The Motley Fool

OCTOBER 31, 2024

On the institutional side, our continued leadership in pension risk transfer was reinforced through a second transaction with IBM, this time to reinsure $6 billion of pension liabilities. We also maintain a well-diversified, high-quality portfolio and disciplined approach to asset liability management. billion for the quarter.

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Liabilities Assets Capital Shareholders 130

The Motley Fool

APRIL 29, 2024

The money you contribute, up to the allowable limits set by the IRS, can serve the very important purpose of exempting some of your income from taxes, all the while giving you access to funds you can use later in life. Well, you just created a $10,000 tax liability for yourself -- meaning, the IRS gets to tax that $10,000 as income.

Taxes 246

Taxes Liabilities Finance Financing 246

The Motley Fool

JULY 25, 2024

Image source: Getty Images Most Americans have a checking account -- 90.7%, according to the most recent Survey of Consumer Finances. Maintain a healthy buffer in your checking account so you won't have any declines or overdrafts for insufficient funds. That's good, because this type of account is an important tool for managing money.

Accounting 49

Accounting Banks Legal Liabilities 49

The Motley Fool

FEBRUARY 10, 2024

Well, the Fed hasn't begun dropping interest rates yet, instead keeping the benchmark federal funds rate unchanged for the fourth straight meeting when the Federal Open Market Committee (FOMC) met on Jan. As a result, these passive-income machines tend not to hold onto much cash and must finance their acquisitions by taking on debt.

Liabilities 246

Liabilities Finance Financing Stakes 246

The Motley Fool

NOVEMBER 12, 2024

First up is the power of our unique ecosystem, a system that connects each step of the journey from finding and financing a home to servicing the title and closing and the journey beyond. When rates briefly dipped to near 6%, clients who had financed homes in the past two years jumped at the chance to lower their payments.

Companies 241

Companies Leveraging Collateral Asset Management 241

The Motley Fool

FEBRUARY 1, 2024

According to a report issued last year by the Hartford Funds, in collaboration with Ned Davis Research, dividend-paying companies have generated an annualized return of 9.18% over the past half-century (1973-2022). Furthermore, any potential liabilities would likely be determined by the U.S. in a two-year period, ended Sept.

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Debt Investing Liabilities Private Companies 246

The Motley Fool

JUNE 7, 2024

Then subtract all your liabilities, such as credit card debt and personal loans, from your assets to find out your net worth. This will give you a snapshot of where your finances stand right now. If you need to start earning more money, consider using your expertise to pick up a profitable side gig.

Exchange-Traded Funds 242

Exchange-Traded Funds Taxes Accounting Education 242

The Motley Fool

JANUARY 23, 2025

Marcos Gabriel -- Senior Vice President, Global Finance and Capital Markets Thank you, Brendan, and good morning, everyone. This means funding investments to drive growth, returning a significant portion of cash to shareholders through dividends, and maintaining a strong balance sheet. Now, over to Marcos. Starting on Slide 9.

Finance 223

Finance Financing Taxes Capital 223

The Motley Fool

JUNE 28, 2024

I embarked upon creating a travel-inspired bag line called PAK Rêve, but like many budding entrepreneurs, I hit a financial roadblock: I needed funds -- about $22,000 -- to place my first large order. Finding the right lender Securing the capital to place my first large order meant exploring various financing options.

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Startups Financial Institutions Funds Finance 130

The Motley Fool

NOVEMBER 25, 2023

Lucid's luxury orientation may have also become a liability as the tight economic conditions pressure consumers to opt for lower-priced alternatives. But over the long term, it will probably need to rely on outside financing to stay afloat. billion in cash on its balance sheet along with $3.26

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Initial Public Offering Stakes Liabilities Shareholders 246

The Motley Fool

DECEMBER 18, 2023

With that in mind, now is a great time to start tightening up some loose ends and assessing your personal finances for the new year. This is called tax loss harvesting , and it could potentially reduce your tax liability and eliminate some lemons in your portfolio.

Taxes 246

Taxes Debt Banks Accounting 246

The Motley Fool

SEPTEMBER 13, 2024

Image source: The Motley Fool/Upsplash Your 50s are a time when finances really come front and center for a lot of people. It's not always easy to find the time to take a hard look at your finances, but it's helpful to assess where you're at periodically. First, net worth is simply a measure of your assets minus your liabilities.

