The Motley Fool

NOVEMBER 26, 2023

Professional fund managers get paid a lot of money to take charge of billions of dollars in assets for investors. They tend to have a certain level of education and expertise, which should give them a leg up on the average Joe investing at home. That means picking the right fund and fund manager is a very difficult task.

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Funds Mutual Funds Investing Education 246

The Motley Fool

AUGUST 31, 2024

Health savings account (HSA) HSAs are tax-advantaged accounts that let you save and invest for medical expenses. Most HSAs give you plenty of options to invest your contributions, such as stocks, ETFs, and mutual funds. This account lets you save for educational expenses, like tuition or housing.

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Taxes Mutual Funds Education Banks 237

The Motley Fool

JULY 23, 2023

championed the creation of what are now known as Coverdell Education Savings Accounts (ESA) as another option for folks seeking to finance their kids' higher education down the road. About $400 billion is now invested in 529 plans nationwide, vastly more than in ESAs, but both plans operate much like Roth IRAs.

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Education Mutual Funds Funds Taxes 130

The Motley Fool

DECEMBER 2, 2023

IRAs allow you to tailor your portfolio better to fit your needs Financial flexibility shouldn't be taken for granted when saving and investing for retirement. Every person's situation will be different, depending on personal and financial goals, risk tolerance, investment preferences, and time horizon. life happens? life happens?

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Taxes Mutual Funds Education Exchange-Traded Funds 246

The Motley Fool

MAY 1, 2024

They discuss: The three things needed to invest in individual stocks. To get started investing, check out our quick-start guide to investing in stocks. Where to invest $1,000 right now When o ur analyst team has a stock tip, it can pay to listen. That first step usually begins by opening and investment account.

Mutual Funds 130

Mutual Funds Investing Accounting Education 130

The Motley Fool

SEPTEMBER 4, 2024

To get started investing, check out our beginner's guide to investing in stocks. Should you invest $1,000 in Nvidia right now? if you invested $1,000 at the time of our recommendation, you’d have $661,779 !* In 2000, I launched 403bwise, and the whole goal of the website is education and advocacy. Dan Otter: Sure.

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Education Mutual Funds Taxes Assets 246

The Motley Fool

APRIL 18, 2024

You might not think it's possible to outperform the average Wall Street professional with just a single investment. Fund managers are highly educated and steeped in market data. They get paid a lot of money to make smart investments. You just need to buy a single investment and hold it forever.

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Mutual Funds Funds Investing Education 130

The Motley Fool

MAY 20, 2024

Even with a decent income, I can't cover my household's costs of living and two kids' college educations at the same time, just from a paycheck. Until the need to spend the money in their accounts became clear, I invested those contributions in stock-based index funds. This is because the market can fall as well as rise.

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Portfolios Mutual Funds Education Taxes 130

The Motley Fool

MAY 28, 2024

Even for people at or over the age of 65, mutual fund company Vanguard reported that their clients' average 401(k) balance in 2022 stood at just a tad over $230,000. Last year's average contribution was on the order of 4.8%, according to mutual fund company and plan manager Fidelity. Over the past 15 years, 88% of U.S.

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Mutual Funds Taxes Education Accounting 130

The Motley Fool

SEPTEMBER 9, 2023

Investing is always a trade-off. Mutual fund company Fidelity says the average person will spend on the order of $160,000 of their own money on healthcare over the course of their retirement. But unlike stocks, there's no growth in principal when you own bonds or other debt-based holdings. Image source: Getty Images.

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Mutual Funds Legal Taxes Education 246

The Motley Fool

NOVEMBER 26, 2024

Image source: Getty Images If you have $10,000 to invest, you're in luck: your money has more potential than ever right now. As Warren Buffett has famously said, a credit card is like a bad investment: The longer you hold on to it, the more it's costing you. You could potentially turn your $10,000 into a bigger sum to invest.

