The Motley Fool

JULY 19, 2024

When it comes to keeping tabs on your money, net income often steals the spotlight. While knowing your income is important, tracking your net worth is a crucial step to ensure you are progressing toward your financial goals. Essentially, you can think of your net worth as your personal balance sheet. 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 cred

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A Wealth of Common Sense

JULY 19, 2024

The Fed will likely begin cutting interest rates in the months ahead, for good reason. Last week felt like a victory against high inflation: We’ve now had no price increases on the overall inflation rate for two months.1 Some pundits still aren’t so sure it’s time to take a victory lap just yet. What about the 1970s? There was a spike in inflation at the outset of the decade, it fell, then re-accelerate.

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The Motley Fool

JULY 19, 2024

In most years, retirees on Social Security receive a cost-of-living adjustment, or COLA. COLAs are built into the basic design of the program because they have to be. Inflation causes costs to rise, and seniors on fixed incomes must see their Social Security go up as well or they'd be able to buy less each year with their money. While COLAs are common, something very unusual is likely to happen in 2025.

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Private Equity Wire

JULY 19, 2024

Private credit and secondaries investment firm Star Mountain Capital has appointed James Camarda as Managing Director in its Tampa, Florida office. In his new role, Camarda will work with investors on portfolio optimisation investments and potential liquidity needs through the firm’s secondaries business. Camarda has previously advised financial advisors, family offices, foundations, endowments and individuals on alternative investments, particularly regarding portfolio construction.

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The Motley Fool

JULY 19, 2024

Image source: Getty Images The way we think about retirement is changing. For years, many people saw retirement as a chance to relax and unwind after years in the workforce. Retirees planned to see the world, work on their bucket lists, or spend time with friends and family. The State of Retirement Planning study by Fidelity Investments found that more than half of future retirees now plan to start a business when they retire, and two-thirds plan to do a phased retirement, where they work part-t

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Private Equity Wire

JULY 19, 2024

Blackstone has reported a 3% increase in second-quarter distributable earnings compared to the previous year, attributed to significant asset sales in its private equity and credit divisions, which offset a downturn in real estate, according to a report by Reuters. The performance of the New York-based investment firm reflects the impact of prolonged high interest rates, which have simultaneously hindered and helped various segments of its operations.

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Private Equity Wire

JULY 19, 2024

Lloyds Bank and Oaktree Capital Management, today formed a new strategic partnership to support UK middle-market sponsor-backed borrowers. The two companies are planning to deploy up to £1bn over the next few years in loans of up to £175m. The Lloyds Bank Structured Debt Finance team will partner with Oaktree’s European Private Debt platform to provide clients with a senior debt solution for new buyouts and refinancings with term debt, acquisition and working capital facilities in addition to ag

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The Motley Fool

JULY 19, 2024

UBS analysts estimate that artificial intelligence (AI) spending will approach $1.2 trillion annually by 2027. Semiconductor companies Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) have already benefited from that opportunity, and enthusiasm about their ability to monetize AI has driven both stocks higher. Since November 2022, shares of Nvidia and Broadcom have advanced 765% and 300%, respectively.

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Private Equity Wire

JULY 19, 2024

Three private equity powerhouses, Bain Capital, Permira and Veritas Capital, are in the final stages of a fierce auction for the school operator Nord Anglia, in what could be one of Europe’s largest deals this year, according to a report by the Financial Times. The report cites unnamed sources familiar with the process, as coffering that final bids for a majority stake in the London-based group are due later this month, potentially valuing the business at up to $15bn.

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The Motley Fool

JULY 19, 2024

Image source: Getty Images I love entrepreneurs. Having the passion, vision, skill, and willingness to take a chance on a bold new idea is no small thing. Personally, I have started four businesses (three of which have been successful). Now, this is the point in the article where I am supposed to tell you that I learned the most from the business that failed, right?

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Private Equity Wire

JULY 19, 2024

Mobeus Equity Partners has exited The Boundary, a provider of architectural visualisation software, to UK private equity firm Kester Capital, which has backed the existing management team. The exit marks the fifth realisation for Mobeus 1. The firm is currently investing Mobeus 2, which completed its seventh investment in May. Mobeus initially invested in The Boundary in 2021, after which the studio’s profits grew by 2.5x, according to a statement.