Liabilities 130

Liabilities Debt Finance Financing 130

The Motley Fool

MARCH 23, 2024

These tax mistakes could be separating you from too many of your hard-earned dollars -- and undermining your long-term financial wellness -- in your business and personal finances. If you do not have a clear, separate financial identity for your business and personal finances, you're making life harder for yourself.

Taxes 221

Taxes Finance Financing Accounting 221

The Motley Fool

FEBRUARY 6, 2024

Last year, the Hartford Funds, in collaboration with Ned Davis Research, released a report that examined the power of dividend stocks over time. Hartford Funds' findings on dividend stocks aren't a surprise. The key point being that any potential liability for telecom companies would be determined by the U.S. court system.

Liabilities 246

Liabilities Debt Portfolios Finance 246

The Motley Fool

MAY 9, 2024

More than that, when it comes to building your team, getting financing, and launching your company, you will likely need help from your network. You may need to flesh it out more if you're going to apply for grants or angel funding. Focus on writing a business plan that's most likely to secure funding.

Collateral 246

Collateral Liabilities Accounting Finance 246

The Motley Fool

JULY 20, 2023

Even if you make mistakes with your money, you'll have more funds coming in. Charitable giving can help you lower both income taxes and estate tax liability. A last will and testament may be sufficient when your finances are relatively simple. Plan for the tax bill Whether you take the $516.8

Taxes 246

Taxes Consultants Consulting Liabilities 246

The Motley Fool

MARCH 10, 2024

Image source: The Motley Fool/Unsplash Ah, tax time -- it's such fun to sit down with an accountant or tax-filing software and see if you underpaid or overpaid the government (which already knows your tax liability). May I recommend adding it to your emergency fund ?) A tax refund can do a lot of good for you.

Taxes 242

Taxes Debt Liabilities Finance 242

The Motley Fool

DECEMBER 22, 2023

In fact, many retirees can often sell long-term stock and bond holdings without any tax liability, thanks to a generous 0% tax bracket for capital gains. 2: 401(k) and IRA withdrawals and conversions Another common source of retirement income is to withdraw funds from retirement accounts like a 401(k) or IRA. Pitfall No. Pitfall No.

Taxes 246

Taxes Consultants Consulting Liabilities 246

The Motley Fool

JUNE 19, 2024

The term "net worth" means the total of your assets minus your liabilities. Image source: Getty Images Having a high net worth sets you on the path toward financial security. If you add up the value of what you own and subtract all that you owe, you'll find out what your net worth is. You don't need any specialized knowledge to do that.

Liabilities 246

Liabilities Debt Accounting Assets 246

The Motley Fool

DECEMBER 9, 2024

To fund these up-market investments, we are reallocating a portion of our mid-market investments. One of Michael's proudest compliments -- accomplishments has been building a world-class finance team under his leadership, and I'm confident that we will not miss a beat during this transition. million in the quarter.

Education 242

Education Professional Services Leveraging Accounting 242

The Motley Fool

SEPTEMBER 24, 2023

Opening up an account sooner rather than later can help you position your finances to keep your tax bill low in retirement. The benefits are nice, but the IRS requires you to hold funds in your account until age 59 1/2 if you want to avoid paying a penalty. A Roth IRA can help simplify your taxes while offering incredible savings.

Taxes 246

Taxes Liabilities Accounting Capital 246

The Motley Fool

AUGUST 30, 2024

Its combination of losses and capital spending has put a significant strain on its finances. A flood of dilution Plug Power's cash-draining business has forced it to take multiple steps to plug the holes in its finances. Plug Power is working to secure additional funding to expand its green hydrogen production facilities.

Liabilities 130

Liabilities Finance Financing Funds 130

The Motley Fool

AUGUST 28, 2023

Although 13Fs have their drawbacks -- they're at least six weeks old when filed, meaning fund managers may have added to or sold off published positions -- they provide insight into the stocks, trends, industries, and sectors that are piquing the interest of Wall Street's top investors.

Asset Management 244

Asset Management Liabilities Assets Stakes 244

The Motley Fool

DECEMBER 5, 2023

The intimation is that the replacement of these cables, along with potential health-related liabilities, could be quite costly for telecom companies. It also fails to consider that any liability costs (if there are any) would be determined in the U.S. This means they're paying above-market rates for the financing they can secure.

Debt 246

Debt Liabilities Assets Capital 246

The Motley Fool

MARCH 21, 2025

Actually, in terms of the aftersales services, power swap stations, and as well as the supporting functions such as finance, human resources, and some regional functions, this have been shared across two brands from the beginning. And recently, we are also making further adjustments in some regions for the supporting and the management roles.

