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.

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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 28, 2023

The stock market is coming off of four positive weeks, but you wouldn't know it by looking at the dividend-paying stocks on this list. These stocks have been having a lousy time lately, but their underlying businesses keep putting up consistently positive results. Both are down near 52-week lows. at recent prices.

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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.

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The Motley Fool

MAY 26, 2024

What's more, it can be incredibly tax-efficient. You don't need to constantly buy and sell stocks or invest exclusively in risky, high-yield dividend stocks. Dividend Equity ETF has produced an annualized total return of 12.83% since its inception in late 2011. That could let you leave a lot of money to your heirs.

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Funds Taxes Portfolios Returns 246

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. Since its public debut in 2011, Stag has gone from owning just 93 properties to 573, establishing itself as a powerhouse in the U.S. industrial-property landscape.

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The Motley Fool

SEPTEMBER 18, 2023

With services that we all need, Verizon (NYSE: VZ) sports some of the stock market's most reliable cash flows. Soaring interest rates have the market worried that Verizon's debt load could become too much of a burden. The company has raised its dividend payout for 17 straight years.

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The Motley Fool

JULY 13, 2024

Buffett likes to buy stock in companies with steady growth, consistent profitability, solid management teams, and shareholder-friendly initiatives like dividend schemes and stock buyback programs. It's right in the wheelhouse of a patient long-term investor like Buffett , which is why Berkshire has owned the stock since 2011.

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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. In my case, that stock was Nvidia (NASDAQ: NVDA). Things changed quickly in 2016 when the stock tripled. How about the loss of 1.2

Portfolios 246

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The Motley Fool

JANUARY 18, 2024

If you're like many people, you might know that it's good to save for retirement with tax-advantaged accounts such as IRAs. A traditional account receives your contributions on a pre-tax basis, shrinking your taxable income and therefore your tax bill for the year of the contribution. What can you do with an IRA?

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The Motley Fool

MARCH 12, 2024

The DVD-mailer king struggled in the transition to digital video streams, but astute investors who bought Netflix stock during the Qwikster storm have been handsomely rewarded in the long run. For example, the shares I picked up at the end of October 2011 have gained almost exactly 5,000% so far.

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Initial Public Offering Buyout Bidding Taxes 130

The Motley Fool

AUGUST 30, 2023

While we observed signs of typical tax seasonality, as well as softer investor sentiment at the beginning of the quarter, we still attracted nearly 1 million new brokerage accounts and finished the period serving $8.02 And the company's gotten very, very good at figuring which properties to buy, and how to make them more marketable.

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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.

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Private Equity Firms Private Equity Firms Investing Business Development Companies 130

The Motley Fool

AUGUST 12, 2024

It took another 46 years before he bought shares as CEO, when Berkshire Hathaway instituted its first share repurchase program, in 2011. The new repurchase authorization allows Buffett to buy back shares of Berkshire Hathaway whenever he determines the stock trades below its intrinsic value , judged on a conservative basis.

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The Motley Fool

AUGUST 10, 2024

market closed on Aug. A stock market sell-off isn't great for the performance of stocks already in your portfolio, but it's creating opportunities to buy shares of terrific dividend-paying businesses at a relative discount. The S&P 500 reached a new peak on July 16, and it's been mostly downhill since. When the U.S.

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The Motley Fool

JULY 14, 2024

The broader stock market benchmarks keep reaching new heights, but the S&P 500 index's ongoing bull run has been driven heavily by its largest components. That means there are still plenty of reliable dividend-paying stocks that look like bargains. Its annualized payout, though, has risen steadily since 2011.

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Taxes Portfolios Returns Stock Market 100

The Motley Fool

OCTOBER 21, 2024

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. Especially if you're a stock market investor, you've come across this phrase. The final two stocks. The first is Nvidia stock Number 6.

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Investing Mutual Funds Banks Stock Market 130

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

So let’s take a peak at how international stocks performed collectively during that five-year period: Vanguard Total International Stock Market Index ETF: 20.4% Vanguard FTSE Developed Markets ETF: 26.4% iShares MSCI Emerging Markets Index ETF: 1.3% (wuff!) stocks and Emerging Markets stocks: 2008 and 2011.

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Assets Taxes Finance Financing 59

The Motley Fool

DECEMBER 3, 2024

Don't jump in and jump out of the market or get worried or think the market's going to go down. It will from time to time, but you really want to be on that roller coaster all the way through because the stock market roller coaster over the course of your whole life is different from every other roller coaster.

Investing 130

Investing Stock Market Stock Market Companies 130

ClearMoney

DECEMBER 5, 2021

1 This trend may be worrisome for investors expecting an adverse impact on stock returns once the bill for all this spending comes due. However, the relation between country debt and stock markets is complex, in part because sovereign solvency is dependent upon many factors other than just debt level. Power of Market Prices.

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ClearMoney

DECEMBER 5, 2021

1 This trend may be worrisome for investors expecting an adverse impact on stock returns once the bill for all this spending comes due. However, the relation between country debt and stock markets is complex, in part because sovereign solvency is dependent upon many factors other than just debt level. Power of Market Prices.

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Debt Mutual Funds Capital Assets 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.”

