The Motley Fool

DECEMBER 6, 2024

Many retirees fear taxes, and for good reason. Taxes tend to go up regularly, after all, and these folks are often living on fixed or at least limited incomes. Some retirees are so concerned about taxes in retirement that they consider relocating. Here's a look at how various states tax retirement income.

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The Motley Fool

FEBRUARY 4, 2025

Just this past year, Buffett sold over $134 billion worth of stocks from Berkshire's portfolio as he saw valuations of some holdings climb to a point where it no longer made sense to remain so heavily invested. Where to invest $1,000 right now? Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,694 !*

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Private Equity Insights

FEBRUARY 28, 2025

While economic conditions led to modest growth in advisory and tax services, the firms audit practice achieved strong performance gains throughout the year. The professional services firm is said to be in discussions with potential buyers and is working with advisers from Rothschild to evaluate its options.

Private Equity Firms 162

Private Equity Firms Private Equity Firms Investing Professional Services 162

The Motley Fool

JANUARY 3, 2025

In this Rule Breaker Investing podcast, Motley Fool co-founder David Gardner highlights multigenerational money lessons and celebrates that it's never too late to start making smarter, happier, and richer choices. To get started investing, check out our beginner's guide to investing in stocks. Where to invest $1,000 right now?

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Portfolios Investing Mutual Funds Taxes 130

The Motley Fool

JANUARY 20, 2025

Many of these companies are structured as master limited partnerships (MLPs), which pass through their profits to their unitholders and as such don't pay corporate taxes. This portion is tax deferred until the stock is sold and reduces the owner's cost basis. This is a nice benefit, although it does add some paperwork come tax time.

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Taxes Enterprise Values Leveraging Amortization 246

The Motley Fool

JANUARY 27, 2025

Where to invest $1,000 right now? The generations that followed the boomers are smaller, so there are fewer workers left to pay the payroll taxes that serve as the program's primary source of funding. Coming up with that kind of cash will require significant changes to tax law and possibly to Social Security benefits.

Taxes 246

Taxes Funds Accounting Investing 246

The Motley Fool

APRIL 1, 2025

Still, some investments found a way to buck the malaise. Where to invest $1,000 right now? billion after assuming some tax benefits. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. Apple: if you invested $1,000 when we doubled down in 2008, youd have $41,312 !*

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Amortization Depreciation Earnings Before Interest Taxes 242

The Motley Fool

MARCH 19, 2025

Those subsidiaries generated plenty of cash for building Berkshire's investment portfolio. Many investors follow those stocks for investment ideas, but they're mostly conservative blue chips that won't skyrocket over the next few months. Where to invest $1,000 right now? Learn More Berkshire Hathaway CEO Warren Buffett.

Conglomerates 245

Conglomerates Financial Institutions Banks Stakes 245

American Investment Council

MARCH 24, 2025

Includes State by State data on PE-backed jobs, companies, investment WASHINGTON, D.C. economy, fostering business growth, creating jobs, and strengthening industries across the country, according to the latest edition of a report released by the American Investment Council and Ernst & Young LLP (EY). trillion in 2020.

Private Equity Firms 78

Private Equity Firms Private Equity Firms Taxes Investing 78

The Motley Fool

DECEMBER 15, 2024

The strategy will produce after-tax returns better than about 98% of actively managed mutual funds over the long run. That dynamic helps explain why the average investment with a professional fund manager might produce returns roughly in line with the market average. In fact, the less work you do, the better the strategy works.

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Mutual Funds Funds Taxes Investing 240

The Motley Fool

JANUARY 16, 2025

Low-cost exchange-traded funds (ETFs) offer a simpler path to diversification and staying invested for the long term. market through a single investment in a cost-efficient manner. Where to invest $1,000 right now? Should you invest $1,000 in Vanguard Total Stock Market ETF right now? The fund's low 2.2% stock market.

Portfolios 246

Portfolios Exchange-Traded Funds Management Fees Stock Market 246

Private Equity Insights

JANUARY 7, 2025

This could mark Blackstones first investment in the accounting sector. The firm is a trusted advisor to more than 15,000 clients globally through its tax, advisory and accounting services. We are excited to invest in the business to help it continue to provide the highest quality offerings moving forward.”

