The Motley Fool

JANUARY 25, 2024

I think it's important for companies, banks, and otherwise, to make sure they never really relent on their core competency or their core competencies. Jason Moser: Tangible common equity, it's a measure of a company's physical capital. Book value is the value of a company's total assets minus its total liabilities.

Investors 130

Investors Taxes Banks Education 130

Walkner Condon Financial Advisors

MARCH 15, 2023

For example, if you work at a social media company with a significant amount of employer stock you may choose to have very limited exposure to social media stocks in your portfolio. You may also tilt your portfolio to dividend paying stocks, small caps, or international securities should you have a high conviction in an investment theme.

Mutual Funds 52

Mutual Funds Taxes Assets Accounting 52

Walkner Condon Financial Advisors

APRIL 21, 2023

This can include mutual funds, insurance policies, annuities, and other financial products. The amount of commission that a financial advisor receives can vary depending on the financial products they are selling and the company they are working for. What does it mean to be an independent advisor ?

Education 52

Education Fee Structure Mutual Funds Assets 52

Pension Pulse

FEBRUARY 16, 2024

Shares of food delivery service DoorDash dropped 8% on a wider-than-expected loss, while digital advertising company Trade Desk popped about 17% after topping analysts’ fourth-quarter revenue estimates and offering an upbeat outlook for the first quarter. Maybe but this company has ripped the face off short sellers so I wouldn't bet on it.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

Pension Pulse

SEPTEMBER 26, 2024

If you want to go way back, I was working in a financial role at a company in Toronto and that company got bought out by ING during the global insurance consolidation of the late 90s. Once again, I thank Jeff for a wonderful discussion.

Pension Funds 59

Pension Funds Assets Mutual Funds Funds 59

Sara Grillo

MAY 8, 2023

For those of you who are new to my blog, my name is Sara. The insurance company gives those index-linked credits to the policyholder, instead of the crediting rate if it were a universal life policy. The insurance company makes 5% on their general account. I am a CFA® charterholder and financial advisor marketing consultant.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

Sara Grillo

NOVEMBER 14, 2022

For those of you who are new to my blog, my name is Sara. Should the insurance companies themselves and/or others who provide marketing services and who assist advisors in marketing/selling annuities or insurance products also be held to the fiduciary standard? Salaske says that it could be the insurance company itself.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Consulting Consultants Education 59

Pension Pulse

AUGUST 18, 2023

I must be the only schmuck who provides all you this information for free and it really irks me when I have to ask institutions and others here to remember to do the right thing and contribute to incentivize me to continue writing this blog. They differ from traditional L/S hedge funds by having a more concentrated portfolio.

Hedge Funds 52

Hedge Funds Funds Asset Management Pension Funds 52

Pension Pulse

MAY 19, 2023

Amid the losses, Icahn added $4 billion of his own funds into the company. The separate sale of companies held by the firm also resulted in gains of $3.5 Second, markets are at an important inflection point here, so DO NOT GET CARRIED AWAY with what Buffett, Soros and company bought and sold last quarter. You're toast!

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

Sara Grillo

JUNE 12, 2023

For those of you who are new to my blog/podcast, my name is Sara. But if you were to obtain a special report from the insurance company showing what the cost would be to obtain that growth, the story wouldn’t be quite as rosy. Variable life, indexed universal life, and universal life insurance companies can produce these.

Due Diligence 59

Due Diligence Consulting Consultants Accounting 59

Sara Grillo

APRIL 11, 2022

For those of you who are new to my blog, my name is Sara. And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). What’d ya think of my blog on hourly financial advisors?

Portfolios 52

Portfolios Investors Consulting Consultants 52

ClearMoney

FEBRUARY 22, 2022

The money management industry is highly competitive, with more stock mutual funds and ETFs available in the US than listed stocks.6 6 If someone could develop a profitable timing strategy, we would expect to see some funds employing it with successful results. 1As of January 31, the S&P 500 was down 5.17% for the year.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Taxes Assets 52

Quiet Growth

MAY 17, 2023

It is used extensively by mutual funds, hedge funds, and other institutional investors to create various financial products. The post An introduction to Modern Portfolio Theory (MPT) appeared first on QuietGrowth Australia Blog. Moreover, MPT is not limited to individual investors.

Portfolios 52

Portfolios Financing Finance Assets 52

Sara Grillo

FEBRUARY 13, 2023

For those of you who are new to my blog/podcast, my name is Sara. This is a restrictive type of investing that aims to avoid directing funds into sin investments such as tobacco, etc., Impact investing: A private investment in a company, made in the spirit of saving the world. They aren’t issuing shares to fund their operations.

Pension Funds 72

Pension Funds Investing Funds Financing 72

The Motley Fool

JUNE 20, 2024

On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. Right now, we’re issuing “Double Down” alerts for three incredible companies, and there may not be another chance like this anytime soon. At that time, was interested in mutual funds.

Mutual Funds 130

Mutual Funds Investing Banks Financing 130

The Big Picture

NOVEMBER 15, 2022

The company like the meat and the bones underneath it, brands folks know ETF trends, ETF database. So look, about a year ago, I had a conversation with the senior management of a company as we were putting VettaFi together, right? You got a ledger entry of Seton company down on Water Street, right? There are rules about it.

Mutual Funds 111

Mutual Funds Financing Finance Asset Management 111

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. And so that’s actually when I started blogging, I started kidding. Prohibits you from showing a back test for a mutual fund or an ETF.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

The Motley Fool

JANUARY 28, 2025

My friend Nick Majuli wrote blog post this morning that said, "Attention is the new currency." It opened a whole new dimension of investing for me beyond my little spreadsheets to the company's story and its vision and how much those truly matter. Company updates sent straight to your inbox. I think that's really true.

Education 130

Education Hedge Funds Returns Mutual Funds 130

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : You go from Forbes pretty much during the golden era of, of mutual funds and star managers like the eighties and nineties, that was Peak mutual fund. And subsequently, when I covered mutual funds for the journal, was the star manager profile. And it was very formulaic.

Mutual Funds 59

Mutual Funds Financing Finance Taxes 59

The Big Picture

APRIL 11, 2023

Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades. What can I say about his breadth and depth of expertise?

Education 119

Education Financing Finance Taxes 119

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I am just a fan of both of these guys.

Financing 59

Financing Finance Debt Banks 59