Sat.Oct 12, 2024 - Fri.Oct 18, 2024

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A Staggering Amount of Wealth Creation

A Wealth of Common Sense

The Great Financial Crisis decimated the balance sheets of most Americans. How could it not? Housing prices were down by nearly 30%. The stock market crashed almost 60%. The unemployment rate hit double-digits. It was the worst economic period most of us have ever lived through. The collective net worth of American households reached roughly $66 trillion by the end of 2007.

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Boeing and Lockheed Martin's New Space Rocket May Have a Problem

The Motley Fool

Boeing (NYSE: BA) investors just can't seem to catch a break. As a 50% owner of space company United Launch Alliance ( Lockheed Martin (NYSE: LMT) owns the other 50% of ULA), Boeing should have gotten a boost earlier this month when ULA "successfully" launched its Vulcan Centaur heavy lift rocket for the second time ever. Image source: ULA. There's a reason I put "successfully" in quote marks, however.

Returns 246
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A Few Thoughts On Diversification Strategies

Fortune Financial

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities. While such a simple asset allocation may work for many investors, it is my view that too little thought is given to other diversification tools that may enhance a portfolio by addressing some vulnerabilities that can result when a portfoli

Assets 131
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Not All Index ETFs Are the Same

Motley Fool Asset Management

If you look into ETFs, you’ll find that many of them are passive ETFs that follow an index. While many index ETFs might be familiar—they track market-based indices like the S&P 500—there are other types of index ETFs as well, including proprietary and smart beta.

Investing 117
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Long-Term Stock Market Averages

A Wealth of Common Sense

Through the end of September, the S&P 500 was up more than 36% in the prior 12 months. That’s a good return. In fact, it’s good enough to put it in the top 10% of one year returns going all the way back to 1926. The stock market is on a heater. Here’s one way to look at how wonderful things have been of late: I calculated the annualized returns over various time frames going way way back.

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You're Not Going to Believe What This Billionaire Investor Just Said About Nvidia

The Motley Fool

There's no question that Nvidia (NASDAQ: NVDA) has been the biggest winner in the artificial intelligence (AI) boom. The AI chip stock added a whopping $3 trillion in market cap since the beginning of 2023, shortly after ChatGPT was launched. However, throughout the first half of the year, there was a surprising rotation out of Nvidia stock. A number of billionaire investors who had capitalized on the stock's initial gains sold the AI stock , arguing that there were better opportunities elsewher

Investors 246

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From Setup to Success: Your Go-To Guide for Clean Financial Records

XY Planning Network

So you’ve set up your books, perhaps in one of our Set-up & Training Workshops ; now what? Keeping your books clean and up to date is essential, especially in the highly regulated financial services industry. Auditors will request a Balance Sheet, P&L, General Ledger, and Reconciliation reports. Having your accounting in a system such as QuickBooks Online allows you to easily pull these reports at a moment’s notice.

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The Inheritance Battle

A Wealth of Common Sense

It’s estimated baby boomers will pass down more than $80 trillion to their millennial and Gen X heirs over the next 20 years. This is going to be the greatest wealth transfer the world has ever seen. The timing of these transfers will be a hotly debated topic for many families. Baby boomers were born between 1946 and 1964, making them in the range of 60-78 years old.

Financing 119
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Billionaire Israel Englander Just Bought 30.9 Million Shares in This Little-Known Warren Buffett and Cathie Wood Stock. Time to Buy?

The Motley Fool

Financial services is one of Warren Buffett's favorite industries. His investment vehicle, Berkshire Hathaway , owns a number of insurance and bank stocks. Another high-profile investor, Cathie Wood, also owns a number of financial services stocks across her exchange-traded funds (ETFs). One rare position that Wood and Buffett share is a fintech company called Nu Holdings (NYSE: NU).

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“The pebble in the shoe”: The power of metaphor

Investment Writing

Metaphors are powerful tools for communication. I couldn’t get the phrase “the pebble in the shoe” out of my mind after an advisor mentioned it to me at an annual conference of the Financial Planning Association of Massachusetts back in 2011. Photo by Kaptain Kobold Apparently, speaker Todd Fithian of the Legacy Companies suggested that advisors tackle whatever represents “the pebble in the shoe” for their clients.

