The Motley Fool

AUGUST 31, 2024

The real estate sector has been one of the worst-performing parts of the stock market since the Federal Reserve started raising interest rates in 2022, but this has created some opportunities to add top-quality businesses to your portfolio at historically cheap valuations.

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The Motley Fool

FEBRUARY 16, 2024

Benjamin Graham, the famous investor who helped train Warren Buffett, used to talk about Mr. Market, a mercurial fellow who would swing between states of enthusiasm and despair. Between 2012 and 2023, its payout increased at an annual rate of around 6%, which is in line with the company's stated dividend growth goal of between 5% and 9%.

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The Big Picture

NOVEMBER 27, 2023

Not only are the odds stacked against you, but very often systems that have successfully timed the market have been simply lucky, and do not succeed in out-of-sample tests. This is before we get to the issue of capital gains taxes, which create a hurdle of (minimum) 20% on those pesky profits just to get to breakeven.

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Stakes Taxes Capital Accounting 121

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 Market Stocks.

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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. Meta Platforms came public in 2012. 2012 is 12 years ago.

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The Big Picture

OCTOBER 27, 2023

For the decade1 from 2012 to 2022, 10-year Treasuries yielded less than 3% and averaged closer to 2%. Muni bonds were yielding 2-3%, a tax equivalent (depending on the state you lived in and your tax bracket) of ~4-5%. Equities did well, averaging ~14% during the 2010s, but Bonds, not so much.

Taxes 59

Taxes Accounting Portfolios Stock Market 59

The Motley Fool

AUGUST 14, 2023

With investing I've usually been strict about being tax-efficient," Kim writes, "optimizing as much as possible with the majority of my investing taking place in retirement accounts. This year I set up an account that is purposely, get this, tax inefficient. I appreciate that you're doing it knowingly tax-inefficiently.

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The Motley Fool

JANUARY 28, 2024

Go five years forward, 2012, Amazon's net income was negative. Jim Mueller: They've had this target since about 2012, after the Great Recession, but that's what they want to have happen. The stock market saw that last year in anticipation of that more this year. Let's go forward another five years, 2017. I mean, Nasdaq.

Investing 162

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The Motley Fool

AUGUST 7, 2024

As I started thinking in April of 2005, what will be my next stock pick for Motley Fool stock advisor, based on what was happening at the time, it was tax day of all days. We came out, and that day's recommendation from my side of stock advisor was NVIDIA. The book came out in 2012. I didn't hear about it.

Investing 130

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The Motley Fool

JULY 27, 2024

I'm not a deep-dive expert on taxes or estate planning, any of that. It's not what I know or you know Bill or any of Yahoo on financial media or television is going to prognosticate about some bombastic prediction of what the market's going to do. I don't manage my own money. Liz Ann Sonders: You're absolutely right.

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The Big Picture

APRIL 4, 2024

But what did people do in 2012 when they saw, wait a minute, my house price is recovering. My stock portfolio is recovering. 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. My net worth is starting to go back up.

Portfolios 64

Portfolios Assets Banks Leveraging 64

Sara Grillo

MAY 8, 2023

They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks. Transcript 0:00:00.6

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Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

NOVEMBER 8, 2022

CHANCELLOR: When they’re more than — I think it really took from 2006 to 2012. back in sort of 2012. stock market was very high last year, but aggregate household wealth that the Fed actually gathers — RITHOLTZ: Record highs. Before that, access build had really just worked its way out the system.

Finance 59

Finance Financing Banks Hedge Funds 59

The Motley Fool

SEPTEMBER 24, 2024

It was delisted from the Nasdaq Stock Market that year and became an over-the-counter stock. John Fieldly, who served as Celsius' CFO from 2012 to 2017, became its permanent CEO in 2018. Unfortunately, those costly tactics didn't boost its sales fast enough to offset its widening losses. Adjusted EBITDA margin 12.2%

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Initial Public Offering Earnings Before Interest Amortization Depreciation 236

The Motley Fool

JULY 22, 2024

Dan Dolev at Mizuho upgraded his rating on the stock to outperform and raised his price target to $33 per share. Dolev's new price target implies a 21% gain over the next 12 months if the rest of the stock market begins viewing the restaurant software company in the same light as he does.

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Amortization Depreciation Taxes Stock Market 130

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

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.

