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. This material is intended for educational purposes only. Higher Net Fees….Better Better After-Tax Result?

Mutual Funds 52

Mutual Funds Taxes Assets Accounting 52

Fortune Financial

AUGUST 31, 2022

Green mutual funds and exchange-traded funds (EFTs) also provide a sustainable strategy for potential investments. Green mutual funds and EFTs : This option provides an alternative to selecting individual stocks by providing a broader exposure to green companies. trillion in new green bonds were issued in 2021.

Investing 52

Investing Mutual Funds Exchange-Traded Funds Taxes 52

The Motley Fool

OCTOBER 18, 2024

Nearly 90% of PALs are now digitally originated, and more than 40% of retail applications are now initiated by a financial consultant, compared to less than 5% just a few years ago. We know that relationships matter, and we're investing to give more of our clients access to a dedicated financial consultant.

Banks 130

Banks Assets Capital Leveraging 130

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

Investing 52

Investing Mutual Funds Consultants Consulting 52

Fortune Financial

JUNE 2, 2023

Unlocking the Power of Net Unrealized Appreciation (NUA) Many workers receive company stock as part of their compensation package or can take advantage of a company 401(k) plan, choosing from a menu of mutual funds, exchange-traded funds and company stock for their investments. Scan the QR code below to connect with us.

Taxes 52

Taxes Liabilities Consultants Consulting 52

Hellman & Friedman LLC

DECEMBER 6, 2021

The oversubscribed round was led by Salesforce Ventures with participation from other investors ServiceNow Ventures; Zoom Video Communications; funds and accounts managed by BlackRock, D1 Capital Partners and another large US-based West Coast mutual fund manager. This offering values Genesys at a valuation of $21 billion.

Funds 40

Funds Mutual Funds Education Consultants 40

Fortune Financial

AUGUST 7, 2023

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives. Contact us today!

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds. Hedge funds can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives. Contact us today!

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Big Picture

DECEMBER 6, 2022

I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

Mutual Funds 64

Mutual Funds Assets Funds Asset Management 64

Sara Grillo

APRIL 11, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. The benefits of scalability are exaggerated so that management consultants can sell you packages. For those of you who are new to my blog, my name is Sara. So please subscribe!

Portfolios 52

Portfolios Investors Consultants Consulting 52

The Big Picture

AUGUST 15, 2023

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. Was Warren Buffett right?

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product. RAMPULLA: Yeah.

Mutual Funds 114

Mutual Funds Taxes Education Startups 114

The Motley Fool

JANUARY 3, 2025

He's doing well, and I'm still working full time as a preschool special education teacher at the age of 73. Many investment advisors and much of the regulated mutual fund industry, when facing imbalance, do have to rebalance. Well, of course, what consultant wouldn't want a guaranteed long term gig?

Portfolios 130

Portfolios Investing Mutual Funds Taxes 130

Fortune Financial

NOVEMBER 22, 2022

Contribute to a 529 plan : These plans, formally known as qualified tuition programs, are tax-advantaged savings plans for education costs as defined by Section 529 of the Internal Revenue Code. These plans are available in two types: prepaid tuition and education savings plans. The second plan type is an education savings plan.

Taxes 98

Taxes Education Mutual Funds Accounting 98

The Big Picture

MARCH 27, 2023

RITHOLTZ: It’s mutual funds. It’s hedge funds. But if you look at luck in the much broader context of I was born in a free, wealthy country, France, to parents who were both educated and value education, not particularly wealthy but middle class, upper middle class, right? MIELLE: –or consultants.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Big Picture

OCTOBER 24, 2022

So I leave the Bureau of Labor Statistics and I move into economic consulting. And this is distinct from management consulting, which I think a lot of people are pretty familiar with. With econ consulting, at least at the firm, I was that — it was a lot of expert witness testimony. NORTON: Right. NORTON: They can be.

Mutual Funds 52

Mutual Funds Assets Taxes Consultants 52

The Big Picture

DECEMBER 28, 2022

The mutual fund business is all about sales and investing. I was privileged to have the responsibility for representing Greenwich Associates consulting with Wall Street firms. I had worked with Vanguard as a strategy consultant before being a director. Jim Reid (ph), he’s going to take responsibility for that.

Mutual Funds 75

Mutual Funds Consultants Consulting Funds 75

The Motley Fool

OCTOBER 15, 2024

I've been doing a great deal of self-education on personal finance, investment strategies, and retirement planning, and feel that I understand these concepts well. I do feel that I'm capable of managing my own investments along with an occasional consultation with a fee-only financial planner. They'll do that. Usually term protection.

Taxes 130

Taxes Mutual Funds Accounting Financing 130

The Motley Fool

JANUARY 22, 2025

I was interested in doing a one time consultation with a financial advisor. I looked into them, but surprisingly, there are no advisors that offer a flat fee consultation in my area Philadelphia and New York City. Alison Southwick: Our first question comes from Pat. Well, but that is surprising.

Bidding 130

Bidding Taxes Mergers and Acquisitions Education 130

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. They’ve got, they’ve got now financial wellness, financial education.

