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.
The Motley Fool
OCTOBER 18, 2024
One of the biggest secular tailwinds in recent years is the advent of artificial intelligence (AI). The latest advancements in AI went viral early last year, and the list of companies in the $1 trillion club is littered with businesses on the leading edge of this next-generation technology. For example, Apple products -- including Siri and Maps -- have always embraced AI, while Microsoft , Alphabet , Amazon , and Meta Platforms have developed seemingly impenetrable moats by integrating AI deeply
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Fortune Financial
OCTOBER 14, 2024
It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities. While such a simple asset allocation may work for many investors, it is my view that too little thought is given to other diversification tools that may enhance a portfolio by addressing some vulnerabilities that can result when a portfoli
Top 1000 Funds
OCTOBER 16, 2024
Kasper Lorenzen, chief investment officer of Denmark's PFA explains why passive is no longer applicable to the complex equity strategies that do much more than follow an index. He also explains why he believes an AI reset lies around the corner.
A Wealth of Common Sense
OCTOBER 13, 2024
Through the end of September, the S&P 500 was up more than 36% in the prior 12 months. That’s a good return. In fact, it’s good enough to put it in the top 10% of one year returns going all the way back to 1926. The stock market is on a heater. Here’s one way to look at how wonderful things have been of late: I calculated the annualized returns over various time frames going way way back.
The Motley Fool
OCTOBER 18, 2024
Boeing (NYSE: BA) investors just can't seem to catch a break. As a 50% owner of space company United Launch Alliance ( Lockheed Martin (NYSE: LMT) owns the other 50% of ULA), Boeing should have gotten a boost earlier this month when ULA "successfully" launched its Vulcan Centaur heavy lift rocket for the second time ever. Image source: ULA. There's a reason I put "successfully" in quote marks, however.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Private Equity Wire
OCTOBER 16, 2024
Zinnia, a life and annuity (L&A) insurance technology company, has secured $300m in financing from Vista Credit Partners, the private credit subsidiary of Vista Equity Partners focused on the enterprise software, data, and technology markets. The new financing will be used to accelerate Zinnia’s go-to-market strategy. Zinnia delivers end-to-end solutions that power over 50% of the digital annuity volume in the US.
A Wealth of Common Sense
OCTOBER 18, 2024
It’s estimated baby boomers will pass down more than $80 trillion to their millennial and Gen X heirs over the next 20 years. This is going to be the greatest wealth transfer the world has ever seen. The timing of these transfers will be a hotly debated topic for many families. Baby boomers were born between 1946 and 1964, making them in the range of 60-78 years old.
The Motley Fool
OCTOBER 18, 2024
An incredible feat happened last week. Private company SpaceX successfully launched and "caught" its 20-story Starship rocket as it returned to Earth, a key step in making its large rocket reusable and ready for human missions to the Moon and Mars. Starship is the largest rocket ever put into development, with plans for a 150- to 250-ton payload once it starts commercial launches.
AltAssets
OCTOBER 17, 2024
European financial services investor BlackFin Capital Partners has raised €1.8bn for the final close of its fourth fund. The post BlackFin seals 100% re-up rate in closing €1.8bn Fund IV, well above target appeared first on AltAssets Private Equity News.
Private Equity Wire
OCTOBER 14, 2024
Inflexion, a European mid-market private equity firm, is pleased has appointed Flor Kassai as a Managing Partner alongside the Co-Founders John Hartz and Simon Turner. George Collier has also been appointed as Chief Operating Officer. Kassai runs Inflexion’s Buyout Fund and sits on Inflexion’s Investment, Executive and Responsible Investing Committees.
A Wealth of Common Sense
OCTOBER 17, 2024
Callie Cox joined me on the show again this week to discuss questions about investing in alternatives, the plight of the homebuyer, the current state of stock market valuations, and overcoming financial mistakes. Further Reading: What If You Invested at the Peak Right Before the 2008 Crisis? The post Sequence of Returns appeared first on A Wealth of Common Sense.
The Motley Fool
OCTOBER 18, 2024
When Social Security retirees receive their Cost-of-Living Adjustment (COLA) in 2025, they'll experience something that no retiree has for a generation. Something unprecedented has occurred with the 2025 COLA which has not happened since 1997, and it's not great news for seniors. Here's what's happening next year, along with some details about what this unusual event means for America's retirees.
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.
Private Equity Wire
OCTOBER 17, 2024
South African rugby officials have explained the decision to postpone a special general meeting (SGM) in Cape Town, initially scheduled for Thursday, to discuss private equity investment in the sport’s commercial rights. The delay follows a request from Gayton McKenzie, South Africa’s Minister of Sport, Arts and Culture. In a statement, SA Rugby confirmed the postponement: “The planned SGM to consider a private equity investment in the sport’s commercial rights has been postponed at the request
XY Planning Network
OCTOBER 14, 2024
So you’ve set up your books, perhaps in one of our Set-up & Training Workshops ; now what? Keeping your books clean and up to date is essential, especially in the highly regulated financial services industry. Auditors will request a Balance Sheet, P&L, General Ledger, and Reconciliation reports. Having your accounting in a system such as QuickBooks Online allows you to easily pull these reports at a moment’s notice.
