The Motley Fool

AUGUST 12, 2024

That's enough to discourage many investors, who may be thinking that it's too late to invest in stocks now. Exchange-traded funds (ETFs) are worth thinking about for this. (An An ETF is a mutual fund-like security that trades like a stock.) At one point in October 2022, the index sat at 3,583.

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Mutual Funds Exchange-Traded Funds Consultants Consulting 130

The Big Picture

JANUARY 24, 2024

Successful investors could be looking at a big tax bill from the US government. He leads the team that delivers OSAM strategies to advisors, consultants, wealth management firms, multi-family offices and private banks. Savvy investors understand this. Well, some investors have turned to direct indexing to do just that.

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Taxes Mutual Funds Capital Asset Management 98

The Big Picture

FEBRUARY 27, 2023

I suspect most of us have a distorted viewpoint of the average investor versus the total capital in the market. households once owned 95% of all stocks individually in brokerage accounts; today, ownership is is via ETFs, mutual funds, pensions, hedge funds, foreign investors, etc.

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The Motley Fool

MARCH 24, 2024

An ETF is very much like a mutual fund, filled with a variety of securities and invested in by many shareholders. But it trades like a stock, not a fund, so you can buy a few or a lot of shares whenever the stock market is open through your regular brokerage account.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Consultants Consulting 130

Private Equity Wire

FEBRUARY 14, 2024

Inflated values lead to overpayments and misrepresentation for investors, while understated valuations result in the opposite effects. The audit team can involve their valuation specialists to discuss these changes and take an initial review of the valuation for reasonableness before you communicate with your investors.

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Venture Capital Investing Best Practices Mutual Funds 98

The Motley Fool

DECEMBER 1, 2023

And although this year has been measurably better, economic headwinds are still blowing, preventing investors from being as bullish as they might otherwise be. Data from researcher Morning Consult indicates that nearly 80% of U.S. Investors were understandably concerned that Schwab was in a similar predicament.

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The Motley Fool

MAY 7, 2024

In this podcast we discuss topics including: PayPal' s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors. They just revealed what they believe are the 10 best stocks for investors to buy right now… and PayPal made the list -- but there are 9 other stocks you may be overlooking.

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Accounting Financing Finance Consultants 245

Walkner Condon Financial Advisors

MAY 31, 2024

Backdoor Roth IRA Contributions A backdoor Roth IRA contribution is utilized when an investor is over the income limit to make a standard Roth IRA contribution in a given year. Benefits: Backdoor Roth IRA contributions have allowed a huge segment of the US population the ability to once again fund Roth IRAs annually.

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Taxes Liabilities Mutual Funds Assets 105

The Motley Fool

AUGUST 8, 2024

Before you buy stock in Ocugen, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Ocugen wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Nvidia made this list on April 15, 2005.

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Securities and Exchange Commission (SEC) Mutual Funds Shareholders Capital 130

ClearMoney

DECEMBER 5, 2021

In contrast, even if bitcoin are held for decades, the owner may never receive more bitcoin, and unlike stocks and bonds, it is not clear that bitcoin offers investors positive expected returns. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Assets Education Consultants 52

The Motley Fool

OCTOBER 11, 2024

Before you buy stock in BlackRock, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BlackRock wasn’t one of them. active fixed income mutual funds. Most of them will represent investor savings for retirement.

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Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

MAY 13, 2024

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

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The Motley Fool

OCTOBER 18, 2024

ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Jeff Edwards -- Head of Investor Relations Good morning, everyone, and welcome to Schwab's 2024 fall business update. Investor sentiment remained bullish during the quarter. Consider when Nvidia made this list on April 15, 2005.

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ClearMoney

DECEMBER 14, 2021

The following is provided by Dimensional Fund Advisors. 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. At the end of 2020, $1.35 By contrast, just $14.36

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Investing Mutual Funds Consultants Consulting 52

Fortune Financial

AUGUST 31, 2022

The amount of new money investors added into open-end and exchange-traded funds reached over $70 billion in 2021, nearly a one-third increase over the previous year, according to a study by Morningstar. Green mutual funds and exchange-traded funds (EFTs) also provide a sustainable strategy for potential investments.

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Investing Mutual Funds Exchange-Traded Funds Taxes 52

ClearMoney

SEPTEMBER 24, 2021

Otherwise, investors would find other things to do with their money. 1 Once you decide to be a long-term investor, the timing debate is off the table. French, “Luck versus Skill in the Cross-Section of Mutual Fund Returns,” Journal of Finance 65, no. The train has left the station.”. But it’s never too late to invest.

Mutual Funds 52

Mutual Funds Investing Taxes Consultants 52

Walkner Condon Financial Advisors

MARCH 15, 2023

With some rebalancing software, it may be relatively easy for an investor to do it themselves. Bespoke Portfolios Not only can a portfolio be used to replicate a standard index, it also can be designed specifically for an investor and/or investment advisor to tilt the asset allocation to better match their needs. Higher Net Fees….Better

Mutual Funds 52

Mutual Funds Taxes Assets Accounting 52

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. So please subscribe!

Portfolios 52

Portfolios Investors 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.

