The Motley Fool

SEPTEMBER 6, 2024

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. Despite its importance, estate planning isn't the easiest process. That's the downside. The silver lining, however, is that it's a blessing to be in a position to need estate planning. It generally means you have assets and loved ones you're eager to care for even after you're gone.

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A Wealth of Common Sense

SEPTEMBER 6, 2024

I bought a Peloton exercise bike during the early days of the pandemic. It’s convenient and the technology is pretty neat.1 But I never would have purchased shares in the company. I have a rule of thumb that anything new that’s fitness-related is a fad. I’ve seen far too many fad diets and fancy exercise equipment or videos come and go over the years.

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The Motley Fool

SEPTEMBER 6, 2024

The last five years have been incredible for Nvidia (NASDAQ: NVDA) investors as shares of the semiconductor specialist have taken off in stunning fashion thanks to the terrific growth in its revenue and earnings, and a couple of solid catalysts in the form of video gaming and artificial intelligence (AI). An investment of just $100 in shares of Nvidia five years ago is now worth a whopping $2,850.

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AltAssets

SEPTEMBER 6, 2024

UK venture capital fundraising has slumped in the first half of 2024, with the industry currently on track for a more than 51% decline in capital for the full year compared to 2023. The post UK VC fundraising slumps, trends favour smaller vehicles, emerging managers: PitchBook appeared first on AltAssets Private Equity News.

Venture Capital 102

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The Motley Fool

SEPTEMBER 6, 2024

Image source: Getty Images When I was growing up, store-brand products were never "cool." Store brands, also known as private label products, had a reputation for low quality, with no colorful logos or clever cartoon mascots. But Costco has changed the game of private label. Many Costco members find that they actually prefer the distinctive selections of Costco's store brand, called Kirkland Signature.

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Private Equity Wire

SEPTEMBER 6, 2024

Infrastructure investment specialist Infranity has launched its commingled Enhanced Return Debt strategy which, together with co-investments, has already exceeded half of its target, reaching €1.585bn in capital commitments. The Enhanced Return Debt Fund (ERDF) has received significant seed capital from Generali Group and strong support from recurring investors.

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Private Equity Wire

SEPTEMBER 6, 2024

Rexall Pharmacy Group and online health retailer Well.ca are set to return to Canadian ownership after Toronto-based private equity firm Birch Hill Equity Partners announced a deal to acquire both brands from healthcare services company McKesson Corp, according to a report by The Canadian Press. Texas-based McKesson is selling the businesses to focus on its oncology and biopharma divisions.

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The Motley Fool

SEPTEMBER 6, 2024

Image source: Getty Images If you've ever shopped around for car insurance, you know different companies charge different rates for the same coverage. Obvious factors like age and the type of car you drive also impact how much you'll pay for coverage. That makes sense; a teenager driving a sports car is more likely to file a claim than a 45-year old driving a station wagon.

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Companies 246

Private Equity Wire

SEPTEMBER 6, 2024

Sycamore Partners, a private equity firm specialising in consumer, distribution and retail-related investments, has acquired Playa Bowls, a rapidly expanding franchise restaurant concept, from Tamarix Equity Partners and other investors. Since its inception in 2014, Playa Bowls has grown to become the No1 player in the superfruit bowl shop segment in the US with over 250 locations across 22 states, offering a diverse and healthy menu including acai, pitaya, mango, green and coconut bowls, juices

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The Motley Fool

SEPTEMBER 6, 2024

Image source: The Motley Fool/Upsplash OK, so you have some money in the bank. Let's say it's divided, as it is for most U.S. families, between checking , savings, and some retirement and money market accounts. But how much total does the average American have in the bank? As of 2022, the average American family had a combined total of $62,410 in the bank, divided between the sorts of accounts listed above, according to the Federal Reserve's Survey of Consumer Finances.

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Private Equity Wire

SEPTEMBER 6, 2024

Kain Capital, a private equity firm focused on the technology enablement of healthcare services companies, has formed a new subsidiary, Kain Analytics, to advance tech, data and workflow automation for companies in the healthcare ecosystem. Led by Kain’s Chief Technology Officer Ashish Gupta, the Kain Analytics team comprises staff who honed their experience at companies like Google, DE Shaw and ChenMed.

