The Motley Fool

DECEMBER 16, 2023

Some Vanguard ETFs that pay dividends have demonstrated the rare ability to provide both steady income and capital growth without relying on reinvesting the dividends. These four funds would have delivered the following results for an initial capital outlay of $250,000 per fund invested 10 years ago.

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The Motley Fool

NOVEMBER 7, 2024

We're very pleased with Enact's operational strength's capital levels and consistent shareholder distributions. life insurance companies reported an estimated pre-tax loss of $18 million, driven by unfavorable mortality and higher new claims, as well as lower benefit from legal settlements. On a statutory accounting basis, the U.S.

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The Motley Fool

OCTOBER 31, 2024

Our third quarter performance reflects continued positive momentum in growing our businesses, increasing capital efficiency, and pivoting our product suite to address the investing, insurance and retirement needs of our customers and clients around the world. Our strategic progress and performance are backed by our financial strength.

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Liabilities Assets Capital Shareholders 130

The Motley Fool

FEBRUARY 19, 2025

We had a total estimated pre-tax statutory loss for our U.S. For the full year, we generated strong statutory pre-tax income of $378 million. Since Enact's IPO, Genworth has received $903 million in capital returns, including $289 million in 2024. Genworth received $84 million in capital returns from Enact in the fourth quarter.

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Liabilities Legal Taxes Debt 130

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. To put this into perspective, a $10,000 investment at the fund's launch, with dividends reinvested and assuming no tax liabilities, would have burgeoned to $69,250 today.

Liabilities 246

Liabilities Taxes Exchange-Traded Funds Stock Market 246

The Motley Fool

NOVEMBER 26, 2024

Image source: Getty Images Paying taxes is something a lot of people only think about when they sit down in April to file a return. But it's helpful to understand the factors that can cause your tax bill to rise. That's a good thing, but the flip side is it may cause you to owe more taxes. First, contribute more to your IRA.

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The Motley Fool

FEBRUARY 28, 2025

Main Street Capital (NYSE: MAIN) Q4 2024 Earnings Call Feb 28, 2025 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings and welcome to the Main Street Capital fourth quarter earnings conference call. Image source: The Motley Fool. You may begin. for the quarter.

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The Motley Fool

DECEMBER 9, 2024

The non-GAAP tax rate for the quarter was actually 20.1%, which is higher than my 19% guidance. Even as higher tax rate lowered EPS by $0.02, we still hit the high end of my constant currency guidance. Lastly, my EPS guidance for Q3 assumes a base tax rate of 19%. Absolutely, we did better.

Taxes 245

Taxes Banks Investors Liabilities 245

The Motley Fool

JANUARY 6, 2025

steel import levels; construction activity; demand for finished steel products; the expected capabilities, benefits, and timeline for construction of new facilities; the company's operations; the company's strategic growth plan; legal proceedings; the company's future results of operations; financial measures; and capital spending.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Capital Shareholders 246

The Motley Fool

MAY 29, 2024

While investors can buy and sell stocks in their brokerage account at any given time, the opportunity cost is paying capital gains taxes. Retirement accounts such as an IRA offer tax advantages you won't find in a traditional brokerage account. The point is that at some point, the IRS is paid some taxes.

Taxes 245

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The Motley Fool

JANUARY 23, 2025

Marcos Gabriel -- Senior Vice President, Global Finance and Capital Markets Thank you, Brendan, and good morning, everyone. Our fourth quarter adjusted effective tax rate was 25.4%, compared to 22.3% This decrease was primarily due to the unfavorable tax rate, as well as the increase in SG&A that I mentioned earlier.

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Financing Finance Taxes Capital 223

The Motley Fool

APRIL 20, 2024

Amid recent struggles involving a one-time tax liability, growth in lower-margin first-party sales, and falling shipping revenue, the stock grew by only 8% over the last year. As MercadoLibre moves on from the tax liability and continues to capitalize on synergies in its home region, the stock is likely to continue moving higher.

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The Motley Fool

SEPTEMBER 13, 2024

In this same vein, do know that the Invesco fund's regular quarterly rebalancing creates recurring tax liabilities for positions held outside of tax-deferring retirement accounts. The ETF's annual turnover is on the order of 20% (although its actual capital gains distributions tend to be very, very small).

