The Motley Fool

AUGUST 16, 2024

Hawaiian Electric's share of the settlement liability is $1.99 After all, even with the new tort liability on its balance sheet, the company still has roughly $1.2 Image source: Getty Images. Even in a bankruptcy scenario, it's also possible equity holders may still retain some value. billion in book value.

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The Motley Fool

OCTOBER 18, 2024

Then, subtract any debts and other liabilities, like credit card debt or student loans. It's more important to track your progress over time to increase your assets while decreasing your debt and other liabilities. If you have a portfolio of individual stocks, you could potentially earn much higher-than-average returns over time.

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Liabilities Debt Finance Financing 240

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. of the fund's total assets. What if, however, you're indexing wrong? of the index.

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The Motley Fool

NOVEMBER 8, 2024

NAV is defined as total assets minus total liabilities and is also reported on a per share basis. Please note that certain information discussed on this call, including information related to portfolio companies, was derived from third-party sources and has not been independently verified.

Capital 130

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

The Motley Fool

OCTOBER 29, 2024

Rather than tackling the challenge of selecting individual dividend stocks, investors can turn to dividend-focused exchange-traded funds (ETFs) with low-expense ratios and high-quality holdings. The fund tracks the Morningstar U.S. The fund's largest positions demonstrate its focus on established market leaders.

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The Motley Fool

MAY 29, 2024

Create a diversified portfolio One of the easiest ways to build wealth is to create a diversified portfolio. Although some exposure to these stocks is OK, I'd encourage passive investors to opt for index funds that focus on broader growth markets such as cybersecurity, cloud computing, or artificial intelligence (AI).

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Taxes Mutual Funds Passive Investors Accounting 245

The Motley Fool

NOVEMBER 7, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Our multiyear rate action plan on MYRAP continues to be our most effective tool to bring our legacy LTC insurance portfolio closer to breakeven.

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The Motley Fool

JUNE 27, 2024

Begin by checking your net worth, which is the sum of all your assets -- such as checking accounts, certificates of deposit, and investment accounts -- minus your liabilities, such as credit card balances and student loan debt. Beef up your emergency fund BlackRock CEO Larry Fink is a fan of emergency funds.

Exchange-Traded Funds 239

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The Motley Fool

FEBRUARY 19, 2025

Now to our third strategic priority, driving future growth with CareScout with innovative, consumer-focused aging care services and funding solutions. We continue to work toward rolling out innovative solutions to meet the growing demand for aging care funding. This amount could increase over time with changes to liability assumptions.

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Liabilities Legal Taxes Debt 130

The Motley Fool

JANUARY 14, 2024

In CRISPR's case, the company is well-funded, and it isn't carrying significant obligations on its books. That's nearly five times the amount of its total liabilities: $359 million. CRISPR could pay off all of its liabilities, both short and long term, and still have more than $1 billion left in short-term liquid assets.

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The Motley Fool

APRIL 23, 2024

If you're looking to gain exposure to cryptocurrencies in your portfolio, it's best to keep things simple and focus on the most valuable digital asset out there. In more recent times, the country's debt balance and underfunded liabilities have ballooned. Currently worth more than $2.3 The purchasing power of the U.S.

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Exchange-Traded Funds Education Assets Liabilities 245

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. Pfizer's portfolio, sans COVID-19 treatments, is expected to grow by another 3% to 5% in 2024. Image source: Getty Images.

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The Motley Fool

FEBRUARY 15, 2024

Regardless of how much money you have to invest or your risk tolerance, there are stocks and/or exchange-traded funds (ETFs) that can grow your wealth. Last year, the Hartford Funds published an extensive report ("The Power of Dividends: Past, Present, and Future") extolling the greatness that is dividend stocks.

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The Motley Fool

NOVEMBER 4, 2024

This expansion will be a meaningful contributor to our performance solutions portfolio as we move into the fourth quarter and periods ahead. This decline was largely attributable to lower pricing with smaller impacts from currency fluctuations and portfolio changes.

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Liabilities Shareholders Assets Capital 130

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. Beef up your emergency fund : In BlackRock CEO Larry Fink's annual letter to investors, he mentioned that people with emergency savings are 70% more likely to save for retirement.

Exchange-Traded Funds 242

Exchange-Traded Funds Taxes Accounting Education 242

The Motley Fool

NOVEMBER 7, 2024

billion, we expect to gradually resume receipt of cash rents on this portfolio in the first quarter of 2025, ramping up to approximately $90 million in the aggregate annualized rent by the end of 2025 and fully stabilized aggregate annualized rent of approximately $160 million by the end of 2026. Beginning in 2016, MPT spent roughly $5.3

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The Motley Fool

FEBRUARY 29, 2024

It just so happens that everyday investors have access to the portfolios of Wall Street's brightest minds to see what they've been up to. The nation's central bank increasing the federal funds rate by 525 basis points in less than two years could make future refinancing and borrowing costlier. Image source: Getty Images. Dow stock No.

