The Motley Fool

DECEMBER 30, 2023

Motley Fool host Mary Long caught up with Kristy Akullian, senior member of the iShares investment strategy team at BlackRock , for a look at her team's 2024 outlook and one country to keep an eye on. To get started investing, check out our quick-start guide to investing in stocks. Should you invest $1,000 in Apple right now?

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The Motley Fool

OCTOBER 13, 2024

The potential implications have some investors asking the quintessential investing question: Is Alphabet stock a buy? Google didn't take the news lying down, releasing a blog post saying the "DOJ's radical and sweeping proposals risk hurting consumers, businesses, and developers." Image source: Getty Images.

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Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. Let’s get on to the blog. #1 Sometimes it is intentional. It’s usually 2-4 pages long. #2

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Integrity Financial Planning

NOVEMBER 7, 2022

When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. While all these concerns are legitimate, there is a hidden benefit to selling your losing investments at a loss. What is Tax-Loss Harvesting? When it comes to tax-loss harvesting, timing is key.

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Pension Pulse

NOVEMBER 28, 2024

For the nest egg of Quebecers, this story of corruption is added to a series of disasters having undermined its bet in Azure, which is today worth less than 5% of the value of the initial investment. It’s more than shocking,” he wrote on his blog. How many investment cases have they been involved in?

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Securities and Exchange Commission (SEC) Pension Funds Conglomerates Legal 59

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara. Disclosures.

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The Motley Fool

SEPTEMBER 19, 2023

Opera (NASDAQ: OPRA) has been a divisive investment since its IPO in 2018. Allegations that Opera's browsers were infected with Chinese spyware even drove the company to counter those claims in a blog post earlier this year. per American depositary share (ADS) this February.

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Ballast Advisors

JUNE 18, 2024

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. At Ballast Advisors, we are your trusted partner, guiding you through the intricacies of tax considerations, legal documentation, and insurance coverage.

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This is going to be BIG.

MAY 11, 2012

In fact, thanks to increased scrutiny of investment funds in a post-Madoff world, this imbalance will probably get bigger and bigger. But crowdfunding investments in startups is the answer to all our worries in life, right? If venture funds could be supported by the local communities they invest in, you'd create a fantastic dynamic.

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Walkner Condon Financial Advisors

APRIL 27, 2023

In this blog post, we will explore the taxation of stock options and provide an overview of how it works. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. Investments involve risk. Future returns may be lower or higher.

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Cobalt

AUGUST 9, 2024

Going for Gold: Assessing the Strongest Investment Strategies In Western Europe With th e eyes of the world on Paris for the Olympic Games , we wanted to identify the top – performing strategies in France’s geographic profile, Western Europe , and award some medals of our own. This blog post is for informational purposes only.

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Cobalt

JANUARY 22, 2025

Private Equity Performance: Large Strategies Versus Funds of Funds, Co-Investments, and Secondaries In private equity, the large strategies of buyouts, venture capital, credit, and real estate naturally grab the headlines as the biggest players in the industry. This blog post is for informational purposes only.

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Cobalt

AUGUST 6, 2024

Tracking Private Market Investments in Natural Resources Through the Evolving Regulatory Environment Recent months have seen temperatures rise between Exxon and large institutional LPs , namely CalPERS. This blog post is for informational purposes only.

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The Motley Fool

AUGUST 22, 2023

What YouTube and Universal Music are doing about it These abilities are opening up several cans of worms, both legal and ethical. The collaboration consists of three principles, as stated on YouTube's official blog: "AI is here, and we will embrace it responsibly together with our music partners." "AI

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Sara Grillo

MAY 31, 2024

Can you please read this blog so I can teach you about the other things you should be doing? Here are some blogs that can help you be the Beyonce of financial advisor internet marketing, lol: Google tips for financial advisors Financial advisor Google website tips Sample advisor website template Yeah? See you in the next one!

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Sara Grillo

DECEMBER 13, 2024

Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. I cant say it enough you have to do your own research.

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Integrity Financial Planning

AUGUST 31, 2023

In Ancient Rome, for instance, legal systems were developed to facilitate complex financial transactions. These included contracts for loans, sales, leases, and partnerships, which provided the legal framework for modern financial systems. [1] 1] In the same era, the concept of an investment portfolio came into being.

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Walkner Condon Financial Advisors

APRIL 26, 2024

For more on high-yield savings accounts, check out this blog post from last year by my colleague Alicia Vande Ven. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. Investments involve risk. Future returns may be lower or higher.

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Sara Grillo

DECEMBER 11, 2023

For those of you new to my blog, my name is Sara G. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. For advise on such matters, contact a legal or compliance advisor.

