The Motley Fool

SEPTEMBER 13, 2024

If you're a fan of exchange-traded funds, then you're also likely a fan of index investing. Indeed, the world's most-owned exchange-traded fund is the SPDR S&P 500 ETF Trust meant to mirror the world's best-known market barometer. What if, however, you're indexing wrong?

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The Motley Fool

NOVEMBER 21, 2024

You contribute after-tax dollars -- hopefully when you're in a lower tax bracket -- and your withdrawals in retirement will be completely tax-free once you've reached 59 1/2 and met the five-year rule. However, it's important to remember that stock market returns are never guaranteed. What makes it so special?

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The Motley Fool

AUGUST 13, 2023

You contribute after-tax dollars to a Roth IRA, but withdrawals are free in retirement if you meet other requirements. Money received can also be counted toward your annual income, increasing your tax bill. The downside is that the options are often very limited compared to your choices in the general stock market.

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The Motley Fool

NOVEMBER 30, 2023

If you're saving for retirement but not using a retirement plan, you're missing out on valuable tax breaks that could help make your saving efforts more successful. Several different retirement plans allow you to take a tax deduction when you make contributions, including IRAs and 401(k)s. Either of these scenarios isn't very good.

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The Motley Fool

JANUARY 3, 2024

Heading into 2023, the sentiment surrounding the stock market wasn't the most positive, as many Wall Street analysts and economists anticipated a potential recession and continued downturn from 2022. Thankfully, that wasn't the case, and the stock market had one of its better years in recent times.

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The Motley Fool

FEBRUARY 23, 2024

stock market. You won't have to do too much additional work if the market gives you historical returns for the next 24 years! The best way to utilize the S&P 500 is to invest in an exchange-traded fund (ETF) that tracks it, like Vanguard 's S&P 500 ETF. Image source: Getty Images 1. corporations.

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The Motley Fool

JUNE 7, 2024

Many employers offer retirement plans like a 401(k) to help you save in a tax-advantaged way. Plus, you can take advantage of tax-loss harvesting to help you reduce your tax bill. Keep in mind that stock market returns aren't guaranteed, so it's hard to determine exactly how long it will take to achieve your goal.

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The Motley Fool

DECEMBER 4, 2023

However, the best part is that it can likely be achieved with an S&P 500 exchange-traded fund (ETF) like the Vanguard S&P 500 ETF (NYSEMKT: VOO). stock market, with most funds and indexes judging their performance relative to the S&P 500's performance. It serves as the benchmark for the U.S.

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The Motley Fool

SEPTEMBER 5, 2024

Investing in the stock market has proven to be one of the best ways to generate long-term wealth. The final reason it's tough for professional money managers to beat the market is that actively buying and selling stocks can rack up extra tax obligations. But where should first-time investors start?

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The Motley Fool

FEBRUARY 15, 2024

stock market has been dominated by large-cap growth stocks ever since the Federal Reserve began to increase interest rates in March 2022. First, established companies with a strong competitive advantage usually do not need to borrow money to fund their growth, so they are less sensitive to the Fed's interest rate actions.

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The Motley Fool

AUGUST 16, 2024

I won't have to worry about paying taxes on those Roth dollars in retirement because I'm taking care of the tax bill upfront. Since I probably have a good twenty to forty years before I hang up my professional hat, I'm assessing my potential income sources and expenses in retirement to get a clearer picture of my needs. The best part?

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The Motley Fool

DECEMBER 14, 2023

Academic studies have shown that one of the best ways to grow your money over time is to use a dollar-cost averaging strategy and buy low-cost, passively managed exchange-traded funds (ETFs) that track broad swaths of the market. Vanguard 500 Index Fund The S&P 500 is a widely used benchmark for the U.S.

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The Motley Fool

APRIL 27, 2024

The investment landscape has been profoundly shaped by the introduction of exchange-traded funds (ETFs). The inception of ETFs marked a significant shift in investment strategies, offering lay and professional investors an efficient vehicle to diversify their portfolios across a broad spectrum of stocks, themes, or markets.

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The Motley Fool

DECEMBER 20, 2023

Here is a great ETF to consider If you see the potential of this saving and investing strategy but don't know where to start with your portfolio, the easiest option is an exchange-traded fund (ETF). These funds hold groups of stocks while trading under a single ticker symbol. The Schwab U.S.

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The Motley Fool

FEBRUARY 11, 2024

Exchange-traded funds (ETFs) provide investors with a convenient way to buy a large basket of stocks. The iShares ETF attempts to track the Morningstar US Small Cap Broad Value Extended Index, which includes stocks that fall between the 90th and 99.5th percentile of the market caps of the broader U.S.

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The Motley Fool

JANUARY 31, 2024

Founders and CEOs of big companies often have much of their net worth tied up in company stock, and when the company's market value grows, so does the value of shareholders' holdings. It's not just the five richest or 100 richest people who are boosting their wealth via stock market investing.

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The Motley Fool

MARCH 26, 2024

If you want to retire a millionaire with little effort, consider investing in exchange-traded funds, or ETFs. With an ETF, your money typically gets invested in many different stocks -- sometimes even hundreds or thousands. You don't have to do the work of picking enough individual stocks to diversify your portfolio.

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The Motley Fool

DECEMBER 19, 2023

Large-cap growth stocks have been soaring this year, driven by the strong demand for artificial intelligence and cutting-edge weight loss drugs. Consequently, several exchange-traded funds (ETFs) that focus on these themes have delivered impressive returns this year. Large-Cap Growth Total Stock Market Index 0.04

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The Motley Fool

JUNE 20, 2024

Here are nine ETFs (exchange-traded funds) to consider that can help you reach your goal of $1 million or more. Here's a bit about each: Vanguard S&P 500 ETF : S&P 500 index funds are among the most common, for good reason. stocks, including small and medium-sized ones. Image source: Getty Images.