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The Motley Fool

JULY 19, 2024

Nvidia (NASDAQ: NVDA) has wowed investors over the past few years with its earnings growth and its share performance. This happened as the company shifted focus from the gaming industry to a position central to the development of today's most talked-about technology: artificial intelligence (AI). Nvidia makes graphics processing units (GPUs) that power crucial AI tasks like training and inference, as well as a broad array of AI products and services.

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Private Equity Wire

JULY 19, 2024

Vistra, a service provider to companies and private capital funds, including HR, tax and regulatory compliance, has appointed Caroline Baker to the newly-created role of Country Managing Director for North America. According to a statement, the appointment forms part of Vistra’s strategy to grow its brand in the US and Canada, which has already seen the company appoint Kristen Badgley to lead the US corporate solutions commercial team and Chris Murphy in the US fund solutions team.

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The Motley Fool

JULY 19, 2024

Image source: Getty Images As a family of five, I can tell you that second to housing, food is my household's largest monthly expense. We spend more money on groceries than we do on transportation, despite being a two-car household (to be fair, one vehicle is paid off). Because of this, I'm always looking for ways to save money in the course of putting food on the table.

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Private Equity Wire

JULY 19, 2024

The largest public pension find in Texas, the Teacher Retirement System of Texas, which manages some $202bn in assets, has decided to shift almost $10bn out of private equity investments, according to a report by Bloomberg. TRS is reducing its target allocation to private equity from 14% to 12%, below the average 13% for US public pensions. As of March, TRS held $33.7bn in private equity, representing 16.7% of its portfolio.

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The Motley Fool

JULY 19, 2024

Fool.com contributor Parkev Tatevosian previews Tesla 's (NASDAQ: TSLA) quarterly earnings update. *Stock prices used were the afternoon prices of July 15, 2024. The video was published on July 17, 2024. Should you invest $1,000 in Tesla right now? Before you buy stock in Tesla, 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 Tesla wasn’t one of them.

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AltAssets

JULY 19, 2024

Blackstone has passed the $20bn mark for its latest flagship private equity fundraise, shaking off a slowdown in the wider PE fundraising market caused by macroeconomic factors. The post Blackstone passes $20bn for flagship PE fund raise, continues to pull in capital first appeared on AltAssets Private Equity News.

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The Motley Fool

JULY 19, 2024

Image source: Upsplash/The Motley Fool As everyday costs rise, many people seek ways to keep more money in their wallets. Shopping at retailers like Costco can offer significant savings on everyday goods like groceries, clothes, toiletries, and household items. But that's not all you can buy at the warehouse club. Costco also sells gift cards at discounted prices.

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AltAssets

JULY 19, 2024

LA-based buyout house Kingswood Capital Management has raced past its goal for its third opportunities fund to reach a $1.5bn final close after just three months in the market. The post Kingswood soars past Fund III target to hit $1.5bn final close in just 90 days first appeared on AltAssets Private Equity News.

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The Motley Fool

JULY 19, 2024

Image source: Getty Images No matter who you are, there's a good chance you've been daydreaming about your own business. A recent survey found that 42% of Americans have considered starting one. Starting a business requires a lot of time and effort, and many require considerable cash investments. Expenses for the average small business are $40,000 in just the first year.

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FinSMEs

JULY 19, 2024

Lyten, a San Jose, CA-based supermaterial applications company and global leader in Lithium-Sulfur battery technology, received an investment from The Luxembourg Future Fund 2. The investment will support the development of locally sourced, locally manufactured batteries in Europe for the Electric Vehicle (EV), mobility, space and defense industries.

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The Motley Fool

JULY 19, 2024

The average American thinks you need at least $1.46 million to retire comfortably, according to a recent survey from Northwestern Mutual. Unfortunately, most Americans aren't even close to that number, or even on a path to reach a fraction of it. That's a huge problem. With fewer employers offering retirement pensions and potential cuts to Social Security in the future, retirees will have to count more on their own savings.

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FinSMEs

JULY 19, 2024

Rona Therapeutics, a Shanghai, China-based clinical stage platform company which specializes in nucleic acid drug research and development, raised $35M in Series A+ funding. The round was led by LongRiver Investments with participation from new and existing global investment funds The company intends to use the funds to progress metabolic siRNA pipeline programs into global […] The post Rona Therapeutics Raises $35M Series A+ Financing appeared first on FinSMEs.

