The Motley Fool

FEBRUARY 5, 2024

I'm one of that subset of American taxpayers who've reached full retirement age (FRA) of 67 and then chose that point to begin drawing Social Security. I've also kept working and am paying the price in the form of paying taxes on a portion of my benefits. I knew that going in. Death and taxes of course are unavoidable, and the relatively low threshold for paying federal income taxes on Social Security while I continue my work as an independent contractor (after retiring from my full-time job in

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Taxes Consulting Consultants Investing 264

PE Hub

FEBRUARY 5, 2024

Morson Group is an engineering and technical staffing and workforce services provider. The post Onex acquires majority interest in Morson Group appeared first on PE Hub.

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The Motley Fool

FEBRUARY 5, 2024

SoFi Technologies (NASDAQ: SOFI) just reported its 2023 fourth-quarter financial results. The market was very impressed, as shares shot up 20% immediately following the news, although they have come back down since the announcement on Jan. 29 (as of Feb. 1). The business beat Wall Street expectations for revenue and earnings, which is certainly a positive development.

Banks 263

Banks Liabilities Financial Services Accounting 263

PE Hub

FEBRUARY 5, 2024

The transaction puts Everbridge at a valuation of approximately $1.5 billion. The post Thoma Bravo to take enterprise software firm Everbridge private appeared first on PE Hub.

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The Motley Fool

FEBRUARY 5, 2024

Every October, millions of Americans anxiously wait to find out how much their Social Security benefits will be in the next year. They usually (although not always) receive a raise that helps offset the higher costs they incur. In 2023, Social Security recipients received an especially hefty cost-of-living adjustment (COLA) of 8.7%. This adjustment translated to hundreds of dollars in additional benefits paid last year.

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PE Hub

FEBRUARY 5, 2024

Thoma Bravo has agreed to take Everbridge private in $1.5 billion deal. The post Thoma Bravo announces debut deal of the year; Matt Leeds featured in new Dealmakers to Watch series appeared first on PE Hub.

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PE Hub

FEBRUARY 5, 2024

Rassey's career includes over 12 years with McKinsey & Company, where he was a partner. The post McNally Capital taps Rassey as co-CEO and managing partner appeared first on PE Hub.

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Capital Companies 206

The Motley Fool

FEBRUARY 5, 2024

For nearly 60 years, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) CEO Warren Buffett has been putting on a clinic for Wall Street and everyday investors. Since becoming Berkshire's leader in the mid-1960s, he's overseen a phenomenal 4,700,010% aggregate return in his company's Class A shares (BRK.A), as of the closing bell on Feb. 1, 2024. What's great about the Oracle of Omaha's tenure as CEO is there are few secrets.

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Stakes Assets Portfolios Accounting 246

PE Hub

FEBRUARY 5, 2024

The capital infusion will be used to support Banner Ridge's growth. The post Investcorp backs Banner Ridge Partners appeared first on PE Hub.

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Capital 205

The Motley Fool

FEBRUARY 5, 2024

Image source: Getty Images Many homeowners who bought homes in 2023 have mortgage rates of 7% or more. Rates peaked at about 8% on the average 30-year mortgage in October 2023, and this caused many buyers to accept mortgage payments that are -- to put it mildly -- higher than they'd like. Fortunately, mortgage rates have started to retreat from the highs.

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PE Hub

FEBRUARY 5, 2024

Headquartered in Hartland, Wisconsin, Batteries Plus is a battery retail franchise. The post Freeman Spogli-backed Batteries Plus promotes Malmuth to chief development officer appeared first on PE Hub.

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The Motley Fool

FEBRUARY 5, 2024

Image source: Getty Images If you have cash in savings that isn't reserved for emergencies or short-term goals, then that money could find a cozy home in one of today's top-paying certificates of deposit (CDs). CD rates are rarely as high as they are today, with the best 12-month CDs paying out above 5% APY. These rates might drop lower in 2024, making now a good time to lock in before it's too late.

