The Motley Fool

JUNE 16, 2023

But there are all kinds of investments at all stages of life -- whether it's buying a house, investing in education and training, or putting cash into an IRA. Stocks, mutual funds, and ETFs Whatever your age, the stock market is a good way to beat inflation and build wealth over time. As you get older, your priorities may shift.

Mutual Funds 130

Mutual Funds Taxes Investing Exchange-Traded Funds 130

The Motley Fool

MAY 7, 2024

Alison Southwick: There comes a time and everyone's life when they need a little help and your finances are no different. One of my favorite personal finance columnist is Christine Benz at Morningstar. They are very knowledgeable about many aspects of your finances. She knows about as much as anyone about financial planning.

Accounting 245

Accounting Finance Financing Consulting 245

The Big Picture

SEPTEMBER 18, 2024

. ~~~ About this week’s guest: Brian Portnoy is founder and CEO of Shaping Wealth , which helps advisors and their clients to achieve “funded contentment,” and operates as an outsourced Chief Behavioral Officer. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries.

Hedge Funds 110

Hedge Funds Education Mutual Funds Assets 110

The Motley Fool

JANUARY 25, 2024

Plus, Motley Fool personal finance expert Robert Brokamp and host Alison Southwick open up the mailbag and answer questions about investing a lump sum, saving for kids, and ABLE accounts. I would like to set up either a 529 plan, education IRA, or just a general investment account for them. Congratulations, Christopher. "I

Investors 130

Investors Taxes Banks Education 130

The Big Picture

DECEMBER 21, 2023

Jeff Hirsch : It says that people are creatures of habit, and it’s a behavioral finance, uh, at its core where people are doing the same things over and over on a regular basis. Jeff Hirsch : Well, I mean, I mentioned the the October thirty first mutual fund fund deadline, which Create that sort of low period.

Mutual Funds 128

Mutual Funds Taxes Bidding Education 128

Advisor Rankings

NOVEMBER 25, 2022

The development process involves analyzing existing clients, client data and making educated guesses when data is unavailable. Is she most interested in working with someone who can handle all aspects of her finances? Information Sources It’s helpful to understand where your personas obtain information about personal finances.

Education 52

Education Mutual Funds Finance Financing 52

ClearMoney

MARCH 1, 2022

Similarly, evolution in finance has etched away the apparent cut-and-dried distinction between active and passive investing. CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Education Management Fees 52

Walkner Condon Financial Advisors

APRIL 21, 2023

This can include mutual funds, insurance policies, annuities, and other financial products. CFP s must also meet ongoing continuing education requirements to maintain their certification. It is one of the most recognized and respected financial planning certifications in the industry.

Education 52

Education Fee Structure Mutual Funds Assets 52

Pension Pulse

JUNE 4, 2024

For this to happen, the adoption of a green and transition finance taxonomy — such as the one proposed by the Sustainable Finance Action Council — is necessary. Brookfield gets it which is why it's a leader in transition finance. As an example, read about their acquisition of Westinghouse Electric Company alongside Cameco.

Pension Funds 59

Pension Funds Investing Assets Education 59

Steve Sanduski

DECEMBER 15, 2022

” It’s not easy for a young advisor who’s new to finance to convince people to let him manage their money, so building relationships and earning referrals were a big key to Bradley Wealth’s success. “Investing in technology has really been paramount to providing a seamless client experience,” Michael says.

Accredited Investors 52

Accredited Investors Mutual Funds Hedge Funds Buyout 52

Fortune Financial

AUGUST 31, 2022

Green mutual funds and exchange-traded funds (EFTs) also provide a sustainable strategy for potential investments. Green mutual funds and EFTs : This option provides an alternative to selecting individual stocks by providing a broader exposure to green companies. trillion in new green bonds were issued in 2021.

