The Motley Fool

AUGUST 29, 2024

My own retirement planning has nothing to do with looking at averages As a financial writer who keeps a pretty close eye on key money numbers, I definitely took note of Motley Fool's research showing that the median retirement account balance is $87,000 in the United States. The reality is that no two retirements are ever going to look alike.

Accounting 246

Accounting Finance Financing Assets 246

The Motley Fool

FEBRUARY 20, 2025

The coin is designed to make it much less expensive and much faster to send money from an account in one country to an account in another country. In coming years, both coins are going to compete in the domain of tokenizing real-world assets onto their respective blockchains so that they can be tracked and transferred more easily.

Financial Institutions 241

Financial Institutions Assets Accounting Returns 241

The Motley Fool

NOVEMBER 11, 2024

A 13F is a required filing with the Securities and Exchange Commission for institutional investors with at least $100 million in assets under management. Griffin's Citadel piles into shares of AI hotshots Palantir and Broadcom It's easy to see why top-tier asset managers are intrigued by the AI revolution.

Hedge Funds 246

Hedge Funds Stakes Asset Management Assets 246

The Motley Fool

MARCH 19, 2025

per share in asset impairment charges, reducing its non-GAAP $6.62 per share, when calculated according to generally accepted accounting principles ( GAAP ). Although sales exceeded expectations, they still declined 5.8% year over year in Q4, and same-store sales declined 1.1%. The company recorded $4.58 per-share earnings to $2.30

Assets 245

Assets Accounting Companies Investors 245

Private Equity Insights

APRIL 4, 2025

This transaction may account for a significant portion of the 198.7m gain from subsidiary disposals listed in the latest accounts. In May 2024, the club announced the womens team would operate as a standalone business, while remaining part of the broader BlueCo investment portfolio.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Taxes Assets 147

The Motley Fool

JANUARY 20, 2025

Five banks dominated 80% of Brazil's financial assets, effectively operating as an oligopoly and imposing exorbitant fees on customers. With significantly lower overhead costs, the company could offer free accounts and credit cards without annual fees and reduce borrowing costs, resulting in incredible growth since its launch.

Banks 225

Banks Financial Services Leveraging Accounting 225

The Motley Fool

NOVEMBER 7, 2024

.; chairman, president, and chief executive officer of the company; Steven Hamner, executive vice president and chief financial officer; Kevin Hanna, senior vice president, controller, and chief accounting officer; Rosa Hooper, senior vice president of operations and secretary; and Jason Frey, managing director, asset management and underwriting.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Debt Prospects 130

Private Equity Insights

JANUARY 9, 2025

North America led the market, accounting for 65% of global deal value, followed by Europe at 22% and Asia-Pacific at 12%. Specifically, biopharma and medtech emerged as key sectors, offering firms opportunities to scale assets efficiently across the region. The year saw five deals exceeding $5bn, up from two in 2023 and one in 2022.

Assets 130

Assets Funds Accounting Capital 130

Private Equity Insights

JANUARY 22, 2025

As of December 31, 2024, private equity accounts for 16.71% of the pensions total assets, while private credit represents 0.38%. In the buyout category, $197.2m was allocated, comprising $75m to Court Square Capital Partners V, 46m (~$47.2m) to Rivean Capital Fund VII, and $75m to Trive Capital Fund V.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Buyout Funds 147

The Motley Fool

DECEMBER 19, 2024

Secondly, and simultaneously, we continue to migrate our operating platform to an asset like configuration. In the very near future, the spin-off will be public and that will complete our now almost five-year migration to an asset light operating model. While Lennar will acquire the WIP inventory and the homebuilding operations.

Assets 242

Assets Debt Capital Banks 242

Private Equity Insights

MARCH 11, 2025

The firm secured $22bn in new commitments, with evergreen funds accounting for $8.4bn, or 39% of total inflows. Partners Group highlighted 2024 as a record year for its evergreen investment strategies, attributing the success to the continued expansion of its private wealth distribution network.

Funds 147

Funds Performance Fees Capital Assets 147

The Motley Fool

JANUARY 21, 2025

The successful integration of TD Ameritrade significantly expanded Schwab's client and asset base. The number of active brokerage accounts rose by 5% to 36.5 trillion in client assets to Schwab's platform. billion from asset management and administration fees. Net interest revenue reached $2.53 billion, and it grossed $1.5

Assets 130

Assets Asset Management Leveraging Prospects 130

Private Equity Wire

NOVEMBER 19, 2024

Alternative investments make up a substantial portion of MainePERS’ portfolio, accounting for 57.5% of its total assets. This category includes private equity, infrastructure, natural resources, alternative credit, real estate, and risk-diversifying strategies.