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Mutual Funds Investing Debt Taxes 130

Dear Mr. Market

NOVEMBER 17, 2023

Market: The stock market is made up of thousands of choices and one easy way to gain exposure to it is via mutual funds. Costs/Expenses : ETFs typically have lower expense ratios compared to mutual funds. Tax Efficiencies : ETFs are generally more tax-efficient than mutual funds. The numbers don’t lie.

Mutual Funds 59

Mutual Funds Exchange-Traded Funds Funds Education 59

The Motley Fool

JUNE 16, 2023

Image source: Getty Images When you think about investing, your mind probably jumps straight to the stock market. 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. Here are a few to check out.

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Mutual Funds Taxes Investing Exchange-Traded Funds 130

The Motley Fool

JANUARY 4, 2024

Freedom to shape your portfolio One crucial advantage of the IRA over the 401(k) is the level of freedom it provides because 401(k)s are often tethered to the investment options offered by your employer's plan. With IRAs, investors can choose from a vast array of stocks, bonds, mutual funds, and other investment vehicles.

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Accounting Mutual Funds Exchange-Traded Funds Education 130

The Motley Fool

AUGUST 25, 2024

1 reason I prefer an IRA to a 401(k) as a retirement savings vehicle is the investment flexibility. When you enroll in an employer's 401(k) plan, you're generally given a "menu" of investment funds to choose from -- usually a few dozen at most. Other IRA advantages There are a few other benefits of IRA investing worth noting.

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Mutual Funds Exchange-Traded Funds Education Accounting 130

The Motley Fool

MAY 8, 2024

One major difference is investment flexibility. With an employer’s 401(k), you're generally limited to a small "menu" of investment funds. This can be fine if you want to keep your retirement investing on autopilot, but an IRA lets you invest in virtually any stocks, bonds, mutual funds, or exchange-traded funds you want.

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Mutual Funds Exchange-Traded Funds Education Funds 130

The Motley Fool

DECEMBER 26, 2023

Even with that perspective firmly in place, I plan to pull more money out of stocks in 2024 than I will be investing into stocks. While I pride myself on living below my means, the math simply doesn't work out for me to be able to cash flow two simultaneous college educations and cover my costs of living from salary alone.

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Education Mutual Funds Taxes Prospects 130

The Motley Fool

AUGUST 31, 2023

Image source: Getty Images Do you want to start an investment portfolio for your child while they're young? Or do you want to set aside money for college, but not have to use it for educational expenses if they end up not needing it? Money invested in a UGMA or UTMA account can be withdrawn for any purpose, or not withdrawn at all.

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Accounting Mutual Funds Banks Education 130

The Motley Fool

AUGUST 28, 2023

Baby boomers' largest asset category is equities and mutual funds, where they own 56% of the national total. This indicates that millennials generally prefer to invest in physical property rather than financial assets. Another important step is to invest your money in assets that will appreciate over time. Trillion $79.79

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The Motley Fool

JANUARY 17, 2025

Check out David's weekly show, Rule Breaker Investing , at this link , or wherever you listen to podcasts. To get started investing, check out our beginner's guide to investing in stocks. When you're ready to invest, check out this top 10 list of stocks to buy. Where to invest $1,000 right now?

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The Motley Fool

FEBRUARY 28, 2024

Your investment options are limited Most 401(k) plans offer a limited set of ETFs or mutual funds where you can invest your contributions. While some plans may offer great funds with low expense ratios, most don't. And even when the plan offers low-fee funds, you might prefer a different investment.

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Mutual Funds Taxes Education Accounting 130

The Motley Fool

APRIL 21, 2024

If I had still been holding the investments that the account previously held, I would have lost more than $7,000 of value from that account over those past two weeks. That money was there because I started contributing to that account for her future education shortly after she was born.

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Mutual Funds Education Accounting Assets 130

The Motley Fool

AUGUST 2, 2024

You don't need to pay costly fees to invest anymore. You have options for where you invest. You'd like to have your banking and investment accounts in the same place Some brokers focus primarily on investing, with taxable brokerage accounts and individual retirement accounts (IRAs).

