The Motley Fool

MARCH 31, 2024

For most Americans, Social Security is a vital program they couldn't live without. An analysis from the Center on Budget and Policy Priorities found that it pulls 22.7 million people above the federal poverty line each year. Meanwhile, annual surveys from Gallup spanning more than two decades have shown that 80% to 90% of retirees count on their monthly payout from Social Security to cover at least some portion of their expenses.

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A Wealth of Common Sense

MARCH 31, 2024

I’m really late on this one, but I finally got around to reading Andre Agassi’s autobiography.1 He writes about what it was like to finally win his first Grand Slam tournament at Wimbledon. Everyone’s perception of Agassi changed from choke artist to the real deal. Winning, however, didn’t change how he felt about himself: But I don’t feel that Wimbledon has changed me.

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The Motley Fool

MARCH 31, 2024

Investing can be tedious. That's especially the case when you want to buy multiple stocks. It's not difficult, but it can take a while. That's where exchange-traded funds (ETFs) come in handy. You can buy many stocks in one fell swoop. With the so-called "Magnificent Seven" stocks powering the overall stock market, some investors could be interested in scooping up all of them.

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Top 1000 Funds

MARCH 31, 2024

Politicisation at US public pension funds has taken a turn for the worse after a new law threatens to put politicians in charge of the Public Employees’ Retirement System of Mississippi.

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The Motley Fool

MARCH 31, 2024

Image source: Getty Images Sam's Club boasts more than 69 million members, many of whom know precisely what they want to buy before entering the warehouse club. While it's good to have a plan, it's important to update it occasionally. If you're a Sam's Club member who finds themselves picking up the same items every week, it's possible you're missing out.

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Financial Times M&A

MARCH 31, 2024

Three recent deals involved only trade buyers, while private equity and sovereign wealth funds were absent

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Million Dollar Round Table (MDRT)

MARCH 31, 2024

By Romel Rivera Garganera Clients don’t know what we do and haven’t seen what we have. It’s understandable then that they may not always understand the cost of delaying insurance is about more than saving on the premium. Below is something I tell clients to help them understand the cost and impact of delaying their financial planning, and I hope you find it helpful as well with your clients.

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The Motley Fool

MARCH 31, 2024

By the time the stock market next opens, April will be here. With that month comes the standard April 15 filing deadline for U.S. income taxes. As of March 15 -- one month before the deadline -- the average taxpayer getting a refund will see a decent $3,109 payment headed their way. Although in most cases, a refund simply represents a repayment of previously overpaid taxes, it still feels nice to get that cash back.

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KKR

MARCH 31, 2024

NEW YORK--(BUSINESS WIRE)-- KKR & Co. Inc. (NYSE: KKR) today reported its fourth quarter 2023 results, which have been posted to the Investor Center section of KKR’s website at [link] This press release features multimedia. View the full release here: [link] A conference call to discuss KKR’s financial.

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The Motley Fool

MARCH 31, 2024

Image source: The Motley Fool/Upsplash Everybody needs to save for retirement. Whether you're doing this already or are about to start, you probably want to build your retirement savings as efficiently as possible. There's a smart strategy you can follow to help with this, but nearly half of Americans haven't tried it. The best way to save for retirement is through retirement accounts.

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KKR

MARCH 31, 2024

NEW YORK--(BUSINESS WIRE)-- KKR & Co. Inc. (NYSE: KKR) announced today that Robert H. Lewin, Chief Financial Officer, will present at the Bank of America Securities Financial Services Conference 2024 on Wednesday, February 21, 2024 at 10:30AM ET. A live webcast of the presentation will be available on the Investor Center section of KKR’s website at [link] For.

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The Motley Fool

MARCH 31, 2024

Many seniors retire with little to no savings and wind up heavily reliant on the benefits they receive from Social Security. That's not a good thing, though, because those monthly benefits generally will not come close to replacing your pre-retirement paycheck in full. That's why it's so important to do your part to save independently. Now Motley Fool research finds that the median retirement savings balance among Americans aged 55 to 64 is $185,000 as of 2022, while the median balance among tho

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KKR

MARCH 31, 2024

New Asset Allocation Report Based on Proprietary Survey Highlights the Growth Ambitions of Family Offices NEW YORK--(BUSINESS WIRE)-- KKR, a leading global investment firm, today released “Loud and Clear,” a new Insights piece by Henry McVey, CIO of KKR’s Balance Sheet and Head of Global Macro and Asset Allocation (GMAA). Based on a proprietary survey of more than 75 Chief Investment Officers.

