Investment Banking Mutual Funds Taxes 
The Motley Fool
FEBRUARY 19, 2024
A family office may offer financial planning, investment management, tax expertise, and charitable giving opportunities. These are called private placements, and most of the time, the shares are sold to investment banks or hedge funds.
The Motley Fool
JANUARY 25, 2024
Jason Moser: I think it's with Goldman Sachs, Goldman is not the first bank I think that comes to people's minds when we think about consumer banking. Goldman, it's an investment bank. Jason Moser: Well, like I said, Goldman is an investment bank. If you're in a higher tax bracket today, take the loss.
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The Motley Fool
MAY 1, 2024
All this opens the door for the activities that big banks love, which is, they like to make money off of deposits, but when that equation is upside down and interest rates are high, they want to do this stuff. The trading investment banking activities have really stood out to me among all these big banks as a propellant for earnings.
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.
Sara Grillo
MAY 8, 2023
They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks.
The Motley Fool
APRIL 23, 2024
I would note that our first quarter effective tax rate of 13.5% benefited from favorable discrete items and higher excess tax benefits recognized on stock-based comp vested in the period. For the remainder of the year, we expect the quarterly effective tax rate of 21% to 22% each quarter before any discrete items.
The Big Picture
MAY 9, 2023
Investment banks were not really a known concept in the area where I grew up. And what I found was it was just a phenomenal training ground for somebody who wants to then go on to invest, especially doing more micro-level analysis. So how do you then go from tax and audit practice to finance and investing?
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