The Motley Fool

FEBRUARY 6, 2024

Since August 2020, we've invested $726 million of total cash on our balance sheet in Bitcoin. For the fourth quarter, we reported GAAP net income of $89 million, which included $150 million tax benefit, primarily due to changes in the valuation allowance on our deferred tax asset directly related to our Bitcoin holdings.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

AUGUST 3, 2023

associated with scheduled repairs and maintenance occurring midyear, coupled with the impact of real estate tax assessments that will be substantially recovered by year-end. The business is not 10 out of 10 anymore, it's just good, it's great, but it's not 2020, 2021. This was only a timing of expected spend.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Asset Management Capital 130

ClearMoney

DECEMBER 5, 2021

As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 Argentina provided a recent example: Debt/GDP of only 90%4 in 2019 was followed by a default in the first half of 2020. Reuters (2011).

Debt 52

Debt Returns Mutual Funds Capital 52

ClearMoney

DECEMBER 5, 2021

Prohibiting the sale to retail clients of investment products that reference cryptoassets,” Financial Conduct Authority, June 10, 2020. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Gox Bitcoin Customers Could Lose Again,” Reuters, November 16, 2017.

Mutual Funds 52

Mutual Funds Assets Education Consulting 52

ClearMoney

DECEMBER 5, 2021

As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 Argentina provided a recent example: Debt/GDP of only 90%4 in 2019 was followed by a default in the first half of 2020. 5Reuters (2011).

Debt 52

Debt Mutual Funds Capital Assets 52

ClearMoney

JANUARY 4, 2022

It was a year of uncertainty and anticipation, of hopes for a return to a degree of normalcy following the onset of the COVID-19 pandemic in 2020. Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed. But growth stocks rallied later in the year.

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

ClearMoney

DECEMBER 14, 2021

Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. At the end of 2020, $1.35 In Dimensional’s case, systematic fixed income is hardly new; we have been managing fixed income portfolios since 1983. By contrast, just $14.36 Fama and Kenneth R.

Investing 52

Investing Mutual Funds Consulting Consultants 52

ClearMoney

NOVEMBER 4, 2021

Exhibit 4 shows marked inconsistency in valuation characteristics for the three largest US equity momentum funds during the value premium rally of late 2020 through early 2021. Price-to-book ratios for all three surged briefly in the fourth quarter of 2020 before dropping precipitously during the second quarter of 2021.

Mutual Funds 52

Mutual Funds Assets Banks Accounting 52

The Motley Fool

AUGUST 2, 2024

Since the launch of our FlexGuard indexed variable annuity product suite in 2020, our sales have exceeded $21 billion. Our pre-tax adjusted operating income was $1.6 per share on an after-tax basis, up 10% from the year-ago quarter and 12.5% on an after-tax basis. billion, or $3.39 on a year-to-date basis.

Assets 130

Assets Liabilities Capital Collateral 130

The Motley Fool

APRIL 12, 2024

This quarter's higher RWA is largely due to seasonal effects, including higher client activity in Markets and higher risk weights on deferred tax assets, partially offset by lower Card loans. Asset & Wealth Management reported net income of $1 billion with pre-tax margin of 28%. above the effective tax rate.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Investment Banks Investment Banking 130

ClearMoney

SEPTEMBER 24, 2021

S&P 500 Index annual returns 1926–2020. The performance reflects the growth of a hypothetical investment and assumes reinvestment of income and no transaction costs or taxes. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. 5 (2010): 1915–1947.

Mutual Funds 52

Mutual Funds Investing Taxes Consulting 52

The Motley Fool

AUGUST 2, 2023

billion in the second quarter, a 20% increase year over year and the highest since the fourth quarter of 2020. Our pre-tax adjusted operating income was $1.4 per share, on an after-tax basis. As noted, pre-tax adjusted operating income in the second quarter was $1.4 on an after-tax basis. In the U.S.,

Assets 100

Assets Capital Liabilities Asset Management 100

Pension Pulse

FEBRUARY 12, 2024

An expansion of the CPP would transfer these risks from individual workers to the government, which is much better placed to manage them, as it can pool risks across all Canadian workers and across generations of workers. Government tax revenues will track higher, too, a fact often lost in the conversation about Canada’s pension system.

