The Motley Fool

OCTOBER 20, 2024

Although this could make it easier for Berkshire to further reduce its stake without spooking the market, it doesn't necessarily mean that is what's happening here. He may want to lock in that profit before his company might have to pay more in taxes to Uncle Sam. This was before the huge stock-market run thus far in 2024.

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Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245

The Motley Fool

NOVEMBER 8, 2024

Berkshire's best years of outperformance typically come when the rest of the market fails to meet its average returns. And Buffett just sent one of his biggest warnings yet that he doesn't like what he's seeing in the stock market today. The current corporate tax rate is set to revert from 21% to 35% after 2025.

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The Motley Fool

AUGUST 7, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $39,157 !* I'm not talking stock picking. I'm talking to people saying, the next recession is going to start in June or the stock market is going to go down 7% this year. Rather than doing the futile effort of saying, when's the next bear market?

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The Motley Fool

NOVEMBER 6, 2024

While most of the stock market is on the rise, the renewable energy industry is taking it on the chin in trading today. billion of that would be the benefit of Section 45X tax credits passed in the IRA. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,271 !* billion to $1.54 billion to $1.05

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The Motley Fool

NOVEMBER 16, 2024

stock market is more valuable than any other countries' by a wide margin. No stock represents more than 4% of the ETF, so it's well-diversified despite holding just 51 stocks. annualized return (pre-tax) over the past decade, giving investors solid total returns while meeting their passive income needs.

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The Motley Fool

OCTOBER 9, 2024

Buffett alluded to the threat of a higher capital gains tax rate, which seemed to have faded since earlier this year, and selling Apple does help to clear the deck for Berkshire's tax liability. Notably, Berkshire's keeping that money in Treasury bills rather than investing it in other stocks. million shares.

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The Motley Fool

OCTOBER 30, 2024

The all-important question is: Why would Warren Buffett jettison over $10 billion worth of his favorite bank stock? One possible (benign) catalyst for this selling activity is tax implications. The worry for investors is that Buffett's aggressive selling of Bank of America stock has to do with much more than just taxes.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Initial Public Offering 246

The Motley Fool

NOVEMBER 11, 2024

For those of you wondering why the Oracle of Omaha would pare down his company's top position, he opined during Berkshire's annual shareholder meeting in May that he believed the corporate tax rate would eventually climb. 3, based on market value), Bank of America (NYSE: BAC). Image source: Getty Images. Bank of America: $9.61

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Securities and Exchange Commission (SEC) Accounting Stakes Banks 130

The Motley Fool

NOVEMBER 10, 2024

Buffett may have concerns about the big picture Although any speculation should be taken with a grain of salt -- there is no way to know just what he's thinking -- I think it's fair to say that Buffett has some reservations about the health of the market. Perhaps he sees an opportunity elsewhere in the market.

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Banks Taxes Shareholders Stakes 130

The Motley Fool

OCTOBER 20, 2024

One of my favorite pairings when looking for passive income on the stock market is to find companies with safe, steady operations with dividend yields that are near 10-year highs. So, does this drop show that Hershey is damaged goods since the broader market is still up? currently meet these requirements. Not so much.

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Mergers and Acquisitions Enterprise Values Earnings Before Interest Amortization 241

The Motley Fool

NOVEMBER 18, 2024

Some of the best index ETFs feature little turnover as well, which minimizes taxes and allows retirees to benefit from long-term capital gains. Owning the Vanguard Total Stock Market Index Fund (NYSEMKT: VTI) allows you to achieve that feat with essentially zero effort. But which index ETFs belong in your portfolio?

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The Motley Fool

NOVEMBER 10, 2024

While this does not necessarily mean Buffett is making a directional call on the stock market, the Oracle of Omaha is being more cautious with his investments today as the market shoots up to all-time highs. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,982 !*

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Stakes Taxes Shareholders Portfolios 227

The Motley Fool

OCTOBER 15, 2024

Pre-tax profit margin remained strong at 41.2%. With the stock market continuing to set all-time highs and interest rates falling, Schwab looks well positioned for future growth, especially as it's streamlined its expenses. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,756 !*

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The Motley Fool

OCTOBER 8, 2024

ET, the stock was still up 8%. The catalyst that sent digital signature and contract lifecycle management specialist higher was an announcement the company would be joining one of the premier stock market indexes. Excluding a one-time benefit from a tax provision, adjusted earnings per share (EPS) climbed 24%.

