The Motley Fool

JANUARY 16, 2024

The SPDR S&P 500 ETF (NYSEMKT: SPY) is one popular option with minimal management fees and a stellar history of reflecting its chosen index. It's easy to see why The Motley Fool recommends holding a diversified stock portfolio for a long time, in the spirit of index-fund pioneer John Bogle and master investor Warren Buffett.

Exchange-Traded Funds 246

Exchange-Traded Funds Investing Financial Institutions Legal 246

The Motley Fool

MAY 29, 2024

If you're really lucky, you could have the temperament to build and maintain a balanced and diversified portfolio, getting the best of both worlds. Mutual funds update their price at the end of each market day, and they come with extra layers of tax reporting, too. You don't have to pick a strategy right away.

Exchange-Traded Funds 245

Exchange-Traded Funds Mutual Funds Investing Stock Exchanges 245

The Motley Fool

JANUARY 28, 2024

year-over-year increase in its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) to nearly $1.9 NextEra Energy Partners benefited from the increased income earned by new projects added to the portfolio and a reduction in management fees from its parent, NextEra Energy. to $689 million.

Amortization 245

Amortization Depreciation Earnings Before Interest Management Fees 245

The Motley Fool

JUNE 5, 2024

When interest rates spike, money managers generally move into safer assets like bonds to take advantage of their high-income potential, although the current market -- driven by the hype over artificial intelligence (AI) -- stands out as an anomaly. The JEPI is actively managed, necessitating a 0.35% management fee and a high turnover ratio.

Exchange-Traded Funds 189

Exchange-Traded Funds Taxes Management Fees Funds 189

The Motley Fool

FEBRUARY 28, 2025

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. Main Street defines ROE as the net increase in net assets resulting from operations divided by the average quarterly total net assets.

Capital 130

Capital Asset Management Debt Leveraging 130

The Motley Fool

JANUARY 23, 2024

In particular, I've added a handful of high-octane dividend stocks to my portfolio. Not having the nation's central bank as a buyer of MBSs opens the door for Annaly to land more lucrative MBSs for its own asset portfolio. Since then, the company's management team has reworked some master-lease agreements and divested a few properties.

Debt 245

Debt Public Companies Capital Assets 245

The Motley Fool

OCTOBER 31, 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. We also maintain a well-diversified, high-quality portfolio and disciplined approach to asset liability management. billion or $3.48

Liabilities 130

Liabilities Assets Capital Shareholders 130

Private Equity Insights

FEBRUARY 23, 2024

C-SPEF is available to both US taxable and tax-exempt investors and offers monthly subscriptions and quarterly redemptions, a lower minimum than traditional private market investments, and 1099 tax reporting. The fund does not charge a performance fee and waives its management fee for the first year.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Funds 130

The Motley Fool

JULY 10, 2024

Except for management fees, of course Just one more exception to the rule, I promise! ETFs always come with an annual fee. Some fund managers call it a management fee, others prefer the term "expense ratio," and a few present this cost as an operating expense -- among other names.

Mutual Funds 130

Mutual Funds Investors Management Fees Exchange-Traded Funds 130

The Motley Fool

MARCH 18, 2024

No matter what type of IRA or 401(k) you fund, you get tax benefits. With a traditional IRA or 401(k), your contributions are tax-free and investment gains are tax-deferred (meaning you're not taxed year after year, but only as you take withdrawals). If you're child-free, your medical bills may not be as high.

Taxes 130

Taxes Investing Management Fees Prospects 130

The Motley Fool

SEPTEMBER 25, 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. But I think that obviously it's a big tax to go through them. Scott Trench: Well, the property management fee is going to be 30%.

Investors 244

Investors Taxes Debt Legal 244

The Motley Fool

MARCH 10, 2024

He also said that the hospital operator's EBITDARM (earnings before interest, taxes, depreciation, amortization, rental costs, and management fees) has risen on a year-over-year basis thanks to higher admission volumes and reimbursement rates from Medi-Cal as well as lower supply costs.

Amortization 189

Amortization Depreciation Earnings Before Interest Management Fees 189

The Motley Fool

JANUARY 21, 2024

Four of the 11 funds stand head and shoulders over the rest with far more trading action and larger Bitcoin portfolios under management one week later. The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

The Motley Fool

FEBRUARY 5, 2025

Interval funds are closed-end investment companies that might appeal to investors looking for different ways to diversify their portfolio by providing access and exposure to illiquid strategies or alternative assets. Consult with a tax advisor to understand the potential tax implications of investing in these products.

Mutual Funds 130

Mutual Funds Funds High Net Worth Individuals Hedge Funds 130

The Motley Fool

MAY 2, 2024

An IRA Individual retirement accounts (IRAs) help you save for retirement while saving on taxes. Roth IRAs don't, but they allow you to make tax-free withdrawals in retirement. It doesn't have the tax advantages of a retirement account, but it also doesn't have any early withdrawal penalties. They have low fees.