Banks 246

Banks Accounting Debt Assets 246

PE Hub

FEBRUARY 5, 2024

He will join TPG in the second half of 2024 and be based in New York. The post TPG Rise Climate appoints Lebovitz as partner and infrastructure head appeared first on PE Hub.

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The Motley Fool

FEBRUARY 5, 2024

Shares of Super Micro Computer (NASDAQ: SMCI) jumped today, continuing a rally sparked by last Monday's strong earnings report, even though there was no company-specific news out on the company stock today. Instead, what seemed to drive the stock higher was a bullish note from Goldman Sachs on Nvidia (NASDAQ: NVDA) and the broader AI hardware industry.

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PE Hub

FEBRUARY 5, 2024

The purchase price will be up to $1.05 billion. The post Arlington Capital to sell facility services provider J&J to CBRE Group appeared first on PE Hub.

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Capital 197

The Motley Fool

FEBRUARY 5, 2024

Image source: Getty Images The IRS is officially accepting 2023 tax returns, and in the next couple of months, we'll all have to explain to the government what we did with our money last year. You probably expect to pay taxes on the income from your job or retirement account withdrawals if you've already left the workforce. But these aren't the only income sources the IRS wants a chunk of.

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Taxes Debt Financial Institutions Liabilities 246

PE Hub

FEBRUARY 5, 2024

The seller is GDI Integrated Facility Services, a Lasalle, Quebec-based commercial facility services provider. The post Advent-backed Imperial Dade to buy Superior Sany Solutions appeared first on PE Hub.

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The Motley Fool

FEBRUARY 5, 2024

Walmart (NYSE: WMT) won't report earnings until just before the market opens on Feb. 20. But the retail giant just made a splash with two press releases. The first release, announced on Jan. 30, declares a 3-for-1 stock split, the company's first since 1999. The second announcement, which came on Jan. 31, details the addition of more stores and the remodeling of existing ones.

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Shareholders Returns Companies Portfolios 246

PE Hub

FEBRUARY 5, 2024

The transaction is estimated to close in early June 2024. The post H&F and Valeas to invest in advisory CPA firm Baker Tilly appeared first on PE Hub.

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Investing 193

The Motley Fool

FEBRUARY 5, 2024

Few other companies (let alone automakers) made as big of a public debut as Rivian (NASDAQ: RIVN). Raising more than $12 billion in 2021, Rivian's IPO was the largest of any American company since Meta Platforms in 2014. But since its historic start, Rivian has faced a daunting road in its journey to cement itself as a leader in the EV industry. While EV adoption is expected to grow at an exponential rate over the next decade, there is no promise it will be able to ride that momentum.

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Financing Finance Returns Portfolios 246

PE Hub

FEBRUARY 5, 2024

OLS is a distribution platform for outdoor living products. The post Trilantic North America-backed OLS buys stone supplier The Rock Place appeared first on PE Hub.

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The Motley Fool

FEBRUARY 5, 2024

SpaceX Starlink is a success. Going from a concept in 2015 to beta service in 2021, SpaceX's plan to build a network of fast internet communications satellites has grown from 0 to 10,000 to 2.2 million active users (according to a December 2023 SpaceX filing with the FCC). Across several business lines, the company now offers globe-spanning satellite internet service to homeowners (Starlink Residential), businesses (Starlink Business), airline customers (Starlink Aviation), cruise customers (Sta

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Leveraging Returns Companies Portfolios 246

PE Hub

FEBRUARY 5, 2024

Guggenheim served as Aquiline’s lead financial advisor, alongside Lincoln and Rothschild while TripleTree served as financial advisor to Health Prime. The post Health Prime snags investment from Aquiline Capital appeared first on PE Hub.

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Capital Investing 177

The Motley Fool

FEBRUARY 5, 2024

When is it time to buy a stock? One of the best-known pieces of investing advice tells us to buy low and sell high. But what constitutes "low" is relative. A stock near its 52-week high can still be considered at a "low" point, provided there's plenty of upside left. That's why investors shouldn't ignore such stocks. With that as a backdrop, let's look at two companies trading near their 52-week highs and are still worth buying: Abbott Laboratories (NYSE: ABT) and Netflix (NASDAQ: NFLX). 1.