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The Motley Fool

NOVEMBER 9, 2024

Investing in the stock market is a great way to build long-term wealth. Dividend stocks can provide investors with steady, reliable paychecks. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,982 !* One method that stands out for its income generation is dividend investing.

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The Motley Fool

OCTOBER 9, 2024

The conglomerate's success stems from Buffett's simple investment strategy : He likes companies with steady growth, robust profitability, strong management teams, and shareholder-friendly initiatives like stock buyback programs and dividend schemes. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $41,938 !*

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Conglomerates Portfolios Investing Stakes 246

The Motley Fool

JULY 12, 2024

Image source: Getty Images Certificate of deposit, or CD, interest rates are the highest they've been since before the 2008 financial crisis. While CDs offer a safe and attractive yield, the reality is that over virtually any long period of time, CDs and other fixed-income investments have underperformed the stock market.

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The Motley Fool

APRIL 20, 2024

For instance, in 2023 the maximum proportion of your wages taxed for Social Security purposes was $160,200. Thirty years ago the Social Security Administration stopped taking out Social Security taxes once your wages reached $60,600. This wasn't always the number, for the record. The year before that, it was $147,000.

Taxes 246

Taxes Banks Stock Market Stock Market 246

The Motley Fool

NOVEMBER 9, 2024

The stock market is a great way to build long-term wealth. A study by Hartford Funds showed that, over a 50-year span ending in 2023 -- a period covering the last four recessions -- dividend-paying stocks have delivered an annual return of 9.17%; stocks without dividends delivered 4.27% in comparison.

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Taxes Stock Market Stock Market Returns 130

The Motley Fool

NOVEMBER 14, 2024

One of the more exciting stocks in the restaurant industry these days is Dutch Bros (NYSE: BROS). 2 pure-play coffee chain on the stock market behind Starbucks (NASDAQ: SBUX) , and it seems to be seizing the opportunity that the leader has created with its own errors and underperformance. The company has emerged as the No.

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The Motley Fool

OCTOBER 8, 2024

The company's broad range of funds covers nearly every corner of the market, from total stock market indexes to sector-specific offerings. The low turnover rate helps minimize trading costs and tax implications for shareholders. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,905 !*

Funds 130

Funds Exchange-Traded Funds Stock Market Stock Market 130

The Motley Fool

NOVEMBER 24, 2024

That isn't enough growth to justify the stock's high P/E multiple, especially when there are other Magnificent Seven stocks trading at lower valuations and offering better earnings growth prospects, such as Meta Platforms and Alphabet. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,533 !*

Stakes 130

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The Motley Fool

NOVEMBER 17, 2024

Investing money into the stock market every month can be a great way to grow your portfolio's value over the long run. Rather than trying to time the market and wait for ideal conditions, by investing every month and creating that routine, you no longer have to worry about deciding when to buy.

Exchange-Traded Funds 130

Exchange-Traded Funds Investing Taxes Portfolios 130

The Motley Fool

APRIL 10, 2024

From both 2002 to 2007 and 2008 to 2015, retirement rates were higher among people in their 40s and 50s. There are other ways to speed up the process, including: Invest heavily in the stock market. Historically, the stock market has an average return of about 10% per year. What does it take to retire early?

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Taxes Stock Market Stock Market Accounting 130

The Motley Fool

NOVEMBER 7, 2024

While Buffett has always admitted he doesn't know what the market will do in the short-term, these actions certainly point to caution at the very least. While taxes and succession make the list of potential reasons behind these sales, the sales also indicate perhaps another bigger fear. billion, up from $276.9

Banks 246

Banks Conglomerates Stakes Taxes 246

The Motley Fool

AUGUST 29, 2023

You need to put money into a 401(k) or other tax-advantaged retirement plan at a brokerage firm if you hope to enjoy any financial security as a senior because Social Security alone likely cannot support you once you leave the workforce. The stock market didn't do well, and the average 401(k) account balance took a pretty big dip.