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Sara Grillo

JUNE 24, 2024

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Universal life (UL=money market investment) policies from the late 1980s to the early 2000s were illustrated using 8%+ CD-like rates of return forever. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

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This is going to be BIG.

SEPTEMBER 1, 2010

There’s been a lot of debate recently in the market about what kind of investment structure is best for angel and seed arounds. Every investment so far in this YC batch (and there have been a lot) has been done on a convertible note. Mark Suster , Seth Levine , Fred Wilson , and Chris Dixon have all weighed in and there’s more on RWW.

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Investment Writing

OCTOBER 1, 2024

Perhaps they knew the company by a short version of its name that wasn’t its legal name that should appear in a bio. I started working for Fleet Investment Advisors, which later became Columbia Management and is now Columbia Threadneedle Investments. I’m familiar with the pain of acquisitions. as long as supplies last.

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Cobalt

MAY 20, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

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Cobalt

JUNE 24, 2024

Silicon Safari: Examining the Trajectory of Sub-Saharan Investment Trends In May, the US hosted Kenya President William Ruto as part of a diplomatic effort with the Sub-Saharan Africa nation. Overall, it indicates a stable but low level of interest in investment. This blog post is for informational purposes only.

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Cobalt

OCTOBER 11, 2024

As the four largest economies in Latin America, they comprise the majority of private investment interest within our dataset. While a change in power did occur in Brazil in Q4 2016, it was mired in weak sentiment and was unlikely to have lifted investment interest. This blog post is for informational purposes only.

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Cobalt

SEPTEMBER 17, 2024

As the four largest economies in Latin America, they comprise the majority of private investment interest within our dataset. While a change in power did occur in Brazil in Q4 2016, it was mired in weak sentiment and was unlikely to have lifted investment interest. This blog post is for informational purposes only.

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Legal Liabilities Taxes Funds 52

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

Check out our blog post HERE to learn more about IRA contribution limits. Check out this blog post to learn your options and the pros and cons of each option. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. Investments involve risk.

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Cobalt

APRIL 19, 2024

Surge Pricing: Examining the A bility to Adjust North America Infrastructure Investing on a Short Timeline The state of Infrastructure investing in America has been an often-criticized topic. The goal is to see how flexible investment contributions have been over the past 5 years on a quarterly basis.

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Cobalt

FEBRUARY 14, 2025

While contribution rates are a proxy for investment interest, adding distribution rates to the mix can better explain how fund payoffs may affect investment levels. Distribution-heavy periods tend to begin about three years after a recession, likely due to deep value investments in that period paying off high multiples.

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Legal Liabilities Taxes Funds 52

American Investment Council

DECEMBER 19, 2023

Looking back on 2023, the American Investment Council continued to highlight how private investment supports small businesses, jobs, and retirements across America. We also grew our membership to 115 firms – further strengthening the AIC to share the real-life impacts of private equity and private credit investments.

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Securities and Exchange Commission (SEC) Investing Pension Funds Education 52

Cobalt

SEPTEMBER 14, 2023

In the chart below, t he Q4 benchmark for each investment style illustrates how a Limited Partner ( LP ) may assess their portfolio weightings in the region. Key Takeaways Unsurprisingly, venture capital and buyout funds have the highest first quartile returns. This blog post is for informational purposes only.

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Cobalt

DECEMBER 6, 2022

As such, we built a portfolio of 185 venture capital funds with a technology focus, using quarterly data as a proxy for interest in crypto investment over the past decade. However, we see the monumental rise in NAV since 2020 has more than doubled the total invested value in previous years.

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Cobalt

OCTOBER 14, 2024

This is expected to be followed by more cuts into early next year, reversing the trend of increasing rates throughout the 2020s. With this in mind, we analyzed the returns of credit investments in our dataset and noted how it tracks through different policy adjustments and environments. This blog post is for informational purposes only.

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Sara Grillo

DECEMBER 22, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Check out this blog I wrote about all the BS financial advisor awards. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. Read it here. And now let’s get on with it!

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Sara Grillo

JUNE 7, 2024

Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. Wear a suit and present yourself conservatively. See you in the next one!

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Cobalt

SEPTEMBER 12, 2023

As a result, it’s a difficult style to invest in safely and steadily , despite its ever-growing demand. As follow -up to our June analysis , we ‘re looking at more investment styles that deviate from overall trends. Those opportunities may have attracted the remarkable investment.

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Cobalt

AUGUST 11, 2023

As a result, it’s a difficult style to invest in safely and steadily , despite its ever-growing demand. As follow -up to our June analysis , we ‘re looking at more investment styles that deviate from overall trends. Those opportunities may have attracted the remarkable investment.

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Legal Liabilities Taxes Assets 52