The Motley Fool

NOVEMBER 20, 2024

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. After all, Stock Advisor’s total average return is 881% — a market-crushing outperformance compared to 173% for the S&P 500.*

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The Motley Fool

NOVEMBER 16, 2024

But at its current price of about $71 and enterprise value of $153 billion, Uber's stock still looks reasonably valued at 31 times forward earnings and 17 times next year's adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ). The 10 stocks that made the cut could produce monster returns in the coming years.

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The Motley Fool

DECEMBER 9, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. The non-GAAP tax rate for the quarter was actually 20.1%, which is higher than my 19% guidance. Consider when Nvidia made this list on April 15, 2005.

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The Motley Fool

MARCH 13, 2025

You just need to make sure that you're not buying at the points of a coin's life when there's a baked-in hype tax. Continue *Stock Advisor returns as of March 10, 2025 American Express is an advertising partner of Motley Fool Money. Instead, take Buffett's approach. You don't need to try to time the market.

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The Motley Fool

DECEMBER 22, 2024

As a result, IBM's stock has gained a market-beating 37% in 2024 -- or 44% if you look at total returns with reinvested dividends. Bottom-line earnings per share (EPS) came in 5% higher, partly thanks to a slightly lower tax rate. The 10 stocks that made the cut could produce monster returns in the coming years.

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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 And investors who buy Palantir now may have limited returns over the next five years because so many growth expectations are already priced into the stock.

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The Motley Fool

FEBRUARY 21, 2025

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. Here are four reasons I have been adding shares of this spectacular tech stock in February.

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Private Equity Insights

JANUARY 14, 2025

The fund targets wealth channel clients and features lower investment minimums, quarterly liquidity, and 1099 tax reporting. Wil Warren, Lexingtons President, noted the funds focus on strong, risk-adjusted returns. Moreover, it provides individual investors easier access to private equity compared to traditional institutional funds.

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The Motley Fool

MARCH 19, 2025

As for long-term performance, about 55 ETFs have beaten this Vanguard fund's average returns over the past 10 years without resorting to financial tricks such as leveraged funds. As you can see in the chart above, enabling DRIP for the Vanguard S&P 500 ETF adds nearly 20% to your returns in a single decade.

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The Motley Fool

OCTOBER 28, 2024

And in an ironic twist, the less competitive you are, the better you'll be able to stick with a strategy that can lead you to after-tax returns that beat 98% of professionally managed mutual funds. As a result, the average fund manager will produce returns very close to the market average. Image source: Getty Images.

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The Motley Fool

NOVEMBER 21, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of November 18, 2024 Some of the numbers in these remarks are presented on a non-GAAP basis. We've transformed the company from a tax and accounting platform to an AI-driven expert platform. Second, we're disrupting the assisted tax category. Starting with Credit Karma.

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The Motley Fool

DECEMBER 30, 2024

Shopify also provides financial solutions for payment processing, bill payments, tax filing, and account management. See 3 Double Down stocks *Stock Advisor returns as of December 23, 2024 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors.

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The Motley Fool

NOVEMBER 8, 2024

One is to fund a traditional IRA, which gives you an immediate tax break on your contributions. You could also fund a Roth IRA, which doesn't come with an up-front tax break but offers perks galore. With a Roth IRA , your investments gains are tax-free, and withdrawals are tax-free in retirement.

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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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The Motley Fool

OCTOBER 19, 2024

Franklin famously said, "In this world, nothing is certain except death and taxes." Well, it turns out that while none of us can avoid death, you can avoid some taxes in retirement and retirement planning. And that is a good thing, because creating a retirement plan that avoids taxes to the extent possible is smart. What to do?

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The Motley Fool

FEBRUARY 7, 2025

The company's effective tax rate also increased, impacting net earnings, due to adjustments in deferred tax benefits. After all, Stock Advisors total average return is 929% a market-crushing outperformance compared to 177% for the S&P 500.*

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The Motley Fool

NOVEMBER 7, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks » *Stock Advisor returns as of November 4, 2024 During the call this morning, we may make various forward-looking statements.

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The Motley Fool

OCTOBER 14, 2024

Continuously writing covered calls also isn't a tax-effective strategy because the seller books the premiums as capital gains with each options expiration. To simplify that process and reduce those taxes, some ETFs will trade equity-linked notes (ELNs), which are tethered to covered calls instead of directly writing and selling the options.

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The Motley Fool

OCTOBER 21, 2024

These funds typically boast lower turnover rates compared to actively managed alternatives, a characteristic that substantially reduces investors' tax liabilities. With an ultra-low expense ratio of 0.03%, this ETF allows investors to retain more of their returns. This steady growth translates to significant returns over time.

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The Motley Fool

DECEMBER 20, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of December 16, 2024 All these references are non-GAAP financial measures defined in our earnings press release.

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The Motley Fool

NOVEMBER 28, 2024

Since withdrawals in retirement are tax-free, housing aggressive growth investments in a Roth can maximize the benefits of long-term capital appreciation. The growth advantage and tech's influence The Vanguard S&P 500 Growth ETF has delivered compelling returns, gaining 34.54% from Jan. return on equity and 25.2%

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The Motley Fool

OCTOBER 25, 2024

Unfortunately for those who fall into the latter category, Social Security is beginning to lag behind the increasing cost of living in the country, causing some people to consider returning to the workforce. There are two main types of IRAs -- traditional and Roth -- and each has a unique benefit and tax break.

