The Motley Fool

MAY 5, 2024

To calculate your net worth , you add up all of your financial assets -- cash savings, retirement accounts, other investments, your home value, and any other property -- and subtract any liabilities -- your mortgage balance, student loans, credit card balances, and any other debt you might owe. Image source: Getty Images.

Liabilities 246

Liabilities Debt Education Assets 246

The Motley Fool

OCTOBER 13, 2024

One is the massive wealth transfer that will occur as younger generations, more comfortable with digital assets, inherit a total of trillions of dollars from their predecessors. Unlike older generations, millennials and Gen Zers are more inclined to invest in decentralized digital assets like Bitcoin, which could drive significant demand.

Debt 242

Debt Assets Asset Management Finance 242

The Motley Fool

JULY 16, 2024

Although other asset classes have delivered nominal gains for investors, including housing, gold, and Treasury bonds, no other asset class comes remotely close to the average annual rate of return that stocks have generated over the last 100 years. Not surprisingly, PennantPark's weighted-average yield on debt investments of 12.3%

Debt 245

Debt Investing Assets Capital 245

The Motley Fool

OCTOBER 17, 2024

Over the past decade, Bitcoin (CRYPTO: BTC) has been one of the best-performing assets in the world. On Wall Street, Bitcoin is increasingly viewed as a stand-alone asset class, and new investment products are being created to give investors exposure to it. government debt collapse. Just how realistic is this price forecast?

Exchange-Traded Funds 246

Exchange-Traded Funds Debt Assets Banks 246

The Motley Fool

AUGUST 13, 2024

You can find out what your net worth is by subtracting the value of your liabilities from the value of your assets. Since younger people typically have lower checking account balances than their older counterparts, it can be hard to know if you're on track for financial success when you look at the value of the average person's assets.

Debt 246

Debt Assets Liabilities Accounting 246

The Motley Fool

SEPTEMBER 17, 2024

Your net worth is determined by adding up the value of all of your assets, like your home and investments, then subtracting all your liabilities or debts like your mortgage or credit cards. The more assets you have, and the fewer liabilities, the closer you are to financial freedom. It can take time to grow your net worth.

High Net Worth Individuals 246

High Net Worth Individuals Liabilities Debt Assets 246

The Motley Fool

SEPTEMBER 8, 2024

Leverage ratios like debt-to-capital and financial-debt-to-equity are also lower now than before the pandemic, as Chevron has used outsize profits to pay down debt. billion in total debt, which is low for a company of Chevron's size. billion in total debt, which is low for a company of Chevron's size.

Debt 246

Debt Assets Leveraging Capital 246

The Motley Fool

MAY 11, 2024

Your net worth is essentially a personal balance sheet, accounting for all of your financial assets and liabilities. To calculate your net worth , you'll first need to add up all your assets -- such as cash savings, your home value, and retirement accounts.

Liabilities 246

Liabilities Debt Accounting Assets 246

The Motley Fool

OCTOBER 15, 2024

It's just a fancy way of saying what your total assets amount to once your debts are subtracted. As a very basic example, if you have $40,000 in a savings account and own a home worth $500,000, your total assets equal $540,000. If you're not sure what the term "net worth" actually means, don't sweat it. Next, save and invest.

Debt 245

Debt Accounting Assets Finance 245

The Motley Fool

OCTOBER 18, 2024

To calculate your net worth, first add up the value of assets you own -- such as cash, investments, and equity in your home. Then, subtract any debts and other liabilities, like credit card debt or student loans. However, if you have a lot of debt, your net worth could be in the negative.

Liabilities 240

Liabilities Debt Finance Financing 240

The Motley Fool

JULY 31, 2024

On asset sales, in the second quarter we sold an outparcel deal for $7.1 million and today we closed on the sale of our 50 % interest in Biltmore Fashion Park to our partner RED Development which will reduce $110 million in debt at Macerich. Our path forward goal is to reduce $2 billion in debt.

Debt 246

Debt Assets Leveraging Finance 246

The Motley Fool

OCTOBER 22, 2024

With yields on MBSs having risen since March 2022 and short-term borrowing costs on the decline, Annaly has a clearer path to high value assets without the Fed buying MBSs. Lastly, Annaly Capital Management predominantly invests in agency assets. billion -- is tied up in first-lien secured debt. to 12.1%, as of June 30, 2024.

Debt 246

Debt Initial Public Offering Exchange-Traded Funds Capital 246

The Motley Fool

AUGUST 28, 2024

Mortgage REITs are businesses that seek to borrow money at low short-term lending rates and use this capital to purchase higher-yielding long-term assets, such as mortgage-backed securities (MBS). As of June 30, only $1 billion of its $66 billion investment portfolio was put to work in riskier assets. In short, it's a debt-focused BDC.

