The Motley Fool

DECEMBER 14, 2024

However, the company did say that it was on track for its expected $2 billion in pre-tax run-rate cost savings by the end of 2025. Should you invest $1,000 in Stanley Black & Decker right now? For context, it's currently at $1.4 billion in savings since implementing the program a couple of years ago.

Investment Horizon 243

Investment Horizon Debt Taxes Returns 243

The Motley Fool

MAY 25, 2024

If and when this move is made official, MSOs like Green Thumb will owe far less in federal tax, which should translate into faster earnings growth. While moving cannabis to Schedule III won't legalize it for recreational purposes, it would no longer subject cannabis-touching businesses, including MSOs, to Section 280E of the U.S.

Buyout 241

Buyout Investment Horizon Taxes Legal 241

The Motley Fool

MAY 24, 2024

For these reasons and others, it certainly seems reasonable for investors with multi-decade investing horizons to consider wading into utility York Water and its 2.2% Over the past 25 years, for example, the company has consistently grown earnings before interest, taxes, depreciation, and amortization (EBITDA) in line with revenue.

Investment Horizon 238

Investment Horizon Amortization Depreciation Earnings Before Interest 238

The Motley Fool

NOVEMBER 24, 2023

Turns out, I've been missing out on a one-of-a-kind investment opportunity. The tax-free kind. With IRAs, you get special tax privileges. To reach that number, I started with the $6,500 IRA contribution limit, assumed a conservative average annual return of 6.5%, and assumed an investment horizon of 40 years.

Taxes 147

Taxes Investment Horizon Accounting Capital 147

The Motley Fool

NOVEMBER 29, 2024

What's more, the company believes it will become profitable on an adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) basis by the end of 2025. Assuming SoundHound does hit the midpoint of its guidance, its top-line growth for the year would reach 82%, up significantly from the 47% growth it delivered in 2023.

Investment Horizon 189

Investment Horizon Amortization Depreciation Earnings Before Interest 189

The Motley Fool

AUGUST 30, 2024

Saving that much money is no easy task, but it is possible -- if you've got a long investment horizon and significant cash to set aside each month. And depending on which types of tax-advantaged accounts you use -- like a 401(k) or individual retirement account (IRA) -- you'll likely owe some taxes on the total amount, as well.

Portfolios 130

Portfolios Investment Horizon Taxes Accounting 130

The Motley Fool

JUNE 26, 2024

Another benefit of contributing to a 401(k) on a pre-tax basis is that your contributions lower your taxable income. So, if you're trying to save money on taxes, increasing your 401(k) contributions can help. 401(k) millionaires understand the importance of maintaining a long-term investment horizon, especially for retirement savings.

Investment Horizon 130

Investment Horizon Taxes Accounting Stock Market 130

The Motley Fool

AUGUST 13, 2023

While real estate investing is generally considered to be safe, to succeed in direct investing takes an understanding of the local real estate market and the capital for that purchase. You also have to factor in expenses such as maintenance, insurance, and property taxes. Oh, and find and keep good tenants. And collect the rent.

Investment Horizon 130

Investment Horizon Taxes Finance Financing 130

The Motley Fool

JANUARY 25, 2024

You need to think about your long-term objectives for growth and income, as well as tax implications, when you need to adjust your portfolio as you approach retirement. One stock that might fit well into a diversified portfolio with a 10-year minimum investing horizon is Pfizer (NYSE: PFE) , a tier 1 U.S. pharmaceutical company.

Portfolios 130

Portfolios Investment Horizon Prospects Taxes 130

The Motley Fool

AUGUST 28, 2024

Another encouraging sign for the company with regard to its cash flow is management's projection that Albemarle will achieve an operating cash flow conversion (defined as operating cash flow divided by adjusted earnings before interest, taxes, depreciation, and amortization) of about 50% for 2024.

Investment Horizon 130

Investment Horizon Amortization Depreciation Earnings Before Interest 130

The Motley Fool

SEPTEMBER 17, 2024

This makes women more likely to have a buy-and-hold strategy that doesn't require as much maintenance and redistribution, and less likely to get dragged down by fees and taxes from a more active investment approach," Beese explained. And taking more risk over long investment horizons gives women more options."

Due Diligence 130

Due Diligence Investing Investment Horizon Education 130

The Motley Fool

AUGUST 25, 2024

The Buffett blueprint The holding company's investment strategy focuses on identifying companies with durable competitive advantages, strong management teams, and attractive valuations. This approach, coupled with a long-term investment horizon, has been crucial to Berkshire's success.

Conglomerates 100

Conglomerates Investment Horizon Stakes Taxes 100

Cobalt

AUGUST 6, 2024

The dynamic between LPs and large companies when it comes to investment horizons and ESG policies will continue to play out and have large impacts on these investments moving forward. The information contained in this blog post is not legal, tax, or investment advice.

Investment Horizon 52

Investment Horizon Investing Legal Liabilities 52

Quiet Growth

MAY 28, 2023

Does MPT consider taxes and transaction costs? In its purest form, MPT does not consider taxes or transaction costs, as it assumes a world of frictionless trading. However, these factors can significantly impact investment returns when applied in the real world. How does MPT handle changing market conditions?

