01/07/2022
Net inflows for the quarter were at $212 billion, of which long-term net flows accounted for $169 billion, up from $116 billion a year earlier.
01/04/2022
Byron defines a “surprise” as an event that the average investor would only assign a one out of three chance of taking place but which Byron believes is “probable,” having a better than 50% likelihood of happening.
01/02/2022
The record date for the 2021 annual distributions will be December 31, 2021, payable on January 6, 2022.
12/30/2021
The actual taxable amounts of cash and reinvested distributions for 2021, including the tax characteristics of the distributions, will be reported in 2022.
12/30/2021
“Merging with a larger firm will afford increased opportunities for our clients and staff, allowing access to resources and specialists beyond our current capacity,”