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Ashton Lawrence - 10 Lawrence - 6 Jeff Krumpelman Jeff Krumpelman - 4 Roth - 3 there's - 3 Jeff Krumpelman - 2 pretax - 2 There's - 2
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Greenville , South Carolina Treasurys New York , New Jersey California Berwyn , Illinois Encino , California Myrtle Beach , South Carolina Norwell , Massachusetts
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Mariner Wealth Advisors - 18 Investors - 2 CFP - 2 Getty - 2 Bleakley Financial Group - 2 Mutual - 1 Bleakley Financial - 1 Nvidia - 1

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25 mentions found


☆ Money market funds yielding more than 5% won’t last. Where to deploy idle cash instead
  + stars: | 2024-05-09 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +5 min
Money market funds' siren song has become a little louder: With the timing of Federal Reserve rate cuts shaky, yields on cash are still hot – for now. Here's how to decide where and when to redeploy some of your idle cash into fixed income. Taxes are also a key consideration as you build out your fixed income sleeve. Interest income from Treasurys, meanwhile, is subject to federal income tax but exempt from state and local taxes. A gradual entry toward fixed income You don't have to build out your fixed income allocation in one day.
Persons: Rob Williams, Charles Schwab, Ashton Lawrence, Lawrence, Williams Organizations: Mariner Wealth Advisors, Mutual Locations: Greenville , South Carolina, Treasurys, New York , New Jersey, California
☆ Mariner Wealth Advisors' Tim Lesko reacts to Apple's earnings beat and historic share buyback
  + stars: | 2024-05-02 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMariner Wealth Advisors' Tim Lesko reacts to Apple's earnings beat and historic share buybackTim Lesko, Mariner Wealth Advisors senior wealth advisor, joins 'Closing Bell Overtime' to talk Apple earnings after beating on top and bottom line and historic stock buyback.
Persons: Tim Lesko Organizations: Mariner Wealth Advisors
☆ A rise in gold prices is not a good backdrop for rate cuts, says Bleakley's Peter Boockvar
  + stars: | 2024-04-16 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA rise in gold prices is not a good backdrop for rate cuts, says Bleakley's Peter BoockvarPeter Boockvar, Bleakley Financial Group CIO, and Jeff Krumpelman, chief investment strategist at Mariner Wealth Advisors, join CNBC's 'The Exchange' to break down their reactions to yield spikes, the bullish case for gold, and more.
Persons: Bleakley's Peter Boockvar Peter Boockvar, Jeff Krumpelman, CNBC's Organizations: Bleakley Financial, Mariner Wealth Advisors
☆ These strategies can help hedge portfolios against losses or generate income
  + stars: | 2024-04-02 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
Trailing stop losses Investors who rode tech's ascent — consider that Nvidia is up more than 80% in 2024 — may be reluctant to part with those positions. However, trailing stop losses may permit them to hold on to those stocks and still protect against sharp declines. Put options give investors the right to sell a stock at a specified — or "strike" — price before an expiration date. However, you can also pair this strategy with a covered call, which may boost your income and offset losses. "Covered call options can be employed to generate income on existing stock holdings while potentially limiting upside potential," Lawrence said.
Persons: Ashton Lawrence, Lawrence, Cash Organizations: Mariner Wealth Advisors, Nvidia, Retail, Investors Locations: Greenville , South Carolina
☆ I'm a certified financial planner and tax reporter at CNBC. How I tackle my own retirement tax planning
  + stars: | 2024-03-04 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +3 min
Now, as a tax reporter for CNBC, I focus on tax strategy all year, including how retirement contribution decisions may affect long-term plans. Pretax vs. Roth retirement contributionsOne of the biggest questions from investors is whether to save money into a pretax or after-tax Roth account. Early in my career, I focused on Roth savings, which made sense with lower income and decades until retirement. I've prioritized my employer match with pretax and Roth 401(k) deferrals, while also making Roth individual retirement account contributions. There's also a small nest egg in my health savings account, which I added to during my years of self-employment.