The Motley Fool
OCTOBER 18, 2024
So you've got $100,000 and you want to build it into $1 million for retirement. That's great -- and it's not such an audacious goal, either. It's rather doable for many people. (Even if you don't have $100,000 you may be able to accumulate $1 million or more -- read on.) Here's a look at some strategies that can get you from $100,000 to $1 million -- or from $0 to $1 million.
Financial Times M&A
OCTOBER 16, 2024
Buying the travel website would be the ride-hailing group’s biggest deal as it looks to diversify
Financial Times: Moral Money
OCTOBER 18, 2024
Investor group alleges that US oil and gas groups are breaking the rules on corporate financial disclosure
Financial Times - Banking
OCTOBER 16, 2024
Figures beat estimates as investment banking recovers
The Motley Fool
OCTOBER 18, 2024
Times are frothy for the travel industry these days, so it wasn't exactly surprising to hear good news coming from top American carrier United Airlines (NASDAQ: UAL) several days ago. On the back of a strong quarterly earnings report and a subsequent clutch of analyst price target raises, the company's shares experienced quite a lift. According to data compiled by S&P Global Market Intelligence , they were up by almost 19% in value week to date as of Friday prior to market open.
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
Financial Times: Moral Money
OCTOBER 16, 2024
Energy consultancy RMI says emerging economies could overtake rich nations
Private Equity Wire
OCTOBER 17, 2024
HSBC Asset Management (HSBC AM) is to launch its Vision Private Equity 2025 Fund in November 2024, following the successful final close of its Vision Private Equity 2024 Fund in June 2024 with $403.15m in capital commitments. This will be the seventh vintage of HSBC AM’s Vision Private Equity strategy, which offers investors access to global private equity opportunities through a single vintage institutional-style discretionary portfolio diversified by geography, sector, and strategy.
The Motley Fool
OCTOBER 18, 2024
The Dow Jones Industrial Average tracks the performance of 30 industry-leading companies. The index recently surged to new highs, but some of its component companies haven't yet recovered from the 2022 bear market and are trading at rock-bottom share prices that could potentially set up a sharp rebound over the next year. Here are two timely buys right now. 1.
Financial Times M&A
OCTOBER 14, 2024
Deal could be among year’s largest private equity buyouts as contact lens maker looks to split from indebted parent
Pension Pulse
OCTOBER 18, 2024
Canaccord Genuity's Martin Roberge and Francois Trahan of Trahan Macro Research presented their views at a luncheon yesterday at the St-James Club in Montreal to raise money for ANEB Quebec , an organization that provides support for people suffering from eating disorders. Even though my back has been killing me the last couple of weeks (I have to write about the ups and downs of spinal fusion surgery), I got out of my bubble and attended the event and was very happy I did as it's a great cause
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.
The Motley Fool
OCTOBER 18, 2024
Image source: The Motley Fool/Getty Images If you use credit cards often but have a credit card that doesn't earn rewards, you're missing out. You can earn points, miles, or cash back when you swipe your card. But are you worried you may go into debt while trying to earn rewards? I have good news -- you can earn rewards without accumulating debt. You just need to take care when using your cards.
Financial Times M&A
OCTOBER 16, 2024
Mike Henry and miner’s M&A executive met with government officials as standstill period expires next month
Mr. Money Mustache
OCTOBER 13, 2024
– Well, it looks like we’re here in another US election year already. As Advanced Mustachians, we already know that the ongoing battle of Harris vs. Trump should not be consuming much of our time. Sure, we do our research and cast our votes but after that we move right on to focus on other things within our own circle of control. But out of all the things the politicians like to bicker about, there’s one area where MMM does need to set the record straight, and that area is of course money.
The Big Picture
OCTOBER 13, 2024
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Trump’s Speeches, Increasingly Angry and Rambling, Reignite the Question of Age : With the passage of time, the 78-year-old former president’s speeches have grown darker, harsher, longer, angrier, less focused, more profane and increasingly fixated on the past, according to a review of his public appearances over the years. ( New York Times ) • Who died and left the US $7 billion?
The Motley Fool
OCTOBER 18, 2024
The S&P 500 is regarded as the best overall benchmark of the U.S. stock market and consists of the 500 largest publicly traded companies in the country. Given the range of its member companies, it is considered to be the most dependable gauge of overall stock market performance. To become part of the S&P 500, a company must meet the following prerequisites: Be a U.S.
Financial Times M&A
OCTOBER 14, 2024
Alexei Sagal is among a new group of businessmen benefiting from western companies’ exodus
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