The Motley Fool

OCTOBER 15, 2024

Then, Motley Fool personal finance expert Robert Brokamp joins host Alison Southwick to answer listener questions about saving for college, finding a financial advisor, and estate planning. We're in the business in finance category and right now, we're in the lead for the listeners Choice Awards. I'd like to get further with that.

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ClearMoney

SEPTEMBER 24, 2021

The following is provided by Dimensional Fund Advisors. We’ve learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in the world of finance. French, “Luck versus Skill in the Cross-Section of Mutual Fund Returns,” Journal of Finance 65, no. Fama and Kenneth R. DISCLOSURES.

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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. And I loved research.

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The Big Picture

DECEMBER 28, 2022

Charlie Ellis is a legend in the world of finance, whether it was at Greenwich Associates, or as chair of the Yale endowment, or a board member at Vanguard. The mutual fund business is all about sales and investing. I had worked with Vanguard as a strategy consultant before being a director. RITHOLTZ: Right.

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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.

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The Motley Fool

OCTOBER 11, 2024

active fixed income mutual funds. Record government deficits and tighter bank lending means people, companies, and countries will increasingly turn to markets to finance their retirements, their business, and their economies. Private markets are becoming increasingly important in the financing of the economy.

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The Big Picture

FEBRUARY 6, 2024

He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. Finance was the natural fit for GMO.

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The Motley Fool

JANUARY 25, 2024

Plus, Motley Fool personal finance expert Robert Brokamp and host Alison Southwick open up the mailbag and answer questions about investing a lump sum, saving for kids, and ABLE accounts. Streamlining decision making, he proudly ignores consultant reports, he's getting it back to an operating profit. I'm warming up to the guy.

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Sara Grillo

NOVEMBER 14, 2022

Given the sorry state of America’s finances, how are average households going to address income “sustainability” over 3+ decades? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Is selling annuities to them the answer?

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The Motley Fool

APRIL 25, 2024

With our in-house expertise, we've developed tools to help market participants benchmark performance of large language models, specifically for business and finance use cases. This was driven by higher ETF and mutual fund AUM benefiting from both market appreciation and net inflows. Now, turning to ratings.

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The Big Picture

AUGUST 20, 2024

And so transition like many people did in my generation into finance. Camp as you, you’ve had a fairly entrepreneurial background, not just in finance over the past decade or two, but you founded or co-founded value add software in the 1990s. Similar, 00:02:48 [Barry Ritholtz] Similar story. I, I’m in the same camp.

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Fortune Financial

AUGUST 7, 2023

Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. 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.

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Fortune Financial

AUGUST 7, 2023

Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. 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 52

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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. 00:23:04 [Speaker Changed] And you, you even offer m and a consulting.

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The Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. What’s the finance industry like in Spain? What percentage of the assets are in ETFs relative to mutual funds? billion deal.

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The Big Picture

APRIL 25, 2023

What led to the interest in finance? HAMBURGER: Quite frankly, the interest in finance started when I was young. When did you kind of realize, hey, I can make law and finance work well together, and one plus one is three? HAMBURGER: So, I came up with this consulting concept and I pitched it to the firm’s partnership.

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The Big Picture

FEBRUARY 12, 2024

They could put me running a grain elevator, gosh knows where I interviewed with consulting companies and banking companies. But what we’ve learned over time, you know, when I started in 1996, you know, the, the main thing people would say when we would pitch our services was, well, what do we need another hedge fund for?

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Pension Pulse

NOVEMBER 17, 2023

Shilling served as Merrill Lynch's first chief economist before launching his own economic-consulting and investment-advisory firm in 1978. Here are some funds worth tracking closely. Below, are a few funds investors track closely. "When you look at that combination of things, it's pretty hard to escape a recession," he said.

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The Big Picture

OCTOBER 21, 2024

Why don’t you just switch over to finance? So you come out of Villanova, you end up at first Boston in, in 1987 in the Special Situations Fund and Distressed Securities Group. You know, mutual funds were very siloed and, and now they’re, they’re a bit wider mandates. Which I, I said Sure.

