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. Your investment options might be somewhere around 20 mutual funds versus an IRA that has access to thousands of investment options. 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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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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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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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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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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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

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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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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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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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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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

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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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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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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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.

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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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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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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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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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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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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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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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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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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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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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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.

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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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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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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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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.

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The Motley Fool

JANUARY 28, 2025

My friend Nick Majuli wrote blog post this morning that said, "Attention is the new currency." Mutual funds are in and out. Stephen Hawkings was a storyteller, Richard Feynman was a storyteller. In physics, the most math based field that exists, they just told stories, and that's why they were so famous.

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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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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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