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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Exchange-Traded Funds Stock Exchanges Taxes Funds 246

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

DECEMBER 4, 2023

stock market, with most funds and indexes judging their performance relative to the S&P 500's performance. Since its September 2010 inception, the Vanguard S&P 500 ETF has averaged over 13% annual total returns. One of the best qualities of a Roth IRA is that it's essentially a brokerage account with a huge tax break.

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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

Securities and Exchange Commission (SEC) 130

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.

Banks 130

Banks Taxes Shareholders Stakes 130

The Motley Fool

MAY 12, 2024

This is due in part to the fact that Social Security disability applications have declined substantially since 2010. Possible benefit cuts or increased taxes make it even more important to save what you're able to for retirement right now. It's not expected to be depleted at any point in the next 75 years.

Taxes 246

Taxes Funds Assets Portfolios 246

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. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $23,446 !*

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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. Adjusted earnings per share was flat at $0.77, though that beat estimates at $0.75.

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Assets Asset Management Taxes Stock Market 130

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. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $23,446 !*

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Initial Public Offering Leveraging Taxes Portfolios 236

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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Leveraging Taxes Stock Market Stock Market 130

The Motley Fool

DECEMBER 14, 2023

Here's a nuts and bolts overview of three Vanguard funds that should cover the investing needs of most non-professionals looking to grow their money in a hassle-free and tax-efficient manner over the long term. stock market. Image Source: Getty Images. VOO Total Return Level data by YCharts.

Portfolios 245

Portfolios Exchange-Traded Funds Taxes Funds 245

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.

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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. which is 55% more expensive than its long-term average of 18.1.

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Conglomerates Portfolios Investing Stakes 246

The Motley Fool

DECEMBER 29, 2023

ETFs are collections of securities that trade on stock exchanges like individual stocks but track the performance of an underlying index, basket of securities, or commodity. They have lower fees, higher liquidity, and greater tax efficiency than most other types of funds. stock market.

Exchange-Traded Funds 246

Exchange-Traded Funds Taxes Stock Exchanges Shareholders 246

The Motley Fool

JUNE 20, 2024

Annual Return Vanguard S&P 500 ETF (NYSEMKT: VOO) 0.03% 15.32% 12.90% 14.32%* Vanguard Total Stock Market ETF (NYSEMKT: VTI) 0.35% 14.36% 12.20% 14.23% Vanguard Total World Stock ETF (NYSEMKT: VT) 0.09% 11.12% 8.52% 10.15% Source: Morningstar.com and Vanguard.com, as of June 17, 2024. Since inception, Sept.

Exchange-Traded Funds 246

Exchange-Traded Funds Consultants Consulting 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.

Taxes 130

Taxes Stock Market Stock Market Returns 130

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 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.

Investing 130

Investing Earnings Before Interest Amortization Depreciation 130

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

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. The ETF's efficient, index-based approach also leads to low turnover.

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Funds Exchange-Traded Funds Stock Market Stock Market 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

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

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 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

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

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. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,266 !*

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

Private Equity Firms Private Equity Firms Investing Business Development Companies 130

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.

Portfolios 130

Portfolios Banks Taxes Financial Services 130

The Motley Fool

JULY 24, 2023

Medical Properties Trust's cash flow is generally reliable because it gets nearly all operators to sign net leases that transfer all the variable costs of building ownership, such as maintenance and taxes, to the operator. By doing so it's been able to maintain and raise its dividend payout every year since its stock market debut in 2013.

Prospects 245

Prospects Taxes Stock Market Stock Market 245

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

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.

Legal 130

Legal Securities and Exchange Commission (SEC) Stakes Banks 130

The Motley Fool

JANUARY 3, 2024

Although 2023 was a stellar year for the stock market, volatility has been the name of the game for much of the past four years. The Dow Jones Industrial Average , S&P 500 , and Nasdaq Composite have oscillated between bear and bull markets in successive years since this decade began.

Shareholders 235

Shareholders Taxes Stock Exchanges Liabilities 235

The Motley Fool

JANUARY 9, 2024

The stock market had a great year in 2023. Many popular technology stocks like Nvidia , Microsoft , and Apple are also trading near their all-time highs. Redfin: Geared for falling interest rates and a stronger housing market The U.S. housing market stalled in 2023. million units, the lowest level since 2010.

Earnings Before Interest 246

Earnings Before Interest Amortization Depreciation Taxes 246

The Motley Fool

DECEMBER 19, 2023

After an absolute disaster of a year in 2022, the stock market appears to have turned the corner. Each of the major market indexes has gained more than 20% from their respective trough. I always meant to buy it back, but the stock price meandered for much of the next five years, and I ultimately lost confidence.

Portfolios 246

Portfolios Investing Bidding Stakes 246

The Motley Fool

DECEMBER 5, 2023

That could reignite spending among consumers and businesses alike, which would be great for corporate earnings, and fuel more upside in the stock market. Below, I'm going to share one stock that could deliver substantial returns if that scenario plays out. million homes expected to change hands this year.

Earnings Before Interest 147

Earnings Before Interest Amortization Depreciation Taxes 147

Cobalt

FEBRUARY 9, 2023

This is lower than the distribution pace in 2020 and the lowest since 2010 when recovery from the Global Financial Crisis began. This indicates distribution activity aligning with broader market conditions. The stifled 2022 projection reflects those markets worldwide were grappling with inflation and a weak stock market.

Legal 52

Legal Liabilities Taxes Assets 52