The Motley Fool

OCTOBER 15, 2024

One of the greatest things about putting your money to work on Wall Street is that there's no one-size-fits-all strategy to build wealth. Nevertheless, some investment strategies are more consistent than others at generating positive returns. Over the last half-century, few strategies have been more profitable than buying and holding dividend stocks.

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A Wealth of Common Sense

OCTOBER 15, 2024

The Great Financial Crisis decimated the balance sheets of most Americans. How could it not? Housing prices were down by nearly 30%. The stock market crashed almost 60%. The unemployment rate hit double-digits. It was the worst economic period most of us have ever lived through. The collective net worth of American households reached roughly $66 trillion by the end of 2007.

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The Motley Fool

OCTOBER 15, 2024

Many electric vehicle (EV) stocks soared to all-time highs in 2021. That rally was largely driven by low interest rates, the growth of commission-free trading platforms, social media buzz, and a fear of missing out (FOMO). Those catalysts caused many investors to turn a blind eye to those companies' steep losses and bubbly valuations. Most of those stocks crashed as soaring interest rates drove investors away from speculative investments, again.

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Private Equity Info

OCTOBER 15, 2024

Governmental policies and actions of the Federal Reserve have been the primary drivers of M&A trends over the past two decades, creating cycles of growth, volatility, and contraction. Each phase of intervention from stimulus to shifts in tax policy has reshaped the market and defined private equity strategies. As we approach the end of 2024, understanding these policy-driven cycles is crucial to anticipate the next shifts in deal-making trends.

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The Motley Fool

OCTOBER 15, 2024

Several aspects of the Social Security program are revised each year to keep payments aligned with inflation and wages. Given that the Social Security Administration says that for about half of U.S. retirees, those benefits provide at least half their retirement income, it is imperative that retirees (and workers nearing retirement) understand those changes.

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Investment Writing

OCTOBER 15, 2024

Metaphors are powerful tools for communication. I couldn’t get the phrase “the pebble in the shoe” out of my mind after an advisor mentioned it to me at an annual conference of the Financial Planning Association of Massachusetts back in 2011. Photo by Kaptain Kobold Apparently, speaker Todd Fithian of the Legacy Companies suggested that advisors tackle whatever represents “the pebble in the shoe” for their clients.

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The Motley Fool

OCTOBER 15, 2024

Shares of memory leader Micron (NASDAQ: MU) , Applied Materials (NASDAQ: AMAT) , and KLA Corporation (NASDAQ: KLAC) plunged on Tuesday, down 4.3%, 10.9%, and 15.5%, respectively, as of 3:28 p.m. ET. Semiconductor stocks largely sold off across the board today after equipment leader ASML Holdings (NASDAQ: ASML) accidentally leaked its third-quarter results and outlook, which were supposed to be published tomorrow.

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The Motley Fool

OCTOBER 15, 2024

Now that September inflation data is out, the Social Security Administration has announced several adjustments for 2025. One of these is the maximum amount of earnings that are subject to Social Security tax. Here's what the new limit is and what it means for high earners in the United States. The $ 22,924 Social Security bonus most retirees completely overlook If you're like most Americans, you're a few years (or more) behind on your retirement savings.

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Taxes 246

Financial Times - Banking

OCTOBER 15, 2024

Net income outstrips expectations despite hit from retail banking retreat

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Banks 97

The Motley Fool

OCTOBER 15, 2024

The broader benchmark S&P 500 has ripped all year and is now up nearly 22%. The index is a bellwether for the entire market and includes 500 larger companies in many industries. Technically, the S&P 500 has more than 500 stocks because some companies have multiple classes of shares. With such a wide sample size, many stocks in the S&P 500 have performed worse than the broader index and many have performed better.

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Financial Times M&A

OCTOBER 15, 2024

Once-niche market sees surge in activity with investors looking for an exit from ageing assets as deal activity slumps

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The Motley Fool

OCTOBER 15, 2024

It's official: The new cost-of-living adjustment (COLA) for 2025 is here. The Social Security Administration recently announced that beneficiaries will be receiving a 2.5% raise starting in January of next year. If you're receiving spousal or divorce benefits, you'll also be entitled to the monthly bonus. Here's how much the average and maximum benefit will go up in 2025, as well as an important note about the future of Social Security.

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Financing Finance 246

AltAssets

OCTOBER 15, 2024

The $26.5bn-managing Louisiana Teachers’ Retirement System has picked the latest megafunds from Ares Management and Lindsay Goldberg among its latest suite of alternatives commitments. The post Louisiana Teachers’ pension picks Ares, Lindsay Goldberg megafunds in latest commitments appeared first on AltAssets Private Equity News.

