The Motley Fool

SEPTEMBER 13, 2024

Social Security recipients get an annual cost-of-living adjustment (COLA) to protect the purchasing power of their benefits from inflation. Even so, many retired workers have struggled to keep up with rising prices. More than two-thirds of Social Security beneficiaries surveyed by The Senior Citizens League said the 3.2% COLA applied to payments this year failed to offset the increase in their household costs.

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A Wealth of Common Sense

SEPTEMBER 13, 2024

Mario Draghi, the former Jerome Powell of the European Union, was tasked with writing a detailed report on the economic competitiveness (or lack thereof) in Europe. His findings are striking. Here are some facts and figures that stood out: Across different metrics, a wide gap in GDP has opened up between the EU and the US, driven mainly by a more pronounced slowdown in productivity growth in Europe.

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The Motley Fool

SEPTEMBER 13, 2024

Fool.com contributor Parkev Tatevosian discusses the factors to consider when selling Nvidia (NASDAQ: NVDA) stock. *Stock prices used were the afternoon prices of Sept. 9, 2024. The video was published on Sept. 11, 2024. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them.

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AltAssets

SEPTEMBER 13, 2024

A muted exit market, volatility within the tech sector and geopolitical uncertainty are weighing heavily on venture capital fundraising, with annual capital raised and closure rates continuing their decline from 2021's high, new data from PitchBook shows. The post Venture capital fundraising is struggling – but PE is shrugging off macroeconomic jitters appeared first on AltAssets Private Equity News.

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The Motley Fool

SEPTEMBER 13, 2024

Apparently, Warren Buffett sees something coming. Since mid-July, his company, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , has been dumping one of its largest holdings, Bank of America (NYSE: BAC) , off-loading more than $7 billion worth of shares in just under two months. Why? Buffett's affinity for Bank of America seems to be waning The megabank is a longtime favorite of Buffett and one of Berkshire's largest holdings; for years, it occupied the No. 2 spot behind only Apple.

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Financial Times M&A

SEPTEMBER 13, 2024

The tycoon’s attempt to wrest control of his empire away from three of his children is set to be resolved in a Nevada court

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Legal 111

Financial Times M&A

SEPTEMBER 13, 2024

Sovereign fund invests through share sale that nets London-based fintech founder Nik Storonsky at least $200mn

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The Motley Fool

SEPTEMBER 13, 2024

The S&P 500 (SNPINDEX: ^GSPC) index measures the performance of 500 U.S. companies that cover about 80% of domestic equities by market value. The index is generally considered the best barometer for the entire U.S. stock market. Palantir Technologies (NYSE: PLTR) will join the S&P 500 on Monday, Sept. 23, as part of the index's quarterly rebalancing.

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Financial Times M&A

SEPTEMBER 13, 2024

Danish group will become the world’s largest logistics management company with its acquisition of Schenker

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The Motley Fool

SEPTEMBER 13, 2024

Image source: The Motley Fool/Upsplash Imagine a person sells a classic car or piece of property for $20,000. They deposit the money into their checking account while deciding what to do with it. They came by the money legitimately, yet their bank is legally required to report the deposit by filing a Currency Transaction Report (CTR). Thanks to the Bank Secrecy Act of 1970 and the PATRIOT Act of 2001, banks are the first line of defense against financial crimes like money laundering.

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AltAssets

SEPTEMBER 13, 2024

Real estate private equity investor Madison Realty Capital has raised just over $2bn for the final close of the biggest US-focused RE debt fund raised this year. The post Madison Realty raises over $2bn for biggest US-focused RE debt fund of the year so far appeared first on AltAssets Private Equity News.

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The Motley Fool

SEPTEMBER 13, 2024

The S&P 500 is the best overall benchmark of the U.S. stock market, made up of the 500 largest companies in the country. Given the scope of its member companies, it is considered by many as the most dependable gauge of overall stock market performance. To be included in the S&P 500, companies must meet the following requirements: Be a U.S.-based company Have a market cap of at least $8.2 billion Must be highly liquid A minimum of 50% of its outstanding shares must be available for tradin

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Private Equity Wire

SEPTEMBER 13, 2024

The Connecticut Retirement Plans & Trust Funds (CRPTF) has committed up to $450m to bolster its private equity portfolio, according to a report by Pensions & Investments citing an announcement by State Treasurer Erick Russell. The commitments were disclosed at a 11 September meeting of the $56.8bn pension fund’s Investment Advisory Council.