Exchange-Traded Funds 245

Exchange-Traded Funds Liabilities Taxes Accounting 245

The Motley Fool

DECEMBER 18, 2023

For most 401(k) plans, you have until the end of 2023 to contribute up to the limit, while IRA investors have until tax day of 2024 (April 15) to hit theirs. This is called tax loss harvesting , and it could potentially reduce your tax liability and eliminate some lemons in your portfolio.

Taxes 246

Taxes Debt Banks Accounting 246

The Motley Fool

NOVEMBER 21, 2024

We've transformed the company from a tax and accounting platform to an AI-driven expert platform. Starting with our consumer platform, Big Bet 3 is focused on helping customers make smart money decisions, take steps to improve their financial health year round, achieve their best tax outcome, and accelerate the receipt of their refund.

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The Motley Fool

MAY 4, 2024

Two big ways to return capital to shareholders Despite yielding just 0.8%, Microsoft pays out more cash in dividends than any other U.S.-based While that's a massive amount of capital, these companies tend to spend even more on stock buybacks. Shareholders owe taxes on dividend income but not buybacks. based company : $20.7

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The Motley Fool

DECEMBER 20, 2024

And with ROIC ending 2024 at 11%, comfortably above our cost of capital, we are already delivering long-term value for our shareholders as we lay the foundation we'll build upon in 2025 and beyond. million guest visits in 2024, we believe we have a meaningful opportunity to expand and capitalize on this strategic advantage.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Debt Assets 246

The Motley Fool

MARCH 5, 2025

Please note that today's discussion will contain forward-looking statements relating to the company's future performance, which are intended to qualify for the safe harbor from liability as established by the U.S. These tax-related costs net of refunds totaled RMB 1,278.5 Private Securities Litigation Reform Act. from RMB 1,015.3

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The Motley Fool

FEBRUARY 1, 2024

This is a function of investors being concerned following a July report from The Wall Street Journal that alleged legacy telecom companies utilizing lead-sheathed cables could face large environmental/health liabilities, as well as replacement costs. Furthermore, any potential liabilities would likely be determined by the U.S.

Debt 246

Debt Investing Liabilities Private Companies 246

The Motley Fool

JANUARY 17, 2024

Lacking a redemption mechanism, there was no way for arbitrage-minded investors to capitalize on the disparity in the short run. Yet for those who have invested in Bitcoin long enough to have sizable gains, the capital-gains tax liability that would come from switching from Grayscale to a rival Bitcoin ETF would be a deterrent.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Exchange-Traded Funds Liabilities Assets 246

The Motley Fool

DECEMBER 1, 2024

That doesn't mean I'm giving up altogether on capital appreciation. For most people most of the time, ordinary IRA contributions are deducted from taxable income; the Internal Revenue Service taxes this money like income when it's removed from these retirement accounts. I may decide to own none. But first things first.

Taxes 189

Taxes Accounting Liabilities Prospects 189

The Motley Fool

JULY 17, 2024

All three companies are well run and efficiently allocate capital. It nearly doubled its capital expenditures over the last five years, pouring money into new stores, existing store renovations, and Walmart+ -- its e-commerce home delivery option. ITW Return on Capital Employed data by YCharts. Image source: Getty Images.

Conglomerates 246

Conglomerates Capital Earnings Before Interest Debt 246

The Motley Fool

JUNE 23, 2024

But for many would-be entrepreneurs, using your home as company headquarters can be the best way to start a business without a lot of start-up capital. Forming an LLC can help you get a business bank account , and potentially save yourself money on taxes.

Startups 233

Startups Banks Legal Liabilities 233

The Motley Fool

DECEMBER 5, 2023

The intimation is that the replacement of these cables, along with potential health-related liabilities, could be quite costly for telecom companies. It also fails to consider that any liability costs (if there are any) would be determined in the U.S. court system, and that would likely be a long process.

Debt 246

Debt Liabilities Assets Capital 246

The Motley Fool

JANUARY 23, 2024

Microsoft is on top of the AI world Microsoft recently unseated Apple as the world's largest company as measured by market capitalization, although the two are going back and forth this month over who is on top (Apple currently has it). Now positive performance momentum is accelerating again. Data source: Microsoft. Chart by author.

