The Motley Fool

AUGUST 17, 2024

Before they're done working, investors typically prioritize growth. Well, good news, retired investors! Exchange-traded funds or ETFs (which are bought and sold just like individual stocks) can meet retirees' needs and make investing simpler. The 10 stocks that made the cut could produce monster returns in the coming years.

Exchange-Traded Funds 189

Exchange-Traded Funds Mutual Funds Capital Prospects 189

Advent International

MARCH 4, 2024

(“Svatantra”) has entered into a definitive agreement with Advent International (“Advent”), one of the world’s largest and most experienced private equity investors, and Multiples Private Equity (“Multiples”), India’s leading private equity investor, for an investment of INR 1,930 Crores or $230M. million customers across 20+ states.

Mergers and Acquisitions 98

Mergers and Acquisitions Mutual Funds Investing Banks 98

Advent International

MARCH 4, 2024

(“Svatantra”) has entered into a definitive agreement with Advent International (“Advent”), one of the world’s largest and most experienced private equity investors, and Multiples Private Equity (“Multiples”), India’s leading private equity investor, for an investment of $230M. million customers across 20+ states.

Mergers and Acquisitions 98

Mergers and Acquisitions Mutual Funds Investing Banks 98

The Motley Fool

JANUARY 25, 2024

Before you buy stock in Goldman Sachs Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now. For investors I expect them to see this number as more banks report this week. and Goldman Sachs Group wasn't one of them. That is debt.

Investors 130

Investors Taxes Banks Education 130

The Motley Fool

FEBRUARY 15, 2024

Sea may not appeal to many investors Sea was a darling of growth stock investors back during the high-growth, loss-making years of 2020 and early 2021. Therefore, investors interested in high-growth companies have fled the stock. Therefore, investors interested in high-growth companies have fled the stock.

Mutual Funds 130

Mutual Funds Earnings Before Interest Amortization Depreciation 130

The Motley Fool

JANUARY 21, 2024

Securities and Exchange Commission (SEC) has approved a handful of applications to launch exchange-traded funds (ETFs) reflecting the spot price of Bitcoin (CRYPTO: BTC) tokens. Investors now have access to 11 Bitcoin-based ETFs, allowing exposure to the largest cryptocurrency even in account types that don't offer crypto-trading.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

The Motley Fool

MAY 19, 2024

Actually, investors already benefit from AI If you're a customer of brokerage firm Charles Schwab (NYSE: SCHW) , then you've already been exposed to an AI-powered stock-picking tool. But the tool also helps investors identify and capitalize on qualitative trends or themes. It's not exactly a new idea. Image source: Getty Images.

Exchange-Traded Funds 130

Exchange-Traded Funds Mutual Funds Portfolios Funds 130

The Motley Fool

JANUARY 12, 2024

For instance, the Grayscale Bitcoin Trust was founded in 2013, managing its Bitcoin holdings under a mutual fund structure for more than a decade. In 2021, the Hashdex Bitcoin ETF, formerly known as the Hashdex Bitcoin Futures ETF, started basing its price on financial derivatives of the actual Bitcoin asset.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) New York Stock Exchange Exchange-Traded Funds Mutual Funds 130

The Motley Fool

JUNE 15, 2023

Investors are faced with a conundrum, because there are many great deals in the banking industry after the sell-off -- but there are still many banks that are struggling. Seeking bargain banks ETFs are baskets of stocks that act like mutual funds but trade like a stock.

Banks 130

Banks Exchange-Traded Funds Mutual Funds Asset Management 130

The Motley Fool

MARCH 24, 2024

An ETF is very much like a mutual fund, filled with a variety of securities and invested in by many shareholders. But it trades like a stock, not a fund, so you can buy a few or a lot of shares whenever the stock market is open through your regular brokerage account.

Exchange-Traded Funds 130

Exchange-Traded Funds Mutual Funds Consulting Consultants 130

The Motley Fool

JANUARY 23, 2024

All of a sudden, investors have access to exchange-traded funds (ETFs) tracking the real-time value of Bitcoin (CRYPTO: BTC). The iShares fund is managed by BlackRock , one of the world's largest and most respectable financial asset managers. That's not a deal-breaker for most investors.

