Random Roger's Retirement Planning

FEBRUARY 12, 2025

There's no way to know if repeating this same study running from 2015 to 2030 after a flurry of funds came out in the mid-2010's might get us closer but we can check back in five years. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 52

Portfolio Retail Assets Clients 52

Getting Your Financial Ducks In A Row

FEBRUARY 3, 2025

Fraudsters often try tricking businesses and others into sharing personal information — such as names, passwords and account numbers — through emails, texts and direct messages made to look like they come from a legitimate source, like the IRS, a bank or a trusted tax professional.

Taxes 52

Taxes Electronics Media Numbers 52

Validea

MARCH 7, 2025

Key Criteria for Stock Selection To find small, fast-growing companies, this strategy evaluates stocks based on a diverse set of fundamental metrics: Profit Margins A minimum after-tax profit margin of 7% is required, ensuring the company maintains strong profitability within its industry. annual return (477% cumulative).

Portfolio 52

Portfolio Sales Investing Investments 52

Random Roger's Retirement Planning

DECEMBER 12, 2023

The client was in his 70's when the story starts in 2015 and he had "at least $50 million." If they'd found him a cash account paying zero interest back in 2015, they could started taking $1.5 Bitcoin was going for $250 in the middle of 2015. million/yr and lasted until 2038.

Portfolio 75

Portfolio Clients Accounting Financial Advisor 75

Random Roger's Retirement Planning

OCTOBER 28, 2024

All five funds really struggled from 2015-2020 but there was variation among the five. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. We looked at a similar chart the other day.

Risk Management 52

Risk Management Management Portfolio Numbers 52

Good Financial Cents

DECEMBER 12, 2022

The company is headquartered in Chicago, Illinois, and was founded in 2015. M1 Finance was founded in 2015 and is headquartered in Chicago, Illinois. They offer a variety of features, including portfolio rebalancing, tax-loss harvesting, and automatic deposits. When did M1 Finance Start? Hows does M1 Finance make money?

Investments 83

Investments Investing Portfolio Analysis Insurance 83

Random Roger's Retirement Planning

AUGUST 5, 2023

Turns out there's a mutual fund version with symbol HCMDX with a track record back to 2015. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. The basic strategy is that it can lever up to 200% long equity exposure based on its HCM Buyline Method.

Portfolio 93

Portfolio Clients Taxes Numbers 93

Random Roger's Retirement Planning

JULY 2, 2024

From 2015 forward, the S&P 500 was up 20% or more four times. And for MTUM Since it listed in 2015, SPMO has compounded at 16.48% versus 13.36 They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. for MTUM and 13.81

Portfolio 59

Portfolio Investments Investing Taxes 59

Random Roger's Retirement Planning

JUNE 6, 2024

In the backtest it was down 3.65% in 2015, that worst year was 2018 and in 2022 it was only down 2.72%. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. I am surprised how closely it tracks to VBAIX.

Asset Allocation 92

Asset Allocation Retail Clients Taxes 92

Brown Advisory

MAY 3, 2018

As we discuss in this article, this approach has directly contributed to our outperformance during the most recent period of rising interest rates dating from the end of 2015. Finally, the tax bill disallowed advance refundings of municipal bonds, a common practice where issuers could lower their costs by refinancing debt at lower rates.

Taxes 52

Taxes Portfolio Valuation Clients 52

Brown Advisory

MAY 3, 2018

As we discuss in this article, this approach has directly contributed to our outperformance during the most recent period of rising interest rates dating from the end of 2015. Finally, the tax bill disallowed advance refundings of municipal bonds, a common practice where issuers could lower their costs by refinancing debt at lower rates.

Taxes 52

Taxes Portfolio Valuation Clients 52

Good Financial Cents

DECEMBER 22, 2022

2015: -0.73%. From there, you’ll pay a 0.25% annual investing fee to access multiple portfolio options, advanced tax-savings tools, automatic portfolio rebalancing, and other perks. While not always the case, some states even offer tax breaks for contributing to a 529 plan. 2020: 16.26%. 2019: 28.88%. 2018: – 6.24%.

Investments 108

Investments Investing Risk Tolerance Accounting 108

Trade Brains

JUNE 21, 2025

One early remarkable purchase was a $9 million waterfront mansion in Coconut Grove,Miami,which he sold in 2015 for $13.4 LeBron’s wealth also emanates from a well-manicured real estate empire.He owns property worth between $100-120 million,scattered around the United States.

