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How Should a Beginner Invest in Stocks? Try This ETF.

The Motley Fool

You can't go wrong with the Vanguard Total Stock Market ETF (NYSEMKT: VTI) -- one of the most popular and stable ETFs on the market. What's an exchange-traded fund? An exchange-traded fund is a collection of securities that you can buy or sell through a brokerage firm on a stock exchange.

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Here's How Billionaires Buy Stocks

The Motley Fool

A family office A family office is a unique wealth management firm that caters to billionaires and the ultra-wealthy. A family office may offer financial planning, investment management, tax expertise, and charitable giving opportunities.

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Does the Grayscale Bitcoin ETF Still Make Sense for New Crypto Investors?

The Motley Fool

Early Bitcoin adopters appreciated the Grayscale fund's availability in ordinary stock-exchange accounts. Except for management fees, of course Just one more exception to the rule, I promise! ETFs always come with an annual fee. A small management fee hurts less than a large tax bill, at least in the short term.

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Main Street Capital (MAIN) Q4 2024 Earnings Call Transcript

The Motley Fool

The funds we advised through our External Investment Manager continued to experience favorable performance in the fourth quarter, resulting in significant incentive fee income for our asset management business for the ninth consecutive quarter and, together with our recurring management fees, a significant contribution to our net investment income.

Capital 130
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3 Unusual Income ETFs That May Be Just What You're Looking For

The Motley Fool

The kicker: The iShares Core High Dividend ETF is very tax efficient. But simply owning a fund can create taxable events, even if you don't sell that fund in a particular tax year. Any net capital gains booked by a fund's manager are just passed along to investors. This ETF's actual effective management fee is a mere 0.4%.

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BlackRock (BLK) Q3 2024 Earnings Call Transcript

The Motley Fool

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
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Blue Owl Capital (OWL) Q4 2023 Earnings Call Transcript

The Motley Fool

We finished 2023 on a strong note with another consecutive quarter of management fee and FRE growth, 11 for 11 since we've been a public company, against a market backdrop that has been exceptionally volatile and uncertain. Management fees were up 26%, and 92% of these management fees are from permanent capital vehicles.

Capital 130