Accounting 246

Accounting Private Equity Firms Private Equity Firms Legal 246

The Motley Fool

JANUARY 21, 2025

You don't want to pay taxes on your retirement account withdrawals The main advantage of Roth IRAs is that you get tax-free withdrawals in retirement, as long as you're at least 59 1/2 years old and have had the account for at least five years. You could also invest it in a taxable brokerage account.

Taxes 130

Taxes Accounting Funds Capital 130

The Motley Fool

APRIL 7, 2025

If their billionaire status is thanks to inheritance, interest earnings, investment gains, and dividends, they would not qualify for Social Security benefits. To be entitled to retirement benefits, a person must have paid into the system through payroll taxes. Start Your Mornings Smarter! Image source: Getty Images. Figures from Rep.

Taxes 130

Taxes Funds Investing 130

The Motley Fool

DECEMBER 9, 2024

Should you invest $1,000 in Oracle right now? if you invested $1,000 at the time of our recommendation, youd have $872,947 !* The non-GAAP tax rate for the quarter was actually 20.1%, which is higher than my 19% guidance. Even as higher tax rate lowered EPS by $0.02, we still hit the high end of my constant currency guidance.

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Taxes Banks Investors Liabilities 245

The Motley Fool

NOVEMBER 21, 2024

If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $378,269 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,369 !*

Taxes 130

Taxes Accounting Leveraging Capital 130

The Motley Fool

JANUARY 23, 2025

One of the biggest perks of investing in a tax-advantaged retirement account like a 401(k) or traditional IRA is that your contributions are tax-deductible upfront. Uncle Sam will eventually get his money, though, so you'll need to pay income taxes on your withdrawals. Where to invest $1,000 right now?

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Accounting Taxes Investing 130

The Motley Fool

OCTOBER 30, 2024

Palantir is also solidly profitable, with adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) rising 39% year over year to $261.6 If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. Revenue grew 27% year over year to $678 million, led by U.S.

Amortization 246

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The Motley Fool

NOVEMBER 24, 2024

There are countless more uses for SoundHound's technology, and the opportunities form the foundation of an attractive investment. As a cherry on top, management expects to deliver positive earnings before interest, taxes, depreciation and amortization ( EBITDA ) by the end of 2025. Should you invest $1,000 in SoundHound AI right now?

Amortization 246

Amortization Depreciation Earnings Before Interest Taxes 246

The Motley Fool

NOVEMBER 20, 2024

This statement lies at the heart of Buffett's contrarian investing style. I suspect some investors are focusing too much on the potential positive effects of deregulation and tax cuts and too little on the potential negative effects of broad tariffs. Many stocks are priced for perfection. These are the exact steps Buffett is taking.

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The Motley Fool

NOVEMBER 16, 2024

But if you had made a bold $250,000 investment in Uber at its all-time low, your investment would be worth nearly $1.2 Such a scenario would equate to an 18-bagger gain from its current enterprise value of $153 billion, potentially transforming a $60,000 investment into over $1 million. million today. Image source: Uber.

Enterprise Values 245

Enterprise Values Stakes Amortization Depreciation 245

Private Equity Insights

MARCH 27, 2025

Recent changes to international tax regimes, combined with Luxembourgs own reforms, have boosted the countrys appeal. Simplified impatriate rules and favourable capital gains treatment have drawn experienced investment professionals. To meet these demands, Luxembourg is adapting quickly. These changes should reduce reporting burdens.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Private Equity Managers Buyout 147

The Motley Fool

NOVEMBER 2, 2024

Shares of AGNC Investment (NASDAQ: AGNC) have risen nearly 40% over the past year. But when you add the mortgage real estate investment trust's (REIT's) huge 14.5% But when you add the mortgage real estate investment trust's (REIT's) huge 14.5% What does AGNC Investment do? Second, AGNC invests in mortgages.

Investing 246

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The Motley Fool

FEBRUARY 21, 2025

Where to invest $1,000 right now? DLocal is far from a "broken" IPO DLocal solves numerous payment pain points for merchants, such as cross-border and localized payments, foreign exchange settlements, and tax management and compliance. Apple: if you invested $1,000 when we doubled down in 2008, youd have $46,607 !*

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The Motley Fool

NOVEMBER 21, 2024

If you have savings that you can afford to invest in stocks, there are multiple high-yielding dividend investments to consider right now. By investing $20,000 into each of these stocks, you can potentially earn more than $3,000 in annual dividends. Should you invest $1,000 in Bristol Myers Squibb right now?

