The Motley Fool

MAY 29, 2024

Although some exposure to these stocks is OK, I'd encourage passive investors to opt for index funds that focus on broader growth markets such as cybersecurity, cloud computing, or artificial intelligence (AI). These are offered by employers and allow workers to allocate a portion of their paycheck each month to fund retirement.

Taxes 245

Taxes Mutual Funds Passive Investors Accounting 245

The Big Picture

AUGUST 20, 2024

What lase pointed out in his paper was that passive had to transact during periods in which there was index rebalancing. 00:20:33 And so in that period they ceased to be passive investors, they became active investors, and that became an opportunity for outperformance. You were subject to the 75% marginal tax rate.

Asset Management 68

Asset Management Assets Mutual Funds Bidding 68

The Big Picture

FEBRUARY 12, 2024

But what we’ve learned over time, you know, when I started in 1996, you know, the, the main thing people would say when we would pitch our services was, well, what do we need another hedge fund for? There’s a million guys trying to do what you’re doing in addition to, to the hedge funds. And it’s even bigger.

Capital 116

Capital Hedge Funds Funds Mutual Funds 116