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. As awesome as those stock-based mutual funds were for building the account balance, stocks are terrible assets to rely on when you need to spend your money.

Portfolios 130

Portfolios Mutual Funds Education Taxes 130

The Motley Fool

APRIL 18, 2024

Fund managers are highly educated and steeped in market data. With the right steps, individual investors can outperform the majority of active large-cap mutual fund managers over the long run. You don't need a doctorate or MBA, and you certainly don't need to follow the everyday goings-on in the stock market.

Mutual Funds 130

Mutual Funds Funds Investing Education 130

The Motley Fool

MAY 1, 2024

One, don't put any money into the stock market that you need in the next say, five years. Don't put any money into stocks that you can't afford to lose period. But generally speaking, the market's overall are going to go up over time. A portfolio of stocks is going to do well over time.

Mutual Funds 130

Mutual Funds Investing Accounting Education 130

The Motley Fool

DECEMBER 26, 2023

I remain optimistic when it comes to the stock market's ability to build wealth over the long haul. 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. This is because even the stocks of strong companies can be volatile.

Education 130

Education Mutual Funds Taxes Prospects 130

The Motley Fool

APRIL 21, 2024

With the key costs the account was designed to cover looking like they were reasonably covered, there was no longer a need to take stock market risks for that money. The fact that higher-than-expected inflation and escalating Middle East tensions would soon cause the market to drop? So it made sense to sell.

Mutual Funds 130

Mutual Funds Education Accounting Assets 130

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. The only issue is that it can fluctuate.

Mutual Funds 130

Mutual Funds Taxes Investing Exchange-Traded Funds 130

The Motley Fool

SEPTEMBER 3, 2024

Recessions can be scary and have real-world consequences on jobs and the stock market. 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.

Finance 130

Finance Financing Mutual Funds Education 130

The Motley Fool

JANUARY 17, 2025

Dave, at the age of 28, was savvy enough that he had a CPA, so he was an accountant, but he had very little experience with the stock market. What would you say to that person who is just now getting excited about investing in the stock market with maybe 100 or an extra 200 bucks a month? I got one from Goldman Sachs.

Investors 130

Investors Mutual Funds Stock Market Stock Market 130

The Motley Fool

JANUARY 25, 2024

Because in most years, stocks outperform cash. The sooner you get the money into the stock market, the better off you'll be. That means, I don't know, 20-30% of the time or so, you would have been better off gradually moving into the market. It's everything from basic living expenses to education and medical expenses.

Investors 130

Investors Taxes Banks Education 130

The Motley Fool

JANUARY 3, 2025

I was listening back to my Mailbag last year at this time, and I said, and I quote, "And maybe just maybe in 2024, the stock market will do as well as it did this year." I said I'll take that every year last year and concluded by saying, "Hey, I think the market's going up next year." It is a momentous time.

Portfolios 130

Portfolios Investing Mutual Funds Taxes 130

The Motley Fool

MAY 28, 2024

That was a cycle where there was a lot of inflation, and his point was we just had a ton of quantitative easing that boosted the stock market, and it's hard for me to believe that years of quantitative tightening will not have the reverse effect. The stock market has rarely returned exactly 10% in any single year.

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

AUGUST 14, 2023

It's important to balance that with stocks that as Warren Buffett has said, the stock market could close for 10 years and then reopen and you'd be fine knowing that those companies were good and the value would be just fine. It's handily outperformed the stock market. How does an ETF differ from a mutual fund?

Mutual Funds 130

Mutual Funds Portfolios Exchange-Traded Funds Funds 130

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.

Finance 130

Finance Financing Law Firms Mutual Funds 130

Fortune Financial

AUGUST 31, 2022

Investors can make green investments in the stocks and bonds of companies that promote positive environmental values or are involved in green industries. Green mutual funds and exchange-traded funds (EFTs) also provide a sustainable strategy for potential investments. trillion in new green bonds were issued in 2021.

Investing 52

Investing Mutual Funds Exchange-Traded Funds Taxes 52

The Motley Fool

JUNE 10, 2024

Number 2, educational focus. David provides valuable lessons on investing habits, traits to look for in stocks, principles for building a portfolio. I question how socially responsible mutual funds are because do you know the manager of that fund? I appreciate our mutual fund friends. That's right.

Mutual Funds 130

Mutual Funds Venture Capital Debt Capital 130

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.

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

The Big Picture

OCTOBER 24, 2022

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? And he found it in the mutual fund space.

Mutual Funds 52

Mutual Funds Assets Taxes Consulting 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.

Hedge Funds 52

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.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Sara Grillo

APRIL 11, 2022

It’s not fair to the client, I mean, if it’s… You don’t need to take US stock market and divide it into growth value, large cap, small cap, mid-cap, and six different funds and break it all apart and then put it back together as a total stock market fund, just keep it as a total stock market fund it’s much simpler.

