Tax Cuts and Jobs Act of 2017. I do feel that I'm capable of managing my own investments along with an occasional consultation with a fee-only financial planner. It's actually technically a unified estate and gift credit, and I'll talk about why that's important a little bit later. They'll do that.
ClearMoney
DECEMBER 5, 2021
His anguish is apparently not unusual—a prominent cryptocurrency consulting firm estimates that 20% of all outstanding bitcoin represents stranded assets unavailable to their rightful owners.1. Gox Bitcoin Customers Could Lose Again,” Reuters, November 16, 2017. Alexandra Harney and Steve Stecklow, “Twice Burned – How Mt.
The Motley Fool
MAY 13, 2024
By the way, if you've ever worked with consultants who use these four-box frameworks, you know that of those four boxes, you always want to be in the upper right box, not any of the other three, so I've set it up that way so you can see where I think I am, where the investee approach I teach is, where rule-breakers live.
The Motley Fool
OCTOBER 11, 2024
active fixed income mutual funds. active fixed-income mutual funds, systematic equity, LifePath target date. The consultants that we've been working with are excited. Institutional index net inflows of $29 billion reflected large mandate wins and client-specific asset allocation and rebalancing decisions.
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