The Motley Fool

JULY 23, 2024

If you've received an inheritance from a deceased family member, exercised stock options in a startup, sold a business, made big capital gains in the stock market, or otherwise come into a big amount of money, this can also be a good occasion to get professional financial help.

Financing 130

Financing Finance Debt Startups 130

The Motley Fool

DECEMBER 3, 2023

Each of the major stock market indexes has gained more than 20% from their bear market lows, with the gains fueled by easing inflation and the expectation that the Federal Reserve Bank may be done raising interest rates. On the heels of last year's historic downturn, 2023 has been a very different animal.

Hedge Funds 246

Hedge Funds Stakes Earnings Before Interest Amortization 246

The Motley Fool

APRIL 28, 2024

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%.

Exchange-Traded Funds 100

Exchange-Traded Funds Business Development Companies Taxes Stakes 100

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

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. An hourly financial advisor is someone who provides financial advisor for a set hourly rate. Hourly financial advisors are not common. Jon Luskin. Rick Ferri.

Portfolios 52

Portfolios Investors Consultants Consulting 52

The Motley Fool

OCTOBER 11, 2024

Asset and wealth management reported net income of $1.4 billion with pre-tax margin of 33%. The other side of the question is, we're on these calls the last couple of years, you're saying the stock is overvalued. You're saying the stock market is overvalued, and therefore, all stocks are overvalued.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

ClearMoney

SEPTEMBER 24, 2021

Assuming an average 10% return, as the S&P 500 has returned historically, money invested in the stock market doubles every seven years.) Every day, we expect the stock market to go up. In order for an investment to offer the possibility of a return above money-market funds, it needs to carry risk. I’m too late.

Mutual Funds 52

Mutual Funds Investing Taxes Stock Market 52

ClearMoney

FEBRUARY 21, 2022

Dimensional’s systematic active approach is designed to adjust to new information in real time, including information about geopolitical events and their potential repercussions for markets. Geopolitical events like military or economic conflicts can affect stock markets in many ways. Global Developments and Their Impact.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

ClearMoney

DECEMBER 5, 2021

1 This trend may be worrisome for investors expecting an adverse impact on stock returns once the bill for all this spending comes due. However, the relation between country debt and stock markets is complex, in part because sovereign solvency is dependent upon many factors other than just debt level. Power of Market Prices.

Returns 52

Returns Debt Mutual Funds Capital 52

ClearMoney

DECEMBER 5, 2021

1 This trend may be worrisome for investors expecting an adverse impact on stock returns once the bill for all this spending comes due. However, the relation between country debt and stock markets is complex, in part because sovereign solvency is dependent upon many factors other than just debt level. Power of Market Prices.

Debt 52

Debt Mutual Funds Capital Funds 52

ClearMoney

NOVEMBER 4, 2021

Rigorous research combined with decades of systematic investing expertise help inform portfolio design and management by identifying efficient uses for the many sources of information about expected returns. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

Mutual Funds 52

Mutual Funds Assets Banks Accounting 52

ClearMoney

JANUARY 4, 2022

However, the relation between country debt and stock markets is complex, in part because sovereign solvency is dependent upon many factors besides just debt levels. In addition, debt is generally a slow-moving variable whose expected value should be incorporated in market prices. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Debt Assets Banks 52

The Big Picture

MARCH 27, 2023

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. RITHOLTZ: Long-Term Capital Management. And you go through what the endowment is invested in, and there are a few sites that do this because they have to do tax filings.

Hedge Funds 112

Hedge Funds Funds Assets Financing 112

ClearMoney

FEBRUARY 22, 2022

Motivated by the substantial payoff associated with successful timing, researchers over the years have examined a wide range of strategies based on analysis of earnings, dividends, interest rates, economic growth, investor sentiment, stock price patterns, and so on. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Taxes Assets 52

Pension Pulse

MAY 24, 2023

There’s probably more volatility on tap for stock markets, Graham said, adding he’s “cautiously optimistic” about what lies ahead for the fund this year as certain sectors in some parts of the world appear ready to soar. Management fees increased by $165 million, due to an increase in average assets managed by external fund managers.

Investing 52

Investing Stakes Pension Funds Assets 52