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The Motley Fool

SEPTEMBER 13, 2024

Trying to predict how much money you'll need for retirement can be difficult. Inflation is a reminder that you may need more than you expect, and having a bit of a buffer can provide you with some much-needed security later on in life. Whether it's to help pay for medical bills or to fund a vacation, that extra money can go a long way in making your life a whole lot easier in the future.

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AltAssets

SEPTEMBER 13, 2024

Rethink Impact, a venture capital firm dedicated to backing women tech founders, has raised more than $250m for its third and largest fund. The post Women-led companies-focused Rethink Impact “defies odds” with $250m-plus for biggest fund yet appeared first on AltAssets Private Equity News.

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The Motley Fool

SEPTEMBER 13, 2024

Nvidia (NASDAQ: NVDA) stock has roared higher over the past five years, even soaring past $1,000 early in 2024. This occurred as the company built its dominance in the artificial intelligence (AI) chip market, generating triple-digit revenue and profit growth, quarter after quarter. A stock price around or past the $1,000 mark isn't always accessible for every investor.

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Private Equity Wire

SEPTEMBER 13, 2024

Renovus Capital Partners has acquired QualX Corporation, a provider of records and information management, digital transformation, and business process improvement services to agencies across the US Federal government. Financial terms of the deal have not been disclosed. According to a press statement, the deal will enable QualX to “further invest in innovative solutions for its Federal agency clients including the Departments of Defense, State, Treasury, Health & Human Services, Labor

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The Motley Fool

SEPTEMBER 13, 2024

Investing in Shopify (NYSE: SHOP) stock could bring unexpected challenges at its current stage. Although the stock price peaked more than three years ago, it trades at a discount of more than 60% from that 2021 high, implying it is not too late to buy. Conversely, the bull market in 2021 took stocks to levels not justified by the underlying businesses, an indication that the all-time high is not a suitable benchmark.

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AltAssets

SEPTEMBER 13, 2024

RoundShield, a private investment firm focused on European asset-backed private credit deals, has raised more than $1bn (£760m) to close its fifth flagship fund. The post RoundShield raises over $1bn for European asset-backed credit amid ‘particularly attractive’ market appeared first on AltAssets Private Equity News.

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The Motley Fool

SEPTEMBER 13, 2024

Social Security is an important piece of nearly every American's retirement budget. Around half of households with someone age 65 or older receive at least 50% of their income from Social Security and about one-quarter receive at least 90% of their income from the program. With the importance of Social Security benefits for so many retirees, it's important to keep every penny of them if possible.

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Private Equity Wire

SEPTEMBER 13, 2024

North American private equity firm Atlas Partners is to make a $1bn investment in Sedgwick, a global provider of insurance claims management, loss adjusting and technology-enabled business solutions, in a deal that values the business at $13.2bn. Sedgwick’s existing backers, including funds managed by global investment firm Carlyle (NASDAQ: CG) and by Stone Point Capital LLC, will remain as investors and continue to make significant new investments in the business, with Carlyle maintaining

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The Motley Fool

SEPTEMBER 13, 2024

Image source: Getty Images I've been a Costco shopper for about 18 years now. And I'm by no means a casual Costco fan. Rather, I visit the store on a weekly basis and rely on Costco for a chunk of my weekly grocery purchases. I also make a point to fill up my car at Costco because the gas there is not only cheaper, but generally higher in quality than the gas I can get elsewhere.

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AltAssets

SEPTEMBER 13, 2024

Altas Partners has bought into Carlyle and Stone Point Capital-backed Sedgwick, a provider of claims management, loss adjusting and technology-enabled business solutions, at a $13.2bn valuation. The post Deal Roundup: Altas buys into Carlyle, Stone Point’s Sedgwick at $13.2bn valuation appeared first on AltAssets Private Equity News.

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The Motley Fool

SEPTEMBER 13, 2024

Although artificial intelligence (AI) has been all the rage on Wall Street since 2023 began, excitement surrounding stock splits has given AI a run for its money this year. A stock split gives publicly traded companies the ability to superficially alter their share price and outstanding share count by the same magnitude. Splits are surface-scratching in the sense that they don't change a company's market cap or in any way affect underlying operating performance.