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Returns Investors Companies Portfolios 246

PE Hub

FEBRUARY 5, 2024

The former L Catterton dealmaker announced in January that Forward Consumer Partners raised its inaugural fund at $425m. The post Matt Leeds seeks proven brands with potential to grow for new firm appeared first on PE Hub.

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Funds 167

The Motley Fool

FEBRUARY 5, 2024

Shares in ON Semiconductor (NASDAQ: ON) were up as much as 10% on the opening of trading today. The move comes after a satisfactory set of fourth-quarter earnings and first-quarter guidance. I've used the word "satisfactory" because the figures weren't anything outstanding. The company's revenue came in slightly above the midpoint of management's guidance, and the earnings per share of $1.25 in the fourth quarter were at the high end of the guidance range of $1.13 to $1.27.

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Returns Portfolios Investors Companies 246

PE Hub

FEBRUARY 5, 2024

D'Angelo and Sons Roofing & Exteriors, a roofing and exterior finishing company serving Hamilton, Burlington and other communities in Ontario. The post LightBay, Freeman Spogli-backed IHS bags D’Angelo and Sons appeared first on PE Hub.

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Companies 123

The Motley Fool

FEBRUARY 5, 2024

When it comes to signing up for Social Security, you have choices. You're allowed to file for benefits as early as age 62. But you're not entitled to your complete monthly benefit based on your personal wage history until full retirement age (FRA) arrives. That age is 66, 67, or somewhere in between, depending on when you were born. If you claim Social Security ahead of FRA, you'll face a permanently reduced monthly benefit that could leave you to struggle financially as a retiree.

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FinSMEs

FEBRUARY 5, 2024

Dexa, a NYC-based AI-powered search engine specifically built with multi-modal content in mind, raised $6M in seed funding. The round was co-led by Abstract Ventures and The General Partnership, with participation from Maple VC,Vercel founder Guillermo Rauch, Terrence Rohan and Casey Caruso. The company, which also announced an exclusive partnership with Huberman Pod, a health podcast, intends to use the funds to further […] The post Dexa Raises $6M in Seed Funding appeared first on FinSME

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Funds Companies 115

The Motley Fool

FEBRUARY 5, 2024

Maximizing your Social Security benefits is one of the best ways to set yourself up for a prosperous retirement. About half of all retirees age 65 and older rely on Social Security for the majority of their income, according to data reviewed by the Social Security Administration. The two biggest factors affecting how much you'll receive in Social Security are how much you earn during your career and when you claim your benefits.

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Stock Market Stock Market Returns Investing 246

A Wealth of Common Sense

FEBRUARY 5, 2024

Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us insight into their infrastructure strategy. On today’s show, we discuss: What types of businesses StepStone is investing in How liquidity works with.

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Investing 112

The Motley Fool

FEBRUARY 5, 2024

By looking at its current market cap of $2.9 trillion, investors can easily come to the conclusion that Apple (NASDAQ: AAPL) has been a fantastic stock historically. Just in the last five years, shares have soared 348%, crushing the broader Nasdaq Composite index. But this top FAANG stock currently sits 6% below its peak price from last December (as of Feb. 1).

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Shareholders Returns Investors Portfolios 246

Financial Times M&A

FEBRUARY 5, 2024

Hellman & Friedman-led deal is largest in a sector reconsidering its partnership model

Accounting 110

Accounting Stakes 110

The Motley Fool

FEBRUARY 5, 2024

Image source: Getty Images There may come a point when you decide to take out a personal loan. Maybe you have a home you desperately need to furnish. Or maybe you're looking to renovate an outdated kitchen to make it more functional. The higher your credit score is at the time of your loan application, the more likely you are to get approved. But rest assured that if you aren't approved for a loan, your credit score shouldn't take an extra hit.

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Debt 246