Investing 130

Investing Debt Taxes Accounting 130

Private Equity Wire

FEBRUARY 22, 2024

C-SPEF is available to both US taxable and tax-exempt investors and offers monthly subscriptions and quarterly redemptions, a lower minimum than traditional private market investments, and 1099 tax reporting. The fund does not charge a performance fee and waives its management fee for the first year.

Capital 97

Capital Funds Performance Fees Management Fees 97

The Motley Fool

JULY 23, 2024

Financial advisors can help you understand the possible tax implications of your windfall, and make sure you don't get hit by a surprise tax bill. Do you want to rebalance your portfolio to lock in some gains, or stay the course with an aggressive allocation? How risk tolerant are you, really?

Finance 130

Finance Financing Startups Debt 130

The Motley Fool

SEPTEMBER 21, 2024

Granted, these are tasks you can outsource to a property manager so you don't have to deal with them yourself. But in that case, you risk losing a lot of your profits to a property manager's fee. First, there are expected expenses like insurance, property taxes, and maintenance. That's a risk to consider carefully.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Taxes Accounting 130

The Motley Fool

JANUARY 7, 2024

However, it might not be worth it for long-term investors to try to buy shares of the Invesco fund and then switch to a lower-cost fund after the free period expires once you account for taxes. It's also worth pointing out that most of the proposed ETFs haven't detailed their fees. Grayscale charges a 2% management fee.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Accounting Assets 130

The Motley Fool

OCTOBER 11, 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. The combination triples infrastructure AUM and doubles private markets run-rate management fees. Our partnership with Microsoft and MGX.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

MAY 7, 2024

There's a lot of investment income that's embedded in the portfolio that we haven't seen yet. I like what they're doing in their investment portfolio. Not a giant portion of their portfolio, but a lot and I love the management team, they're the only pure-play in specialty insurance in the space, and they have about a 1.1%

Accounting 245

Accounting Finance Financing Consultants 245

The Motley Fool

APRIL 28, 2024

The kicker: The iShares Core High Dividend ETF is very tax efficient. But simply owning a fund can create taxable events, even if you don't sell that fund in a particular tax year. Any net capital gains booked by a fund's manager are just passed along to investors. This ETF's actual effective management fee is a mere 0.4%.

Exchange-Traded Funds 100

Exchange-Traded Funds Taxes Business Development Companies Stakes 100

The Motley Fool

FEBRUARY 23, 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. The 10 stocks that made the cut could produce monster returns in the coming years. And now, I'll turn the call over to Main Street's CEO, Dwayne Hyzak.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

MAY 2, 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. In direct lending, for instance, we provide financing solutions to sponsors for their portfolio companies. Thank you very much, Ann.

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

DECEMBER 19, 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. All of Millrose's operating costs will be paid by Kennedy Lewis through its management fee and Millrose will have no employees of its own.

Debt 242

Debt Assets Capital Banks 242

The Motley Fool

OCTOBER 31, 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. First, as of September 30, 2024, total net investments, that is our entire publicly traded investment portfolio plus cash minus debt, summed up to $30.3

Liabilities 130

Liabilities Performance Fees Capital Portfolios 130

The Motley Fool

FEBRUARY 9, 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. As Alan will detail, direct lending metrics remain strong, with no notable changes to the health of our portfolio companies. for 2024 or $0.18

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

MAY 28, 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. When I retire in three years, can I transfer the Roth 401(k) to a money market or high yield savings account with no penalties or taxes?

Taxes 130

Taxes Accounting Education Shareholders 130

The Motley Fool

MAY 1, 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 pre-tax adjusted operating income was $1.5 per share on an after-tax basis, up 16% from the year ago quarter. billion or $3.12

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

The Motley Fool

JANUARY 12, 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. billion after tax, or $0.70 billion after tax, which includes $2.8 billion after tax for notable Quarter 4 items. billion after tax.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

FEBRUARY 2, 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. We currently grade our overall portfolio as a B with a moderating outlook as compared to an A- with a moderating outlook last year.

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

MARCH 20, 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. And games surpassing such DAU and revenue thresholds will contribute to long-term stability and growth of our game portfolio.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

FEBRUARY 27, 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. I'd like to now turn the call over to Ben to discuss our portfolio and leasing activity in the fourth quarter and into 2024.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

JANUARY 12, 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. At BlackRock, our business is to serve clients with excellence and help them design portfolios for the future. They deliver clients scale.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

MAY 2, 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 increased premium volume reflects new business growth and more favorable rates on many lines within our international portfolio and select U.S.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Motley Fool

AUGUST 3, 2023

During this call, certain comments and statements we make may be deemed forward-looking statements within the meaning prescribed by the securities laws, including statements related to the future performance of our portfolio, our pipeline of potential acquisitions and other investments, future dividends and financing activities. We saw a 19.3%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Asset Management Capital 130

The Motley Fool

APRIL 29, 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. Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products. million, up 1.7% compared to $94.5

Leveraging 246

Leveraging Debt Assets Shareholders 246