The Motley Fool

OCTOBER 12, 2024

This article is intended for educational purposes only and is not legal advice. A hidden benefit I can appreciate A living trust is a legal arrangement that allows you to pass assets on to other people. Why would I want them seeing what assets I'm designating to be passed along? But it's an important thing to do nonetheless.

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The Motley Fool

JULY 1, 2024

This article is intended for educational purposes only and is not legal advice. In the course of the next 20 years, Americans are expected to inherit an astounding $72 trillion in assets. You could write a will that dictates where you want your assets to go. For guidance on your personal situation, please contact a lawyer.

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The Motley Fool

SEPTEMBER 4, 2023

This article is intended for educational purposes only and is not legal advice. When planning for your family's future after you're gone, it can be tempting to think a will is all you need to pass your assets to your family. A living trust is a legal document that allows you to place your assets into a trust while you're still alive.

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The Motley Fool

MARCH 27, 2024

This account type allows you to gift your child financial assets, like cash, real estate, or even fine art, without needing a guardian or trustee. Plus, withdrawals used for qualified education expenses are not taxed. It's always a good idea to consult with a financial advisor or tax professional.

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The Motley Fool

SEPTEMBER 19, 2023

This article is intended for educational purposes only and is not legal advice. Indeed, their names are quite similar and they involve the same broad, and perhaps uncomfortable, topic of what to do about you and your assets if you die or become unable to make those decisions. Many people could confuse living trusts and living wills.

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The Motley Fool

SEPTEMBER 23, 2023

Even education and training can't prevent every misstep. In general, sure, a simple retirement account that you rebalance once in a while doesn't need an Ivy-League-educated wealth management specialist. But there are many situations where you really do want to consult a financial professional.

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The Motley Fool

AUGUST 19, 2024

This article is intended for educational purposes only and is not legal advice. You could avoid the probate process Probate is a court process in which the court determines if a will is valid and then supervises the distribution of the assets within the will. For guidance on your personal situation, please contact a lawyer.

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The Motley Fool

SEPTEMBER 26, 2023

This article is intended for educational purposes only and is not legal advice. The core of your wishes may well be the disposition of your assets, i.e., who gets what, when, and how. Basically, you transfer assets to a trust and appoint a trustee -- which can be (and typically is) yourself -- to manage them as you see fit.

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The Motley Fool

JULY 22, 2024

This article is intended for educational purposes only and is not legal advice. During the process, your beneficiaries likely won't have access to the assets left for them, which could cause financial hardship if they are relying on those assets for their livelihood. Of course, having a living trust set up also costs money.

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Private Equity Wire

NOVEMBER 11, 2024

Montel, a portfolio company of private equity firm The Riverside group’s affiliated European fund, is to acquire the assets of SKM Market Predictor (SKM), a provider of analysis and advisory services for the Nordic power and renewables markets.

Private Equity Firms 75

Private Equity Firms Private Equity Firms Buyout Education 75

The Motley Fool

MARCH 31, 2024

This article is intended for educational purposes only and is not legal advice. Estate planning is a crucial aspect of financial management, the end game that ensures your assets are distributed according to your wishes. To be sure, consult a qualified tax attorney. Image source: Getty Images.

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The Motley Fool

DECEMBER 23, 2023

This article is intended for educational purposes only and is not legal advice. If you're one of them, your assets could end up hung up in court and eventually distributed in ways that would never have been your desire. For guidance on your personal situation, please contact a lawyer. Trusts are also, unlike a will, private documents.

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The Motley Fool

SEPTEMBER 24, 2023

Educate yourself and get certified It's also a good opportunity to look into certification programs or other training and educational programs if you plan on working part-time in retirement or turning a hobby into a business. Create a trust if you want to protect assets and leave a legacy.

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The Motley Fool

FEBRUARY 11, 2024

Perhaps unsurprisingly, younger adults, those who are married, and those with higher incomes and education levels are more likely to be optimistic about their future. Like optimists, these individuals are also more likely to take proactive steps, like creating a personalized financial plan or consulting with a financial advisor.

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The Motley Fool

JULY 26, 2023

New Oriental Education & Technology Group (NYSE: EDU) Q4 2023 Earnings Call Jul 26, 2023 , 8:00 a.m. 10 stocks we like better than New Oriental Education & Technology Group When o ur analyst team has a stock tip, it can pay to listen. and New Oriental Education & Technology Group wasn't one of them! billion.

Education 100

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Private Equity Professional

AUGUST 14, 2024

Arbor provides food management services to public K-12 school districts and higher education markets in Illinois and Wisconsin. The company’s services include meal programs, ingredient sourcing, food preparation, delivery, consulting, and operational support.

Education 130

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Private Equity Wire

APRIL 25, 2024

According to a press statement, Apiary’s new fund will continue to focus on the UK lower mid-market targeting asset-light businesses with defensive characteristics across fragmented markets in the business services, financial and technology services, healthcare and education sectors.

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Private Equity Wire

DECEMBER 19, 2023

A challenge that will be felt across more traditional PE/alternative asset managers will be the targeting of new pools of capital, namely private wealth channels, in a sustainable way. Additionally, we expect there to be a need for both internal and external education on the unique product features and impact to investors.

