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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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

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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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.

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The Motley Fool

NOVEMBER 17, 2024

As exchange-traded funds (ETFs) and mutual funds sell the deleted stocks to rebalance their tracking portfolios, the once-promising businesses tend to plummet into value stock territory. Combined, the three companies account for roughly 75% of cereal sales in the U.S.

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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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The Big Picture

OCTOBER 24, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And so there was a lot of need on the active mutual fund friends. RITHOLTZ: So these are stocks, bonds, ETFs, mutual funds? And he found it in the mutual fund space.

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The Big Picture

AUGUST 29, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. But I covered derivatives at first, and then I cover mutual funds. They’d be the biggest active mutual fund to shop times over. RITHOLTZ: It’s …. He was the P.R.

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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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The Motley Fool

JANUARY 22, 2025

There's another called the detailed calculator that you actually have to download to your computer. 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. There are two in particular.

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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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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.

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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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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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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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The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: So were you — in the early days, it was mutual funds it was SMAs, what were you guys doing? I could do my own taxes. JOHNSON: For sure.

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Mutual Funds Mergers and Acquisitions Asset Management Finance 88

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.

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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.

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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.

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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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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.

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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.

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The Motley Fool

MARCH 7, 2025

Learn More How Micro-Investing Works If you can't dedicate much money toward investments, it might take years to acquire a large enough stake to reach a mutual fund's minimum investment or make investing in individual stocks or bonds practical. Talk with a tax professional to understand how you might be impacted.

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The Big Picture

FEBRUARY 25, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They gave up a third of gains through mistakes, taxes, and costs. The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Investors had underperformed by 6.5%

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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?

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The Motley Fool

JANUARY 22, 2025

Once this ban goes into effect, TikTok is going to be unavailable to be downloaded or updated on any US devices. The way that the law is structured, anybody enabling downloads, providing distribution to the app, etc, will be in violation of this law. It's possible TikTok will be available for a while.

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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.

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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.

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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.

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The Big Picture

JANUARY 21, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Barry Ritholtz : You go from Forbes pretty much during the golden era of, of mutual funds and star managers like the eighties and nineties, that was Peak mutual fund.

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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.

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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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The Big Picture

APRIL 8, 2025

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

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