Mutual Funds Private Companies Taxes 
The Motley Fool
FEBRUARY 19, 2024
A family office may offer financial planning, investment management, tax expertise, and charitable giving opportunities. Some billionaires may use this account because they enjoy researching companies and making stock picks, maintaining investment privacy, managing their own risks, and the low fees that are associated with these accounts.
The Motley Fool
JANUARY 17, 2025
You can decide whether you want to cash in and increase your tax bill this year or not. When you're investing in managed mutual funds, you're handed a tax bill near the end of every year that you didn't have much control over, and the average managed mutual fund turns over 70% to 100% in a given year.
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The Motley Fool
SEPTEMBER 23, 2024
This is why Peter Lynch, the legendary investor who crushed the market when running his mutual fund, Fidelity Magellan, has it as one of his top criteria when evaluating a stock. He wants companies that can grow sales and earnings at a double-digit rate for many years. Like SpaceX, it wants to become an end-to-end space company.
The Big Picture
JULY 11, 2023
RITHOLTZ: So were you — in the early days, it was mutual funds it was SMAs, what were you guys doing? I could do my own taxes. That new name of the company became Franklin Templeton. So it was Franklin, along with mutual fund pioneer Sir John Templeton. RITHOLTZ: You’re going to be passing that.
The Motley Fool
APRIL 29, 2024
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. Software business operating expenses were $96.1 million, up 1.7% compared to $94.5 million in Q1 of last year.
The Big Picture
AUGUST 29, 2022
But I covered derivatives at first, and then I cover mutual funds. I worked for a (inaudible) called Fund Action and did that for a little while, and then went — I met a guy named Duff Ferguson at AllianceBernstein. They’d be the biggest active mutual fund to shop times over. RITHOLTZ: It’s …. He was the P.R.
The Big Picture
OCTOBER 31, 2023
At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. Just really a fascinating history from, from a private company to a public company back to a, a partnership. 00:07:33 [Speaker Changed] So when I, my first fund that I ran when I was at Montgomery was a mutual fund.
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