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

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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.

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Hedge Funds Conglomerates Stakes Taxes 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

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.

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Portfolios Exchange-Traded Funds Taxes Funds 245

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

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.

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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 Consulting Consultants 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%

Investing 130

Investing Private Equity Firms Private Equity Firms Capital 130

The Motley Fool

SEPTEMBER 24, 2024

It also launched costly marketing campaigns to promote its drinks. By 2010, it was aggressively cutting costs to stay afloat. It was delisted from the Nasdaq Stock Market that year and became an over-the-counter stock. That delisting was a wake-up call for Celsius. Adjusted EBITDA margin 12.2%

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Initial Public Offering Earnings Before Interest Amortization Depreciation 236

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

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 Investors 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

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

The Motley Fool

OCTOBER 21, 2024

These funds typically boast lower turnover rates compared to actively managed alternatives, a characteristic that substantially reduces investors' tax liabilities. Since its inception in 2010, the fund has achieved an impressive 13.4% stock market, encompassing small-, mid-, and large-cap stocks.

Liabilities 130

Liabilities Taxes Exchange-Traded Funds Stock Market 130

ClearMoney

FEBRUARY 22, 2022

Motivated by the substantial payoff associated with successful timing, researchers over the years have examined a wide range of strategies based on analysis of earnings, dividends, interest rates, economic growth, investor sentiment, stock price patterns, and so on. This indicator had correctly foreshadowed major downturns in 1987 and 2008.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Taxes Assets 52

ClearMoney

SEPTEMBER 24, 2021

Assuming an average 10% return, as the S&P 500 has returned historically, money invested in the stock market doubles every seven years.) Every day, we expect the stock market to go up. In order for an investment to offer the possibility of a return above money-market funds, it needs to carry risk. I’m too late.

Mutual Funds 52

Mutual Funds Investing Taxes Stock Market 52

Pension Pulse

SEPTEMBER 29, 2023

Richard Dufour of La Presse reports François Trahan sees the stock market fall by 35% (translated from French): The stock market will end 2023 in the red, according to forecaster François Trahan. If we assume that rates are currently at their highest level, the stock market bottom will therefore be reached in March 2025.”

Hedge Funds 64

Hedge Funds Debt Stock Market Stock Market 64

The Motley Fool

AUGUST 7, 2024

And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $18,237 !* 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. That's one way to think about it.

Stock Market 130

Stock Market Stock Market Hedge Funds Financing 130

The Big Picture

APRIL 4, 2024

This is not the 2009, 2010 to 2020 period where basically all you needed was. Jim Bianco : Coming out of the financial crisis in 2008. The Fed was worried that the psyche of investors was to stay away from Riskier assets like home prices or equities. Can you beat the course?

Portfolios 62

Portfolios Assets Banks Leveraging 62

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

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.

Conglomerates 246

Conglomerates Portfolios Investing Stakes 246

The Motley Fool

AUGUST 16, 2023

JD from Fairfax Station, Virginia, writes, "Hey Fools, do you think a United States commercial real estate crash could have a similar impact on the global economy like the subprime mortgage crisis of 2007, 2010?" Bill Mann has no position in any of the stocks mentioned. Mary Long has no position in any of the stocks mentioned.

Financing 246

Financing Finance Investing Banks 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 21, 2024

And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,285 !* To have to truly read you back what I wrote 15 or 10 years ago about investing in the stock market and reflect on those, always fun. That's the stock market. The final two stocks.

Investing 130

Investing Mutual Funds Stock Market Stock Market 130

The Motley Fool

APRIL 16, 2024

billion after tax and EPS of $0.76. Let's turn our focus to NII performance using Slide 9, where you can see on a fully tax equivalent basis, NII was $14.2 As we look forward for Q2, we expect some modest impact of lower deposits in wealth management as clients make their seasonal income tax payments.

Banks 246

Banks Taxes Investment Banks Investment Banking 246

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

MAY 7, 2024

Four years ago, this very month as the world was shutting down for the pandemic and the stock market had shut down to the tune of a 25% one-month drop, we dedicated that whole week's episode to dividend investing. Those companies, as they took off, became the fulcrum of the stock market boom that we had in '80s, '90s, and beyond.

Shareholders 130

Shareholders Taxes Capital Returns 130

The Big Picture

OCTOBER 24, 2022

Ross Kendall writes a piece, I think it was 2010, about how expense ratios and star ratings predict success. bond market, the broad U.S. stock market, there isn’t as attractive as they’ve been since we’ve been running this program since, you know, about 2015-2016 timeframe. So that’s good.

Mutual Funds 52

Mutual Funds Assets Taxes Portfolios 52

The Motley Fool

OCTOBER 14, 2024

And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,266 !* We're a stock market podcast. These are stock stories. Five stock stories to make you smarter, happier, and richer, only on this week's Rule Breaker Investing. I bet you see some stories.

Investing 130

Investing Debt Shareholders Companies 130

The Motley Fool

JULY 5, 2024

And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $22,254 !* But the stock price is just, again, it's the stock market is what the stock market is charging for the opportunity here. There's multiple ways to answer certainly that first question.

Investing 130

Investing Shareholders Debt Capital 130

The Big Picture

AUGUST 8, 2022

RITHOLTZ: So, that makes the finance sector very different than the rest of the stock market? And so, therefore, the usual market forces that push against high leverage in other companies that just naturally with no regulation would limit. ADMATI: French banks had in 2010 40 percent of Greek bond, government bonds.

Banks 80

Banks Debt Financing Finance 80

The Motley Fool

JULY 27, 2024

And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $20,256 !* I'm not a deep-dive expert on taxes or estate planning, any of that. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. I don't manage my own money.

Financial Services 130

Financial Services Investors Investing Companies 130

The Motley Fool

JUNE 20, 2024

And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $20,589 !* It just makes you more aware not just of the company itself, but of overall market trends and the stock markets overall performance. Is that stock up?

Accounting 130

Accounting Investing Prospects Taxes 130