Investments 59

Investments Investing Education Media 59

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 12:50. There are three fundamental variables to monitor in portfolio management: market performance, changes in tax policy and a portfolio’s rate of drawdown (expenses and spending). Create a portfolio structure buffered against taxes. Anchoring Expectations. We cannot control the first two forces.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

The Irrelevant Investor

OCTOBER 16, 2015

The index was launched in May 2015, but has data going back to July 2013. We'll see, there certainly will be some real life obstacles, taxes, borrow, etc. You might be thinking this sounds pretty silly, but get this. The index excludes ETFs, penny stocks and any stock that has a market cap of $1 billion or less.

Taxes 52

Taxes Assets Marketing Marketing 52

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 13:46. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. global growth for 2015. 30, 2015, the Russell 3000® Index of U.S. 31, 2015, from 5% in June 2014. From May 21, 2015, until Aug. Off the Beaten Trail.

Economy 52

Economy Taxes Clients Assets 52

Trade Brains

AUGUST 28, 2023

Ujjivan Small Finance Bank (Ujjivan SFB) was established in 2015 when the Reserve Bank of India gave in-principle approval to Ujjivan Financial Services Ltd. The NBFC makes use of multiple financing options such as commercial papers, term loans, external commercial borrowings (ECBs), taxable and tax-free bond issuances, etc.

Banking 111

Banking Financial Services Government Manufacturing 111

Brown Advisory

MARCH 1, 2016

In November 2015, Square, a San Francisco-based creator of mobile payment technology, went public at $9 per share and immediately rocketed 45% to a valuation of more than $4 billion. From 2010 until 2015, the bull run in publicly traded equities led to a surge in valuations across the venture capital industry. Superior Six.

Valuation 52

Valuation Clients Investing Investments 52

The Irrelevant Investor

FEBRUARY 2, 2019

We bought our apartment in December 2015 and in a few weeks we'll be moving out. On the positive side, there was a large tax benefit to being able to deduct the interest. Because we're leaving before four years we have to pay the building a flip tax of 1%. We did not plan on leaving so soon, but hey, that's life.

Economics 52

Economics Taxes Numbers Insurance 52

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

Another highlight was in 2015 (I think), right after the Fitbit IPO. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. My highlight appearance was one of my early ones in the spring of 2008, I was very bearish on domestic financials.

Numbers 81

Numbers Taxes Investing Investments 81

Brown Advisory

SEPTEMBER 12, 2016

We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. Such disclosure is surging, with the proportion of companies in the S&P 500 Index that publish sustainability reports increasing to 81% in 2015 from less than 20% in 2011. annually for U.S. economy.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. Such disclosure is surging, with the proportion of companies in the S&P 500 Index that publish sustainability reports increasing to 81% in 2015 from less than 20% in 2011. annually for U.S. economy.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

billion budget for 2015 equaled roughly 5% of gross domestic product, according to IISS. From 2009 until 2015, China annually boosted its defense budget by $10 billion to $15 billion, spending $146 billion last year. billion in fiscal year 2015. Rearming democracies. In response, the U.S., billion in fiscal year 2021, from $560.4

Budgeting 52

Budgeting Communication Clients Commission 52

Brown Advisory

SEPTEMBER 12, 2016

billion budget for 2015 equaled roughly 5% of gross domestic product, according to IISS. From 2009 until 2015, China annually boosted its defense budget by $10 billion to $15 billion, spending $146 billion last year. billion in fiscal year 2015. Rearming democracies. In response, the U.S., billion in fiscal year 2021, from $560.4

Budgeting 52

Budgeting Communication Clients Commission 52

Random Roger's Retirement Planning

JUNE 22, 2024

XME fell 50% in 2015 and then made it all back with a 106% gain in 2016. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. Blending 25% in with ACWI helped in 2022 but otherwise it's not much different than 100% in ACWI.

Portfolio 98

Portfolio Distribution Marketing Marketing 98

Trade Brains

OCTOBER 15, 2023

IRM Energy IPO Review – About The Company Incorporated in 2015, IRM Energy specializes in city gas distribution across various geographical regions in India. Alongside, the Profit After Tax (PAT) has nearly doubled, soaring from ₹34.8 Keep reading for more details! crore in March 2021 to a whopping ₹980 crore in March 2023.

