The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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. a year, way over both. Really fascinating guy.

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The Big Picture

AUGUST 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And what that will allow me to do is have minimal trading costs, minimal tax costs, and avoid all the behavioral problems that comes with active management. And I’m gonna own the whole market.

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Asset Management Assets Mutual Funds Bidding 69

The Motley Fool

SEPTEMBER 14, 2023

Just find it online, download it and ask your financial advisor to sign that. Robert Brokamp: In the book you provide some excellent model portfolio, some very detailed lists of mutual funds, index funds, ETFs. What do you recommend that people do? William Bernstein: Exactly. Take it, grab it while you can still grab it.

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The Big Picture

OCTOBER 31, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. Really interesting. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

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The Motley Fool

FEBRUARY 8, 2024

If you need a copy of the release and financial schedules or the supplemental deck, they can be downloaded at investor.spglobal.com. 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. Why is it flat where markets are up so much?

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

The Big Picture

JUNE 11, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I would do legal work for their clients, or give tax advice or do planning or investments. Because this isn’t like, we’re not a hedge fund, we’re not a mutual fund.

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Mergers and Acquisitions Taxes Consulting Consultants 64

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? You have the liquidity, the tax efficiency, the transparency. RITHOLTZ: Wow.

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The Big Picture

FEBRUARY 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And you know, just simple things like, hey, the value of tax loss harvesting, how do you make that apparent to people? What’s a way that you could disrupt the ETF or the mutual fund?

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The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So how do you then go from tax and audit practice to finance and investing? If I’d moved to Hong Kong, I think it would have looked like a fairly self-serving tax trade.

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Liabilities Assets Banks Hedge Funds 119

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. I maybe had 5000 downloads and that was Jack Bogle, and so now we’re getting 30-35000 downloads a month, and it’s increasing every month, so it just takes time.

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The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. Also being cognizant of the tax implications of trading activity. They like tax-free income, but they also don’t like principal losses.

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Due Diligence Assets Funds Portfolios 52

The Big Picture

OCTOBER 15, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:13:04 [Speaker Changed] So the most of what APAR focuses on our private, our public markets, stocks, bonds, mutual funds, ETFs. How long did that take? billion to Cox.

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Venture Capital Private Companies Hedge Funds Capital 59

The Big Picture

OCTOBER 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You know, mutual funds were very siloed and, and now they’re, they’re a bit wider mandates. He had been a tax lawyer. He was urban development chair.

Hedge Funds 59

Hedge Funds Banks Leveraging Finance 59

The Big Picture

OCTOBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. There is that same payment for distribution service, the mutual funds. They’ll do tax planning, right? So the model around ETFs is a little different.

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Mutual Funds Taxes Education Startups 114

The Big Picture

JULY 29, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So built in a retirement offering an insurance offering, expanded their mutual fund offering, expanded their ETF offering. So clearly tax loss harvesting is a big one. It was great.

Taxes 59

Taxes Mutual Funds Portfolios Finance 59

The Big Picture

JULY 18, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So getting anything there, do they still have like a 50% or 100% tax on bringing even like an old clunker jeep, you’re going to pay double the price. No income tax though.

Capital 52

Capital Hedge Funds Funds Assets 52

The Big Picture

MARCH 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: It’s mutual funds. It’s hedge funds. I don’t have a genius idea to say, you know, those endowments should invest with mutual funds at 5 bps a fee.

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Hedge Funds Funds Assets Finance 114

The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? It’s part of their own tax planning.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

MARCH 26, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So I had some familiarity, but in advance of the interview, I also did more research on Marty on his side of the organization, which was the mutual fund, hedge fund investment newsletter side.

Assets 59

Assets Funds Hedge Funds Finance 59

The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. We of course can continue to negotiate around the fringes and help mitigate risk and optimize the transaction to fit a more ideal tax structure. I didn’t see the real path ahead.

Legal 64

Legal Law Firms Consulting Consultants 64

The Big Picture

MAY 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Like they were outflows throughout 23 from mutual funds. It’s all tax free. In not paying your taxes. Like who’s gonna tell me I can’t do that?

Finance 59

Finance Financing Banks Assets 59

The Big Picture

NOVEMBER 15, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. 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.

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Mutual Funds Finance Financing Asset Management 111

The Big Picture

NOVEMBER 25, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

The Big Picture

APRIL 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. They were taxed as ordinary income at the highest marginal tax rate that was 80 percent.

Education 119

Education Finance Financing Taxes 119

The Big Picture

DECEMBER 17, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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.

Mutual Funds 52

Mutual Funds Finance Financing Investment Banks 52

The Big Picture

FEBRUARY 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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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Capital Hedge Funds Funds Mutual Funds 117

The Big Picture

JULY 15, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify , YouTube , and Bloomberg. But you run 10 different mutual funds and 10 institutional strategies. 01:02:04 [Speaker Changed] And that’s a tax on consumers, that’s 01:02:05 [Speaker Changed] A tax on consumers.

Banks 59

Banks Portfolios Assets Funds 59

The Big Picture

AUGUST 13, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube , and Bloomberg. Stock buybacks are arguably more tax efficient. To me, it’s like the only excuse for paying a estate tax is you’re hit by a bus on the way to the estate attorney.

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Finance Financing Education Capital 59