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The Motley Fool

OCTOBER 15, 2024

There are many intriguing stocks out there, and that often makes it very difficult to choose just one or two. After all, most people can't afford to buy every stock that looks attractive -- just like you can't afford to pick up every item you like on a trip to your favorite store. But that's OK. It's perfectly fine to select one or two fantastic stocks when you can.

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Financial Times - Banking

OCTOBER 15, 2024

Stronger than expected earnings add to hopes of a ‘soft landing’ for economy

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Banks 81

The Motley Fool

OCTOBER 15, 2024

MicroStrategy (NASDAQ: MSTR) and Marathon Digital (NASDAQ: MARA) represent two different ways to invest in Bitcoin (CRYPTO: BTC). MicroStrategy was once a slow-growth enterprise software company, but it went all-in on Bitcoin by buying the world's top cryptocurrency during the past four years. Marathon was originally a tiny patent-holding company, but it bought a host of Bitcoin miners during the past six years to become the largest mining company in the world.

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Financial Times M&A

OCTOBER 15, 2024

Reforms would allow EU regulator to intervene on takeover deals where companies try to stymie smaller rivals

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Companies 80

The Motley Fool

OCTOBER 15, 2024

Shares of Walgreens Boots Alliance (NASDAQ: WBA) were skyrocketing 14% higher as of 11:14 a.m. ET on Tuesday. The huge gain came after the pharmacy retailer announced its fiscal 2024 fourth-quarter results earlier in the morning. Walgreens reported sales of $37.5 billion for the period ended Aug. 31, up 6% year over year. The average analysts' estimate was for Q4 revenue of $35.75 billion, according to LSEG.

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Private Equity Wire

OCTOBER 15, 2024

Connection Capital, a London-based private markets and alternative investment platform, has added to its co-investment team with the appointment of Caitlin Cameron from Gresham House as an Investment Associate. Cameron will work closely with Peter Knight, Head of Co-investments, to source, diligence and deliver more single asset private market co-investment opportunities to the firm’s private investor clients.

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The Motley Fool

OCTOBER 15, 2024

The race is on for companies to entrench themselves as leaders in artificial intelligence (AI), arguably the most significant technological leap since the internet's early years in the 1990s. This goes far beyond the screen you're reading this on. SoundHound AI (NASDAQ: SOUN) is changing how we speak to technology and how it talks back. This company, not even worth $2 billion today, wants to dominate a market it estimates is worth $140 billion.

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AltAssets

OCTOBER 15, 2024

Arcmont Asset Management and Churchill Asset Management, the European and US asset management companies of Nuveen Private Capital, have named Moshe Bajnon as global head of private wealth. The post Nuveen brings in ex-Ares partner Bajnon as global head of private wealth appeared first on AltAssets Private Equity News.

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The Motley Fool

OCTOBER 15, 2024

There's no denying the growing chorus of experts suggesting that artificial intelligence (AI) will change just about everything. Some veteran analysts and tech aficionados have gone so far as to suggest we're in the throes of the fourth industrial revolution. These sophisticated algorithms have the potential to dramatically increase productivity by automating time-consuming processes and streamlining a great many tasks.

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AltAssets

OCTOBER 15, 2024

Indianapolis-based private equity house CID Capital has hit a $250m hard cap close for its fourth flagship buyout fund, beating its $200m target. The post CID Capital seals $250m hard cap Fund IV close, managing partner Cobb preps for retirement appeared first on AltAssets Private Equity News.

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The Motley Fool

OCTOBER 15, 2024

Image source: The Motley Fool If you've got some extra cash you're trying to decide what to do with, you've probably considered either a high-yield savings account or a certificate of deposit (CD). Both can be great places for your money, but which one you should choose ultimately depends on several factors. Here are two questions you should ask yourself before moving your money into either one. 1.

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AltAssets

OCTOBER 15, 2024

Diversified alternatives investment major Adams Street Partners has raised more than $1.2bn for the final close of its latest venture capital investment programme. The post Adams Street hauls in over $1.2bn for new venture capital programme appeared first on AltAssets Private Equity News.

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The Motley Fool

OCTOBER 15, 2024

It's official: After months of speculation, we finally have an answer regarding 2025's Social Security cost-of-living adjustment (COLA). Next year, benefits will increase by 2.5% based on inflation data for the months of July, August, and September. At first, a 2.5% increase may not seem like much to write home about. But 2.5% is by no means the smallest COLA Social Security beneficiaries have ever received, so you can take some comfort in that.