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The Motley Fool

MARCH 31, 2024

Image source: Getty Images If you've recently filed for personal bankruptcy protection, you're not alone. According to U.S. Courts, 416,607 filings nationwide were made in 2023, up 12% from the previous year. Bankruptcy can be a tough time in anyone's life, leaving them worried that they may never get their finances back on track. Nothing can be further from the truth.

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KKR

MARCH 31, 2024

NEW YORK--(BUSINESS WIRE)-- KKR, a leading global investment firm, today announced that it served as Lead Arranger, Administrative Agent, and investor on a debt financing for Clarience Technologies’ Acquisition of Safe Fleet. KKR invested in the transaction through its credit vehicles and accounts. KKR Capital Markets acted as Left Lead Arranger and Joint Bookrunner on the transaction.

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The Motley Fool

MARCH 31, 2024

Earlier this month, Ark Investment Management CEO Cathie Wood sat down for a podcast conversation hosted by former NBA stars Andre Iguodala and Evan Turner. While Iguodala may be best known for his NBA accolades, the athlete has a prolific career off the court as a start-up investor. During the podcast, Wood spoke at length about major themes fueling the artificial intelligence (AI) narrative.

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KKR

MARCH 31, 2024

MENLO PARK, Calif.--(BUSINESS WIRE)-- KKR today announced the signing of a definitive agreement with Broadcom Inc. (NASDAQ: AVGO) to acquire its End-User Computing Division (the “EUC Division”) in a transaction valued at approximately $4 billion. Upon closing of the transaction, the EUC Division will become a standalone company, with greater access to growth capital and a dedicated strategic.

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The Motley Fool

MARCH 31, 2024

The two stocks featured in this article are trading up extensively so far in 2024 but for entirely different reasons. Premium specialty alloy-products company Carpenter Technology (NYSE: CRS) benefits from robust end-market growth and an excellent margin expansion opportunity. Positioning and workflow technology company Trimble (NASDAQ: TRMB) continues offering technology that is revolutionizing its market.

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KKR

MARCH 31, 2024

NEW YORK--(BUSINESS WIRE)-- KKR today announced the appointment of Ruchir Swarup as a Partner and Chief Information Officer, effective immediately. In this role, Mr. Swarup will be responsible for driving KKR’s technology strategy and vision. Based in New York, Mr. Swarup will lead the firm’s efforts to embrace new technologies and scale existing technology to create efficiencies and reduce.

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The Motley Fool

MARCH 31, 2024

Share prices of New York Community Bancorp (NYSE: NYCB) have plunged roughly 75% from their 52-week highs. Most of the pain has come in the last three months following a terrible fourth-quarter 2023 earnings update. It appears likely that the bank will muddle through its current headwinds thanks to a little outside help. But how likely is it that NYCB will get back into fighting shape in the next year?

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KKR

MARCH 31, 2024

NEWARK, N.J.--(BUSINESS WIRE)--HarbourView Equity Partners (HarbourView), an industry-leading alternative asset management company focused on investment opportunities in the sports, media and entertainment space, has secured approximately $500 million in debt financing through a private securitization backed by its diversified catalog of music royalties.

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The Motley Fool

MARCH 31, 2024

Fresh all-time highs for the S&P 500 index have been a serious high note for investors as 2024 kicks off. Whether you're new to the stock market or have been investing for years, you have discovered (or will soon) that it requires you to deal with regularly seeing highs and lows. How you react to what you see will affect your investing journey. What you always need to keep in mind is that the stock market has a remarkable habit of throwing off bearish periods and rising even higher over time

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KKR

MARCH 31, 2024

KKR announces the signing of an Investment Agreement with Encavis as part of a takeover offer. The Management Board and the Supervisory Board of Encavis are fully supportive of the strategic partnership and intend to recommend that all shareholders accept the offer.