Due Diligence 103

Due Diligence Pension Funds Legal Asset Management 103

The Motley Fool

SEPTEMBER 22, 2024

There are plenty of ways to track your wealth over time, like watching your savings account balance. Here's how much the average adult in their 30s is worth Net worth is simply a measure of your assets minus your liabilities. Assets include things you own, like a home, a car, retirement savings, bank accounts, and personal property.

Liabilities 246

Liabilities Debt Assets Accounting 246

The Motley Fool

DECEMBER 16, 2024

Karp proclaimed, "the experts that write about these things seem to believe the commodity, i.e., the LLM, is the valuable aspect of this and that the actual asset, meaning how you manage the commodity, is the actual value." By all accounts, Palantir looks unstoppable. Image source: Getty Images.

Assets 246

Assets Accounting Companies Investors 246

Private Equity Insights

JANUARY 13, 2025

Revenue has surged 50x, total payment volume increased 45x, assets under management grew by 30x, and credit issuance expanded by 140x. This new funding raises Float’s total capital secured over the past 12 months to $83m, including a $34.6m credit facility arranged in February 2024.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Finance 130

Private Equity Wire

JANUARY 13, 2025

According to Bain & Companys Global Healthcare Private Equity Report 2025, North America remains the largest market, accounting for 65% of global deal value, while Europe and Asia-Pacific make up 22% and 12%, respectively.

Due Diligence 96

Due Diligence Buyout Public Companies Assets 96

Private Equity Insights

MARCH 12, 2025

Restructuring will be a key driver of South Koreas M&A landscape as companies divest non-core assets and cash-generating units to strengthen financial stability. Large buyouts accounted for 42% of total transactions in 2024, while smaller deals comprised 30%.

Mergers and Acquisitions 147

Mergers and Acquisitions Leveraged Buyouts Buyout Exit Strategy 147

The Motley Fool

MARCH 28, 2025

billion in Amazon stock accounts for roughly 24% of Berkshire's $289 billion of invested assets. However, General Re also owned a specialty investment firm known as New England Asset Management (NEAM). Collectively, the $67.1 billion currently held in shares of Apple and the $2.06

Investing 319

Investing Buyout Assets Asset Management 319

The Motley Fool

OCTOBER 21, 2024

Although your allocation may look different than it did in the past, how you move and manage these assets in retirement arguably matters even more in retirement than it did while you were working. The amount is a percentage of the account's value that changes with your age. What's a required minimum distribution?

Taxes 246

Taxes Accounting Liabilities Assets 246

The Motley Fool

OCTOBER 15, 2024

And you're probably wondering how your savings account balance compares to the amount of money your friends have in the bank. It's just a fancy way of saying what your total assets amount to once your debts are subtracted. But it doesn't mean the typical American has more than $1 million in assets after taking their debts into account.

Debt 245

Debt Accounting Assets Finance 245

The Motley Fool

JANUARY 31, 2025

We anticipate a substantial portion of this growth will be driven by robust performance from Skyrizi and Rinvoq to assets are expected to collectively generate nearly $24 billion of revenue in 2025, reflecting growth of more than $6 billion. We are also rapidly advancing our next-gen c-Met asset. In the U.S.,

Assets 231

Assets Portfolios Investors Taxes 231

The Motley Fool

SEPTEMBER 14, 2024

After all, the company was essentially a vast and complex conglomeration of disparate assets. By looking at the company's price-to-book ratio , you could see how the market was valuing these assets, in a very rough way. In the past, Buffett believed that Berkshire's assets were worth at least 1.1 times book value.

Conglomerates 246

Conglomerates Shareholders Assets Accounting 246

A Wealth of Common Sense

JANUARY 16, 2025

We also answered questions about 2025 retirement account limits, Coast FIRE strategies, when to take money off the table from the stock market, how to account for pension and Social Security income during retirement and how other economies impact the U.S.

Accounting 143

Accounting Stock Market Stock Market Assets 143

Private Equity Insights

JANUARY 21, 2025

Investcorp has been chosen by Kumpulan Wang Persaraan (KWAP), one of Malaysias largest pension funds, to manage a $110m special managed account focused on private equity. KWAP, with over $36bn in assets, selected Investcorp from a field of more than 100 global private equity firms.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Pension Funds Capital 130

The Motley Fool

SEPTEMBER 9, 2024

Having so much in savings that you have to open a taxable brokerage account just to invest it is a great problem to have. But there may be a way for high earners to save even more in their tax-advantaged retirement accounts. That could either be a Roth account within the 401(k) plan, or a separate Roth IRA.