Exchange-Traded Funds 100

Exchange-Traded Funds Mutual Funds Assets Accounting 100

The Motley Fool

JUNE 27, 2024

As veteran investors can attest, however, the proverbial grass isn't always greener on the other side of the fence. Enter exchange-traded funds, and specifically, index-based exchange-traded funds -- or ETFs -- like the SPDR S&P 500 ETF Trust (NYSEMKT: SPY). Everyone else seems to be getting rich off of them. Why not you?

Exchange-Traded Funds 100

Exchange-Traded Funds Leveraging Mutual Funds Stock Exchanges 100

The Motley Fool

SEPTEMBER 4, 2024

Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. What are some scenarios that investors should be ready for, you think on Wednesday afternoon? Ricky Mulvey: Is it?

Education 246

Education Mutual Funds Taxes Companies 246

The Big Picture

SEPTEMBER 5, 2024

He is an extraordinary historian of Wall Street and the financial services industry : There are few people that have a better understanding of this industry than Josh. Rather than write a straight up review, I’m going to use quotes from his book as an excuse to share three things about my partner you should know.

Bidding 91

Bidding Mutual Funds Hedge Funds Assets 91

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. NORTON: I’ve read that investors are really marked by the environment in which they kind of come of age.

Mutual Funds 52

Mutual Funds Assets Taxes Portfolios 52

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. RITHOLTZ: It was just Franklin. RITHOLTZ: Right.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Assets 88

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

Steve Sanduski

DECEMBER 15, 2022

He took a buyout when the Dotcom bubble burst and decided to open his own financial services office with a focus on goal-based wealth planning. “We became a pure RIA around 2009 and I’ve grown the firm as a boutique with a real focus on high-touch service and providing an exceptional experience for our clients. .

Accredited Investors 52

Accredited Investors Mutual Funds Hedge Funds Buyout 52

The Motley Fool

MAY 1, 2024

billion in net charge-offs can be forgiven by investors. Before you buy stock in Bank of America, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Bank of America wasn’t one of them. A long comeback for wealth management at Merrill Lynch.

Banks 130

Banks Leveraging Debt Assets 130

The Motley Fool

AUGUST 7, 2024

Operator instructions] I would now like to hand the call over to Chris Koegel, VP of corporate FP&A and investor relations. Chris Koegel -- Vice President, Investor Relations and Corporate Financial Planning and Analysis Thank you, Latif, and thank you to everyone for joining Robinhood's Q2 earnings call. Please go ahead.

Assets 130

Assets Fee Structure Mutual Funds Shareholders 130

Fortune Financial

AUGUST 7, 2023

As an investor, you not only provide financial support but also offer guidance and expertise to help these companies thrive. The goal is to enhance the company’s financial performance, increase its value and ultimately generate attractive returns upon exit, such as through a sale or initial public offering (IPO).

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

As an investor, you not only provide financial support but also offer guidance and expertise to help these companies thrive. The goal is to enhance the company’s financial performance, increase its value and ultimately generate attractive returns upon exit, such as through a sale or initial public offering (IPO).

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Motley Fool

MAY 7, 2024

In this podcast we discuss topics including: PayPal' s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors. What to do before you meet a financial advisor, and some questions to ask in an initial meeting. To get started investing, check out our quick-start guide to investing in stocks.

Accounting 245

Accounting Financing Finance Shareholders 245

The Big Picture

NOVEMBER 14, 2023

00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company. It was Mass Financial Services. Didn’t really think about going into financial services.

Mutual Funds 52

Mutual Funds Assets Asset Management Law Firms 52

The Motley Fool

APRIL 17, 2024

Sports, family, and finance keep popping back up in their life stories expressed in 10 sentences, in the stock graphs of their lives, and in the three key moments that have made these admirable men the Foolish investors that they are. What were the three key moments that made you into the investor you are today? Who tells your story?

