Investment Writing

NOVEMBER 20, 2024

Note: This post was originally published on October 18, 2013, on the MarketingProfs blog , but it remains relevant today. That should be intuitive: Everybody is bombarded with content; and they skim or skip pieces that run long, as the mutual fund prospectus research in the next section suggests. Or, you can read it to them.

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Walkner Condon Financial Advisors

AUGUST 13, 2022

There are many flavors of IRAs; I’ll stick to the basics of a Traditional IRA and a Roth IRA in this blog post. IRAs are typically funded from your bank account or from a rollover from your former employer’s 401(k) plan. You (or your spouse) must have earned income to contribute to an IRA. IRAs do not allow this.

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XY Planning Network

JULY 11, 2022

For example, rather than owning a mutual fund or ETF that tracks the S&P 500, investors can replicate the index, meaning they would own all of the individual 500 stocks that comprise the index.

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Walkner Condon Financial Advisors

MAY 31, 2024

Drawbacks: It is recommended that the tax liability generated by the conversion be paid with funds outside of the converted amount. Benefits: Backdoor Roth IRA contributions have allowed a huge segment of the US population the ability to once again fund Roth IRAs annually. directly to a qualified charity.

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Walkner Condon Financial Advisors

APRIL 13, 2022

It will continue to stay invested in the mutual funds or the annuity contract within the 403(b) plan. Balances in the tax-deferred bucket will continue to be tax-deferred and balances in the Roth bucket will continue to be treated as Roth funds. Generally speaking, the funds distributed will be taxed and penalized.

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Walkner Condon Financial Advisors

MAY 10, 2022

An expense ratio on the cash held in the account – or through sweeping the funds to the underlying bank , . Servicing fees and/or 12b-1 fees paid through the funds that are held on their platform , . For example, at the time of this writing, the ETF SPY (one of the most frequently traded S&P 500 index funds) has a bid of $414.83

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Sara Grillo

NOVEMBER 8, 2022

Other additional fees that you can expect to incur, but that will not be paid to us in any part, may include: Trading fees Brokerage commissions Mutual funds and ETF expenses Custodial fees. I want to be clear that nothing in this podcast or blog can be interpreted as an investment recommendation of any type.

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The Motley Fool

JANUARY 25, 2024

Let's say you have a lump sum of money sitting in a money market fund, say $12,000 and you want to get that into the S&P. Robert Brokamp: Well, Sam, many folks have run the numbers behind this question, including a handful of studies from Vanguard and a few posts from Nick Juli of the Dollars and Data blog.

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Investment Writing

APRIL 2, 2024

” as suggested in my financial jargon killer blog post. Results of my spelling poll When I polled my newsletter and blog readers about the proper spelling, “outperformance” won in a landslide, with 92% of the vote. ” I asked, “What would The Wall Street Journal do?”

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Walkner Condon Financial Advisors

MARCH 15, 2023

We explore the history of investing, which started with the purchase of individual stocks by investors and then the development of mutual funds, which collectively helped pool risk and provide greater diversification. Here is some information on low cost index funds. Higher Net Fees….Better Better After-Tax Result?

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Integrity Financial Planning

APRIL 2, 2023

A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, including stocks, bonds, mutual fund shares, and other investments. [1]

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Sara Grillo

MARCH 13, 2024

It was the people from 15 years ago when I started out selling insurance policies or a share mutual funds. I see this all the time, that they think they can write blogs, but they really just end up not having the time to do it. Says, I got 400 clients, but they’re not the kind of client that I want in the future.

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Steve Sanduski

DECEMBER 15, 2022

” In the early days of his firm, Michael says his allocations were pretty simple: some mutual funds, growth models ranging from conservative to aggressive, and third-party money management. ” “Think differently about how you put money to work.”

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Walkner Condon Financial Advisors

APRIL 21, 2023

This can include mutual funds, insurance policies, annuities, and other financial products. Some advisors are primarily paid directly by the client, but then also might receive some compensation from insurance policies they sell to their clients or other investment products they recommend, like a specific fund or annuity.

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Steve Sanduski

JANUARY 30, 2023

It’s not just alternative investments, it’s equities and mutual funds, even bonds. Not every product on Andrew’s list is super complicated, but he recognizes that whatever regulators are looking at, Advisor Group needs to be looking at as well. And training becomes exceptionally important.

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Diamond Consultants

NOVEMBER 21, 2023

And it’s time-consuming to thoroughly vet mutual fund managers on a new platform, but it is, of course, critical. It can be a highly efficient way to run a diligence process, but the risk is that they don’t ask enough (or the right) questions. For example, nobody loves technology demos, but they are important, nonetheless.