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The Motley Fool

MARCH 31, 2024

ASML (NASDAQ: ASML) and Apple (NASDAQ: AAPL) are both often considered bellwethers of the tech sector. ASML is the world's largest producer of lithography systems, which are used to optically etch circuit patterns onto silicon wafers. Apple is the world's second-most-valuable company and top smartphone maker. But over the past 12 months, ASML's stock rallied 50% as Apple's shares rose just 6%.

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KKR

MARCH 31, 2024

London and Frankfurt, 15 March, 2024 – KKR, a leading global investment firm, announces today that a consortium of investors, co-led by KKR, has agreed to provide a €1.1 billion financing solution to support the future growth of Ottobock (the “Company”), a global market leader in prosthetics. The financing will also support existing majority shareholder Professor Hans Georg Näder and the Näder Family’s buy back of EQT’s shareholding in the business.

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The Motley Fool

MARCH 31, 2024

When it comes to creative software, Adobe (NASDAQ: ADBE) is the undisputed king. The company offers Photoshop for images, Premiere Pro for videos, Illustrator for graphics, and a slew of other applications. Adobe's products are so widely used by professionals that competing with the software giant is tough. Switching costs are just too high for users.

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KKR

MARCH 31, 2024

Transaction Marks First U.S. Investment from KKR’s Global Climate Strategy NEW YORK--(BUSINESS WIRE)-- Today, KKR, a leading global investment firm, announced the signing of a definitive agreement pursuant to which investment funds and accounts managed by KKR agreed to acquire a majority stake in Avantus, a premier U.S. developer of large utility-scale solar and solar-plus-storage projects.

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The Motley Fool

MARCH 31, 2024

Biotech giant Vertex Pharmaceuticals (NASDAQ: VRTX) has outperformed the S&P 500 in the past three, five, and 10 years. That's not a fluke: The drugmaker has been highly successful financially while displaying its incredible innovative abilities. Thankfully, it's not too late to invest in Vertex even with the market-beating returns it has provided in recent years.

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KKR

MARCH 31, 2024

NEW YORK--(BUSINESS WIRE)-- KKR today announced a monetization activity update for the period from January 1, 2024 to March 21, 2024. Based on information available to us as of today, with respect to the period through March 21, 2024, KKR has earned total realized performance income, including realized incentive fees, and total realized investment income in excess of $350 million.

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The Motley Fool

MARCH 31, 2024

Spring is here, and flowers are blooming. You know what that means: Time for a good old-fashioned round of spring cleaning. With that in mind, here are three stocks that a panel of Motley Fool contributors are ready to say goodbye to this spring. Image source: Getty Images. Will the rise of AI mean the beginning of the end for Apple? Jake Lerch (Apple): Now, don't get me wrong, Apple (NASDAQ: AAPL) has enjoyed a great run.

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KKR

MARCH 31, 2024

NEW YORK--(BUSINESS WIRE)-- KKR & Co. Inc. (NYSE: KKR) will hold an investor day for the investment community on Wednesday, April 10, 2024 with remarks from 8:00 am to 1:00 pm EDT. The day will feature presentations by KKR’s business leaders. A live webcast as well as related presentation materials will be available to all interested parties through the Investor Center section of KKR’s website.

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The Motley Fool

MARCH 31, 2024

Image source: Getty Images Car insurance rates are as unique as each driver. Insurers consider a variety of factors when setting premiums, including things like the driver's history of accidents and speeding tickets and their vehicle make and model. Location matters too as it affects the risk of auto theft and storm damage. It's easy to understand the logic behind these things, but not all car insurance factors are this straightforward.

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KKR

MARCH 31, 2024

The venture will target to build an initial portfolio of c.1,200 units primarily in Seoul SEOUL, South Korea--(BUSINESS WIRE)-- WEAVE LIVING (“Weave”), Asia Pacific’s preeminent living sector specialist, and KKR, a leading global investment firm, today announced the establishment of a strategic partnership to invest in rental housing assets in South Korea, with a focus on Seoul.

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The Motley Fool

MARCH 31, 2024

Image source: Upsplash/The Motley Fool A major class action lawsuit against real estate agencies could be bringing massive changes to how homes are bought and sold. And if you sold a home in the past few years, you could get money from it. This lawsuit is called Burnett et al. v. National Association of Realtors, et. al., and it made news headlines in November 2023 when a federal jury handed down a verdict for $1.8 billion of damages against the National Association of Realtors and two real esta

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