Financing 130

Financing Finance Law Firms Mutual Funds 130

The Motley Fool

NOVEMBER 9, 2024

Right now, long-term investors looking for high yields should dig into T. It charges fees for providing financial services to customers who buy its mutual funds, exchange-traded funds (ETFs), and other investment products. That's not good, and it has investors worried about the stock. That said, T.

Mutual Funds 130

Mutual Funds Banks Exchange-Traded Funds Assets 130

The Motley Fool

APRIL 25, 2024

Operator instructions] I would now like to introduce Mr. Mark Grant, senior vice president of investor relations for S&P Global. Mark Grant -- Senior Vice President, Investor Relations Good morning and thank you for joining today's S&P Global first quarter 2024 earnings call. Sir, you may begin.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Debt Capital 130

The Motley Fool

JANUARY 13, 2024

The term Dividend Aristocrats® is a registered trademark of Standard & Poor's Financial Services LLC.) They just revealed what they believe are the ten best stocks for investors to buy right now. You've been speaking to investors new and old for such a long time. and Walmart wasn't one of them!

Debt 130

Debt Companies Mutual Funds Returns 130

The Motley Fool

FEBRUARY 8, 2024

Operator instructions] I would now like to introduce Mr. Mark Grant, senior vice president of investor relations for S&P Global. Mark Grant -- Senior Vice President, Investor Relations Good morning, and thank you for joining today's S&P Global fourth quarter and full-year 2023 earnings call. Sir, you may begin.

Mergers and Acquisitions 100

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Taxes 100

The Big Picture

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. We have to just do it, focus on doing what’s right for investors. I do think after the global financial crisis, we really started to get momentum. Our funds held up well.

Mutual Funds 114

Mutual Funds Taxes Education Startups 114

Sara Grillo

JUNE 12, 2023

New York State Department of Financial Services. SARA GRILLO: So who is the best interest in upon the insurance agent selling the policy or the fiduciary financial advisor that’s helping the client by the policy. Will AG 49-B be a May Day or meh day for IUL illustrations? Life Insurance Illustrations Model Regulation.

Due Diligence 59

Due Diligence Consulting Consultants Accounting 59

The Big Picture

MAY 9, 2023

Really a fascinating person who has seen the world from a unique perspective in multiple cities as an investor. And again, I ended up in the financial services audit practice at KPMG. So I went from being a publishing high yield research analyst to a distressed debt analyst and investor. I finished the three years.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Big Picture

JULY 29, 2024

She has an absolutely comprehensive resume in the financial services industry. And then I fell in love with technology and product development, moved from there to strategy, then moved from there to investment product development, worked on Schwab’s first ETF offerings, their equity mutual funds, fixed income mutual funds.

Taxes 59

Taxes Mutual Funds Portfolios Financing 59

ClearMoney

DECEMBER 5, 2021

In contrast, even if bitcoin are held for decades, the owner may never receive more bitcoin, and unlike stocks and bonds, it is not clear that bitcoin offers investors positive expected returns. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Assets Education Consulting 52

The Motley Fool

OCTOBER 24, 2023

Jennifer Como, senior vice president and global head of investor relations. Jennifer Como -- Senior Vice President, Head of Global Investor Relations Thanks, Jordyn. Joining us today are Ryan McInerney, Visa's chief executive officer; and Chris Suh, Visa's chief financial officer. Como, you may begin.

Taxes 130

Taxes Banks Consulting Consultants 130

The Big Picture

AUGUST 15, 2023

You’re a global investor. And there are a lot of investors say that I have on the podcast that say, “If we can’t get into those top venture,” you don’t have an allocation to venture, you have a group of managers. So for a taxable investor, hedge funds generally aren’t tax efficient.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

JULY 18, 2023

Equally, I was also trying to become acquainted with the people that were my customers, who are the asset managers, both on mutual funds, insurance companies, hedge funds, private equity firms that were our counterparties. WAGNER: I think at our core, we’re value investors. And sure enough, it was.

Capital 52

Capital Hedge Funds Funds Assets 52