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Hedge Funds Debt Stock Market Stock Market 64

The Motley Fool

AUGUST 12, 2024

Nothing like how August has started for the stock market. I'm originally from Ireland," John wrote, "but have been living in Switzerland for many years, a country where the tax rate on share capital gains is a big fat, and very lovely zero." All right on to poem Number 2. How many friends do I say who had Apple at some point?

Investing 130

Investing Portfolios Capital Investors 130

Mr. Money Mustache

AUGUST 22, 2020

Since the Dawn of Mustachianism in 2011, the same question has come up over and over again: “MMM, I see your point that index fund investing is the best option. The stock market isn’t the whole economy, it’s just the publicly traded companies, which are the big ones.

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Exchange-Traded Funds Investing Funds Pension Funds 52

The Motley Fool

JANUARY 29, 2024

It was April of 2005 and I was casting about for my next stock pick for Motley Fool Stock Advisor members. We were three years into Motley Fool Stock Advisor. Here we were around Tax Day 2005. I was thinking, what's a stock that I could recommend this month? We'd started the service in March of 2002.

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Education Shareholders Companies Public Companies 130

ClearMoney

FEBRUARY 21, 2022

Dimensional’s systematic active approach is designed to adjust to new information in real time, including information about geopolitical events and their potential repercussions for markets. Geopolitical events like military or economic conflicts can affect stock markets in many ways. Global Developments and Their Impact.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52

The Motley Fool

JANUARY 18, 2025

The past couple of years have been great for the overall stock market, but there is a downside. When stock prices go up, dividend yields decline. Now, income-seeking investors need to look extra hard for reliable stocks that offer satisfying yields. Ares Capital Ares Capital is an enormous BDC with a $25.9 per share.

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The Motley Fool

FEBRUARY 17, 2025

31, Buffett oversaw the sale of 352,618,419 shares of BofA stock, which reduced his company's position by 34%. During Berkshire's annual shareholder meeting in May, Buffett intimated that the peak marginal corporate income tax rate was likely to climb from 21%. There are valuation concerns, as well. As of the closing bell on Feb.

Securities and Exchange Commission (SEC) 246

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

The Motley Fool

DECEMBER 5, 2024

The Food and Drug Administration (FDA) first approved Optune, now called Optune Gio, for treating brain cancer in 2011. It was able to report positive adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) in the third quarter but is still losing money on a GAAP basis. Novocure isn't a low-risk stock.

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Amortization Depreciation Earnings Before Interest Taxes 245

The Motley Fool

JANUARY 11, 2025

annual return since its inception in 2011. That's unlikely to continue; the last 13 years have been some of the best in stock market history. Big mature dividend-paying stocks might return slightly less, on average. The ETF has a 13.6% The S&P 500 historically returns around 10% per year.

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Exchange-Traded Funds Investment Horizon Taxes Portfolios 243

The Motley Fool

FEBRUARY 10, 2025

You might not realize it, but this could arguably be described as the most important week of data on Wall Street for the first quarter -- and this has nothing to do with the steady stream of operating results being announced by the stock market's most-influential businesses. Friday, Feb. Image source: Getty Images.

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Securities and Exchange Commission (SEC) Banks Legal Assets 221

The Motley Fool

FEBRUARY 26, 2025

economy, the stock market, and the characteristics he looks for in great businesses. This is because Buffett and his team of advisors, Todd Combs and Ted Weschler, wisely understand that economic and stock market cycles aren't linear , and both the U.S. Berkshire Hathaway CEO Warren Buffett. Likewise, Berkshire's No.

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Banks Shareholders Taxes Stock Market 147

The Motley Fool

MARCH 29, 2025

While the stock market has recently sold off, one stock that has had a good start to 2025 is Enterprise Products Partners (NYSE: EPD). The pipeline stock has seen its price increase by about 7% year to date, as of this writing. Let's look at why the stock is a good buy while it is still trading at under $35.

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The Motley Fool

DECEMBER 25, 2024

How younger investors can prepare for the next bear market. Then, Motley Fool host Alison Southwick and personal finance expert Robert Brokamp offer some tips on tax loss harvesting. Our analyst team just revealed what they believe are the 10 best stocks to buy right now. We forgot the taxes. But it can increase scrutiny.

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Mergers and Acquisitions Mutual Funds Taxes Shareholders 130

The Motley Fool

JANUARY 24, 2025

See the 10 stocks Though Buffett is fallible just like every other investor, he's demonstrated a knack for locating amazing deals hiding in plain sight. He's also an open book who regularly shares his thoughts on the stock market and U.S. These same principles apply to the stock market, as well. It's official.

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Banks Shareholders Taxes Public Companies 130

The Motley Fool

DECEMBER 4, 2024

2 holding by market value is tax implications. Buffett opined during Berkshire's annual shareholder meeting in May that the corporate income tax rate was likely to climb. The idea being that taking gains at a favorably low tax rate would, in hindsight, be viewed favorably by Berkshire's shareholders.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Taxes Shareholders 246

The Motley Fool

MARCH 14, 2025

That means the index has officially entered stock market correction territory. Our analyst team just revealed what they believe are the 10 best stocks to buy right now. stock market, has suffered nine other corrections (two of which became full-blown bear markets ) in the last 15 years. 4, 2011 16% Aug.

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