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The Motley Fool

NOVEMBER 16, 2024

That's where exchange-traded funds (ETFs) can help. These are buckets of stocks that trade under one ticker symbol. stock market is more valuable than any other countries' by a wide margin. No stock represents more than 4% of the ETF, so it's well-diversified despite holding just 51 stocks.

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The Motley Fool

APRIL 7, 2024

There does appear to be some seasonality in the stock market, with warmer weather appearing to lure investors away from buying; the S&P 500 generally performs better in the earlier and latter parts of the year. Remaining invested is still a sound strategy, regardless of what the short-term outlook is for the market.

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The Motley Fool

DECEMBER 21, 2023

Technology has been a dominant force in the stock market for the last two decades. As a result, many of the top-performing exchange-traded funds (ETFs) in 2023 have an undeniable technological skew to them. This demonstrates the enormous growth potential of technological innovation.

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The Motley Fool

SEPTEMBER 18, 2024

Even though Buffett is currently overseeing a 43-stock, $309 billion investment portfolio (not including exchange-traded funds), the lion's share of his company's invested capital has been put to work in his best ideas. The primary lure to bank stocks, as discussed earlier, is that they're cyclical.

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Integrity Financial Planning

NOVEMBER 7, 2022

Using a strategy called tax-loss harvesting, you can earn capital gains tax credits on your investment losses. What is Tax-Loss Harvesting? This strategy is when you sell stocks, mutual funds, exchange-traded funds (ETFs), and other investments carrying a loss to offset gains from other investments sold.

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The Motley Fool

SEPTEMBER 4, 2023

The program could increase its revenue by increasing tax rates or raising the payroll income tax cap. Investors should build a portfolio of stocks, bonds, mutual funds, exchange-traded funds (ETFs), and other securities. There are a few different options to overcome the projected solvency issues.

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The Motley Fool

JULY 16, 2023

You also wouldn't need to report those investing gains on your taxes. You would need to report them and pay capital gains tax. Investments you sell within a year are short-term capital gains and taxed as ordinary income. Investments you sell within a year are short-term capital gains and taxed as ordinary income.

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The Motley Fool

MAY 15, 2024

Stock market indices like the S&P 500 and Nasdaq Composite are excellent benchmarks for tracking how the broader market is doing. But so are stock market sectors. Tracking how a sector is doing relative to the market is a good way to gauge investor sentiment.

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The Motley Fool

DECEMBER 30, 2023

Exchange-traded funds, or ETFs, are the fastest-growing investment products in the world. The reason for their rising popularity is simple: ETFs provide an easy and cost-effective way to gain exposure to certain themes or segments of the market. Large-Cap Growth ETF (NYSEMKT: SCHG) is an ETF that invests in large-cap U.S.

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The Motley Fool

DECEMBER 15, 2024

These stock sales don't necessarily represent a lack of faith in the underlying companies, though. Buffett himself even suggested, at Berkshire Hathaway's annual meeting back in May, that he's been locking in profits on his top positions under the current capital gains tax rate -- with the idea that this rate may rise.

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The Motley Fool

APRIL 8, 2024

That's exactly how compounding works when you invest your money in the stock market. Put it all in an S&P 500 index fund and wait 34 years One of the simplest investments you can make is buying an S&P 500 index fund. Here are four ways to grow $100,000 into $1 million. Image source: Getty Images.

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The Motley Fool

JANUARY 8, 2024

Bonus offer: unlock best-in-class perks with this brokerage account Read more: best online stock brokers for beginners If you're good on emergency savings and comfortable with leaving your $1,000 to bake for a good chunk of time, here are four ways you might invest $1,000 in 2024. Many self-made millionaires didn't pick stocks.

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The Motley Fool

SEPTEMBER 7, 2023

With stocks, bonds, exchange-traded funds, and derivatives to choose from, the stock market gives everyday investors an endless array of options. the amount of adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) that management expects this year. adjusted EBITDA.

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The Motley Fool

JANUARY 16, 2024

If you reinvested dividends into more shares of the exchange-traded fund (ETF) over time, you would have doubled your money by now. Still, every step in the direction of clarity is good news, even if they're not always taken in the direction of lower taxes and greater investor access to cryptocurrency assets.

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The Motley Fool

JULY 15, 2024

This pivotal moment in history ultimately led Bogle down a path that would see him play a key role in the advent and subsequent explosion in the number of exchange-traded funds (ETFs) available to mom-and-pop investors. What are Vanguard's cheapest stock ETFs from an expense ratio perspective? Image Source: Getty Images.

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The Motley Fool

SEPTEMBER 26, 2024

Buffett said it was for tax reasons, but then Berkshire proceeded to sell a whopping 49% of its remaining Apple stake during Q2! Buffett's preference to sit on a record cash pile rather than put it to work in the market -- or even use it for buybacks -- is a warning signal to investors that perhaps valuations are a little too high right now.

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The Motley Fool

AUGUST 23, 2024

Although Berkshire Hathaway closed out the June quarter with 45 stocks and two exchange-traded funds in its approximately $314 billion investment portfolio, one of the key traits that's allowed Buffett and his team to vastly outperform the S&P 500 for so long is concentration. global economy or the stock market.

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The Motley Fool

JANUARY 22, 2024

Although the subsequent years were a bit harsher, Wood bounced back in 2023 -- along with much of the market. Ups and downs aside, Wood's exchange-traded funds (ETFs) are home to some excellent growth stocks that investors can safely hold through thick and thin. The company's third-quarter revenue of $628.3

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