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 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.

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Returns Mutual Funds Leveraging Hedge Funds 52

Walkner Condon Financial Advisors

MAY 10, 2022

Looking into the underlying fees that Exchange Traded Funds (ETFs) and mutual funds charge and how it fits into our client’s best interest is very important when evaluating the portfolios that are utilized. We have discussed this in a past blog when many brokerages reduced their trading commissions to $0. .

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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. There are additional variables that come into play here (hardship withdrawals, age of the employee, tax-deferred vs. Roth funds, basis vs. earnings, etc.) but that is beyond the scope of this blog post. Cash it out.

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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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Integrity Financial Planning

MARCH 13, 2023

It’s held jointly between you and your employer and contains contributions from you both, and it consists of stocks, bonds, mutual funds, and other assets. 401(k) This is the most common kind of retirement account.

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Mutual Funds Taxes Financial Institutions Accounting 84

Integrity Financial Planning

NOVEMBER 7, 2022

This strategy is when you sell stocks, mutual funds, exchange-traded funds (ETFs), and other investments carrying a loss to offset gains from other investments sold. Using a strategy called tax-loss harvesting, you can earn capital gains tax credits on your investment losses. What is Tax-Loss Harvesting?

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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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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. Higher Net Fees….Better Better After-Tax Result?

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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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This is going to be BIG.

MAY 29, 2012

When you invest in a seed fund, you also get access to an investment manager who is in the market 24/7 and who has the ability to spot trends, compare similar companies and see patterns of success and best practices. 4) Journal your progress.

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Walkner Condon Financial Advisors

MAY 31, 2024

Donating Appreciated Securities For those that are charitably minded, you can donate your appreciated stock/mutual fund etc. Timing: You can sell any time during the year, but doing so later provides a clearer picture of your income and capital gains bracket. directly to a qualified charity.

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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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Education Mutual Funds Funds Investing 52

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. In contrast, a commission-based financial advisor receives commissions or other forms of compensation from financial product providers for recommending and selling their products.

Education 52

Education Fee Structure Mutual Funds Assets 52

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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Diamond Consultants

SEPTEMBER 20, 2022

Does the current book map over in terms of investments (SMA, UMA, mutual funds, alternatives, ETFs, etc.)? 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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Due Diligence Fee Structure Mutual Funds Leveraging 52

The Motley Fool

JANUARY 25, 2024

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. They conclude that roughly two thirds to four fifths of the time, you're better off just investing the lump sum.

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Investors Taxes Banks Education 130

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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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. 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.

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Securities and Exchange Commission (SEC) Consulting Consultants Education 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?

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Portfolios Investors Consulting Consultants 52

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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Due Diligence Consulting Consultants Accounting 59

Pension Pulse

FEBRUARY 16, 2024

The option reporting in a 13F is almost uninterpretable, noted the financial-data expert Byrne Hobart in his blog last year, because the entries only show the total value controlled by the options—not their dates or strike prices. Below, have fun looking into the portfolios of the world's most famous money managers and other top funds.

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Hedge Funds Funds Asset Management Assets 59

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. trillion in equity fund AUM1 was categorized as strategic beta by Morningstar. billion of fixed income funds had the same designation. At the end of 2020, $1.35 By contrast, just $14.36

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Investing Mutual Funds Consulting Consultants 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.

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Pension Pulse

MAY 19, 2023

Please remember to donate any amount under my picture on the top left-hand side of my blog via PayPal options. The blog is free but the information I provide is priceless. Here are some funds worth tracking closely. Below, are a few funds investors track closely. Microsoft remains the most valuable overall holding at $20.16

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Hedge Funds Funds Asset Management Capital 52

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. Here are some funds worth tracking closely. Below, are a few funds investors track closely.

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Hedge Funds Funds Asset Management Assets 52

Pension Pulse

SEPTEMBER 26, 2024

I told Jeff if he and his wife ever make to Montreal, I'd love to meet him personally and also let him know if he ever wants to write a comment for my blog, I'll provide this platform for him. Once again, I thank Jeff for a wonderful discussion.

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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. I think it went into a family called the American set of Funds. Maybe 12, I'm guessing.

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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.

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Mutual Funds Exchange-Traded Funds Taxes Assets 52

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. I got to ask you the mutual fund question. NADIG: Getting close.

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Mutual Funds Financing Finance Asset Management 111

Sara Grillo

FEBRUARY 13, 2023

For those of you who are new to my blog/podcast, my name is Sara. From a Wall Street Journal Article: The environmental, social, and governance funds’ average fee was 0.2% Thanks for reading our blog about the drawbacks of ESG investing. I am a CFA® charterholder and I used to be a financial advisor.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Big Picture

APRIL 11, 2023

You have a blog. And you could probably get that dressing in small pieces if you want because when I do my YouTube videos and blog posts, you’re essentially seeing things that will show up as riffs in my class. It shows up in mutual funds, where people put their money in a mutual fund. RITHOLTZ: Sure.

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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.

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