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The Motley Fool

SEPTEMBER 6, 2024

The biggest news of the week in energy was that Brent crude oil prices fell by 7% to $71.32 per barrel, which sent most energy stocks into a tailspin. The price drop was largely driven by the release of relatively weak U.S. economic data. The ISM manufacturing reading was just 47.2%, indicating a contraction in manufacturing orders. On Friday, we learned just 142,000 jobs were added in the U.S. in August, well below the 161,000 expected, and revisions subtracted another 86,000 jobs from estimate

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Private Equity Wire

SEPTEMBER 6, 2024

Copilot Capital, a new $200m pan-European private equity fund backed by global investment firm The Friedkin Group, has made a majority investment in SecureFlag, an software company focussed on cybersecurity training. UK-based SecureFlag specialises in providing hands-on, secure coding training for developers and engineers involved in software development.

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The Motley Fool

SEPTEMBER 6, 2024

Are you looking to minimize your tax bill? Most people are. After all, that's money that could otherwise be invested, spent on a purchase of your choosing, or just put in your pocket! Taxes can never be entirely avoided, of course. For most retirees, however, they can be limited just by living out your retirement in a particular state. See, although you'll always be subject to federal income tax, there are 13 states that don't tax retirement income -- at all.

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Private Equity Wire

SEPTEMBER 6, 2024

HPS Investment Partners, the private credit manager spun out of JPMorgan Chase & Co in 2016, has opened discussions with potential investors about an initial public offering at a valuation of over $10bn, according to a report by Bloomberg. The report cites unnamed sources familiar with the matter as confirming that the firm could make its financials public as early as next week.

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The Motley Fool

SEPTEMBER 6, 2024

The average retired worker on Social Security today collects about $23,000 per year. That's not a bad amount of supplemental income, but it's not a lot to live on by itself. That's why it's so important to save for retirement consistently throughout your career. If you manage to bring a decent-sized nest egg with you into retirement, you stand to enjoy a more comfortable, stress-free lifestyle (at least from a financial perspective).

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AltAssets

SEPTEMBER 6, 2024

Nordic secondaries investor Cubera has raised more than €800m for the final close of its tenth fund - and has named a new head of capital formation. The post Cubera hauls in over €800m for new secondaries fund, names ex-EQT veteran as head of capital formation appeared first on AltAssets Private Equity News.

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The Motley Fool

SEPTEMBER 6, 2024

For the last 128 years, the iconic Dow Jones Industrial Average (DJINDICES: ^DJI) has served as a guide to help investors gauge the health of the U.S. stock market. At its inception in May 1896, the Dow Jones was composed of 12 companies that, not surprisingly, were prominently tied to the industrial sector. But following more than 50 changes to this ageless index over the years, it comprises 30 diverse multinational and time-tested businesses.

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AltAssets

SEPTEMBER 6, 2024

Slauson & Co, a venture capital investor aiming to back entrepreneurs from backgrounds the VC industry has historically overlooked, has raised $100m for its sophomore fund. The post Economic inclusion-focused VC Slauson & Co seals $100m for second fundraise appeared first on AltAssets Private Equity News.

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The Motley Fool

SEPTEMBER 6, 2024

The Federal Reserve is widely expected to start cutting interest rates at its September meeting, and this is likely to have big implications for both consumers and investors. In this video, Certified Financial Planner® Matt Frankel and longtime Fool.com contributor Tyler Crowe discuss what you should expect for the rest of 2024 and into 2025 as rates gradually come down.

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Motley Fool Asset Management

SEPTEMBER 6, 2024

Since the introduction of the first ETF in the U.S. in 1993, ETF trading volume has grown to range between 25% to 30% of U.S. equity trading volume.

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Taxes Investing 91

The Motley Fool

SEPTEMBER 6, 2024

Nvidia (NASDAQ: NVDA) has generated phenomenal returns for investors in recent years. Since 2020, it's up around 2,000%. The company is coming off yet another fantastic earnings report where its sales more than doubled from the previous year. There's plenty of optimism for the future and for it to remain a top artificial intelligence (AI) stock to own for years.

Prospects 246

Prospects Returns Investors Portfolios 246

Million Dollar Round Table (MDRT)

SEPTEMBER 6, 2024

By Dave Crenshaw I’m going to share with you what I call “switch busters,” which are ways to reduce the number of times you switch activities in your day. If you can do that, you can radically decrease the amount of time it takes to complete pretty much everything. Most- and least-valuable activities The one thing that really hits the heart is all the hats you wear, and they create a lot of switches.

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The Motley Fool

SEPTEMBER 6, 2024

The rapid and accelerating adoption of artificial intelligence (AI) has been gathering momentum since early last year. The clearest evidence of these secular tailwinds can be found in the list of the world's largest companies when measured by market cap. Indeed, 7 of the world's 10 most valuable companies are arguably pioneers in the realm of AI. Topping the charts are three of the world's leading purveyors of technology.