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The Motley Fool

JULY 19, 2024

A one-size-fits-all investment strategy doesn't exist, and this is wonderful because it means investing allows for plenty of flexibility. Some investors will win with an aggressive growth portfolio, while others may reach success with a focus on safe stocks that generate passive income. But there is one investment that could find its spot in any portfolio -- and during any market environment.

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FinSMEs

JULY 19, 2024

Saronic, an Austin, TX-based defense technology company, raised $175M in Series B funding, at $1 Billion valuation. The round was led by Andreessen Horowitz (a16z), with participation from both new and existing investors, including 8VC, Caffeinated Capital, Elad Gil, and NightDragon, among others. The company intends to use the funds to accelerate its growth both domestically […] The post Saronic Raises $175M in Series B Funding; Valued at $1 Billion appeared first on FinSMEs.

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The Motley Fool

JULY 19, 2024

There are different tools you can use to save money for retirement. Workers commonly contribute to IRAs or 401(k)s in the course of setting themselves up for the future. But if you're eligible for a health savings account, or HSA, then it pays to take advantage of that option. An HSA is technically not a retirement savings plan like a 401(k) or IRA.

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FinSMEs

JULY 19, 2024

Truvius, a Boston, MA-based company empowering systematic investing for digital assets, raised $3.2M in Funding. The round was led by Galaxy Ventures, with participation from New Form Capital, Chainview Capital, and strategic angel investors across traditional investment management and crypto trading firms. The company intends to use the funds to continue pioneering investable model portfolios available through […] The post Truvius Raises $3.2M In Funding appeared first on FinSMEs.

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The Motley Fool

JULY 19, 2024

When you think of artificial intelligence (AI) winners, Nvidia (NASDAQ: NVDA) may be the first to come to mind. The company holds 80% of the AI chip market, with its graphics processing units (GPUs) powering some of the most important workloads out there. Nvidia's earnings have climbed in the triple digits in recent quarters thanks to this dominance, and its stock's performance has followed.

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AltAssets

JULY 19, 2024

The UK & Ireland has been knocked from its top spot as Europe's king of venture capital fundraising for the first time since 2018, new research from PitchBook shows. The post UK & Ireland lost its crown as Europe’s biggest VC capital raising region in H1 first appeared on AltAssets Private Equity News.

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The Motley Fool

JULY 19, 2024

Fool.com contributor Parkev Tatevosian answers whether investors should buy SoFi (NASDAQ: SOFI) stock at current valuations. *Stock prices used were the afternoon prices of July 16, 2024. The video was published on July 18, 2024. Should you invest $1,000 in SoFi Technologies right now? Before you buy stock in SoFi Technologies, 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 SoFi Technologies wasn’t

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FinSMEs

JULY 19, 2024

Province, a Las Vegas, NV-based restructuring and financial advisory firm, received a strategic capital investment from Trivest Partners. The amount of the deal was not disclosed. The company intends to use the funds to accelerate its growth plans and further cement its position as a top-tier financial advisory and consulting platform with a diversified service […] The post Province Receives Strategic Capital Investment From Trivest Partners appeared first on FinSMEs.

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The Motley Fool

JULY 19, 2024

While many Americans were sleeping last night, information-technology (IT) systems were going down all around the world, including the IT systems for major airlines and banks. Experts are reportedly calling it the "largest IT outage in history." And stock market darling CrowdStrike Holdings (NASDAQ: CRWD) is right at the center of the crisis. CrowdStrike operates a cloud-based cybersecurity software platform.

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FinSMEs

JULY 19, 2024

Bionic Power, a Canadian developer of active lower body smart orthotic devices, received an investment from Hanger Ventures. The amount of the deal was not disclosed. The company intends to use the funds to further enhance its product development, clinical trials, and go-to-market support. Led by CEO Gualtiero Guadagni, Bionic Power is a developer of […] The post Bionic Power Receives Investment from Hanger Ventures appeared first on FinSMEs.

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The Motley Fool

JULY 19, 2024

Conditions are finally looking up for MGM Resorts International (NYSE: MGM). After years of pandemic lockdowns, its cash-producing casinos in the Chinese special administrative region of Macao are well into a recovery. However, investors with longer memories know the pandemic's effects on the company and other downturns. The question for investors is whether they can earn market-beating returns with MGM Resorts under such conditions.

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