Securities and Exchange Commission (SEC) 241

Securities and Exchange Commission (SEC) Banks Leveraging Finance 241

The Motley Fool

JANUARY 2, 2024

According to a study from Ned Davis Research and Hartford Funds, publicly traded companies that initiated and grew their payouts between 1973 and 2022 generated an annualized return of 10.24%. Further, any financial liability claims (should there be any) would likely take years to determine in the U.S. court system.

Debt 242

Debt Liabilities Capital Business Development Companies 242

The Motley Fool

NOVEMBER 8, 2024

NAV is defined as total assets minus total liabilities and is also reported on a per share basis. As part of these efforts, we are very pleased with our progress in exploring a potential listing of the shares of MSC Income Fund, a non-listed BDC advised by our External Investment Manager. per share.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

AUGUST 13, 2024

You can find out what your net worth is by subtracting the value of your liabilities from the value of your assets. The right move for you is going to depend on where your money is going now, as looking into your splurges can help you find extra funds to buy stocks or other assets that will grow.

Debt 246

Debt Liabilities Assets Accounting 246

The Motley Fool

JULY 6, 2024

Here's how the median net worth amounts look across households: Lower income: $24,500 Middle income: $204,100 Upper income: $803,400 Generally speaking, your net worth is calculated by taking your financial liabilities and subtracting them from your assets. What you have left over is your net worth.

Debt 246

Debt Liabilities Accounting Assets 246

The Motley Fool

AUGUST 30, 2024

Image source: The Motley Fool/Upsplash Calculating your net worth is a great way to see where your finances stand. Next, you add up all your liabilities or financial obligations like credit card debt and mortgage loans. Then, subtract the liabilities total from your assets total.

Liabilities 130

Liabilities Debt Depreciation Assets 130

The Motley Fool

FEBRUARY 5, 2025

Deepa Subramanian -- Vice President, Investor Relations and Corporate Finance Thank you, operator. And the number of merchant-funded offers, so to speak, to lowering price is at all-time high. A lot of our fleet partners actually are able to finance these EVs, etc. You may begin. Second for us is price.

Finance 130

Finance Financing Leveraging Liabilities 130

Blackstone

AUGUST 8, 2024

A powerful shift is underway in credit markets as private lenders partner with banks to finance real economy assets. The first phase started with corporate direct lending, where lenders financed smaller, middle-market companies. Private capital financed 86% of LBO transactions in 2023, up from 65% in 2021.

Finance 121

Finance Financing Amortization Banks 121

The Motley Fool

JUNE 16, 2023

A business plan forms a specific roadmap for your business, as it outlines your goals and provides a concrete record of how you'll handle finances, business operations, sales and marketing, and beyond. You'll also be able to write off business expenses, reducing your tax liability. Starting a new business is both scary and exciting.

Taxes 165

Taxes Liabilities Finance Accounting 165

The Motley Fool

JANUARY 18, 2024

Last year, the Hartford Funds and Ned Davis Research published data showing that dividend stocks averaged an annualized return of 9.18% over the past half-century (1973-2022). First, rising interest rates made the prospect of future debt-financed acquisitions less appealing. Verizon faced something of a double whammy last year.

Investing 246

Investing Debt Liabilities Public Companies 246

The Motley Fool

DECEMBER 31, 2023

Image source: Getty Images It can be hard to know where you stand when it comes to your personal finances. Your net worth Your net worth is equal to your assets minus your liabilities. If you owe $320,000 on your mortgage, $10,000 on your car, and $2,000 on your credit cards, you'd have $332,000 in liabilities.

Liabilities 147

Liabilities Debt Assets Financial Services 147

The Motley Fool

NOVEMBER 12, 2024

Net worth is calculated by taking all the assets you have and subtracting your debts or liabilities. If you ever need to move into assisted living, for example, the house can be sold to finance your living expenses. Open a high-yield savings account and build an emergency fund. How do you calculate net worth?

Debt 130

Debt Finance Financing Assets 130

The Motley Fool

JUNE 14, 2024

Net worth is a measure of a person's wealth that looks at the value of the assets they hold and the total balance of any liabilities. Assets include cash in your name, like your savings account funds, as well as possessions you could theoretically turn into cash. What's the typical net worth of the wealthiest Americans?

Liabilities 130

Liabilities Debt Assets Accounting 130