Portfolios 52

Portfolios Investors Consulting Consultants 52

The Big Picture

AUGUST 29, 2023

There are an endless variety of business models and seeing how people operate that, it’s really an education, one that I think a lot of people coming out of school don’t think about, because you think about the sexy things. What goes into making changes in stock memberships? But the business side is really intriguing.

Due Diligence 52

Due Diligence Assets Funds Portfolios 52

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

DECEMBER 3, 2024

The second thing everyone has been waiting for is a broadening of the stock market, away from large tech, away from MAG-7 to the other 493 stocks in the S&P 500. Don't time the market. Stay in the market. The stock market always comes back and always goes higher. I think we're seeing that as well.

Accounting 130

Accounting Education Assets Portfolios 130

Pension Pulse

JUNE 4, 2024

If they invest exclusively in green assets and earn lower returns than the broader stock market benchmark, as was the case in 2023 for environmental, social and governance funds, they’re criticized for underperforming.

Pension Funds 59

Pension Funds Investing Assets Education 59

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.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

ClearMoney

FEBRUARY 21, 2022

Dimensional’s systematic active approach is designed to adjust to new information in real time, including information about geopolitical events and their potential repercussions for markets. Geopolitical events like military or economic conflicts can affect stock markets in many ways. Global Developments and Their Impact.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

ClearMoney

JANUARY 4, 2022

However, the relation between country debt and stock markets is complex, in part because sovereign solvency is dependent upon many factors besides just debt levels. In addition, debt is generally a slow-moving variable whose expected value should be incorporated in market prices. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

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. Stock price momentum generally refers to the tendency of stocks with relatively high prior returns to continue their relative outperformance.

Mutual Funds 52

Mutual Funds Assets Banks Accounting 52

ClearMoney

DECEMBER 5, 2021

1 This trend may be worrisome for investors expecting an adverse impact on stock returns once the bill for all this spending comes due. However, the relation between country debt and stock markets is complex, in part because sovereign solvency is dependent upon many factors other than just debt level. Power of Market Prices.

Debt 52

Debt Mutual Funds Capital Assets 52

ClearMoney

DECEMBER 5, 2021

1 This trend may be worrisome for investors expecting an adverse impact on stock returns once the bill for all this spending comes due. However, the relation between country debt and stock markets is complex, in part because sovereign solvency is dependent upon many factors other than just debt level. Power of Market Prices.

Debt 52

Debt Returns Mutual Funds Capital 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. The stock market doesn't need to be much more complicated than that but because for so many of us, it's not necessarily how we were raised. Thank you very much for this.

Debt 130

Debt Investing Leveraging Finance 130

ClearMoney

FEBRUARY 22, 2022

Motivated by the substantial payoff associated with successful timing, researchers over the years have examined a wide range of strategies based on analysis of earnings, dividends, interest rates, economic growth, investor sentiment, stock price patterns, and so on. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Taxes Assets 52

The Motley Fool

DECEMBER 23, 2024

There's hardly any arguing with the fact that investing in the stock market is one of the best ways to build wealth. based active fund managers underperformed the broader S&P 500. The average mutual fund owns more than 100 different stocks. However, it can all feel so intimidating and complex at first.

Stock Market 246

Stock Market Stock Market Mutual Funds Exchange-Traded Funds 246

The Motley Fool

JANUARY 19, 2025

Professional fund managers are some of the brightest minds on Wall Street. Practically all of them are highly educated and highly experienced in the financial markets, giving them a serious advantage when it comes to outperforming the average individual investor on Main Street. Where to invest $1,000 right now?

Mutual Funds 195

Mutual Funds Funds Investing Assets 195

The Motley Fool

JANUARY 12, 2025

I got my dad to agree to purchase a mutual fund with me, which was a great experience. You said you convinced your dad to buy a mutual fund with you. Did my research to find a mutual fund that he might be comfortable with, and he gave in. We still owned that mutual fund together.

Investors 130

Investors Mutual Funds Investing Education 130

The Motley Fool

JANUARY 10, 2025

Are you going to buy individual securities or just invest in mutual funds or index funds? That money, of course, should not be in the stock market. Then there's the emergency fund of 3-6 months' worth of essential expenses to cover in case you lose your job or you have an unexpected big-ticket expense.

Investors 130

Investors Taxes Accounting Funds 130

The Big Picture

APRIL 11, 2023

ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. And the only reason I can think for why dividends became the key way of returning cash is I went back to the history of markets. Bond markets preceded stock markets. I know you will also.

Education 119

Education Finance Financing Taxes 119