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Shareholders Taxes Capital Returns 130

The Motley Fool

OCTOBER 14, 2024

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. Five stock stories to make you smarter, happier, and richer, only on this week's Rule Breaker Investing. Look up and down your brokerage statement.

Investing 130

Investing Debt Shareholders Companies 130

Pension Pulse

MAY 24, 2023

There’s probably more volatility on tap for stock markets, Graham said, adding he’s “cautiously optimistic” about what lies ahead for the fund this year as certain sectors in some parts of the world appear ready to soar. The original investments were made between 2012 and 2014. including two in St.

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

OCTOBER 10, 2023

Michael Lewis ] 00:06:54 [Speaker Changed] So going back to about, I dunno, maybe 2012, I’d had made several runs at writing about crypto, mainly at the behest of crypto people because they wanted attention. And the problem is the international markets stayed down, but the US stock market popped 00:25:00 [Speaker Changed] Back up.

Legal 64

Legal Banks Assets Collateral 64

The Big Picture

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. RITHOLTZ: And then we could talk about stock option plans and what is and isn’t above the line deducted. And in a sense, it is, but it’s actually less tax-efficient now than it was in 1981. They match up.

Education 119

Education Finance Financing Taxes 119

The Big Picture

NOVEMBER 21, 2023

If you start with a thousand and you only have an addition of $750 a year, okay, families can contribute to that, your 00:44:48 [Speaker Changed] Corporate tax free. You take it out tax free as well. Off the top of my head, the Vanguard total market is 2000 stocks. So here’s the math, Barry. Completely.

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Hedge Funds Venture Capital Startups Capital 98

The Big Picture

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. And by the middle of December we’re already starting to talk about taxes. We know that we want to get tax done.

Taxes 112

Taxes Banks Capital Debt 112

The Motley Fool

NOVEMBER 29, 2024

How an export and tax loophole is driving business for Shein and Temu, and why that could change. Go to breakfast.fool.com to sign up to wake up daily to the latest market news, company insights, and a bit of Foolish fun -- all wrapped up in one quick, easy-to-read email called Breakfast News. Why Shein's leaders may be staying quiet.

Taxes 130

Taxes Companies Returns Finance 130

The Motley Fool

SEPTEMBER 25, 2024

Notice that the debt markets barely moved. It's the stock market that responded, and it responded in ways that people wouldn't have thought of. Come on, two days ago, we were talking about, oh, it has to be 50, otherwise, the market is going to crash. From 2012-2022, they were more worried about deflation than inflation.

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Debt Leveraging Assets Bidding 130

The Big Picture

JANUARY 31, 2023

And few do it better than Neil does in terms of putting together a global view of what’s happening in the economy, what’s happening around the world, what’s happening with the Fed, and what’s happening with the stock market. And one of the best things that he says is stock markets usually go up.

Banks 59

Banks Stock Market Stock Market Finance 59

The Big Picture

AUGUST 23, 2022

And so, when you take 20 huge investors and you try to go into a tiny illiquid, almost untraded market and all at once try to buy it, what happens? And so, in the course of a couple of weeks after this “Economist” article, the Russian stock market goes up 500 percent and our $25 million turns into $125 million.

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Legal Banks Law Firms Taxes 128

The Motley Fool

AUGUST 19, 2024

The stock market or the one RFK Jr. In 2012, all 50 states were "called by the Mal correctly." Nate Silver: That kind of set me up for no matter what happened, you're going to come down from that peak because polling is not always as accurate as it was in 2008 or 2012. We'll see how much market share that cost them.

Hedge Funds 130

Hedge Funds Stakes Taxes Funds 130

The Motley Fool

NOVEMBER 5, 2024

With a look back at history, here's some insight into what investors can expect from the stock market and how they can position their portfolios once the winning candidate is announced. 6, 2012: 0.79% Nov. 7, 2012: -2.37% Nov. Trump is expected to be friendlier on tax policy but also worse for inflation.

Stock Market 100

Stock Market Stock Market Mergers and Acquisitions Investors 100

The Motley Fool

NOVEMBER 18, 2024

Stocks soared on Wednesday, Nov. 7 as investors anticipated lower taxes and less regulation over the next four years. 7 pop for the S&P 500 was the biggest post-election surge in modern American history, according to Bloomberg, with the broad-market index jumping 2.5% Will the stock market soar under Trump?

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