Distribution 105

Distribution Government Accounting Pharmaceutical 105

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:11. The economies of India and the ASEAN-5 (Indonesia, Malaysia, the Philippines, Thailand and Vietnam) entered the second half of 2015 with robust growth. It is offering tax incentives for purchasing private insurance and tax deferrals for annuity products and corporate pension plans. Rude Awakening.

Insurance 52

Insurance Portfolio Management Clients Government 52

Cornerstone Financial Advisory

JANUARY 23, 2023

.” – William Zinsser Beware Of Improper Employee Retention Credit Claim The employee retention credit (ERC) is a refundable tax credit for businesses that continued paying employees while shut down due to the COVID-19 pandemic or had significant declines in gross receipts from March 13, 2020–December 31, 2021.

Marketing 59

Marketing Marketing Economics Taxes 59

Trade Brains

SEPTEMBER 29, 2023

This was because Exide reported extraordinary income, which was due to the sale of its discontinued operations. The Company had made an extraordinary gain of Rs. After discounting for this income, its FY22 Net Profit comes to Rs. On calculating its Net Profit growth from FY22-23 excluding extraordinary earnings, it comes up to 17% growth.

Planning 119

Planning Manufacturing Sales License 119

Trade Brains

OCTOBER 3, 2023

That’s more than three times the economic impact seen during the 2015 Australia-New Zealand edition and the 2019 UK World Cup, which were $347.2 lakh per night + taxes during the World Cup period. India expects this World Cup to boost its economy by Rs. 13,500 crores ($1.64 Billion), as reported by BQ Prime. million and $447.8

Economy 59

Economy Sales Electronics Economics 59

Investing Caffeine

MAY 2, 2022

No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. Please read disclosure language on IC Contact page.

Economy 59

Economy Electronics CFP Government 59

Validea

MAY 16, 2025

Motley Fool Small-Cap Growth Investor 10 Tax Efficient 7/15/2003 13.50% 8.50% 5.00% 1.11 Martin Zweig Growth Investor 20 Tax Efficient 7/15/2003 12.70% 8.50% 4.20% 1.06 James O’Shaughnessy Value Composite Investor 10 Tax Efficient 12/26/2008 16.20% 12.40% 3.80% 1.23 Lynch and OShaughnessys models also posted gains.

Marketing 52

Marketing Marketing Taxes Portfolio 52

Truemind Capital

APRIL 19, 2024

Arbitrage funds could be considered for short-term surplus funds (holding period of up to 1 year) due to better tax-adjusted returns. Interestingly, Gold prices (per 10 grams in INR terms) and Sensex levels were similar in 2015 (around 26,000) and are in close range even today.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

The Irrelevant Investor

NOVEMBER 30, 2015

Making changes to your portfolio based on this type of study would probably not be in your best interest when taking into consideration taxes, transaction costs, and most importantly, the cost of being wrong. and with just a month left to go, stocks are flat for 2015. In 2005, stocks were up 4.5%

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

Yardley Wealth Management

SEPTEMBER 14, 2022

2017: The year-end Tax Cuts and Jobs Act (TCJA) upends U.S. 2015: A long-simmering Greek debt crisis erupts. Civil unrest rides high across a gamut of socioeconomic concerns, and a divisive U.S. presidential election looms large. 2018: Two U.S. 2016: The Brexit referendum and U.S. presidential election deliver surprising outcomes.

Investments 52

Investments Investing Wealth Management Government 52

Brown Advisory

JANUARY 26, 2017

Though GO debt was backed by the full faith and credit of the issuing entity, which had the right to levy taxes, one of the Emergency Manager’s arguments in the bankruptcy proceedings was that the populace can only endure tax increases to a certain point. representatives on the list 2.

Clients 52

Clients Portfolio Management Taxes 52

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:10. Investors had snapped up Puerto Rican debt because of high yields and exemption from federal, state and local taxes in the U.S. Meanwhile, tax revenues have declined to about 12% of GNP from more than 15% before 2006, the Krueger report said. Rude Awakening. plunged in August to 9 cents on the dollar.

Transportation 52

Transportation Government Economy Asset Allocation 52