Investment Banks 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 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.
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
FEBRUARY 12, 2024
And eventually I got a job offer at Donaldson Lefkin Jenette, which is no longer here, but it was an investment bank of, of some note at the time. There’s a million guys trying to do what you’re doing in addition to, to the hedge funds. There were all these mutual funds. And it’s even bigger.
The Big Picture
DECEMBER 6, 2022
So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. BERRUGA: You know, great question.
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.
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