Companies 102
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MidOcean Partners hires Värde veteran Fox as global head of capital formation

AltAssets

New York-based private equity and credit investor MidOcean Partners has brought in former Värde president Jon Fox as global head of capital formation. The post MidOcean Partners hires Värde veteran Fox as global head of capital formation appeared first on AltAssets Private Equity News.

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Sequence of Returns

A Wealth of Common Sense

Callie Cox joined me on the show again this week to discuss questions about investing in alternatives, the plight of the homebuyer, the current state of stock market valuations, and overcoming financial mistakes. Further Reading: What If You Invested at the Peak Right Before the 2008 Crisis? The post Sequence of Returns appeared first on A Wealth of Common Sense.

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Meet the Unstoppable Stock That Could Join Apple, Nvidia, Microsoft, Alphabet, Amazon, Meta, and Taiwan Semiconductor Manufacturing in the $1 Trillion Club by 2035

The Motley Fool

One of the biggest secular tailwinds in recent years is the advent of artificial intelligence (AI). The latest advancements in AI went viral early last year, and the list of companies in the $1 trillion club is littered with businesses on the leading edge of this next-generation technology. For example, Apple products -- including Siri and Maps -- have always embraced AI, while Microsoft , Alphabet , Amazon , and Meta Platforms have developed seemingly impenetrable moats by integrating AI deeply

Returns 246
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Inflexion makes senior leadership promotions

Private Equity Wire

Inflexion, a European mid-market private equity firm, is pleased has appointed Flor Kassai as a Managing Partner alongside the Co-Founders John Hartz and Simon Turner. George Collier has also been appointed as Chief Operating Officer. Kassai runs Inflexion’s Buyout Fund and sits on Inflexion’s Investment, Executive and Responsible Investing Committees.

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Uber explored possible bid for Expedia in ‘super app’ growth push

Financial Times M&A

Buying the travel website would be the ride-hailing group’s biggest deal as it looks to diversify

Bidding 111
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How US fossil fuel companies could be left holding an unexpectedly large bill 

Financial Times: Moral Money

Investor group alleges that US oil and gas groups are breaking the rules on corporate financial disclosure

Companies 102
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These 4 Vanguard ETFs Are All You Need for a Well-Rounded Stock Portfolio

The Motley Fool

There are many misconceptions about investing, and a common one is that it's difficult. Are there many moving parts that are confusing, even for those who study this for a living? Absolutely. Does it have to be complicated or require "advanced knowledge"? Not at all. One way to simplify investing is to use exchange-traded funds ( ETFs ). Seasoned investors preach the importance of a well-rounded and diversified portfolio , and using ETFs is arguably the easiest way to accomplish this goal.

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Morgan Stanley third-quarter profits rise 32% to $3.2bn

Financial Times - Banking

Figures beat estimates as investment banking recovers

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TPG and Blackstone team up to bid for eyecare company Bausch + Lomb

Financial Times M&A

Deal could be among year’s largest private equity buyouts as contact lens maker looks to split from indebted parent

Bidding 103
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Insurers embrace climate change investments as catastrophe costs mount

Financial Times: Moral Money

Industry adopts low-carbon goals it once shunned as natural disaster losses exceed $100bn a year

Investing 105
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Why United Airlines Stock Was Soaring So High This Week

The Motley Fool

Times are frothy for the travel industry these days, so it wasn't exactly surprising to hear good news coming from top American carrier United Airlines (NASDAQ: UAL) several days ago. On the back of a strong quarterly earnings report and a subsequent clutch of analyst price target raises, the company's shares experienced quite a lift. According to data compiled by S&P Global Market Intelligence , they were up by almost 19% in value week to date as of Friday prior to market open.

Returns 246
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Francois Trahan and Martin Roberge Presentations at the ANEB Luncheon

Pension Pulse

Canaccord Genuity's Martin Roberge and Francois Trahan of Trahan Macro Research presented their views at a luncheon yesterday at the St-James Club in Montreal to raise money for ANEB Quebec , an organization that provides support for people suffering from eating disorders. Even though my back has been killing me the last couple of weeks (I have to write about the ups and downs of spinal fusion surgery), I got out of my bubble and attended the event and was very happy I did as it's a great cause

Banks 105
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The Russian hairspray magnate snapping up western assets

Financial Times M&A

Alexei Sagal is among a new group of businessmen benefiting from western companies’ exodus

Assets 105
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‘It’s boom time’: Renewable growth is faster in the global south than in rich countries

Financial Times: Moral Money

Energy consultancy RMI says emerging economies could overtake rich nations

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Excited for the Space Economy After the SpaceX Starship Landing? Buy This Stock and Never Sell.