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Consultants Consulting Returns Accounting 246

AltAssets

SEPTEMBER 6, 2024

Asset management major AXA IM Alts has acquired investment platform CAPZA, increasing its position from majority shareholder to full ownership by 2026. The post Deal Roundup: AXA IM Alts buys CAPZA, Patria eyes Latin American rainforest reforestation appeared first on AltAssets Private Equity News.

Asset Management 81

Asset Management Shareholders Assets Investing 81

The Motley Fool

SEPTEMBER 6, 2024

The expression "pandemic stock" is sometimes applied to companies whose products or services captured investors' attention in the early days of Covid-19. Fintech giant PayPal Holdings (NASDAQ: PYPL) and streaming media specialist Roku (NASDAQ: ROKU) belonged to that group, soaring to new heights in 2021. As the public health crisis has eased, it's been mostly downhill for both stocks.

Accounting 246

Accounting Prospects Shareholders Returns 246

AltAssets

SEPTEMBER 6, 2024

The asset management arm of Nordic financial services business Mandatum has raised €140m to close Finland's biggest active growth investment vehicle. The post Mandatum raises €140m for Finland’s largest active growth fund appeared first on AltAssets Private Equity News.

Funds 81

Funds Asset Management Assets Financial Services 81

The Motley Fool

SEPTEMBER 6, 2024

Shares of ASML Holdings (NASDAQ: ASML) fell 12% this week through Thursday trading, according to data from S&P Global Market Intelligence. The semiconductor equipment giant, which has a monopoly on crucial EUV technology needed for making advanced semiconductors and memory, sold off along with the sector on Tuesday as economic fears re-emerged. Adding insult to injury, a Wall Street analyst also downgraded shares on Wednesday, citing too-optimistic growth projections for 2026 and beyond.

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Accounting Returns Investors Portfolios 246

AltAssets

SEPTEMBER 6, 2024

Continuim Equity Partners, the manufacturing and industrial investor launched by former PMC Mezzanine exec George Pilafas, has beaten its Fund II hard cap through a $247m final close. The post Continuim beats hard cap with $247m Fund II final close appeared first on AltAssets Private Equity News.

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Funds Investors Buyout Investing 79

The Motley Fool

SEPTEMBER 6, 2024

In 1965, Warren Buffett became CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) and began a stretch of notable outperformance, compared to Wall Street's benchmark stock indexes. Over nearly six decades, he's overseen a cumulative return in his company's Class A shares (BRK.A) that tops 5,700,000%! Money managers who run circles around Wall Street tend to garner a lot of attention.

Portfolios 246

Portfolios Investing Stakes Assets 246

SuperAngel.Fund

SEPTEMBER 6, 2024

The key to fundraising is following up. The most successful founders that I’ve seen throughout my career are the ones who are completely relentless with their investor follow up. The key to effectively nurturing an investor relationship is to only send a follow up when you have an update to provide on the business: - New investor secured - New product released - New customer gained - New research on the industry This helps highlight the progress and momentum that your team is maintaining t

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The Motley Fool

SEPTEMBER 6, 2024

Shares of Broadcom (NASDAQ: AVGO) dropped 10.4% on Friday, following the semiconductor and infrastructure software maker's release on the prior afternoon of its report for the third quarter of fiscal 2024 (ended Aug. 4). The decline was likely largely driven by guidance for fourth-quarter revenue being a bit lower than Wall Street had expected. In the current environment for artificial intelligence (AI) stocks that have run up considerably, simply meeting or slightly beating Wall Street's estima

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Private Capital Investment in Latin America

SEPTEMBER 6, 2024

Linzor Capital Partners fully exited Pagnifique , a Uruguay-based producer of frozen bread and pastries, via sale to Grupo Bimbo , a Latin American baked goods producer. The post Linzor Capital Partners Exits Uruguay’s Pagnifique to Bimbo appeared first on LAVCA.

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Capital 52

The Motley Fool

SEPTEMBER 6, 2024

The pandemic triggered the worst bout of inflation in 40 years, and the Federal Reserve reacted with its most aggressive rate-hiking cycle in decades. Between March 2022 and July 2023, policymakers raised the federal funds rate to its highest level since 2001. The federal funds rate is a benchmark that impacts other interest rates across the economy, like credit card and loan rates.

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Stock Market Stock Market Prospects Returns 245