Persons: Seksan, I've, Ashton Lawrence, Roth, you'll, pretax, There's, JoAnn May Organizations: CNBC, CFP, Mariner Wealth Advisors, Asset Management Locations: Greenville , South Carolina, Berwyn , Illinois
☆ This type of ETF offers portfolio income along with some complexity. How to determine if it’s right for you
  + stars: | 2024-02-15 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +5 min
These so-called derivative income funds — which include popular covered-call offerings such as the JPMorgan Equity Premium Income ETF (JEPI) — gathered $22 billion in flows last year , according to Morningstar. "I don't see volatility drying up, especially with where inflation is and this being an election year," said Barry Martin, portfolio manager of the Shelton Equity Income Fund (EQTIX) . "Instead of owning a covered call fund, you can buy a dividend fund that's paying 3% in dividend income," said John Rekenthaler, vice president, research at Morningstar. Be tax conscious: Derivative income funds can bring tax complexity because they can spin out income that's subject to short-term capital gains treatment. Comparison shop: Morningstar labels covered call funds and their ilk as "derivative income funds," but each offering will have its quirks, and this could affect its risk-return profile.
Persons: —, Rob Schultz, JEPI, there's, Barry Martin, EQTIX, Martin, Schultz, Ashton Lawrence, Lawrence, John Rekenthaler Organizations: JPMorgan, Shelton, Income, CFP, Mariner Wealth Advisors, Investors, Morningstar Locations: Encino , California, Greenville , South Carolina
☆ Markets poised to return 'back to normal' in 2024, says Mariner Wealth's Jeff Krumpelman
  + stars: | 2024-02-06 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarkets poised to return 'back to normal' in 2024, says Mariner Wealth's Jeff KrumpelmanJeff Krumpelman, chief investment strategist at Mariner Wealth Advisors, joins 'The Exchange' to discuss the 2024 market forecast, trends in the economy and earnings, and more.
Persons: Jeff Krumpelman Jeff Krumpelman Organizations: Mariner Wealth Advisors
☆ Stick with a long-term stock strategy right now, says Mariner Wealth's Jeff Krumpelman
  + stars: | 2023-11-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStick with a long-term stock strategy right now, says Mariner Wealth's Jeff KrumpelmanJeff Krumpelman, chief investment strategist at Mariner Wealth Advisors, joins 'The Exchange' to discuss the recent market rally, where the biggest valuation opportunities are in the market, and more.
Persons: Jeff Krumpelman Jeff Krumpelman Organizations: Mariner Wealth Advisors
☆ Retirement account withdrawal rules are 'so complicated' for inherited IRAs, expert says. What to know
  + stars: | 2023-10-26 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +2 min
But the gift comes with mandatory withdrawals for heirs and following the rules can be difficult, experts say. According to the Secure Act of 2019, certain heirs now have less time to deplete inherited accounts due to a change in so-called "required minimum distributions." But there's now a 10-year withdrawal rule for certain heirs, meaning everything must be withdrawn by the 10th year after the original account owner's death. The rule applies to accounts inherited by so-called "non-eligible designated beneficiaries" on Jan. 1, 2020, or later. Ed Slott IRA expertNon-eligible designated beneficiaries are heirs who aren't a spouse, minor child, disabled, chronically ill or certain trusts.
Persons: Ed Slott, Ashton Lawrence, there's, Slott, RMDs Organizations: Istock, Getty, Secure, Mariner Wealth Advisors, IRS Locations: Greenville , South Carolina
☆ Big cap tech is wildly overvalued considering the rise in rates, says Bleakley's Peter Boockvar
  + stars: | 2023-10-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBig cap tech is wildly overvalued considering the rise in rates, says Bleakley's Peter BoockvarJeff Krumpelman, Mariner Wealth Advisors chief investment strategist, along with Peter Boockvar, Bleakley Financial Group chief investment officer, join 'The Exchange' to discuss bond market activity taking over the job of the Fed, the negative impact rising rates are having on equities, and fiscal debt and geopolitical tensions causing near term P/E contraction.