Investing 52

Investing Mutual Funds Exchange-Traded Funds Taxes 52

The Motley Fool

JUNE 22, 2023

In 1999, our fellow Fool Walter had moved $16,000 from mutual funds into specific companies. They are educating, enriching and amusing. Gentlemen, I think we can expect that Sam Becker is a very Foolish bankruptcy and finance lawyer. He added with every paycheck over time he's now assumed to be multimillionaire.

Debt 130

Debt Investing Leveraging Finance 130

ClearMoney

NOVEMBER 4, 2021

Narasimhan Jegadeesh and Sheridan Titman, “Returns to Buying Winners and Selling Losers: Implications for Stock Market Efficiency,” Journal of Finance 48, no. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. This material is not a sales communication.

Mutual Funds 52

Mutual Funds Assets Banks Accounting 52

ClearMoney

DECEMBER 5, 2021

Academic arguments supporting a theoretical relation between government debt and stock returns include one described by Blanchard (1991) whereby debt-financed government spending may raise interest rates and/or crowd out private spending. Using data from International Monetary Fund (2021). Review of Finance 22, no.

Debt 52

Debt Returns Mutual Funds Capital 52

ClearMoney

DECEMBER 5, 2021

Academic arguments supporting a theoretical relation between government debt and stock returns include one described by Blanchard (1991) whereby debt-financed government spending may raise interest rates and/or crowd out private spending. 4Central government debt from International Monetary Fund (2021). Review of Finance 22, no.

Debt 52

Debt Mutual Funds Capital Assets 52

The Big Picture

NOVEMBER 14, 2023

She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. You, you were not looking for a job in finance. So I worked at the third party administrator distribution arm of mutual fund family at Mass Financial.

Mutual Funds 52

Mutual Funds Assets Asset Management Law Firms 52

Fortune Financial

AUGUST 7, 2023

Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. One key aspect of hedge funds is their ability to implement alternative investment strategies that are not typically available to traditional investment vehicles, such as mutual funds.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. What’s the finance industry like in Spain? What percentage of the assets are in ETFs relative to mutual funds? billion deal.

Mutual Funds 64

Mutual Funds Assets Funds Companies 64

The Big Picture

FEBRUARY 21, 2023

So we’re probably a lot more patient, but at the same time, you know, highly educated in the questions we ask. RITHOLTZ: Those are two rock star finance CEOs. The finance industry’s record on diversity is not so great. What’s a way that you could disrupt the ETF or the mutual fund? RITHOLTZ: Yeah.

Funds 111

Funds Assets Mutual Funds Returns 111

The Big Picture

AUGUST 15, 2023

Are most people better off in an index fund than playing with an active manager, be it mutual fund or high fee hedge funds? SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. Was Warren Buffett right?

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

Sara Grillo

APRIL 11, 2022

RICK FERRI, CFA: It doesn’t need me as a portfolio manager, but then I went… I got my Master’s of science and finance where I continue to study and started getting into active management versus passive management and indexing and so forth, and benchmarking and a lot of different. SARA GRILLO, CFA: Things.

Portfolios 52

Portfolios Investors Consulting Consultants 52

The Motley Fool

JANUARY 3, 2025

He's doing well, and I'm still working full time as a preschool special education teacher at the age of 73. Almost every financial move I made, few as they were was not a good one until I recently started talking about my finances with Jason. But I continue primarily because I did not save or invest for retirement.

Portfolios 130

Portfolios Investing Mutual Funds Taxes 130

The Big Picture

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product. RAMPULLA: Yeah.

Mutual Funds 114

Mutual Funds Taxes Education Startups 114

The Motley Fool

APRIL 17, 2024

In this podcast, Motley Fool co-founder David Gardner checks in with Motley Fool analyst Bill Barker and personal finance expert Robert Brokamp. I worked in the treasury department working on terrorist finance, freezing, and tracking, and thwarting. I was just there for a liberal arts education. David Gardner: Get behind.

Finance 130

Finance Financing Law Firms Mutual Funds 130

The Motley Fool

JANUARY 17, 2025

When you're investing in managed mutual funds, you're handed a tax bill near the end of every year that you didn't have much control over, and the average managed mutual fund turns over 70% to 100% in a given year. All personal finance content follows Motley Fool editorial standards and are not approved by advertisers.