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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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The Motley Fool

JUNE 4, 2024

Via her ARK Innovation ETF (NYSEMKT: ARKK) , portfolio manager Cathie Wood makes a lot of biotech bets, often on companies that are at the cutting edge of innovation in science and technology. of the Ark Invest portfolio, making it the eighth-largest investment across all of the related funds. It currently has $953.3

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Liabilities Debt Portfolios Returns 240

The Motley Fool

NOVEMBER 26, 2024

Meanwhile, Medical Properties Trust provided loans to both companies to help them fund their operations. In addition, Prospect expects to receive $100 million of quality-assurance fund payments in Q1 of next year, which should bolster its liquidity. Despite its efforts, Steward declared bankruptcy earlier this year.

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The Motley Fool

JANUARY 17, 2024

The end of the crypto winter came in large part because of anticipation that the Securities and Exchange Commission (SEC) might finally grant approval to exchange-traded funds (ETFs) seeking to own Bitcoin directly. As a consequence, shares of Grayscale Bitcoin Trust plunged far below the value of the underlying Bitcoin that the fund owned.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Exchange-Traded Funds Assets Liabilities 246

The Motley Fool

NOVEMBER 19, 2024

MicroStrategy's Bitcoin portfolio is equal to about a third of the company's enterprise value of $73.3 It's also taking on a lot more debt and issuing more shares to fund those purchases. Under Saylor's direction, MicroStrategy bought its first $250 million of Bitcoin in 2020. billion and a market value of $24.5

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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

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. Though PennantPark does have equity investments in its portfolio, the $906.3

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The Motley Fool

DECEMBER 18, 2023

This is called tax loss harvesting , and it could potentially reduce your tax liability and eliminate some lemons in your portfolio. Drain your FSA Flexible spending account holders have until the end of the year to use funds they've contributed to their FSAs.

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The Motley Fool

FEBRUARY 20, 2024

For example, AT&T was clobbered this past July after a report from The Wall Street Journal alleged that legacy telecom operators could face sizable environmental and health-related liabilities tied to their use of lead-sheathed cables. billion portfolio into agency assets. Ultra-high-yield dividend stock No.

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The Motley Fool

JULY 18, 2024

Part of that dip can be attributed to concerns regarding legal liabilities related to lawsuits involving its talc products. Johnson & Johnson's profitable business has funded a growing dividend for over 60 years. J&J's stock price is down 19% from its early 2022 high. It recently raised the quarterly payment by $0.05

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The Motley Fool

DECEMBER 1, 2023

Stocks in the same index that didn't pay dividends rose by just 3.95% annually over the same time frame, according to Hartford Funds and Ned Davis Research. Pinning financial liability on a telecom provider for old cables that were legal when they were installed seems like an uphill battle. At recent prices, the stock offers a 5.7%

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The Motley Fool

OCTOBER 21, 2024

Chief among these reasons is the obvious fact that once these funds are no longer in an IRA, money that was intended to be saved and grown can now be easily squandered. With a bit of savvy timing you can better control any tax liability without wrecking your portfolio's allocation -- even for just a day. Don't misunderstand.

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Taxes Accounting Liabilities Assets 246

The Motley Fool

FEBRUARY 5, 2024

A notable 76% of SoFi's liabilities are represented by deposits. Not only are deposits generally sticky, as banks benefit from high switching costs, but they provide SoFi with a low-cost source of capital that the business can use to fund its lending products. This is beneficial from management's perspective.

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The Motley Fool

APRIL 10, 2024

Furthermore, legacy telecom companies like AT&T were the subject of a July report from The Wall Street Journal that alleged these companies could face sizable cleanup costs and health-related liabilities tied to their use of lead-sheathed cables. However, it's not all bad news for AT&T. court system.

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Liabilities Debt Stakes Investors 246

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

AUGUST 1, 2024

Recently, the investment advisors at Hartford Funds refreshed their data from an extensive report that examined the numerous ways dividend stocks have one-upped non-payers over multiple decades. If there were ever to be any health-related liability claims against the company, they'd almost certainly be settled in court.

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Liabilities Debt Leveraging Public Companies 245

The Motley Fool

OCTOBER 15, 2024

Its total liabilities have more than quadrupled since the end of 2020, and analysts expect its core business to be unprofitable during the next few years. Marathon sells its own Bitcoin holdings to fund its operations, but it still held 26,842 bitcoins, worth about $1.7 exahashes per second (EH/s) at the end of 2021 to 36.9

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The Motley Fool

MARCH 30, 2024

This is a lucrative undertaking that gives the company tons of cash to fund other ventures and invest for interest income. The credit portfolio increased 33% year over year in the fourth quarter. Total company revenue increased 83% year over year in the quarter.

Liabilities 246

Liabilities Public Companies Taxes Shareholders 246

The Motley Fool

NOVEMBER 16, 2024

billion in current liabilities, meaning it has a solid working capital of $2.2 The company is in excellent financial shape, allowing it to fund its growth initiatives such as international expansions. The balance sheet features $4.8 billion in current assets against just $2.6 Is The Trade Desk stock a buy?

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The Motley Fool

SEPTEMBER 20, 2024

This means the market has valued Intel at more than 20% below the value of its assets minus its liabilities. The company's valuation does make the stock look like a compelling bargain, assuming it can raise more outside funding and successfully produce Amazon's AI chips. Consider when Nvidia made this list on April 15, 2005.

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Liabilities Capital Assets Returns 239