Taxes 246

Taxes Accounting Assets Funds 246

The Motley Fool

MARCH 28, 2025

Do the ins and outs of required minimum distributions (RMDs) from individual retirement accounts (IRAs) have you feeling a bit overwhelmed? The "minimum" amount depends on your age and the value of the account in question as of the end of last calendar year. Don't panic! RMDs aren't as complicated as you might think.

Taxes 245

Taxes Accounting Assets Funds 245

The Motley Fool

DECEMBER 15, 2024

Those funds let investors add Bitcoin to their existing brokerage accounts, which is easier (and often cheaper) than maintaining a separate account with a cryptocurrency exchange. It hit $10 billion in assets faster than any ETF on record, according to The Wall Street Journal. markets in January 2024. Image source: Getty Images.

Exchange-Traded Funds 246

Exchange-Traded Funds Assets Asset Management Accounting 246

The Motley Fool

SEPTEMBER 7, 2024

Shaw and Steven Cohen of Point72 Asset Management -- sold off Nvidia stock and reallocated that money to the iShares Bitcoin Trust (NASDAQ: IBIT) , which has become the most popular of the new spot Bitcoin ETFs. The digital asset is up 40% year to date and set a new all-time high of $73,750 back in March. Image source: Getty Images.

Hedge Funds 246

Hedge Funds Assets Asset Management Stakes 246

The Motley Fool

OCTOBER 16, 2024

Figuring out who will inherit your assets after your passing can be a tricky and emotional process. The benefits of a living trust over a will A living trust is a legal arrangement that allows you to pass on assets to the beneficiaries you designate. You're able to maintain control over a trust and its assets as long as you're alive.

Legal 246

Legal Taxes Education Assets 246

The Motley Fool

NOVEMBER 2, 2024

It can also be overwhelming to work through your legal options for passing assets on to your heirs. You may be inclined to keep things simple on the estate planning front and use a will to transfer assets to your loved ones. With a living trust, your assets don't need to go through probate.

Legal 242

Legal Education Assets Accounting 242

The Motley Fool

DECEMBER 14, 2024

In a very short time, it has become the most popular way for investors to get exposure to Bitcoin and now ranks among the top 1% of all exchange-traded funds (ETFs) in terms of assets under management. Unlike other ETFs you might have in your portfolio, it does not invest in a basket of diversified assets. That's a big deal.

Exchange-Traded Funds 237

Exchange-Traded Funds Funds Assets Accounting 237

The Motley Fool

OCTOBER 31, 2024

Representing Prudential on today's call are Charlie Lowrey, chairman and CEO; Rob Falzon, vice chairman; Andy Sullivan, head of international businesses, and PGIM, our global investment manager; Caroline Feeney, head of US businesses; Yanela Frias, chief financial officer; and Rob Axel, controller and principal accounting officer.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

AUGUST 22, 2024

Steven Cohen at Point72 Asset Management sold 409,042 shares of Nvidia, trimming his position by 16%. million at a Bitcoin conference in March, based on the idea that institutional investors will allocate about 5% of their assets to Bitcoin in the future. Collectively, spot Bitcoin ETFs have less than $60 billion in assets right now.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Funds Exchange-Traded Funds 246

The Motley Fool

AUGUST 26, 2024

What better place to find it than the portfolios of billionaire asset managers? Two stocks that are popular now among some asset managers and could provide inspiration for your own next great buy are Amazon (NASDAQ: AMZN) and PayPal Holdings (NASDAQ: PYPL). Amazon accounts for more than a third of all e-commerce in the U.S.,

Due Diligence 245

Due Diligence Asset Management Hedge Funds Assets 245

The Motley Fool

MARCH 26, 2025

It's now in third place, accounting for 10.1% by assets, Bank of America has a large role in the economy. Banks earn more interest on the funds sitting in customer accounts, and they can make more money on loans when rates are higher, even though they pass along some of that increase to customers in the form higher rates on deposits.

Banks 242

Banks Finance Financing Accounting 242

The Motley Fool

NOVEMBER 15, 2024

Our improvement is a direct byproduct of our hard work integrating Amobee's technology, data assets, and talent base, which we accomplished amid challenging macroeconomic conditions, as well as our rebrand to Nexxen. Ofer Druker -- Chief Executive Officer Thanks, Billy. Since late last year, we significantly improved the company performance.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Capital Prospects 246