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The Motley Fool

SEPTEMBER 5, 2023

Image source: Getty Images Trusts can help you safeguard your assets and distribute them effectively. Are you looking to protect your assets from creditors? If you have valuable assets that need protection from creditors, an irrevocable trust may be the right choice. They can also help you avoid tax hassles and legal battles.

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Indigo Marketing Agency

DECEMBER 19, 2022

He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. billion in client assets. Ron Carson…need we say more?

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Steve Sanduski

OCTOBER 10, 2023

Navy veteran, financial coach, educator, and consultant who is nationally recognized as an expert in the financial coaching field and for her work with community-based organizations that focus on asset-building for the working poor. Saundra is a U.S.

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The Big Picture

MARCH 5, 2023

The Athletic ) Be sure to check out our Masters in Business interview this weekend with Maria Vassalou, Chief Investment Officer of Multi-Asset Solutions at Goldman Sachs Asset Management. At Columbia, she did consulting work for numerous institutions before joining Soros Capital Management and S.A.C. Capital Advisors.

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The Motley Fool

NOVEMBER 3, 2024

Pay attention to the fees Those small fees for administration, investment, consulting, and other expenses can add up faster than you might expect. A taxable event is any financial transaction, like selling an asset or withdrawing funds, that triggers a tax liability, meaning you'll have to pay taxes on growth.

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Blackstone News

OCTOBER 17, 2023

Under Herbert Suen’s leadership, the team has elevated the experience of investment consultants and relationship managers by providing a robust offering of funds, education and sales and service support. About Blackstone Blackstone is the world’s largest alternative asset manager.

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Fortune Financial

NOVEMBER 22, 2022

Convert money from a traditional IRA to a Roth IRA : Roth conversions can be used to move assets from tax-deferred accounts to avoid higher tax brackets and Medicare premiums during retirement years. These plans are available in two types: prepaid tuition and education savings plans. The second plan type is an education savings plan.

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The Motley Fool

DECEMBER 19, 2023

All the same, there are some ways to make educated guesses. It doesn't fully factor in all variables, such as asset allocation, market performance, inflation, taxes, and the way people's needs may change during their old age. Think about how much you might need to live comfortably in retirement and work backward from there.

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Walkner Condon Financial Advisors

APRIL 26, 2024

Do you have savings accounts, retirement accounts, individual brokerage accounts, or any other assets that your partner should be aware of? This is especially important in states like Wisconsin, where all assets and liabilities are split 50/50 with your partner once you get married. What about debt?

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The Motley Fool

NOVEMBER 8, 2024

Education continues to prosper well. As well as we're doing, we continue to face a well-understood macro dynamic in our education business, specifically related to limits on foreign students imposed by the Canadian government with potential future actions by the Australian government. I'll start with education, our largest vertical.

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The Motley Fool

NOVEMBER 1, 2023

While we are seeing higher average consulting build rates worldwide, lower customer demand for consulting projects in the current and macroeconomic environment remain a headwind to customer spend on professional services. So MicroStrategy is outperforming the Bitcoin asset index. Finally, other services revenues were $17.6

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This is going to be BIG.

SEPTEMBER 30, 2012

We're seeing, for the first time, investment and some disruption in huge areas like education, food, healthcare, government and even hardware based startups. More and more of our best and brightest are learning to code and/or joining the ranks of innovative startup companies instead of working for banks and consulting firms.

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Startups Venture Capital Prospects Education 119

Private Equity Insights

JULY 20, 2023

Founded in 2001, Alpine Investors has over $15 billion in assets under management with more than 20,000 employees within its portfolio companies.1 1 The firm is known for its PeopleFirst operating philosophy and its executive talent programs, which recruit and develop MBA graduates into CEOs and other executive-level roles.

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The Motley Fool

OCTOBER 13, 2023

middle-market and asset-based lending, we're focused on finding ways to support our clients with the recently announced strategic relationship with Centerbridge Partners. Bill has been an invaluable asset to the company, and we benefited from his long experience in both the public and private sectors. As a leader in U.S.

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The Motley Fool

FEBRUARY 1, 2024

Check out the SEC's educational videos, the HoweyTrade Investment Program , for tips on spotting fake investment platforms and trading programs generally. Visit nasaa.org for more investor education information and news. This Investor Alert represents the views of the staff of the Office of Investor Education and Advocacy.

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The Motley Fool

JANUARY 25, 2024

Now it really seems to be going back to the asset in wealth management business, a little bit of, hey, let's focus on the fastball to grow these revenues. There are things that businesses have intangible assets, whether even some intellectual property or whatnot. But tangible common equity is focused on the physical capital.

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The Motley Fool

OCTOBER 18, 2024

Former Ameritrade clients are continuing to generate positive net new assets. We're experiencing ongoing strengthening in firmwide net new assets. Client engagement was quite healthy across our full spectrum of capabilities, whether it be trading, banking services, advisory solutions, custody for RIAs, as well as asset management.

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Fortune Financial

JANUARY 30, 2023

trillion in assets, according to a report by Capitalize. Under federal law, your employer must keep your 401(k) funds separate from their business assets, meaning your money is protected. Consult a Fortune Financial Advisor In addition to helping you locate your lost funds, we can help you find another potential windfall.

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The Motley Fool

MAY 7, 2024

Financial advisor, financial planner, financial consultant, wealth advisor, wealth coach. One that is gaining more popularity is the Chartered Financial Consultant. That would be something you would look for and what was their education. These days more people are charging an assets under management fee.

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