Persons: Bleakley's Peter Boockvar Jeff Krumpelman, Peter Boockvar Organizations: Mariner Wealth Advisors, Bleakley Financial Group
☆ Watch CNBC's interview with Mariner Wealth's Jeff Krumpelman and Bleakley Financial's Peter Boockvar
  + stars: | 2023-10-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's interview with Mariner Wealth's Jeff Krumpelman and Bleakley Financial's Peter BoockvarJeff Krumpelman, Mariner Wealth Advisors chief investment strategist, along with Peter Boockvar, Bleakley Financial Group chief investment officer, join 'The Exchange' to discuss bond market activity taking over the job of the Fed, the negative impact rising rates are having on equities, and fiscal debt and geopolitical tensions causing near term P/E contraction.
Persons: Mariner, Jeff Krumpelman, Bleakley, Peter Boockvar Jeff Krumpelman, Peter Boockvar Organizations: Mariner Wealth Advisors, Bleakley Financial Group
☆ Here are 3 things to consider before making a Roth conversion to save on future taxes
  + stars: | 2023-09-15 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +2 min
Prapass Pulsub | Moment | Getty ImagesAs year-end approaches, some investors may be weighing a Roth individual retirement account conversion to save on future taxes. The strategy transfers your pretax or non-deductible IRA funds to a Roth IRA, which kick-starts future tax-free growth. But you have to plan for the upfront tax bill. Here are some key factors to consider before making a Roth conversion, according to financial experts. Assess the short-term tax consequencesWhile a Roth conversion may offer long-term tax benefits, there's potential for shorter-term consequences, Lawrence warned.
Persons: Prapass, Roth, Ashton Lawrence, Lawrence, Jeremy Finger Organizations: Roth IRA, Mariner Wealth Advisors, Riverbend Wealth Management, Riverbend Wealth, Republicans Locations: Greenville , South Carolina, Myrtle Beach , South Carolina
☆ Your 401(k) could have these hidden risks, experts say. Here’s what employees need to know
  + stars: | 2023-09-14 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +2 min
mapodile / GettyAfter several interest rate hikes from the Federal Reserve, many have braced for stock market volatility in their 401(k) plans. But experts say some plans could face another risk: employer bankruptcy. The risks of guaranteed interest accountswatch nowGalli said there's also a hidden risk with "guaranteed interest accounts," a common 401(k) asset that provides interest for a set amount of time. When a 401(k) plan shuts down, employees may see "adjustments" to their guaranteed interest accounts, which reduce the assets' value. Consider rolling over old 401(k) accounts
Persons: Dan Galli, Daniel J, Galli, Ashton Lawrence, there's Organizations: Getty, Federal Reserve, Galli & Associates, Ashton, Mariner Wealth Advisors Locations: Norwell , Massachusetts, Greenville , South Carolina
☆ Active selection is key to positive market returns in 2023, says Mariner Wealth's Jeff Krumpelman
  + stars: | 2023-08-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailActive selection is key to positive market returns in 2023, says Mariner Wealth's Jeff KrumpelmanJeff Krumpelman, chief investment strategist at Mariner Wealth Advisors, joins 'The Exchange' to discuss the reasoning behind their $4,500 S&P 500 price target for 2023, performance growth in consumer discretionary stocks, and the case for cautious investment in financials.
Persons: Jeff Krumpelman Jeff Krumpelman Organizations: Mariner Wealth Advisors Locations: financials
☆ Trying to choose Pretax vs. Roth 401(k)? Why it's trickier than you think, experts say
  + stars: | 2023-07-10 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +4 min
While pretax 401(k) contributions reduce your adjusted gross income, you'll owe levies on growth upon withdrawal. By comparison, Roth 401(k) deposits won't provide an upfront tax break, but the money can grow tax-free. Experts say these expected changes may also factor into the pretax versus Roth contributions analysis. Plus, recent changes from Secure 2.0 have made Roth 401(k) contributions more appealing for some investors, she said. Consider your 'legacy goals'"Legacy goals" are also a factor when deciding between pretax and Roth contributions, said Lawrence from Mariner Wealth Advisors.
