The Big Picture

JULY 11, 2023

RITHOLTZ: So were you — in the early days, it was mutual funds it was SMAs, what were you guys doing? So it was Franklin, along with mutual fund pioneer Sir John Templeton. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes. RITHOLTZ: You’re going to be passing that.

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Mutual Funds Mergers and Acquisitions Asset Management Finance 88

The Motley Fool

APRIL 17, 2024

Most of the time that I was in law, both at the law firm and with City of Philadelphia, I knew I wanted to do something other than law and litigation and didn't know what it was until I found the Motley Fool, and it blend completely unique of education and investing and humor. I was just there for a liberal arts education.

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Walkner Condon Financial Advisors

MARCH 15, 2023

We explore the history of investing, which started with the purchase of individual stocks by investors and then the development of mutual funds, which collectively helped pool risk and provide greater diversification. This material is intended for educational purposes only. Higher Net Fees….Better Better After-Tax Result?

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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.

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Investing Mutual Funds Exchange-Traded Funds Taxes 52

Zajac Group

NOVEMBER 9, 2021

This includes most charitable organizations, churches and religious institutions, and medical, scientific, educational, and literary charities. When you donate appreciated stocks, mutual funds, real estate, and other assets, you may receive a tax deduction for up to 30% of your adjusted gross income (AGI) for the year.

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Hellman & Friedman LLC

DECEMBER 6, 2021

The oversubscribed round was led by Salesforce Ventures with participation from other investors ServiceNow Ventures; Zoom Video Communications; funds and accounts managed by BlackRock, D1 Capital Partners and another large US-based West Coast mutual fund manager. This offering values Genesys at a valuation of $21 billion.

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The Big Picture

AUGUST 29, 2022

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. They’d be the biggest active mutual fund to shop times over. RITHOLTZ: It’s …. He was the P.R.

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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. Scan the QR code below to connect with us.

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Fortune Financial

FEBRUARY 28, 2023

Most HSA plans now offer a wide range of investment options Some plans allow you to invest your HSA money into stocks, bonds, mutual funds, exchange-traded funds (EFTs) and fractional shares. By investing a portion, you can potentially grow your funds tax-free.

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The Big Picture

OCTOBER 24, 2022

But the career paths from there were either kind of the PhD route, or the legal routes. 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. And it was interesting work.

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The Big Picture

DECEMBER 28, 2022

The mutual fund business is all about sales and investing. And the way the mutual fund industry is set up, the administration of the funds and the management of the investments are two different creatures. That’s legally. Jim Reid (ph), he’s going to take responsibility for that. RITHOLTZ: Right.

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Sara Grillo

NOVEMBER 14, 2022

In Salaske’s view, education is the issue because annuities are sold products. Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. He is leading Project 6000 Minutes, an effort to deliver free, basic financial education to Black, Hispanic, Latina and other women of color.

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Securities and Exchange Commission (SEC) Consulting Consultants Education 59

The Big Picture

NOVEMBER 14, 2023

There are a few people in the world who are more knowledgeable about the management of asset managers and what it’s like to actually run a global organization and interact with lots of aspects of the business of finance, whether that’s acquisitions or compliance, or dealing with all the legalities of multi-jurisdictional regulations.

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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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Fortune Financial

AUGUST 7, 2023

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 can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives. Contact us today!

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Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

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 can invest in a wide range of assets, including stocks, bonds, currencies, commodities and derivatives. Contact us today!

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Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

MAY 8, 2023

Scott Pelley: What did the educators at Walnut Middle School tell you? In an email to the News, Oxford spokesman Matt Pickles said the university accepted Schwarzman’s donation after “rigorous due diligence procedures” that took “ethical, legal, financial and reputational issues” into consideration.

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The Big Picture

DECEMBER 6, 2022

I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

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The Big Picture

JUNE 11, 2024

And I would do legal work for their clients, or give tax advice or do planning or investments. We never used hedge funds, but we used private equity, you know, private lending, you know, very early on for an RIA, we were doing legal tax investments, trust services, planning, all under one roof.

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Mergers and Acquisitions Consulting Consultants Taxes 64

Sara Grillo

JUNE 12, 2023

SARA GRILLO: As the financial advisor representing the consumer, does the consumer have a legal right to this information from the insurance company? And it grows or doesn’t grow. BARRY FLAGG OR STEVEN ZEIGER: Then the client gets a premium call for more than they originally were quoted a bat and switch, if you will.

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Sara Grillo

APRIL 11, 2022

Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. I was managing their money in. SARA GRILLO, CFA: The attire you hybrid or A and M. Two transactions, and that was it. Music is Nice to You by the Vibe Tracks.

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The Big Picture

OCTOBER 15, 2024

00:13:04 [Speaker Changed] So the most of what APAR focuses on our private, our public markets, stocks, bonds, mutual funds, ETFs. And then on top of that, it’s really stressful for a lot of people to get all their clients into these things ’cause there’s just lots more paperwork, lots of messes, lots of legal stuff.

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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?

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The Big Picture

MARCH 27, 2023

RITHOLTZ: It’s mutual funds. It’s hedge funds. But if you look at luck in the much broader context of I was born in a free, wealthy country, France, to parents who were both educated and value education, not particularly wealthy but middle class, upper middle class, right? It’s private equity.

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The Motley Fool

JANUARY 22, 2025

The company agreed, and the three of us formed a committee along with several other fools, including some HR and legal fools. 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.

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Bidding Taxes Mergers and Acquisitions Education 130

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. RITHOLTZ: Compliance, legal, and risk. HAMBURGER: Exactly.

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The Big Picture

MAY 21, 2024

And so I went to business school, I decided to go to business school, get that formal education. Like they were outflows throughout 23 from mutual funds. Because these regulated banks had to hire all these legal and compliance and expert folks to make sure we weren’t doing anything bad, right?

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The Big Picture

JULY 15, 2024

And the good thing about Northeastern University, they have tremendously great cooperative education program that saved my life because it made me understand I did not want to be a double E or an engineering prof in my profession. But you run 10 different mutual funds and 10 institutional strategies.

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Private Equity Insights

JANUARY 8, 2025

They are also less liquid than publicly traded securities commonly found in traditional mutual funds. In addition, participant education is a concern. Some retirement fund investors might allocate a significant portion of their assets to private equity through self-directed brokerage accounts if given the opportunity.

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Private Equity Wire

MARCH 27, 2025

Meanwhile, private equity firms are lobbying the Securities and Exchange Commission (SEC) to raise the 15% cap on illiquid holdings in mutual funds. A revision could facilitate greater private equity allocations in target-date funds, a default investment vehicle adjusting risk exposure as participants near retirement.

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