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Accounting 246

Private Equity Wire

OCTOBER 15, 2024

Banks are at risk of losing out on significant underwriting fees from two of Europe’s largest buyout deals, as private-equity firms are adjusting debt terms mid-process, affecting their ability to generate revenue, according to a report by Bloomberg. A key tactic being used by private-equity firms is the introduction of portability clauses in debt deals, which allow companies to keep their existing debt when sold, avoiding a common trigger that would otherwise force the buyer to refinance or pay

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The Motley Fool

OCTOBER 15, 2024

Retirees across the United States now know how big of a raise they'll receive next year. The Social Security Administration (SSA) announced last week that the 2025 Social Security cost-of-living adjustment (COLA) will be 2.5%. The average monthly Social Security retirement benefit will increase by around $50. Don't count on receiving that much extra money, though.

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Accounting 246

Private Equity Wire

OCTOBER 15, 2024

The private credit market could expand by double digits annually in the medium term to circa $3tn, replacing 11% of the broad fixed income market, according to new survey of 140 investors, fund managers and bankers by Bloomberg Intelligence. The results reveal that most growth is projected to be in North America, followed by Europe. According to the survey, asset managers may provide the greatest support to private credit, chosen by 32% of respondents as the biggest allocators going forward, wit

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The Motley Fool

OCTOBER 15, 2024

SoFi (NASDAQ: SOFI) will sell $2 billion of its personal loans in the future through a platform deal that, if replicated, could ease the strain on the company's balance sheet. Instead of its growth being capped by the amount of capital available, the lending business could grow as fast as demand grows. In this video, Travis Hoium shows why this may unlock a new wave of growth for SoFi.

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AltAssets

OCTOBER 15, 2024

Permira has completed its $7.2bn buyout of website design business Squarespace, having upped its offer last month from $44 per share to $46.50. The post Deal Roundup: Permira completes $7.2bn Squarespace buyout, Centerbridge agrees Precinmac deal appeared first on AltAssets Private Equity News.

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The Motley Fool

OCTOBER 15, 2024

Image source: Getty Images Costco's famous Kirkland Signature is a fan favorite for a reason -- there's something for everyone. I'm a big fan of Kirkland Signature's coffee, and my pups think it's their birthday every time I add a little Kirkland canned dog food to the top of their meal. (They want me to tell you that the chicken and rice recipe is absolutely hideous, but they adore the turkey and pea stew.

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Private Equity Wire

OCTOBER 15, 2024

South West-UK focussed impact investment firm BBRC has added to its investment team with the appointment of Adam Greenhalgh as its new investment director, Greenhalgh joins BBRC from Savills, where he held the role of associate director. At Savills, Greenhalgh secured funding for several high-profile regional projects, including the £28m purchase of Clifton Down Shopping Centre, the 277 unit Bath Press site, and the £9.1m Castle Court purchase, intended to support the development of over 300 hou

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The Motley Fool

OCTOBER 15, 2024

Image source: Getty Images If you've been keeping track of mortgage rates , you're no doubt aware that in recent weeks, they've fallen to their lowest level since early 2023. Granted, today's mortgage rates aren't low per se. You're still looking at a rate a little over 6%, on average, for a 30-year loan. But seeing as how mortgage rates were close to 8% about a year ago, paying a little more than 6% doesn't seem like such a raw deal.

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Taxes 246

Financial Times M&A

OCTOBER 15, 2024

Proposed sale of controlling stake to US private equity group has sparked backlash in country

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Stakes 71

The Motley Fool

OCTOBER 15, 2024

CrowdStrike (NASDAQ: CRWD) stock investors likely want to put 2024 behind them. After its shares briefly rose above $390 per share in July, a massive IT outage caused by a CrowdStrike glitch caused widespread turmoil across the economy. Investors quickly turned on CrowdStrike, and the stock lost as much as half of its value on an intraday basis. After an intraday low of just under $201 per share in August, it has since recovered to be above the $300 per share price.

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Private Equity Wire

OCTOBER 15, 2024

The Ackerley Sports Group (ASG), a sports-focused investment business established by private investment firm Ackerley Partners, is on the verge of securing control over the commercial rights to the South Africa national rugby union team, the Springboks, according to a report by Johannesburg’s Business Day. If the proposed deal goes through, ASG will acquire a 20% stake in a newly formed commercial rights company for $75m, paid over four years.

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