A Wealth of Common Sense

SEPTEMBER 8, 2024

Each year since 2011, Gallup has asked people what they think is the best long-term investment: After a brief love affair with gold, real estate has been in the top spot every year since 2013. Stocks are a distant second. So why do we Americans love the housing market so much from an investment perspective? There is something about the American Dream of homeownership combined with the size of the price tag involved for s.

Investing 134

Investing 134

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.

Depreciation 246

Depreciation Education Accounting Funds 246

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.

Debt 98

Debt Funds Capital Investors 98

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.

Pension Funds 98

Pension Funds Funds Capital Portfolios 98

A Wealth of Common Sense

SEPTEMBER 12, 2024

Our resident estate expert, Taylor Hollis, joined me on the show this week to discuss questions about CD rates, how trusts work, how to protect your finances from an illness in the family and paying off student loans with a 401k loan. Further Reading: How Individual Retirement Accounts Changed the Stock Market Forever 1Assets did fall and then stagnated coming out of the Great Financial Crisis but that was a period with.

Finance 101

Finance Financing Stock Market Stock Market 101

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.

Returns 246

Returns Portfolios Investors Investing 246

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

Funds 97

Funds Private Equity Firms Private Equity Firms Buyout 97

A Wealth of Common Sense

SEPTEMBER 10, 2024

I’m not good at timing the markets. I’m not good at predicting turning points. I don’t know when certain asset classes, stocks, or strategies will over- or underperform. I do know nothing is more dependable in the markets than cycles. John Templeton famously said the four most dangerous words in investing are “this time is different.” The hard part about cycles is sometimes things really are.

Assets 103

Assets Investing 103

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.

Banks 246

Banks Shareholders Stakes Taxes 246

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.

Capital 98

Capital Buyout Investing 98

Private Equity Wire

SEPTEMBER 12, 2024

The winners of the Private Equity Wire US Credit Awards 2024, which recognise fund performance and service provider excellence across credit funds, were announced at an exclusive ceremony and networking event today (12 September), at Covene, 101 Park Avenue, New York. Voting for the awards was conducted via an online poll of the entire Private Equity Wire userbase, with participants asked to make their choice from a short-list of firms in each category.

Law Firms 96

Law Firms Debt Capital Taxes 96

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.

91

91

The Motley Fool

SEPTEMBER 13, 2024

Image source: The Motley Fool/Upsplash At this point, it's a given that the Federal Reserve is going to drop the federal funds rate next week, and the direction it goes, all other interest rates tend to follow. The problem with this, of course, is that a drop in mortgage interest rates somehow makes a lot of people think they need to refinance their mortgage.

Amortization 246

Amortization Debt Funds Returns 246

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.

Capital 97

Capital Funds Debt Investing 97

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

Private Equity Firms 93

Private Equity Firms Private Equity Firms Legal Investing 93

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

Legal 111

Legal 111

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.

Accounting 246

Accounting Banks Legal Taxes 246

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.

Companies 98

Companies Venture Capital Funds Capital 98

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

Pension Funds 91

Pension Funds Funds Assets Finance 91

Financial Times M&A

SEPTEMBER 11, 2024

Madrid did not want Budapest to acquire Talgo gauge technology that Kyiv needs for its rail system, says official

Bidding 111

Bidding 111

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

Banks 246

Banks Prospects Stock Market Stock Market 246

AltAssets

SEPTEMBER 9, 2024

UK-based private equity house ECI Partners has named former Zetland Capital senior executive Chris Mockford as its new investor relations director. The post ECI Partners reveals new investor relations director, a year after firm’s biggest-ever fundraise appeared first on AltAssets Private Equity News.

Investors 98

Investors Capital Buyout Funds 98

Private Equity Wire

SEPTEMBER 9, 2024

The Aston Martin Formula One team is on the verge of a stake sale to two US-based private investment funds – venture capital firm Accel Partners and private credit manager HPS Investments Partners – in a deal that could value the team at between £1.5bn and £2bn, according to a report from Sky News. The report states that an official announcement is expected soon on a deal that would see the firms inject “hundreds of millions of pounds” in exchange for a 20% to 25% stake in the F1 tea

Stakes 98

Stakes Private Equity Firms Private Equity Firms Venture Capital 98

SEI

SEPTEMBER 11, 2024

We use cookies to collect and analyze information on site performance and usage, and to enhance and customize content and advertising.

96

96

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.

Returns 246

Returns Shareholders Banks Assets 246

AltAssets

SEPTEMBER 9, 2024

Infrastructure investor Infranity has raised more than €1.5bn so far for its Enhanced Return Debt strategy, exceeding half its target. The post Infranity passes €1.5bn for new infra debt fund, more than half its goal appeared first on AltAssets Private Equity News.

Debt 98

Debt Funds Returns Investors 98

Private Equity Wire

SEPTEMBER 9, 2024

Jolt Capital, a private equity firm specialising in European growth investment in European deeptech businesses, has appointed Marie Nicod, an engineer and investor, as Investment Director, based in the firm’s Paris office. In her new role, Nicod will be responsible in particular for sourcing and preparing Jolt Capital’s equity investment transactions.

Capital 98

Capital Private Equity Firms Private Equity Firms Investing 98

SEI

SEPTEMBER 12, 2024

Deepened Relationship Highlights Continued Stability, Supports Acquisitions, and Powers Growth

105

105

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.

Banks 246

Banks Returns Stock Market Stock Market 246

AltAssets

SEPTEMBER 9, 2024

EQT has agreed to buy a controlling stake in healthcare outsourcer GeBBS in a deal said to be worth more than $850m. ChrysCapital was the seller, six years after buying into the business. The post Deal Roundup: EQT agrees GeBBS buyout from ChrysCapital, Aksìa agrees Content Group exit appeared first on AltAssets Private Equity News.

Buyout 97

Buyout Stakes Investing 97

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

Legal 90

Legal Capital Companies Investing 90

Financial Times M&A

SEPTEMBER 11, 2024

Circle K parent Alimentation Couche-Tard says it is focused on securing deal with Seven & i

107

107

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.

Shareholders 246

Shareholders Returns Investors Capital 246

AltAssets

SEPTEMBER 9, 2024

European private equity house Inflexion has raised almost £1bn for the hard cap final close of its latest Enterprise Fund, a huge jump compared to its £400m predecessor vehicle. The post Inflexion more than doubles Enterprise Fund size with new £975m vehicle appeared first on AltAssets Private Equity News.

Funds 96

Funds Buyout Investing 96