The Big Picture

JANUARY 24, 2024

He leads the team that delivers OSAM strategies to advisors, consultants, wealth management firms, multi-family offices and private banks. After-tax equity returns from your non-tax-exempt portfolios. So the benefit of a mutual funder and ETF is that you’re getting a diversified portfolio and professional oversight.

Taxes 98

Taxes Mutual Funds Capital Asset Management 98

The Motley Fool

MAY 7, 2024

There's a lot of investment income that's embedded in the portfolio that we haven't seen yet. I like what they're doing in their investment portfolio. Not a giant portion of their portfolio, but a lot and I love the management team, they're the only pure-play in specialty insurance in the space, and they have about a 1.1%

Accounting 245

Accounting Finance Financing Consulting 245

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. This is an active strategy that does require understanding the current capital gain or loss status of each position within the portfolio. directly to a qualified charity.

Taxes 105

Taxes Liabilities Mutual Funds Assets 105

The Motley Fool

OCTOBER 11, 2024

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. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

ClearMoney

DECEMBER 5, 2021

Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio. Adding it to a portfolio could mean paring back the allocation to investments such as stocks, property, or fixed income. Assessing the merits of bitcoin as an investment can be problematic.

Mutual Funds 52

Mutual Funds Assets Education Consulting 52

The Motley Fool

AUGUST 8, 2024

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. Consider when Nvidia made this list on April 15, 2005. if you invested $1,000 at the time of our recommendation, you’d have $606,079 !*

Securities and Exchange Commission (SEC) 130

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

Walkner Condon Financial Advisors

MARCH 15, 2023

These weightings change over time, so the portfolio weights for each security would also have to be shifted. The ability also to carry forward losses to future years may also help offset future capital gains, whether they be in a stock portfolio or in another asset class, such as private equity, real estate, or a sale of a business entity.

Mutual Funds 52

Mutual Funds Taxes Assets Accounting 52

Fortune Financial

AUGUST 31, 2022

From an investment perspective, the global government policies underway to reduce emissions and promote healthy communities are ones that simply should not be ignored in your wealth-building portfolios. Green mutual funds and exchange-traded funds (EFTs) also provide a sustainable strategy for potential investments.

Investing 52

Investing Mutual Funds Exchange-Traded Funds Taxes 52

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 Consulting Consultants 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 Consulting Consultants 52

The Motley Fool

OCTOBER 18, 2024

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. 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

SEPTEMBER 24, 2021

You’re much more likely to “lose it all” with concentrated investments than with a well-diversified portfolio. French, “Luck versus Skill in the Cross-Section of Mutual Fund Returns,” Journal of Finance 65, no. CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC. Fama and Kenneth R.

Mutual Funds 52

Mutual Funds Investing Taxes 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.

Taxes 52

Taxes Liabilities Consulting Consultants 52

The Motley Fool

MAY 13, 2024

What stocks should you add to your retirement portfolio? 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. To get started investing, check out our quick-start guide to investing in stocks.

Due Diligence 130

Due Diligence Investing Mutual Funds Companies 130

The Motley Fool

JULY 1, 2024

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. Those in that last category, years, will remember the six principles of the Rule Breaker portfolio. David Gardner: Thank you.

Investing 130

Investing Funds Assets Portfolios 130

Ballast Advisors

NOVEMBER 29, 2022

Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Just by rebalancing a portfolio you can create capital gains.”. An important part of successful portfolio management is knowing when to sell and when not to.

Taxes 40

Taxes Mutual Funds Consulting Consultants 40

The Motley Fool

JANUARY 25, 2024

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. Streamlining decision making, he proudly ignores consultant reports, he's getting it back to an operating profit. I'm warming up to the guy.

Investors 130

Investors Taxes Banks Education 130

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 Consulting 40

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. a year, way over both. Really fascinating guy.

Mutual Funds 52

Mutual Funds Finance Financing Assets 52

The Motley Fool

JANUARY 3, 2025

Zooming out one level, we can now engage in what I call Portfolio-Level Thinking. I'm looking at my portfolio because we can use our Rule Breaker stock traits to find stocks, and we can use our habits as investors to do things like hold on to them. You end up with a portfolio. We can now all of us, see the whole thing.

Portfolios 130

Portfolios Investing Mutual Funds Taxes 130

Diamond Consultants

SEPTEMBER 20, 2022

Does the current book map over in terms of investments (SMA, UMA, mutual funds, alternatives, ETFs, etc.)? For example, many wirehouse advisors who leverage the firm’s CIO portfolios are surprised to find that similar products are comparably “expensive” in the independent space. firm-specific feeder funds).

Due Diligence 52

Due Diligence Fee Structure Mutual Funds Leveraging 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

Pension Pulse

NOVEMBER 17, 2023

Sure, maybe it would have done better if it had sold some Apple—that one stock accounts for half of the company’s portfolio, and the stake lost nearly $20 billion in value. It's that time of the year again when we get to peek into the portfolios of the world's top money managers with a customary 45-day lag.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

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. I’m the portfolio manager and I’m actually the only portfolio manager. There’s a million guys trying to do what you’re doing in addition to, to the hedge funds.

Capital 117

Capital Hedge Funds Funds Mutual Funds 117

The Motley Fool

APRIL 25, 2024

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. This was driven by higher ETF and mutual fund AUM benefiting from both market appreciation and net inflows.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Debt Capital 130

The Motley Fool

FEBRUARY 8, 2024

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. We will also look for ways to optimize our portfolio of products and services. There is mutual funds. There's OTCs and others.

Mergers and Acquisitions 100

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

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. That allows you to do two things.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. There is that same payment for distribution service, the mutual funds. They’ll construct the portfolio.

Mutual Funds 114

Mutual Funds Taxes Education Startups 114

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. So I leave the Bureau of Labor Statistics and I move into economic consulting. NORTON: Right.

Mutual Funds 52

Mutual Funds Assets Taxes Consulting 52

The Big Picture

MARCH 27, 2023

She is an author and former hedge fund trader, specializing in distressed assets. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. RITHOLTZ: It’s mutual funds.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Big Picture

DECEMBER 28, 2022

It was a balanced portfolio. As people said, you know, it’s just out of date, I’m going to get a performance fund. You would have guessed, had you known that a balanced fund, the stock and bond portfolio was going to do a lot better than just the pure stock funds over the next 16 years. RITHOLTZ: Right.

Mutual Funds 75

Mutual Funds Consulting Consultants 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. Initially I joined to help them manage their equity portfolio. It was the exact same trade.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

Fortune Financial

NOVEMBER 22, 2022

This plan works much like a Roth 401(k) or Roth IRA by investing your after-tax contributions in mutual funds or similar investments. They allow the beneficiaries to use the funds at any college or university, some non-U.S. Therefore, the discipline of harvesting gains and rebalancing becomes very important in portfolios.

Taxes 98

Taxes Education Mutual Funds Accounting 98

Sara Grillo

FEBRUARY 13, 2023

I am an irreverent and fun marketing consultant for financial advisors. Richey’s research found that found a “Vice Fund” produced a greater risk-adjusted return over the market portfolio (Richey, 2016, as per Swedroe, 2016). So please subscribe! Secondary market trading doesn’t really impact the company.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Motley Fool

OCTOBER 24, 2023

They have renewed our long-term agreement for their consumer and commercial portfolios. In addition, we are engaging on consulting services and co-marketing projects that include leveraging our NFL sponsorship. we have recently renewed the Fidelity Investments co-brand credit portfolio issued by U.S. Also in the U.S.,

Taxes 130

Taxes Banks Consulting Consultants 130