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The Big Picture

OCTOBER 15, 2024

That was a global macro hedge fund, and so that’s a really fun part of finance where you just get to try to figure out at a high level what’s going on in the world and lots of arguments about politics and economics and history and financial markets. 00:03:13 [Speaker Changed] Yeah, sure. So it’s a fun area.

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Sara Grillo

FEBRUARY 13, 2023

Ellen Quigley , Special Adviser to the Chief Financial Officer (Responsible Investment), University of Cambridge and Senior Research Associate (Climate Risk & Sustainable Finance), Centre for the Study of Existential Risk, University of Cambridge. I am an irreverent and fun marketing consultant for financial advisors.

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The Motley Fool

FEBRUARY 8, 2024

In the fourth quarter, we continue to see issuers returning to the market with build issuance growth driven primarily by strength in bank loans, structured finance, and high yield. There is mutual funds. So he's done a fantastic job, building a world-class finance organization. This is the Kensho layer.

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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!

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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?

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The Big Picture

OCTOBER 19, 2022

We also do a lot of education around advice in behavioral finance and coaching, and all these things to help advisors drive great outcomes for their clients. There is that same payment for distribution service, the mutual funds. So we’re really a mutual-mutual fund company. RAMPULLA: Okay.

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The Big Picture

JULY 18, 2023

Most guys and gals who get into the business of working at a hedge fund, never mind you know founding and running one, you I think there’s a pretty typical track where they’re finance majors at top schools, they work at an investment bank or an advisory bank, sometimes at a law firm, and then they make their way into the investing realm.

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The Big Picture

MARCH 27, 2023

How did you end up in finance? Because a lot of the Stanford MBA graduates tend to find their way into technology, not finance. Well, by the time I got to Stanford, I pretty much knew I wanted to be in finance, but where I started was at Lehman Brothers in New York before Stanford, and that was serendipity really.

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The Motley Fool

JANUARY 22, 2025

Then, Motley Fool host Alison Southwick and personal finance expert Robert Brokamp tackle the listener mailbag and answer your questions about finding flat-fee financial advisors, trimming in-the-red stocks, and more. He's allegedly spoken to Sam Altman about helping to finance the deal. TikTok's potential buyers.

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The Big Picture

JULY 29, 2024

Not only has she been named to a number of hundred most influential women in finance, I don’t know many people who have seen as much of this industry on the front lines as she has for as long as she has, and is now in a position to very much drive change within the industry as CEO. Everything from Amex to AssetMark to Charles Schwab.

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The Motley Fool

OCTOBER 24, 2023

In addition, we are engaging on consulting services and co-marketing projects that include leveraging our NFL sponsorship. sellers to access funds from sales by the next business day and receive cashback on everyday business expenses like shipping and marketing. Bank, one of the largest issuers in the United States. Also in the U.S.,

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The Big Picture

APRIL 11, 2023

And then meld in a little psychology and behavioral finance, and you have what is truly a masterclass by one of the great professors in the world of finance. ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. RITHOLTZ: That’ll help finance the purchase.

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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 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. You get a, a BS in computer science from Cornell, a master’s in computational finance from Carnegie Mellon. It was not.

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The Big Picture

DECEMBER 17, 2024

In addition to being a portfolio manager and running a number of mutual funds and ETFs, he is just a world-class technology investor who understands the sector like few other people do. And then eventually I ended up in New York and then transitioned into finance. That’s the classical, right? Classical role for A MBA.

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The Big Picture

MAY 21, 2024

SAVI is one of these women in the world of finance who is a powerhouse. She is one of the few people who combine quantitative investing with behavioral finance. They’ve completely accepted me for who I am as the dark, you know, dark art of finance person. So I got a job in finance. They got bought by Bank America.

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The Motley Fool

JANUARY 28, 2025

He was a long time economic consultant. I tweeted this many years ago, and I tweeted it after thinking pretty hard about this, which is that I think the greatest psychologist of all time, which has been important to me because my field is behavioral finance. Mutual funds are in and out.

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The Motley Fool

APRIL 8, 2025

Check up on your finances and your investment strategy At the same time, you shouldn't ignore the situation. So instead of rushing to action, take this opportunity to evaluate your finances and your nest egg. If you're feeling stuck, don't hesitate to consult a professional financial advisor to help formulate a personalized plan.

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