The Motley Fool

JANUARY 25, 2024

Up next, Robert Brokamp and Alison Southwick are going to tackle some of those questions that you sent in about saving for kids, taxes and trading, and a little known savings account. If you decide to trim the position, it definitely makes sense to identify the shares you're selling to maximize the tax consequences.

Investors 130

Investors Taxes Banks Education 130

The Motley Fool

NOVEMBER 25, 2024

On April 15 of 2005, Tax Day 2005, Nvidia stock traded at $19.56 It's just that for Rule Breaker investors, when you have stock splits like these and you hold over a long period of time with an incredibly low cost basis, it starts to look like you bought a penny stock, but rest assured, it was 19 dollars and 56 cents on Tax Day 2005.

Stock Market 130

Stock Market Stock Market Capital Mutual Funds 130

The Motley Fool

OCTOBER 11, 2024

increased 5%, reflecting a higher tax rate compared to a year ago. Our as-adjusted tax rate for the third quarter was 26%. The prior-year quarter included $215 million of discrete tax benefits, while the third quarter of 2024 was impacted by $22 million of discrete expense. active fixed income mutual funds.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

FEBRUARY 17, 2024

The company is citing payroll taxes that they're going to have to manage in the next coming quarter as well as employee compensation increases. Woods has had a relationship with TaylorMade going back to 2017. Jason Moser: Well, I guess I actually do own a little bit in an S&P index fund, but that tends to be kind of a vehicle.

Taxes 130

Taxes Resale Mutual Funds Private Equity Firms 130

ClearMoney

DECEMBER 5, 2021

Gox Bitcoin Customers Could Lose Again,” Reuters, November 16, 2017. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

Mutual Funds 52

Mutual Funds Assets Education Consulting 52

The Big Picture

AUGUST 20, 2024

In that trade on a monthly basis, when you run that full strength, it gives the dynamics of something like the XIV, which rose 600% in 2017, right? And what that will allow me to do is have minimal trading costs, minimal tax costs, and avoid all the behavioral problems that comes with active management. Now my observation was twofold.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

The Motley Fool

JANUARY 13, 2024

It was Tax Day, April 15th, 2005. Because as I thought about what stock do I want to rerecommend at the start of 2017, there was a lot of reporting about how Nvidia had been the top performer on the S&P 500 the previous year. But trying to be the Foolish rule breaker that I am, I made that my new pick to start 2017.

Debt 130

Debt Companies Mutual Funds Portfolios 130

Pension Pulse

MAY 8, 2023

Independent Clinical Services, a company owned by Blackstone, was founded to have evaded £3 million in taxes in 2012 alone, the letter said. According to a News survey from 2017, just 14 percent of faculty viewed the construction of the Schwarzman Center at Yale favorably. The Templeton Foundation of West Conshohocken, Pa.,

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

The Big Picture

OCTOBER 21, 2024

You know, mutual funds were very siloed and, and now they’re, they’re a bit wider mandates. In 2017, you launched a collateralized loan obligation business. He had been a tax lawyer. There was a big disconnect as they move positions that started to trade wider. Tell us a little bit about that strategy.

Hedge Funds 59

Hedge Funds Banks Finance Financing 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. RITHOLTZ: Right.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

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.

Assets 130

Assets Shareholders Asset Management Capital 130

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Prohibits you from showing a back test for a mutual fund or an ETF. And then ETFs really pioneering the concept of return stacking.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

MARCH 26, 2024

And it’s funny ’cause that was a pandemic purchase, a very inexpensive 2017 Panama four s, which everybody walked away. 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.

Assets 59

Assets Funds Hedge Funds Finance 59

The Big Picture

DECEMBER 17, 2024

In addition to being a portfolio manager and running a number of mutual funds and ETFs, he is just a world-class technology investor who understands the sector like few other people do. 00:17:14 And, and that, that gets expressed in an active fund and ETF or a mutual fund or whatever. Tell us what that focus is.

Mutual Funds 52

Mutual Funds Finance Financing Investment Banking 52

The Big Picture

MAY 21, 2024

Like they were outflows throughout 23 from mutual funds. The one, the one he said this morning is this guy who’s 20 something and he says, so I figured out how I never have to pay taxes again. It’s all tax free. In not paying your taxes. Think about what, how we were, we were geared in 2017, 2018, 1920.

Finance 59

Finance Financing Banks Assets 59

The Big Picture

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.

Education 119

Education Finance Financing Taxes 119

The Motley Fool

NOVEMBER 22, 2024

Then, Motley Fool retirement expert Robert Brokamp runs through the key numbers to know for 401(k) accounts and IRAs for 2025 and the outlook for taxes and Social Security. Because we are still in historically low tax rates. Same with tax brackets going up a little bit. Two stocks worth watching: Nike and Papa John's.

Taxes 130

Taxes Accounting Shareholders Mutual Funds 130

Blackstone

DECEMBER 20, 2023

A movement gains support in Congress to charge a national sales tax on Internet transactions, which would be allocated to the states. In anticipation of a second-half recovery in the US economy, the market improves from a base of investor despondency and hedge fund and mutual fund withdrawals.

Mergers and Acquisitions 104

Mergers and Acquisitions Taxes Assets Mutual Funds 104