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Private Equity Wire

SEPTEMBER 13, 2024

Inflexion, a European mid-market private equity firm, has held the final close of Inflexion Enterprise Fund VI at its hard cap of £975 million. The fundraising was completed in less than five months and is more than double the £400m raised for the firm’s predecessor fund. Focused on the lower mid-market, the new fund follows the same strategy employed by Inflexion for over 25 years, backing “high growth, entrepreneurial businesses with ambitious management teams and working in partne

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The Motley Fool

SEPTEMBER 13, 2024

Image source: Upsplash/The Motley Fool If you like to travel and are a fan of Delta Air Lines, you may be looking for ways to maximize the number of miles that you earn. Luckily, there are plentiful ways to earn miles through the Delta SkyMiles loyalty program -- including using airline credit cards and taking Delta flights. It's a good idea to ensure you're not missing out on opportunities to earn miles, especially if you're trying to accumulate enough miles to book an award flight.

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AltAssets

SEPTEMBER 13, 2024

Alternative credit specialist Sound Point Capital Management has raised its biggest direct lending fund to date, with $1.2bn of investable capital. The post Sound Point Capital celebrates ‘energizing time’ for credit deals with biggest direct lending fund yet appeared first on AltAssets Private Equity News.

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The Motley Fool

SEPTEMBER 13, 2024

You can never say never when it comes to investing. But when I look at my portfolio, I see Procter & Gamble (NYSE: PG) , Hormel Foods (NYSE: HRL) , and Hershey (NYSE: HSY) and I think of them as "never-sell" stocks. That's true even though two of them are currently facing notable adversity (which might make them attractive buys for anyone who doesn't own them).

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Private Equity Wire

SEPTEMBER 13, 2024

Sullivan Street Partners, a UK-based mid-market buy-out firm, has acquired UK Addiction Treatment Group (UKAT), the UK’s largest residential addiction treatment group with over 200 beds across eight residential facilities. UKAT specialises in comprehensive care and rehabilitation services for alcoholism, substance abuse, and wider behavioural health conditions.

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The Motley Fool

SEPTEMBER 13, 2024

Social Security is one of the most import sources of income for seniors. Sixty percent of retirees say their monthly retirement benefits are a major source of income, according to the most recent edition of an annual Gallup poll. Another 28% said Social Security played at least a minor role in their budget. As such, it's important to make sure you keep as much of those monthly checks as possible.

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Private Equity Wire

SEPTEMBER 13, 2024

RoundShield, a private investment firm focused on European asset-backed private credit opportunities and capital solutions, has closed the RS Fund V with over $1bn in capital commitments – $150m above its fundraising target. The fund attracted commitments from existing investors in RoundShield’s earlier vintage funds, as well as from ten new investors, including a diversified mix of public and private pension funds, endowments and foundations, insurance companies and large family offices globall

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The Motley Fool

SEPTEMBER 13, 2024

Anyone up for a smooth cruise through the stock market? Norwegian Cruise Line (NYSE: NCLH) shares were doing well across the past few trading sessions; according to data compiled by S&P Global Market Intelligence they had risen by more than 12% in value week to date as of early Friday morning. A price target bump by an analyst reflected the generally positive sentiment on both the cruise industry generally, and Norwegian individually.

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The Big Picture

SEPTEMBER 13, 2024

 This week, we speak with David Rubenstein , Co-Founder and Co-Chairman of The Carlyle Group , which manages over $426 billion is private equity, credit and venture funds. Prior to forming the firm in 1987, David practiced law and served as Deputy Assistant to the President for Domestic Policy, as well as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments.

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The Motley Fool

SEPTEMBER 13, 2024

Paralysis analysis. It's a real problem for retirees when choosing dividend stocks to buy. More than 5,000 stocks that trade on U.S. exchanges pay dividends. There is another solution, though: Invest in exchange-traded funds (ETFs) that offer solid dividend yields. These three dividend ETFs are a retiree's best friend. 1. iShares Select Dividend ETF BlackRock offers several great dividend ETFs.

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