Investing 244

Investing Debt Exchange-Traded Funds Assets 244

The Motley Fool

AUGUST 1, 2024

On the surface, NextEra Energy Partners is a master limited partnership (MLP) that owns and builds clean energy assets, like solar and wind power. Its purpose is to buy clean-energy assets from NextEra Energy via transactions known in the industry as dropdowns. What is NextEra Energy Partners, really?

Initial Public Offering 246

Initial Public Offering Debt Depreciation Assets 246

The Motley Fool

AUGUST 25, 2024

However, the shares remain 35% below their 2020 highs, and the dividend isn't expected to be increased for a little while as management focuses on paying down debt. A long and winding path Dominion Energy was once a very different company, with assets that spanned from energy production to pipelines to electric and natural gas utilities.

Debt 245

Debt Assets Shareholders Capital Investments 245

The Motley Fool

OCTOBER 19, 2024

One of those people is none other than Larry Fink, billionaire chief executive officer of BlackRock , the world's largest asset manager. Fink emphasized that Bitcoin is not just another asset, but an alternative to commodities, going so far as stating it "is an asset class in itself." However, Fink hasn't stopped there.

Exchange-Traded Funds 246

Exchange-Traded Funds Assets Debt Asset Management 246

The Motley Fool

JULY 19, 2024

It's the sum of all your assets -- everything you own, such as cash savings, certificates of deposit, and retirement accounts --minus your liabilities, which include everything you owe, such as credit card debt, car loans, and student loans. Essentially, you can think of your net worth as your personal balance sheet.

Debt 246

Debt Liabilities Finance Financing 246

The Motley Fool

MARCH 8, 2024

Apple: $162,692,909,600 (44% of invested assets) Any question investors may have had about the Oracle of Omaha's desire to concentrate his company's portfolio is answered by looking at Berkshire's mammoth stake in tech stock Apple (NASDAQ: AAPL). Apple's innovation has driven the outperformance of its stock for years. smartphone market.

Portfolios 264

Portfolios Investing Banks Stakes 264

The Motley Fool

SEPTEMBER 13, 2024

His tough-love advice has helped countless people get out of debt and take control of their budgets. Not all debt is bad debt Ramsey is famously anti-debt, encouraging people to pay off every penny as quickly as possible. While it's great to be debt-free, not all debt is inherently bad.

Debt 243

Debt Finance Financing Liabilities 243

The Motley Fool

SEPTEMBER 22, 2024

It's funding Bitcoin purchases from the cash generated by its software business, taking on debt, and issuing stock. However, its cryptocurrency strategy led to the firm accruing a lot of debt on its balance sheet. billion of that in debt. billion of that in debt. Meanwhile, total assets were $7.1 billion, $3.8

Debt 234

Debt Liabilities Assets Shareholders 234

The Motley Fool

JULY 31, 2024

To calculate your net worth, you want to jot down all your assets (what you own) and subtract your liabilities (what you owe). Here's a general idea of what type of assets and liabilities you want to add to your net worth calculation.

Liabilities 245

Liabilities Debt Finance Financing 245

The Motley Fool

JULY 27, 2024

Unfortunately, the race to keep up with AT&T and T-Mobile left Verizon with a total debt of $149 billion, and the company has made very little progress in reducing that burden. Addressing the debt problem Unfortunately, that cost hamstrings Verizon with its $149 billion in debt. Verizon paid $3.3

Debt 246

Debt Bidding Liabilities Shareholders 246

The Motley Fool

JUNE 15, 2024

It also has exposure to both high-end (A level assets) and middle-rated (B level assets) apartment complexes. A sticky business and no debt backs T. Rowe Price's future If you are looking for dividend stocks without much volatility, you probably won't like asset manager T. Rowe Price. This is a very real problem, but T.

Exchange-Traded Funds 246

Exchange-Traded Funds Mutual Funds Assets Debt 246

The Motley Fool

MAY 16, 2024

Operating a massive portfolio of green energy assets, Brookfield Renewable has demonstrated a strong commitment to rewarding shareholders, and its 4.8% Vitesse uses a proprietary system developed by the company to identify and allocate capital to assets. That's a significantly more challenging feat -- but not impossible.

Debt 246

Debt Shareholders Investment Horizon Capital 246

The Motley Fool

MAY 9, 2024

The company operates as a business development corporation ( BDC ) and invests in debt or equity in mid-sized companies that banks overlook. Here's some good news for investors: Ares Capital's debt-to-equity ratio of 0.95 When it comes to leverage, Hercules Capital is quite conservative, with a debt-to-equity ratio of 0.75.