Mergers and Acquisitions 64

Mergers and Acquisitions Consultants Consulting Taxes 64

Fortune Financial

FEBRUARY 28, 2023

Most HSA plans now offer a wide range of investment options Some plans allow you to invest your HSA money into stocks, bonds, mutual funds, exchange-traded funds (EFTs) and fractional shares. By investing a portion, you can potentially grow your funds tax-free.

Taxes 52

Taxes Accounting Mutual Funds Exchange-Traded Funds 52

The Big Picture

APRIL 25, 2023

I mean, at first, I got out of undergrad, and a degree in finance coming out of a small college at the time, Quinnipiac College, the gigs I was offered were essentially customer service jobs at mutual funds, call service, manning the phones, which I was no stranger to. I didn’t see the real path ahead. RITHOLTZ: No clue.

Legal 64

Legal Law Firms Consultants Consulting 64

Sara Grillo

JUNE 12, 2023

Right now, it’s simply I help people understand how to benchmark life insurance, I help walk them through their variety reports so they can make better decisions, but that they’re purchasing a new policy or whether they are reviewing their enforce holders, it’s really a matter of… Everything lead with education.

Due Diligence 59

Due Diligence Consultants Consulting Accounting 59

Sara Grillo

NOVEMBER 14, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. In Salaske’s view, education is the issue because annuities are sold products. Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Consultants Consulting Education 59

The Big Picture

JULY 18, 2023

Equally, I was also trying to become acquainted with the people that were my customers, who are the asset managers, both on mutual funds, insurance companies, hedge funds, private equity firms that were our counterparties. And sure enough, it was. We had a lot of late nights. And so I spent a lot of time going out.

Capital 52

Capital Hedge Funds Funds Assets 52

The Big Picture

JULY 29, 2024

And then because that internship was in marketing, I had some opportunities to do consulting work and then eventually found my way to American Express working in their marketing department. So built in a retirement offering an insurance offering, expanded their mutual fund offering, expanded their ETF offering. It was great.

Taxes 59

Taxes Mutual Funds Financing Finance 59

The Big Picture

OCTOBER 15, 2024

00:13:04 [Speaker Changed] So the most of what APAR focuses on our private, our public markets, stocks, bonds, mutual funds, ETFs. They have to pay their IT consultants, huge amounts of monies to do a report. And, and you know, I, I’d love to see ’em triple that over the next, over the next few years.

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

The Big Picture

APRIL 11, 2023

ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. To me, the core mission of universities should be educating the students who go through — RITHOLTZ: One would think. If you were just paying for education, it should be one-tenth of that. RITHOLTZ: Right.

Education 119

Education Financing Finance Taxes 119

The Motley Fool

APRIL 18, 2025

Market research outfit Next Move Strategy Consulting predicts the consumer-facing sliver of the AI market is set to grow at an annualized pace of 28% through 2030, while Market.us People just need a little more education, and a little more time. This tailwind of course bodes well for Apple.

Conglomerates 147

Conglomerates Stakes Mutual Funds Exchange-Traded Funds 147

Financial Symmetry

APRIL 14, 2025

However, you may want to consult with a financial professional on which one or which combination of them may make the most sense given your unique financial situation and goals. The benefit of contributions to these accounts is that earnings are tax-free while growing, and withdrawals for qualified education expenses are tax and penalty-free.

Accounting 60

Accounting Education Taxes Mutual Funds 60

The Big Picture

MAY 21, 2024

And so I went to business school, I decided to go to business school, get that formal education. Like they were outflows throughout 23 from mutual funds. And I’ve heard consultants pitch it, you know, in a down year you have like two years to change your mark on that. Flat in this environment looks great.

Financing 59

Financing Finance Banks Assets 59

The Motley Fool

JANUARY 28, 2025

In this podcast, Motley Fool co-founder David Gardner is joined by superstar guests Randi Zuckerberg and Morgan Housel as they each share three stories -- one to educate, one to amuse, and one to enrich. The first will educate, the second will amuse, we hope, and the third will enrich. He was a long time economic consultant.

Education 130

Education Hedge Funds Returns Mutual Funds 130

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. Let me see if I can go to grad school, continue this education. Prohibits you from showing a back test for a mutual fund or an ETF.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

Blackstone

DECEMBER 20, 2023

After consulting numerous friends and colleagues across the industry, the answer became clear, inspired by one of Byron’s life lessons: “Don’t try to be better. In anticipation of a second-half recovery in the US economy, the market improves from a base of investor despondency and hedge fund and mutual fund withdrawals.

Mergers and Acquisitions 104

Mergers and Acquisitions Taxes Assets Mutual Funds 104

The Big Picture

APRIL 8, 2025

You know, I thought I was gonna take the high road and, and be a management consultant. Lisa Shalett : Yeah, so, you know, I, I did the consulting thing both before and after business school. That was one of the pieces of the consulting gig that appealed to me. But I, I am a big believer in liberal arts education.

Mergers and Acquisitions 59

Mergers and Acquisitions Assets Banks Consultants 59