Investors 130

Investors Mutual Funds Stock Market Stock Market 130

The Big Picture

MARCH 27, 2023

How did you end up in finance? Because a lot of the Stanford MBA graduates tend to find their way into technology, not finance. Well, by the time I got to Stanford, I pretty much knew I wanted to be in finance, but where I started was at Lehman Brothers in New York before Stanford, and that was serendipity really.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Motley Fool

MAY 28, 2024

Motley Fool host Alison Southwick and personal finance expert Robert Brokamp answer listener questions about 403(b) accounts and saving for college. Honestly, I'm not even sure if I'm able to pull it out since I'm still in public education. Enough about those, the final point I'll make is that the reported returns for mutual funds.

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

OCTOBER 15, 2024

Then, Motley Fool personal finance expert Robert Brokamp joins host Alison Southwick to answer listener questions about saving for college, finding a financial advisor, and estate planning. We're in the business in finance category and right now, we're in the lead for the listeners Choice Awards. I'd like to get further with that.

Taxes 130

Taxes Mutual Funds Accounting Finance 130

The Big Picture

OCTOBER 24, 2022

I knew finance had a close corollary to econ. And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. RITHOLTZ: So these are stocks, bonds, ETFs, mutual funds?

Mutual Funds 52

Mutual Funds Assets Taxes Consulting 52

The Big Picture

AUGUST 29, 2022

You’ve — you’ve been reporting on finance pretty much your entire career. But I covered derivatives at first, and then I cover mutual funds. I worked for a (inaudible) called Fund Action and did that for a little while, and then went — I met a guy named Duff Ferguson at AllianceBernstein. Time to start.”

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

The Motley Fool

JANUARY 22, 2025

Then, Motley Fool host Alison Southwick and personal finance expert Robert Brokamp tackle the listener mailbag and answer your questions about finding flat-fee financial advisors, trimming in-the-red stocks, and more. He's allegedly spoken to Sam Altman about helping to finance the deal. TikTok's potential buyers.

Bidding 130

Bidding Taxes Mergers and Acquisitions Education 130

The Big Picture

DECEMBER 28, 2022

Charlie Ellis is a legend in the world of finance, whether it was at Greenwich Associates, or as chair of the Yale endowment, or a board member at Vanguard. The mutual fund business is all about sales and investing. RITHOLTZ: So I like the concept of Vanguard’s culture as unique in the world of finance, low cost, high integrity.

Mutual Funds 75

Mutual Funds Consulting Consultants Funds 75

The Motley Fool

DECEMBER 3, 2024

I was looking at some data here from a recent Gallup poll, and they asked a question, Do you personally or jointly with a spouse, have any money invested in the stock market right now, either in individual stocks, the mutual fund or some sort of self directed 401K or whatnot? If you look today the numbers are very encouraging.

Accounting 130

Accounting Education Assets Portfolios 130

The Big Picture

AUGUST 29, 2023

So, started examining opportunities in finance, real estate and insurance. RITHOLTZ: You know, what’s really interesting is everybody tends to think of Wall Street and investing and finance in terms of the investing side. A lot of people in finance have been saying it’s difficult to find people in this environment.

Due Diligence 52

Due Diligence Assets Funds Portfolios 52

The Big Picture

APRIL 25, 2023

What led to the interest in finance? HAMBURGER: Quite frankly, the interest in finance started when I was young. When did you kind of realize, hey, I can make law and finance work well together, and one plus one is three? And so, I started to see, you know, what he’s done with his law school education.

Legal 64

Legal Law Firms Consulting Consultants 64

The Motley Fool

JUNE 10, 2024

What were the three key moments that for both of them respectively made them into the investors they are today that was sports, family, and finance telling their stories. This is about money, finance, business life. Andy Cross: David, ETFs, mutual funds, they operate by very strict rules on how they allocate their capital.

Investing 100

Investing Taxes Mutual Funds Debt 100