ClearMoney

DECEMBER 13, 2021

DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. Decrease of 19.6% was from Jan. 1, 2020–March 31, 2020.

Mutual Funds 52

Mutual Funds Education Banks Management Fees 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. Let’s take a look at four key tax benefits of NUA.

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The Motley Fool

MARCH 20, 2024

For a detailed discussion of risk factors and non-IFRS measures, please refer to our disclosure documents on the IR section of our website. The products are primarily low risk money market funds and, to a lesser extent, fixed-income mutual funds. Income tax expense rose by 111% year on year to 9.7

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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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The Motley Fool

JUNE 10, 2024

Andy Cross: David, ETFs, mutual funds, they operate by very strict rules on how they allocate their capital. In this case, for actively managed funds that are rebalancing every quarter, which as you mentioned, at the end of the quarter, beginning next quarter, they do selling and buying to match up the stocks and the positions.

Investing 100

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ClearMoney

NOVEMBER 4, 2021

The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. DISCLOSURES. Please read the prospectus before investing.

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ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Dimensional calculations using MSCI and Bloomberg data. DISCLOSURES.

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ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Dimensional calculations using MSCI and Bloomberg data.

Debt 52

Debt Mutual Funds Capital Assets 52

ClearMoney

JANUARY 4, 2022

DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

The Motley Fool

JULY 21, 2023

Earnings documents, which include our forward-looking statement disclaimer and non-GAAP information, are available in the investor relations section of our website. Salaries and benefits decreased 2%, primarily due to lower payroll taxes and 401(k) expense, partially offset by an entire quarter of annual merit increases and higher headcount.

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Banks Capital Leveraging Assets 130

Sara Grillo

MAY 8, 2023

They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Motley Fool

FEBRUARY 8, 2024

It's important to note that our expected adjusted tax rate is nearly two percentage points higher in 2024 than in 2023. There is mutual funds. And then on '24 tax rate, what drives the step-up? Your second part of your question about the tax rate. to $14, which represents double-digit growth at the midpoint.

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

The Motley Fool

JANUARY 13, 2024

It was Tax Day, April 15th, 2005. Examples of what this can be used for, think of healthcare, where they can actually help automate EMR, electronic medical record work flows, claim systems, document management, and data transfer. David Gardner: Let's do it. Settle down here by the campfire. The stock was at $1.64.

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Debt Mutual Funds Companies Portfolios 130

The Motley Fool

OCTOBER 20, 2023

Earnings documents, which include our forward-looking statement disclaimer and non-GAAP information, are available in the investor relations section of our website. We also continue to provide off-balance sheet opportunities through our wealth management platform and in the corporate banking segment via money market mutual fund solutions.

Banks 130

Banks Capital Portfolios Accounting 130

Pension Pulse

MAY 8, 2023

including "extensive training, document verification, biometrics and multiple layers of audits." There's blame to be passed upon the mother who obtained the false documents so her child could work. which sponsors various projects on science and religion, was founded by mutual funds entrepreneur Sir John M.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

The Big Picture

FEBRUARY 21, 2023

And you know, just simple things like, hey, the value of tax loss harvesting, how do you make that apparent to people? The Vanguard effect has been well documented, not just the spaces that you’re in. What’s a way that you could disrupt the ETF or the mutual fund? We’re 99.97

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Funds Assets Mutual Funds Returns 111

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.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Taxes Assets 52

The Big Picture

JULY 29, 2024

And then I fell in love with technology and product development, moved from there to strategy, then moved from there to investment product development, worked on Schwab’s first ETF offerings, their equity mutual funds, fixed income mutual funds. Not everybody was in the same set of funds or same set of investments.

Taxes 59

Taxes Mutual Funds Financing Finance 59

The Motley Fool

JANUARY 22, 2025

These days, most planners will work remotely, you talk to them over Zoom, and then you share documents over a Dropbox or something like that. But the feature that I think most listeners would value is a side brokerage account that would allow you to buy just about any stock in ETF and choose from among literally thousands of mutual funds.

Bidding 130

Bidding Taxes Mergers and Acquisitions Education 130

ClearMoney

FEBRUARY 21, 2022

DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 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. How can you sign a document without having a lawyer review it?

Legal 64

Legal Law Firms Consulting Consultants 64

The Motley Fool

DECEMBER 25, 2024

Then, Motley Fool host Alison Southwick and personal finance expert Robert Brokamp offer some tips on tax loss harvesting. We forgot the taxes. The tax is not included on the menu price as it is in Europe. At the end, I will then also pay tax and probably tip as well. What killed a merger between Kroger and Albertsons.

Mergers and Acquisitions 130

Mergers and Acquisitions Mutual Funds Taxes Shareholders 130

The Motley Fool

FEBRUARY 19, 2025

Alison Southwick: [laughs]Well, it's important to know that withdrawals from a 401(k) before age fifty nine and a half maybe partially or fully taxed, depending on the mix of pre-tax, roth, after-tax money, things like that, and penalized 10%, though there are some exceptions. I have no idea where you're going to go here.

Accounting 130

Accounting Mutual Funds Taxes Funds 130

The Motley Fool

JANUARY 15, 2025

EPS also reflected a lower tax rate partially offset by lower nonoperating income and a higher share count in the current quarter. Our as-adjusted tax rate for the fourth quarter was approximately 21% and benefited from discrete items. We currently estimate that 25% is a reasonable projected tax run rate for 2025.

Assets 130

Assets Shareholders Capital Asset Management 130

The Big Picture

NOVEMBER 15, 2022

Hey, show me companies where the board has at least two women on it, or you could tilt towards value, or you could tilt towards small cap, or you can use it for tax loss harvesting or philanthropy. It’s like the mutual fund business back in the 80s. I got to ask you the mutual fund question. NADIG: Yeah.

Mutual Funds 111

Mutual Funds Financing Finance Asset Management 111

The Big Picture

FEBRUARY 25, 2025

Charley Ellis : The research explosion happened in the seventies and then into the eighties, but the documents that you were looking at or thinking about, were all looking backwards, Give you the plain vanilla facts of what’s happened in the last five years in a standardized format with no analytical or insight available.

Investing 64

Investing Mutual Funds Funds New York Stock Exchange 64

The Big Picture

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.

Education 119

Education Financing Finance Taxes 119

The Big Picture

FEBRUARY 12, 2024

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? There’s a million guys trying to do what you’re doing in addition to, to the hedge funds. And it’s even bigger.

Capital 117

Capital Hedge Funds Funds Mutual Funds 117

The Big Picture

AUGUST 13, 2024

Stock buybacks are arguably more tax efficient. And there comes a point, you know, such as when you know that your state is going to be subject to estate tax, where you say, come on mayor, now it’s a question of whether you’re going to give it to the government or give it to, to charity. 00:22:43 [Speaker Changed] Yes.

Financing 59

Financing Finance Education Capital 59

The Big Picture

APRIL 8, 2025

And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estate planning tax. It’s one thing to have a policy and say, okay, we’re deregulating X or here’s the new tax policy for the next four years.

Mergers and Acquisitions 59

Mergers and Acquisitions Assets Banks Consulting 59