Accounting 246

Accounting Taxes Stock Market Stock Market 246

The Motley Fool

NOVEMBER 5, 2024

Warren Buffett hasn't seen a lot to like in the stock market recently. has sold more stock than he bought in his company's equity portfolio for eight consecutive quarters. Even with the pressure on oil prices, that's an attractive price for the stock. The chairman of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Banks 246

Banks Stakes Enterprise Values Earnings Before Interest 246

The Motley Fool

NOVEMBER 4, 2024

Although Warren Buffett is a fan of holding stocks for extended periods, his comments during Berkshire's annual shareholder meeting in May regarding corporate taxation suggest a possibility that this recent selling in BofA is benign. The Oracle of Omaha noted that he expects the corporate tax rate to eventually rise.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

OCTOBER 13, 2024

Getting started investing in the stock market doesn't take a lot of money. As its earnings and dividends rise, it should also deliver some decent stock price appreciation in the coming years. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,047 !*

Earnings Before Interest 130

Earnings Before Interest Amortization Depreciation Leveraging 130

The Motley Fool

OCTOBER 19, 2024

With a brief exception in 2018, those payments have grown or remained stable since the BDC's stock market debut in 2011. This REIT employs net leases that transfer all the variable expenses associated with building ownership, such as maintenance and taxes, to its tenants. Out of 151 portfolio companies, three representing 1.5%

Private Equity Firms 130

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The Motley Fool

NOVEMBER 5, 2024

When you think of artificial intelligence (AI) stocks, you may not automatically think of Warren Buffett. The Oracle of Omaha, as he's often called, has made a fortune through investing in the stock market, but his choices generally aren't tech stocks or companies focused on a newish or up-and-coming field.

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Portfolios Banks Taxes Financial Services 130

Tobias Financial

AUGUST 16, 2024

Earlier this month, the stock market took a dramatic plunge, causing investors worldwide to reconsider their strategies. The Dow Jones Industrial Average fell nearly 1,000 points as a global market sell-off spread across Asia and Europe. Instead, he views the current market correction as an opportunity.

Taxes 52

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The Motley Fool

APRIL 22, 2024

There's a maximum amount of earnings subject to Social Security tax every year. Not to mention, investing in the stock market is far from a guarantee. Here's the important thing for high earners, though. The SSA doesn't always count all of your income in its calculation. real returns annually.

Taxes 246

Taxes Stock Market Stock Market Accounting 246

Fortune Financial

NOVEMBER 17, 2021

Due to this, inflation has become part of daily conversations causing investors to consider alternative investments outside of the stock market. Stock Market, leaving 90% unaccounted for by most investors — this is where alternative investment opportunities come into play,” said Freisner. port facility operations.

Stock Market 52

Stock Market Stock Market Investing Private Equity Firms 52

The Motley Fool

APRIL 22, 2024

As I've highlighted in the past, Tesla also generates a sizable percentage of its pre-tax income from unsustainable sources that include interest income on its cash and regulatory tax credits. First off, Buffett and his team have a lengthy track record of generating big-time returns in the stock market. In the U.S.,

Initial Public Offering 246

Initial Public Offering Taxes Shareholders Accounting 246

The Motley Fool

OCTOBER 18, 2024

Although Buffett opined during his company's annual shareholder meeting in early May that corporate tax rates are likely to climb in the future, there's probably more to his persistent selling spree in Apple , Bank of America, and a few other holdings, than just tax implications. Despite being a clear proponent of the U.S.

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Legal Securities and Exchange Commission (SEC) Stakes Banks 130

The Motley Fool

JUNE 26, 2023

Over the last two decades, stock ownership has tilted more and more toward wealthy Americans. 2008: Q1 48.5% If there's one lesson to take from this, it's that stocks are a smart way to invest your money. The stock market has historically grown about 10% per year. 2015:Q1 51.4% 2022:Q1 54.1%

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