The Motley Fool

JANUARY 21, 2024

The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2 million 1.5% (No introductory fee waiver) iShares Bitcoin Trust (NASDAQ: IBIT) $698 million 22.4 billion AUM) Data sources: Finviz.com, Yahoo!

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

OCTOBER 11, 2024

The combination triples infrastructure AUM and doubles private markets run-rate management fees. increased 5%, reflecting a higher tax rate compared to a year ago. Our as-adjusted tax rate for the third quarter was 26%. We continue to estimate that 25% is a reasonable projected tax run rate for the remainder of 2024.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

Walkner Condon Financial Advisors

OCTOBER 28, 2022

Note: if you have a Roth of after-tax option, it does not impact the advice given here, though there are some nuances to Roth that should be explored as well. This will be a tax-free event, and you will have to select new funds out of the lineup your plan sponsor offers. Roll It Into Your New Plan.

Mutual Funds 52

Mutual Funds Financial Institutions Assets Taxes 52

The Motley Fool

MAY 28, 2024

Bill Mann: It's funny because stock buybacks are thought to be a very efficient way to return cash to existing shareholders in the form of there's not much in the way of tax, and every share of stock you should think of as being a perpetual claim on earnings and assets of a company. Why are they so curious about this, Bill?

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

MAY 7, 2024

Taxes, of course, you're looking for a certified public accountant CPA but some of them also have another designation called the personal financial specialists or PFS, which basically means there are tax expert, but they also know financial planning. These days more people are charging an assets under management fee.

Accounting 245

Accounting Financing Finance Shareholders 245

The Motley Fool

OCTOBER 15, 2024

That means that the tenant has to pay taxes, building maintenance, and insurance expenses. In the estate planning episode on October 1, you mentioned that a person would not need to worry about taxes on an inheritance unless it was more than 10 million. An inheritance tax is paid by the people who inherit the money.

Taxes 130

Taxes Mutual Funds Accounting Financing 130

The Motley Fool

AUGUST 2, 2024

Our pre-tax adjusted operating income was $1.6 per share on an after-tax basis, up 10% from the year-ago quarter and 12.5% PGIM, our global investment manager, had higher asset management fees driven by favorable investment performance, contributions from the Deerpath capital acquisition, and equity market appreciation.

Capital 130

Capital Assets Liabilities Shareholders 130

The Motley Fool

APRIL 29, 2024

Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products. The increase was primarily due to higher G&A expenses this quarter, which was specifically related to an increase in employer-paid payroll taxes in connection with employee stock option exercises in the first quarter.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

MARCH 20, 2024

In wealth management, we generate low take rate but high margin fee income from a large and growing pool of aggregated customer assets by offering customers high-quality products and superb convenience. The products are primarily low risk money market funds and, to a lesser extent, fixed-income mutual funds.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. I was managing their money in. An hourly financial advisor is someone who provides financial advisor for a set hourly rate. Hourly financial advisors are not common.

Portfolios 52

Portfolios Investors Consultants Consulting 52

ClearMoney

SEPTEMBER 24, 2021

French, “Luck versus Skill in the Cross-Section of Mutual Fund Returns,” Journal of Finance 65, no. The performance reflects the growth of a hypothetical investment and assumes reinvestment of income and no transaction costs or taxes. CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC.

Mutual Funds 52

Mutual Funds Investing Taxes Stock Market 52

ClearMoney

MARCH 1, 2022

Indexes are not perpetual motion machines free of maintenance, but require periodic management through additions, deletions, and security reweighting. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Education Banks 52

ClearMoney

DECEMBER 16, 2021

Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Education Management Fees Banks 52

ClearMoney

DECEMBER 5, 2021

Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Assets Education Consultants 52

ClearMoney

DECEMBER 13, 2021

Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Education Banks Management Fees 52

ClearMoney

FEBRUARY 21, 2022

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

ClearMoney

DECEMBER 14, 2021

Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. trillion in equity fund AUM1 was categorized as strategic beta by Morningstar. billion of fixed income funds had the same designation. At the end of 2020, $1.35 By contrast, just $14.36

Investing 52

Investing Mutual Funds Consultants Consulting 52

ClearMoney

NOVEMBER 4, 2021

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Assets Banks Accounting 52

ClearMoney

JANUARY 4, 2022

Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Please read the prospectus before investing.

Returns 52

Returns Debt Mutual Funds Capital 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Please read the prospectus before investing.

Debt 52

Debt Mutual Funds Capital Funds 52

The Big Picture

MARCH 27, 2023

RITHOLTZ: It’s mutual funds. It’s hedge funds. And all these formally high performers are now just so big, they’re very happy collecting the management fee and the performance fee matters less. What accounts for the difference between the two in your experience working on the trading desk?

Hedge Funds 112

Hedge Funds Funds Assets Financing 112

ClearMoney

FEBRUARY 22, 2022

The money management industry is highly competitive, with more stock mutual funds and ETFs available in the US than listed stocks.6 6 If someone could develop a profitable timing strategy, we would expect to see some funds employing it with successful results. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Taxes Assets 52

The Motley Fool

JANUARY 12, 2024

Our as-adjusted tax rate for the fourth quarter was approximately 24%, driven, in part, by discrete items. We currently estimate that 25% is a reasonable projected tax run rate for 2024, though the actual effective tax rate may differ because of nonrecurring or discrete items or potential changes in tax legislation.

Assets 130

Assets Shareholders Capital Asset Management 130