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Funds Mutual Funds Education Consultants 40

Ballast Advisors

NOVEMBER 29, 2022

After a rough year in the market, it’s rare an investor didn’t experience losses. In this post we discuss the basics of tax harvesting and why it’s beneficial for investors—especially those with taxable accounts—to use this strategy when making investment decisions. In consecutive good years, investors may not have losses.

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Taxes Mutual Funds Consultants Consulting 40

The Big Picture

FEBRUARY 6, 2024

And so the average investor is unaware of them. 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. 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.

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Mutual Funds Financing Finance Assets 52

The Motley Fool

JULY 1, 2024

Before you buy stock in Endava Plc, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Endava Plc wasn’t one of them. A reminder that many mutual funds have a very low Sleep Number. Many index funds have Sleep Numbers approaching one.

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Investing Funds Assets Portfolios 130

The Motley Fool

APRIL 25, 2024

Operator instructions] I would now like to introduce Mr. Mark Grant, senior vice president of investor relations for S&P Global. Mark Grant -- Senior Vice President, Investor Relations Good morning and thank you for joining today's S&P Global first quarter 2024 earnings call. Sir, you may begin.

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Securities and Exchange Commission (SEC) Banks Debt Capital 130

The Big Picture

FEBRUARY 12, 2024

What a fascinating investor and what a fascinating career David has had. They could put me running a grain elevator, gosh knows where I interviewed with consulting companies and banking companies. 00:11:18 [Speaker Changed] And, and there’s nothing that makes a wealthy investor one in more than a closed fund.

Capital 117

Capital Hedge Funds Funds Mutual Funds 117

The Big Picture

DECEMBER 6, 2022

But the space that those shops don’t play in are coming up with ideas for themes that allow investors to focus on a very specific idea within the world of investing. They have Uranium, just really fascinating ideas that allow investors to express their investment themes in a very specific, fairly low cost, professionally managed ETF.

Mutual Funds 64

Mutual Funds Assets Funds Asset Management 64

Pension Pulse

NOVEMBER 17, 2023

With the seven big tech firms—Apple (AAPL), Amazon.com (AMZN), Google parent Alphabet (GOOGL), Facebook parent Meta Platforms (META), Microsoft (MSFT), Nvidia (NVDA), and Tesla (TSLA)—playing an outsize role in this year’s stock market rally, it’s no surprise to see them featured heavily in the quarterly filings of large investors.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Fortune Financial

AUGUST 7, 2023

As an investor, you not only provide financial support but also offer guidance and expertise to help these companies thrive. Private equity investments offer investors the potential for substantial returns, but they also involve higher levels of risk and require longer-term commitments compared to more traditional investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

As an investor, you not only provide financial support but also offer guidance and expertise to help these companies thrive. Private equity investments offer investors the potential for substantial returns, but they also involve higher levels of risk and require longer-term commitments compared to more traditional investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Motley Fool

FEBRUARY 8, 2024

Operator instructions] I would now like to introduce Mr. Mark Grant, senior vice president of investor relations for S&P Global. Mark Grant -- Senior Vice President, Investor Relations Good morning, and thank you for joining today's S&P Global fourth quarter and full-year 2023 earnings call. Sir, you may begin.

Mergers and Acquisitions 100

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Taxes 100

The Motley Fool

JANUARY 3, 2025

It has been a phenomenal year for Rule Breaker investors, and I trust we'll have a happy new year. He's the first professional tennis player I've ever had on this podcast telling his story as an athlete and as an investor. I'm not a never-sell investor. for this year. Tweet Number 2, this one comes from @semverbeekNL.

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Portfolios Investing Mutual Funds Taxes 130

The Big Picture

AUGUST 15, 2023

You’re a global investor. And there are a lot of investors say that I have on the podcast that say, “If we can’t get into those top venture,” you don’t have an allocation to venture, you have a group of managers. So for a taxable investor, hedge funds generally aren’t tax efficient.

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Hedge Funds Funds Capital Assets 52

The Big Picture

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. We have to just do it, focus on doing what’s right for investors. Our funds held up well. There is that same payment for distribution service, the mutual funds.

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Mutual Funds Taxes Education Startups 114

The Big Picture

MARCH 27, 2023

And two was that I had never really taken time to think about the lack of women in the business, and that there really wasn’t a voice to tell the story of female investors. RITHOLTZ: It’s mutual funds. It’s hedge funds. So, look, my point is very far from saying women are better investors than men.

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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. Why did it take so long for that concept to be recognized by investors? I was privileged to have the responsibility for representing Greenwich Associates consulting with Wall Street firms. I think this would be good for investors. RITHOLTZ: Right.

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Mutual Funds Consultants Consulting Funds 75

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. 00:11:53 [Speaker Changed] And, and he was an early investor. You have Teal Macro.

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Asset Management Assets Mutual Funds Bidding 69

The Motley Fool

OCTOBER 15, 2024

I'm a PayPal investor. I became a PayPal investor shortly before Alex Chris started. I do feel that I'm capable of managing my own investments along with an occasional consultation with a fee-only financial planner. But if you were giving Alex Chris a letter grade for 360 feedback, we're all giving each other feedback here.

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Taxes Mutual Funds Accounting Financing 130