The Motley Fool

An incredible feat happened last week. Private company SpaceX successfully launched and "caught" its 20-story Starship rocket as it returned to Earth, a key step in making its large rocket reusable and ready for human missions to the Moon and Mars. Starship is the largest rocket ever put into development, with plans for a 150- to 250-ton payload once it starts commercial launches.

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Six Dumb Misconceptions About The Economy (that the Politicians Want You To Believe)

Mr. Money Mustache

– Well, it looks like we’re here in another US election year already. As Advanced Mustachians, we already know that the ongoing battle of Harris vs. Trump should not be consuming much of our time. Sure, we do our research and cast our votes but after that we move right on to focus on other things within our own circle of control. But out of all the things the politicians like to bicker about, there’s one area where MMM does need to set the record straight, and that area is of course money.

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Corporate Germany is on sale

Financial Times M&A

German companies have become relatively small and relatively cheap

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10 Sunday Reads

The Big Picture

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Trump’s Speeches, Increasingly Angry and Rambling, Reignite the Question of Age : With the passage of time, the 78-year-old former president’s speeches have grown darker, harsher, longer, angrier, less focused, more profane and increasingly fixated on the past, according to a review of his public appearances over the years. ( New York Times ) • Who died and left the US $7 billion?

Taxes 105
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Have $100,000? Here Are 5 Ways to Grow That Money Into $1 Million for Retirement Savings

The Motley Fool

So you've got $100,000 and you want to build it into $1 million for retirement. That's great -- and it's not such an audacious goal, either. It's rather doable for many people. (Even if you don't have $100,000 you may be able to accumulate $1 million or more -- read on.) Here's a look at some strategies that can get you from $100,000 to $1 million -- or from $0 to $1 million.

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Your 2025 COLA Is Going to Disappoint You. It Shouldn't.

The Motley Fool

In 2025, more than 72.5 million Americans will start getting more money from Social Security. That's because those who receive benefits are entitled to a cost-of-living adjustment (COLA) next year. If you're one of those Americans, you may actually be disappointed by your COLA, since it probably won't be as big as you hoped. Although it's understandable to be frustrated you aren't getting the raise you may have been anticipating, it's actually a good thing if you understand the details.

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1 Top Vanguard Fund That Could Turn $34,000 Into $1 Million

The Motley Fool

If you want to grow your portfolio's balance to more than $1 million, a good way to balance risk and growth is by investing in an exchange-traded fund (ETF). An ETF can, through diversification, minimize your overall risk and at the same time, rise in value as it benefits from market and industry-specific trends. It's a win-win for investors and can be an easy way to invest, especially if you aren't comfortable with picking individual stocks.

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The 2025 Social Security COLA Is Doing Something It Hasn't Done for 28 Years

The Motley Fool

When Social Security retirees receive their Cost-of-Living Adjustment (COLA) in 2025, they'll experience something that no retiree has for a generation. Something unprecedented has occurred with the 2025 COLA which has not happened since 1997, and it's not great news for seniors. Here's what's happening next year, along with some details about what this unusual event means for America's retirees.

Assets 246
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ASML Stock Plunges on Guidance. Is It Time to Buy the Dip?

The Motley Fool

Shares of ASML Holding (NASDAQ: ASML) plunged after the maker of semiconductor equipment lowered guidance and said that recovery in some chip markets would extend into 2025. The drop pushed the stock into negative territory on the year. The stock came under pressure earlier this year after the U.S. government announced it was looking to implement more strict trade restrictions on companies that sell advanced technology to China, which extended beyond U.S. companies to firms that do a lot of busi

Companies 246
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2 Top Artificial Intelligence Stocks to Buy Right Now

The Motley Fool

You can build tremendous wealth over time in the stock market, but it's helpful to swim with the tide, not against it. Investing in fast-growing industries can stack the odds in your favor. Artificial intelligence (AI) is one of the most promising arenas for outstanding stocks right now. Here are two leaders in AI hardware and software that could deliver significant gains over the long term. 1.