Liabilities 246

Liabilities Stakes Taxes Shareholders 246

The Motley Fool

SEPTEMBER 20, 2024

FCEVs can be charged more quickly than BEVs and have a much longer driving range, but they require more capital-intensive hydrogen charging stations to be built. million in total liabilities. Nikola is trying to differentiate itself from those competitors by selling more hydrogen-powered FCEVs. million for the full year. It had $256.3

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Mergers and Acquisitions Amortization Depreciation Earnings Before Interest 246

The Motley Fool

OCTOBER 29, 2024

Over the prior 10-year period, the iShares Core Dividend Growth ETF has delivered a total return (assuming dividends were reinvested and without accounting for tax liabilities) of 216%. Its annualized yield presently stands at a generous 2.2%. SPX data by YCharts. SPX data by YCharts.

Exchange-Traded Funds 246

Exchange-Traded Funds Liabilities Funds Taxes 246

The Motley Fool

SEPTEMBER 20, 2023

Berkshire Hathaway's substantial cash reserves also act as a buffer against any potential losses or liabilities that may arise from its operations, its investments, or a downturn in the broader economy. This approach allows him to benefit from the power of compounding and avoid unnecessary taxes.

Conglomerates 234

Conglomerates Banks Liabilities Prospects 234

The Motley Fool

DECEMBER 9, 2024

Third, we are investing to capitalize on our inherent technical advantages as a key component of the emerging AI tech stack. Paylocity, a leading provider of cloud-based payroll and human capital management software, selected MongoDB to power proprietary application aimed at fostering employee connections and engagement.

Education 242

Education Professional Services Leveraging Accounting 242

The Motley Fool

MAY 15, 2024

This lack of new revenue channels, coupled with the company's forecast of higher capital expenditures tied to AI, have Slowinski believing Meta could underperform. Meanwhile, more than half of the company's pre-tax income during the March-ended quarter came from unsustainable sources (e.g., The company closed out March with $58.1

Taxes 243

Taxes Liabilities Prospects Capital 243

The Motley Fool

NOVEMBER 7, 2024

Charles Reynolds Lambert -- Vice President, Treasurer, and Managing Director of Capital Markets Good morning and welcome to the Medical Properties Trust conference call to discuss our third quarter 2024 financial results. Land and buildings are often an operator's single largest asset, and that must be funded with some form of capital.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Debt Prospects 130

The Motley Fool

APRIL 18, 2024

On the liability side, current liabilities increased by NT$113 billion, mainly due to the increase of NT$140 billion in accrued liabilities and others, partially offset by the decrease of NT$44 billion in accounts payable. dollar terms, our first-quarter capital expenditures totaled $5.77 trillion or $60 billion.

Taxes 246

Taxes Liabilities Accounting Capital 246

The Motley Fool

MARCH 27, 2025

Supported by our tenacious approach to innovation, I believe we're best positioned by far to capitalize on this billion-dollar market opportunity as dentistry quickly pivots to 3D printing technology for the future. Next question is coming from Greg Palm from Craig-Hallum Capital Group. Continuing this theme, let's turn to Slide 8.

Accounting 245

Accounting Liabilities Capital Leveraging 245

The Motley Fool

DECEMBER 19, 2024

And finally, it has enabled the consistent and predictable takedown of just in time delivered fully developed home site, and that has attracted capital to the structured land banking partnerships that have driven the nearly $20 billion of transaction that have enabled our land-light transformation to date. debt to total capital ratio.

Debt 242

Debt Assets Capital Banks 242

The Motley Fool

FEBRUARY 27, 2025

Learn more *Stock Advisor returns as of February 24, 2025 Consistent with previous reporting practices, adjusted production numbers cited in today's call are adjusted to exclude noncontrolling interest in Egypt and Egypt tax barrels. Lastly, we continue to deliver on our capital return framework. billion to $2.3 billion to $2.6

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Capital Assets Debt Liabilities 130

The Motley Fool

MARCH 13, 2025

As Heena will walk through shortly, we are resetting our business model to support higher full-price sales, higher gross margin flow-through and cash generation driven by working capital improvements. million valuation allowance on our deferred tax asset. Our capital expenditures were 17.4 Adjusted EBITDA for the quarter was 8.5

Debt 130

Debt Taxes Capital Leveraging 130

The Motley Fool

OCTOBER 24, 2024

Capital One Financial (NYSE: COF) Q3 2024 Earnings Call Oct 24, 2024 , 5:00 p.m. Welcome to the Capital One Q3 2024 earnings call. We're webcasting live over the Internet as usual and to access the call on the Internet, please log on to Capital One's website at capitalone.com and follow the links from there. billion or $4.41

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Capital Mergers and Acquisitions Banks Financing 130