Investing 245

Investing Prospects Amortization Depreciation 245

The Motley Fool

APRIL 1, 2025

There are a lot of traps in investing. Where to invest $1,000 right now? The real estate investment trust ( REIT ) has increased its dividend payment 130 times since going public in 1994. That gives it a big cushion while allowing it to retain lots of money to fund new income-generating real estate investments.

Taxes 235

Taxes Banks Portfolios Capital 235

The Motley Fool

DECEMBER 30, 2024

Shopify also provides financial solutions for payment processing, bill payments, tax filing, and account management. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. Apple: if you invested $1,000 when we doubled down in 2008, youd have $48,404 !*

Taxes 244

Taxes Accounting Investors Capital 244

The Motley Fool

DECEMBER 22, 2024

Where to invest $1,000 right now? Bottom-line earnings per share (EPS) came in 5% higher, partly thanks to a slightly lower tax rate. I'm excited about the AI boom and don't mind taking a slow approach to investing in that game-changing revolution. Should you invest $1,000 in International Business Machines right now?

Prospects 246

Prospects Taxes Returns Portfolios 246

Private Equity Insights

JANUARY 14, 2025

The Franklin Lexington Private Markets Fund (FLEX) is co-advised with Lexington Partners, a leader in secondary and co-investment markets. FLEX simplifies access to private equity, offering a diversified portfolio of assets from secondary transactions and co-investments. Source: Markets Media Can’t stop reading?

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Funds Leveraging Assets Taxes 147

The Motley Fool

NOVEMBER 23, 2024

That could have turned an investment of $1,000 into more than $42 million. The same investment in the S&P 500 index would have grown to just $308,115 over the same period. Buffett's simple long-term investing strategy is the secret to Berkshire's success. Should you invest $1,000 in Domino's Pizza right now?

Conglomerates 246

Conglomerates Portfolios Investing Taxes 246

The Motley Fool

MARCH 19, 2025

But the bad times never last long, and Wall Street has always beat inflation over several decades -- even if you started investing just before a huge downturn. The fund can also be the foundation of a thoughtfully designed portfolio, or play several useful supporting roles in other investment styles. Start Your Mornings Smarter!

Taxes 228

Taxes Exchange-Traded Funds Accounting Funds 228

Private Equity Wire

JANUARY 20, 2025

International hedge funds and private equity firms are increasingly investing in Lloyds of Londons tax-exempt investment vehicle, as the 300-year-old UK institution expands its efforts to attract global investors, according to a report by the Financial Times.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Hedge Funds Pension Funds 97

Private Equity Insights

JANUARY 14, 2025

In November, HWS joined 220 hospitality firms in warning the Chancellor of job cuts and closures caused by the tax increase. The potential acquisition reflects Directional Capitals strategy of investing in high-potential businesses under financial strain. Source: The Caterer Can’t stop reading?

Capital 130

Capital Private Equity Firms Private Equity Firms Buyout 130

The Motley Fool

NOVEMBER 26, 2024

When it comes to AI, Microsoft's $10 billion investment in OpenAI helped position it to win share of the market. It's leveraging its AI investments to grow two businesses at scale. Much of Berkshire Hathaway's value is tied up in its massive investment portfolio. Should you invest $1,000 in Microsoft right now?

Portfolios 245

Portfolios Investing Enterprise Values Amortization 245

Private Equity Insights

MARCH 19, 2025

The investment supports Relais Desserts expansion plans, with Cerea Partners aiming to scale the companys boutique network across western France. Relais Desserts is the seventh investment from Cerea Capital III, which completed its first close in 2022.

Stakes 162

Stakes Due Diligence Bidding Consulting 162

The Motley Fool

OCTOBER 29, 2024

Should you invest $1,000 in First Solar right now? if you invested $1,000 at the time of our recommendation, you’d have $861,121 !* Tax expense for the third quarter was $14 million, compared to $28 million in the second quarter. The 10 stocks that made the cut could produce monster returns in the coming years.

Taxes 246

Taxes Liabilities Capital Leveraging 246

Private Equity Insights

APRIL 3, 2025

Insight acquired Dotmatics in 2017 and has since scaled the Boston-based company through strategic investments and bolt-on acquisitions. The transaction highlights the strategic value of Insights software investments and adds to its strong track record in scaling and exiting digital platforms in high-growth sectors.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Taxes Financing 147