Mutual Funds 130

Mutual Funds Education Accounting Banks 130

The Motley Fool

SEPTEMBER 3, 2024

Investment management company T. A business built on the markets The financial markets are the core avenue to building wealth in the modern world, but most people don't have the time, desire, or education to manage all their investments independently. Investment management companies like T. Should you invest $1,000 in T.

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Finance Financing Mutual Funds Education 130

The Motley Fool

MARCH 20, 2024

Many parents choose to invest in a college savings account to help their children with their education costs, but that's not even the largest expense they'll face in their lifetime. You'll have to choose what to invest in as well, but you can change your mind about this later. It's similar to opening a regular IRA.

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Education Mutual Funds Taxes Accounting 130

The Motley Fool

JUNE 20, 2024

In today's episode, Jason talks with Motley Fool host Mary Long about early investing successes, what's shaped his investing philosophy, and how golf changed his life. Want to share your own investing journey with us? To get started investing, check out our quick-start guide to investing in stocks. Was it a hobby?

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The Motley Fool

APRIL 27, 2024

If you invest, it can pay to know about FINRA, the Financial Industry Regulatory Authority. A broker-dealer firm is in the business of buying and selling securities -- stocks, bonds, mutual funds and certain other investment products -- on behalf of its customers (as broker), for its own account (as dealer) or both.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Mutual Funds Education Legal 100

The Motley Fool

JANUARY 14, 2024

Investing is critical to retiring comfortably or meeting other goals in life. And here's the good news: The percentage of Americans investing in stocks is rising fast, and the excitement grows with the market closing in on all-time highs. Building a portfolio is about time in the market and investing in terrific companies.

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Investors Mutual Funds Shareholders Education 130

Fortune Financial

NOVEMBER 22, 2022

Contribute to a 529 plan : These plans, formally known as qualified tuition programs, are tax-advantaged savings plans for education costs as defined by Section 529 of the Internal Revenue Code. These plans are available in two types: prepaid tuition and education savings plans. The second plan type is an education savings plan.

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Taxes Education Mutual Funds Accounting 98

Steve Sanduski

JANUARY 30, 2023

“The ROI on education.” ” “The trick of training financial advisors is getting them to understand the ROI on that education,” Andrew says. It’s not just alternative investments, it’s equities and mutual funds, even bonds. I know these products.’

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Education Mutual Funds Funds Investing 52

This is going to be BIG.

DECEMBER 3, 2012

Venture capital is just equity--and it's equity that isn't widely available to everyone and it gets invested in by a wide variety of investor types with different strategies. Do you think there are some overriding market characteristics that are weighing in equally in the performance of both those investments?

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Hedge Funds Venture Capital Education Mutual Funds 114

The Motley Fool

JUNE 10, 2024

To get started investing, check out our quick-start guide to investing in stocks. if you invested $1,000 at the time of our recommendation, you’d have $740,690!* Welcome back to Rule Breaker Investing. Seven Mailbag items for this the 102nd Rule Breaker Investing Mailbag. It's our April Mailbag! I hope you did too.

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Investing Taxes Mutual Funds Debt 100

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. An ABLE account is a tax-advantaged savings account that allows individuals with a disability and their families to save and invest money without losing certain government benefits (i.e.

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Accounting Due Diligence Mutual Funds Taxes 98

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

MAY 7, 2024

To get started investing, check out our quick-start guide to investing in stocks. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. But it's also getting a lot more in terms of investment income. Matt Frankel: The investment income, that's not really their doing.

Accounting 245

Accounting Finance Financing Consultants 245

The Motley Fool

JUNE 22, 2023

To get started investing, check out our quick-start guide to investing in stocks. 10 stocks we like better than Walmart When our analyst team has an investing tip, it can pay to listen. It's your May 2023 Mailbag only on this week's Rule Breaker Investing. Welcome back to Rule Breaker Investing Happy final day of may.

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Debt Investing Leveraging Finance 130

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. To get started investing, check out our quick-start guide to investing in stocks. Should you invest $1,000 in Goldman Sachs Group right now?

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Investors Taxes Banks Education 130