Taxes 59

Taxes Amortization Finance Financing 59

The Motley Fool

OCTOBER 11, 2024

Headcount has declined every quarter for four years and was down 20% and since the third quarter of 2020. per share of discrete tax benefits. 128 million of this decline was due to the increased pricing on sweep deposits and advisory brokerage accounts and wealth and investment management that we highlighted on last quarter's call.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JANUARY 15, 2025

Overall, expenses declined from a year ago, benefiting from lower FDIC and severance expenses, as well as the impact of our efficiency initiatives, which have helped drive headcount reductions every quarter since third quarter of 2020. per share of discrete tax benefits related to resolution of prior period matters.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

FEBRUARY 22, 2024

The decline in net income year over year was primarily due to Virbela impairment charges, increased agent growth incentive stock compensation and a higher effective tax rate. So, there's definitely what we call risk management. So, there's some risk management fees because just our legal costs are going up significantly.

Legal 100

Legal Management Fees Leveraging Accounting 100

ClearMoney

FEBRUARY 22, 2022

But during this quarter-century, missing just the best consecutive 90-trading-day period (which ended June 22, 2020) shaved the ending wealth figure by an alarming 33%.10. According to the Investment Company Institute, there were 2,997 domestic equity funds and 1,032 US equity exchange-traded funds at the end of 2020.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Taxes Assets 52

The Big Picture

MARCH 27, 2023

And so if you compare that to today, if you remember Oaktree raised $15 billion fund in 2020, on its own. For example, you talk about the 2020 distressed cycle, and it’s interesting to me that it was so short, so shallow. If you think of the biggest bankruptcy in 2020 was Hertz. So the magnitude is not even comparable.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

ClearMoney

FEBRUARY 21, 2022

In another recent example, the US issued executive orders in 2020 and 2021 that prohibited US persons from investing in certain Chinese companies. 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.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

The Motley Fool

SEPTEMBER 25, 2024

That carried through to December of 2020, and in 2021 and exploded. Your email, and they're building those lists to attempt to get those bookings around there because Airbnb will talk about who's paying the fees or whatever. But I think that obviously it's a big tax to go through them. That bill ultimately died in committee.

Investors 244

Investors Taxes Debt Legal 244

The Motley Fool

JANUARY 23, 2024

While there was plenty of buzz surrounding pot stocks in late 2020 and early 2021, it quickly faded. Since then, the company's management team has reworked some master-lease agreements and divested a few properties. As of the September-ended quarter, the company collected 97% of expected rent , including management fees.

Debt 245

Debt Public Companies Capital Assets 245

The Motley Fool

NOVEMBER 5, 2024

This employer-sponsored retirement plan not only helps you grow your savings but can also lower your tax bill. Many 401(k) plans come with limited investment options and management fees, which can eat into your returns over time. Image source: Getty Images. There are some downsides to consider, though.

Management Fees 246

Management Fees Taxes Accounting Funds 246

The Motley Fool

AUGUST 1, 2024

Cash flows from software orations; since August, 2020, we've invested $836 million of total cash in our balance sheet. However, overall operating expenses were also offset by lower costs in sales and marketing, consistent with recent quarters, as we maintain strong discipline in expense and cost management.

Debt 246

Debt Leveraging Capital Shareholders 246

The Motley Fool

JANUARY 25, 2024

Income investors may still be a bit gun-shy of energy stocks because of what happened in 2020. Joe Biden winning the presidency in November 2020, coupled with a Democrat-controlled Congress during Biden's first two years in office, was expected to lead to cannabis reform at the federal level. That's because Enterprise isn't a driller.

Investing 246

Investing Management Fees Prospects Taxes 246

The Motley Fool

NOVEMBER 9, 2023

The expansion of our affordable housing capabilities with the acquisition of tax credit syndicator Alliant Capital in 2021 is an enormous addressable market with fantastic growth drivers that will fuel additional growth in our core debt and sales businesses. The difference this time is that we are in a raising rate environment.

Asset Management 100

Asset Management Deal Flow Assets Finance 100

Pension Pulse

NOVEMBER 21, 2024

Keohane, one of the directors reappointed to AIMCo’s board Wednesday, is well-known in the pension world, having successfully led the Healthcare of Ontario Pension (HOOPP) between 2011 and 2020. Horner cited low investment returns and rising operating costs, management fees, and staffing when announcing the firings on Nov.

Pension Funds 64

Pension Funds Finance Financing Consulting 64