Portfolios 52

Portfolios Taxes Assets Investment Horizon 52

Cobalt

MARCH 8, 2023

Yet this launch was not without turbulence, as the yields see much higher volatility of return due to the riskiness of early – stage investing. Much like buyout TVPI , the more recent years reflect incomplete investing horizons for venture capital. Looking Ahead At face value, these are hardly novel ideas.

Buyout 52

Buyout Venture Capital Investment Horizon Legal 52

The Motley Fool

JULY 1, 2023

But for long-term investors, rates change over the course of their investing horizon, which is why I think it's so important to remain business-focused. First Republic was the largest lender of multifamily in San Francisco area, and Signature Bank was known as a huge low-income housing tax credit buyers.

Banks 243

Banks Mergers and Acquisitions Debt Capital 243

Fortune Financial

AUGUST 7, 2023

Assess Liquidity Needs and Investment Horizon Consider your liquidity needs and investment horizon when venturing into alternative investments. Some alternative investments, such as real estate or private equity, may have longer lock-up periods or limited liquidity compared to publicly traded assets.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Assess Liquidity Needs and Investment Horizon Consider your liquidity needs and investment horizon when venturing into alternative investments. Some alternative investments, such as real estate or private equity, may have longer lock-up periods or limited liquidity compared to publicly traded assets.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Big Picture

OCTOBER 23, 2024

You kind of have your investing horizon and you’ve got this more predictable stream of income as well as maturity is coming due each year where you can make a decision about. And we’ve got them now in treasuries, tips, munis investment grade and high yield. So five different sectors of the bond market.

Liabilities 64

Liabilities Accounting Exchange-Traded Funds Investment Horizon 64

The Motley Fool

APRIL 17, 2024

Bill Barker: It might hold for a couple of days a week, but it's not going to hold up to an investment horizon. How do your taxes change in retirement? You can just make up your own facts a lot of the time, but you can't really make them up for very long in the stock where you can make up a story. David Gardner: Story stock?

Finance 130

Finance Financing Law Firms Mutual Funds 130

Pension Pulse

MAY 24, 2023

Transaction-related expenses, which decreased by $151 million, vary from year to year according to the number, size and complexity of our investing activities. Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage.

Investing 52

Investing Stakes Pension Funds Assets 52

Pension Pulse

MARCH 13, 2025

The 407 regularly generates over a billion dollars in annual earnings before interest, taxes, depreciation and amortization (EBITDA). The 407 ETR continues to be an attractive infrastructure investment for all these reasons, and remains a good strategic fit with CPPIBs portfolio and exceptionally long investment horizon.

Pension Funds 105

Pension Funds Investing Stakes Assets 105

The Motley Fool

JANUARY 12, 2024

Non-operating results for the quarter included 122 million of net investment income, driven primarily by mark-to-market gains in our private equity co-investment portfolios. Our as-adjusted tax rate for the fourth quarter was approximately 24%, driven, in part, by discrete items. As I said, deficits matter.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

JANUARY 11, 2025

Investors will also have to account for the above-average tax drag on dividend stocks, so the fund might grow about 9% per year (when reinvesting dividends). That said, the longer your investment horizon is , the more likely real-world results will look similar to theoretical results. The ETF also has a 3.3%

Exchange-Traded Funds 243

Exchange-Traded Funds Investment Horizon Portfolios Taxes 243

The Motley Fool

JANUARY 28, 2025

Moreover, Shopify is investing heavily in growing its global business. On one level, it helps local merchants sell their products globally, enabling them with all the tools -- shipping, payments, translation, tax management, and more -- needed to manage a global online sales business.

Investment Horizon 147

Investment Horizon Bidding Taxes Investors 147

Mr. Money Mustache

FEBRUARY 25, 2025

Its always fun to at least look around and understand the larger investing world. Every year they gaze out at the investing horizon and make a ten-year forecast (guess) at future returns. For starters, theres Vanguard itself, the bedrock of the index fund world. 4.3% – 5.3% bonds: 4.3% – 5.3% Global equities (ex-U.S.,

Stock Market 66

Stock Market Stock Market Bidding Investment Horizon 66

The Big Picture

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.

Education 119

Education Finance Financing Taxes 119

The Motley Fool

FEBRUARY 9, 2025

Wall Street appreciates the prospect of additional corporate tax cuts and deregulation, which can foster an uptick in merger and acquisition activity, as well as fuel stock buybacks. But historic precedent can differ greatly depending on your investment horizon. President Trump addressing reporters. It's official.

Stock Market 243

Stock Market Stock Market Mergers and Acquisitions Investment Horizon 243

The Motley Fool

MARCH 16, 2025

investors have to pay French taxes on the dividend, but a portion of those taxes can be claimed back come April 15). Presidents shouldn't drive your investment decisions if you are a long-term investor Wall Street's investment horizon seems to get shorter and shorter all the time. It also pays a lofty 5.7%

Leveraging 130

Leveraging Investment Horizon Taxes Portfolios 130