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The Motley Fool

OCTOBER 18, 2024

And there's one perk that always steals the spotlight: tax-free income during retirement. With a Roth IRA, you pay taxes upfront, and after you turn 59 1/2 and meet the five-year rule , all the money in your account is tax-free. Of course, there are some trade-offs, like not getting a tax break now.

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The Motley Fool

DECEMBER 14, 2024

One thing that makes retirement accounts like a 401(k) or IRA extremely attractive is the tax advantages they offer. Instead of paying taxes upfront, you can defer those taxes well into retirement. But you can't defer those taxes forever. Eventually, the government wants its tax revenue.

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The Motley Fool

FEBRUARY 19, 2025

Learn more *Stock Advisor returns as of February 3, 2025 During the call this morning, we may make various forward-looking statements. We had a total estimated pre-tax statutory loss for our U.S. For the full year, we generated strong statutory pre-tax income of $378 million. billion above requirements.

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The Motley Fool

JANUARY 23, 2025

Learn more *Stock Advisor returns as of January 21, 2025 Please refer to our presentation for complete information. We refined our plans and prioritized our investments to drive impactful results and returned to differentiated and sustainable volume-led growth, the kind of growth that investors expect from McCormick.

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The Motley Fool

NOVEMBER 24, 2024

Assuming an average annual return of 8%, your portfolio might be worth over $300,000 by the time you reach 67. Make the most of tax-advantaged accounts Tax-advantaged accounts can make it a little easier to save for retirement. You put in post-tax dollars and can then make tax-free withdrawals once you've retired.

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The Motley Fool

NOVEMBER 18, 2024

Unsurprisingly, the Vanguard Small-Cap Value ETF (NYSEMKT: VBR) hasn't delivered the kind of returns that several of Vanguard's funds that own large-cap growth stocks have. The idea is that when something is higher or lower than it normally is, it's likely to return to its normal level over time.

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The Motley Fool

MARCH 11, 2025

EBITDA = Earnings before interest, taxes, depreciation, and amortization. After all, Stock Advisors total average return is 789% a market-crushing outperformance compared to 163% for the S&P 500.* EBITDA $20.8 million N/A $12.6 million 66% Gross profit $43.6 million N/A $33.3 million 31% Source: Limbach Holdings.

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The Motley Fool

NOVEMBER 8, 2024

By comparison, the S&P 500 produced a total compound annual return of 10.2% Berkshire's best years of outperformance typically come when the rest of the market fails to meet its average returns. Buffett told shareholders he's taking advantage of the current tax law to realize capital gains at a lower tax rate.

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The Motley Fool

NOVEMBER 21, 2024

You contribute after-tax dollars -- hopefully when you're in a lower tax bracket -- and your withdrawals in retirement will be completely tax-free once you've reached 59 1/2 and met the five-year rule. You'll need to plug in an average return and consider how much you plan to invest every year. What makes it so special?

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The Motley Fool

MARCH 11, 2025

One of the best ways to combat inflation is to keep a portion of investments in the stock market, which has historically provided higher returns than bonds or cash. Forgetting about taxes on retirement income Just because you're retired doesn't mean taxes disappear. Withdraw from tax-advantaged accounts strategically.

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The Motley Fool

FEBRUARY 13, 2025

It also expects an adjusted earnings before interest, taxes, depreciation, amortization ( EBITDA ) margin of 18%, and GAAP net income of at least breakeven. Learn more *Stock Advisor returns as of February 3, 2025 Jeremy Bowman has positions in Upstart. The Motley Fool has positions in and recommends Upstart.

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The Motley Fool

MARCH 6, 2025

Cracker Barrel also said it expects to earn adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) of $210 million to $220 million, up from a previous guidance range of $200 million to $215 million. Continue *Stock Advisor returns as of March 3, 2025 Jon Quast has no position in any of the stocks mentioned.

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Private Equity Wire

NOVEMBER 4, 2024

The firm reported after-tax realised income of $316m, or 95 cents per share, for the third quarter. Third-quarter returns showed strong results in opportunistic credit (4.7% Third-quarter returns showed strong results in opportunistic credit (4.7% net) and Asia-Pacific credit (4.9% net) and Asia-Pacific credit (4.9%

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Leveraging Assets Taxes Banks 96

The Motley Fool

NOVEMBER 2, 2024

Its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) jumped 20% to $3.8 A big one is that they send their investors a Schedule K-1 federal tax form each year, which can complicate and add to the expense of filing your taxes. The midstream giant will likely report strong results.

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The Motley Fool

FEBRUARY 4, 2025

times analysts' estimates for 2025 EBITDA (earnings before interest, taxes, depreciation, and amortization). Learn more *Stock Advisor returns as of February 3, 2025 American Express is an advertising partner of Motley Fool Money. The stock currently trades for an enterprise value just 5.3

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