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Diamond Consultants

SEPTEMBER 20, 2022

Does the current book map over in terms of investments (SMA, UMA, mutual funds, alternatives, ETFs, etc.)? firm-specific feeder funds). As one manager put it, “I’m not going to lose the deal because of something as trivial as one day per week in the office.”. Investments and Lending Book. What about the lending book?

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Ballast Advisors

NOVEMBER 29, 2022

For example, if you’re invested in mutual funds, capital gain distribution can be out of your control sometimes– where they may sell positions in portfolio — and out of the blue you can have a significant capital gain you didn’t anticipate,” adds Parnell. Depending on your situation, you may have big capital gains in the future.

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Sara Grillo

MAY 8, 2023

For those of you who are new to my blog, my name is Sara. Is this blog able to be consumed by the public… 0:34:06.9 Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. No, that’s no problem.

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Sara Grillo

NOVEMBER 14, 2022

For those of you who are new to my blog, my name is Sara. Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. Gary Mettler is the “ Annuity Maestro ” and author of “Always Keep Your Hands Up” – The Immediate Annuity Story. Scott Salaske , CEO of Firstmetric. billion.

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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?

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Sara Grillo

JUNE 12, 2023

For those of you who are new to my blog/podcast, my name is Sara. Listen to Barry Flagg of Veralytic and Steven Zeiger of KB Financial as they teach financial advisors how to find the secret costs of a policy by going beyond the insurance illustration. I am a CFA® charterholder and I used to be a financial advisor.

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Pension Pulse

FEBRUARY 16, 2024

Top Funds' Activity in Q4 2023 Alright, let's get into it. A hedge fund run by Michael Burry — who famously shorted subprime mortgages during the 2008 financial crisis and became a central figure in Michael Lewis’s 2010 book "The Big Short" — added 35,000 shares of Alphabet and 30,000 shares of Amazon.

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Pension Pulse

MAY 19, 2023

The biggest “pain trade” in the next 12 months is the Fed funds rate rising to 6% instead of falling to 3%, given that the market expects rate cuts, according to the strategists. Overall, equity funds had $7.7 Amid the losses, Icahn added $4 billion of his own funds into the company. Learn to Look at Daily and Weekly Charts!

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Pension Pulse

AUGUST 18, 2023

a barrel Gold futures were little changed Lu Wang of Bloomberg also reports hedge funds reload on shorts after rushing to unwind stock bet: Fast-money stock skeptics who got throttled in July are charging back undaunted. Flows into equity-focused exchange-traded funds have turned negative in the past week, data compiled by Bloomberg show.

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ClearMoney

DECEMBER 14, 2021

The following is provided by Dimensional Fund Advisors. Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. trillion in equity fund AUM1 was categorized as strategic beta by Morningstar. billion of fixed income funds had the same designation.

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Pension Pulse

SEPTEMBER 26, 2024

HOOPP’s funded status remains very strong at 115%, meaning that for every dollar owed in pensions, the Plan has $1.15 Jeff helped HOOPP solidify its place as one of the top-performing pension plans in the world and keep us fully funded through some of the most challenging market conditions in history. billion at the end of 2023).

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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.

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The Motley Fool

JUNE 20, 2024

At that time, was interested in mutual funds. I bought this company's mutual fund. It was the 20th Century Ultra Fund that's since been renamed. I think it went into a family called the American set of Funds. But I bought this mutual fund, and it really, just performed so well. This is Ultra.

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ClearMoney

FEBRUARY 22, 2022

The following is provided by Dimensional Fund Advisors. 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.

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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., They aren’t issuing shares to fund their operations. Also, ESG scoring is nothing more than a funding tool. through use of screens.

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The Big Picture

NOVEMBER 15, 2022

And the problem is it you have to define what Bitcoin is, because there’s certain things you can put into a mutual fund or ETF wrapper and certain things you can’t, right? It’s like the mutual fund business back in the 80s. The hedge fund. You can’t put a steak dinner in an ETF wrapper.

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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. 00:09:05 [Speaker Changed] How, how did the fund actually perform when it was live 00:09:09 [Speaker Changed] Quite well, right?

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The Big Picture

APRIL 11, 2023

DAMODARAN: But an ETF gets funded the next year on small-cap stocks. DAMODARAN: Or it could be some unique characteristic, pension funds pay no taxes. You have a blog. It’s because they wanted to get back at the hedge funds. It shows up in mutual funds, where people put their money in a mutual fund.

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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. SIEGEL: 5% funds. DHS is the U.S.

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