Initial Public Offering 246

Initial Public Offering Leveraging Banks Debt 246

The Motley Fool

SEPTEMBER 4, 2024

For capital-intensive businesses that tend to carry a high amount of debt on their balance sheets, lower interest rates can reduce the cost of capital and make debt financing less expensive. Nearly nine years later, Kinder Morgan has turned its business around by managing spending and paying down debt.

Investing 246

Investing Debt Assets Leveraging 246

The Motley Fool

OCTOBER 19, 2024

A Chapter 7 bankruptcy (or BK, as we call it) would eliminate most or all of their debts and they would get a clean slate. If you find yourself in debt and you would rather not or cannot file BK, do you have options? Negotiations and debt settlement One way out is to negotiate with your creditors. Indeed you do. I can pay $0.10

Debt 244

Debt Leveraging Assets Funds 244

The Motley Fool

MAY 20, 2024

However, in reality, companies use cash in a variety of other ways, too, including: Paying back debt (which reduces interest payments and improves future FCF generation). Supporting asset acquisitions (which will add FCF). Buying back shares (which reduces the share count and increase the claim of shareholders on future FCF).

Mergers and Acquisitions 244

Mergers and Acquisitions Debt Assets Shareholders 244

The Motley Fool

NOVEMBER 26, 2024

The debate with Bitcoin is that it's a digital asset. MicroStrategy is acquiring Bitcoin with cash flow from its software business, debt, and issued stock. That means MicroStrategy's Bitcoin assets ($27.9 Its price depends solely on what someone else will pay, likening it to a digital version of gold. trillion and $21.9

Debt 246

Debt Assets Leveraging Shareholders 246

The Motley Fool

JULY 6, 2024

Here's how the median net worth amounts look across households: Lower income: $24,500 Middle income: $204,100 Upper income: $803,400 Generally speaking, your net worth is calculated by taking your financial liabilities and subtracting them from your assets. but let's focus on high-interest credit card debt since it's the worst kind.

Debt 246

Debt Liabilities Accounting Assets 246

The Motley Fool

MAY 10, 2024

billion of assets at the end of the first quarter. More than $11 billion of its assets were hospitals and behavioral health facilities leased to tenants current on their rent or mortgages. This stabilized portfolio generates steady cash flow that the company uses to pay dividends and repay debt. billion) and Prospect ($1.1

Portfolios 246

Portfolios Prospects Assets Liabilities 246

The Motley Fool

MAY 14, 2024

Add up the value of all your assets, subtract all your outstanding debt, and voila. For example, if you have $100,000 in retirement accounts , $25,000 in savings, and $10,000 in debt, then your net worth would be $115,000. But high-interest debt, such as credit card debt , makes it much harder to build wealth.

Debt 246

Debt Finance Financing Accounting 246

The Motley Fool

AUGUST 5, 2024

Granted, the company slashed its distribution in 2020 because it needed to pay down debt. However, Energy Transfer's debt load isn't as problematic now. Earlier this year, Fitch and S&P (upgraded the company's senior unsecured debt rating. It's also improving efficiency in its midstream assets.

Enterprise Values 242

Enterprise Values Prospects Debt Assets 242

The Motley Fool

OCTOBER 28, 2024

Carrying credit card debt High-interest credit card debt can be an easy trap to fall into, especially if you're struggling to make ends meet. Financially literate people know how easily debt can pile up when you're paying 20% interest. That $100 purchase can turn into thousands in credit card debt over time.

Mutual Funds 246

Mutual Funds Debt Finance Financing 246

The Motley Fool

MAY 15, 2024

billion of debt. billion of debt and about $1.2 That exceeded the company's long-term target to get debt below $15 billion. That exceeded the company's long-term target to get debt below $15 billion. The company's debt will balloon once it closes its CrownRock deal. billion of CrownRock's existing debt.

Debt 246

Debt Enterprise Values Leveraging Portfolios 246

The Motley Fool

AUGUST 22, 2024

Move and countermove Last October, Chevron agreed to buy Hess in an all-stock deal valuing the oil and gas company at $53 billion, or $60 billion including debt. billion, including debt. Chevron also noted that buying Hess would add Bakken assets to the company's shale positions, which also include the DJ and Permian Basins.

Mergers and Acquisitions 244

Mergers and Acquisitions Stakes Bidding Assets 244

The Motley Fool

SEPTEMBER 15, 2024

In other words, it is very unlikely that this business will be able to grow its market share or top line anytime soon, as it will have fewer and fewer productive assets to operate. That will further reduce its total assets, and reduce its financial flexibility to borrow money at an attractive interest rate, as it will have less collateral.

Collateral 246

Collateral Debt Earnings Before Interest Amortization 246