Persons: Roth, —, Ashton Lawrence, Lawrence, Lawrence Pon, There's, Catherine Valega, Valega, pretax Organizations: Mariner Wealth Advisors, Lawrence Pon CPA, Pon &, Green Bee, Green Locations: Greenville , South Carolina, Redwood City , California, Boston
☆ Some advisors are flocking to alternative investments, survey finds. What investors need to know
  + stars: | 2023-06-27 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +1 min
After a tough year for the stock and bond markets in 2022, some advisors are turning to alternative investments, according to a new survey from the Financial Planning Association. Nearly 30% of advisors are actively investing in or seeking alternative investments, or "alternatives," for clients, the findings show. These assets typically fall outside traditional investments in publicly traded stocks, bonds and cash. Some investors are drawn to alternatives for diversification, lowering portfolio risk and boosting returns, said certified financial planner Ashton Lawrence, director at Mariner Wealth Advisors in Greenville, South Carolina. It's not zeroHow jobless workers use side gigs to make ends meetIndeed, "diversification" and "risk mitigation" were top objectives among advisors who recommend alternatives, according to the FPA survey.
Persons: Ashton Lawrence, Lawrence Organizations: Financial, Association, Mariner Wealth Advisors, Finance Locations: Greenville , South Carolina
☆ On-shoring in the US is driving industrial valuations, says Mariner Wealth's Jeff Krumpelman
  + stars: | 2023-06-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOn-shoring in the US is driving industrial valuations, says Mariner Wealth's Jeff KrumpelmanJeff Krumpelman, chief investment strategist at Mariner Wealth Advisors, joins 'The Exchange' to discuss the state of earnings and the economy, consumer discretionary names to buy, and underappreciated names in the industrial sectors.
Persons: Jeff Krumpelman Jeff Krumpelman Organizations: Mariner Wealth Advisors
☆ How to shift your bond portfolio as the Fed pauses interest rate hikes
  + stars: | 2023-06-14 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +1 min
Couple talking to financial advisor at home Fg Trade | E+ | Getty ImagesConsider when to increase bond durationWhile it's difficult to predict future interest rate cuts, Kyle Newell, a certified financial planner and owner of Newell Wealth Management in Orlando, Florida, said he has started shifting bond allocations. When building a bond portfolio, advisors consider so-called duration, which measures a bond's sensitivity to interest rate changes. watch nowAs interest rates rose in 2022, many advisors opted for shorter-duration bonds to protect portfolios from interest rate risk. But allocations may shift, depending on future Fed policy. Look for 'areas of opportunity'As policy shifts, advisors are also looking for ways to optimize allocations amid continued economic uncertainty.
Persons: Kyle Newell, Newell, Ashton Lawrence Organizations: Newell Wealth Management, Mariner Wealth Advisors Locations: Orlando , Florida, Greenville , South Carolina
☆ IRS reveals 2024 health savings account limits. What to know about the 'significant increase,' says advisor
  + stars: | 2023-05-19 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: 1 min
The annual contribution limit for health savings accounts, or HSAs, will soon get a sizable boost due to inflation, the IRS announced this week. For 2024, the yearly limit for self-only HSA plans is rising to $4,150 from $3,850 in 2023, and the cap for family plans is jumping to $8,300 from $7,750. The catch-up contribution for savers age 55 and older remains at $1,000 each, bumping the total deposit limit for older savers to $10,300. It's a "significant increase" when compared to historic HSA inflation adjustments, according to Ashton Lawrence, a certified financial planner and director at Mariner Wealth Advisors in Greenville, South Carolina.
☆ 2023's market will likely be the inverse of 2022, says Mariner Wealth's Jeff Krumpelman
  + stars: | 2023-02-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email2023's market will likely be the inverse of 2022, says Mariner Wealth's Jeff KrumpelmanJeff Krumpelman, chief investment strategist and head of equities with Mariner Wealth Advisors, joins 'The Exchange' to discuss the "no landing" argument, the impact of improving productivity on inflation and elevated valuation levels.
☆ Watch CNBC's full interview with Mariner Wealth Advisors' Jeff Krumpelman
  + stars: | 2023-01-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Mariner Wealth Advisors' Jeff KrumpelmanJeff Krumpelman, chief investment strategist and head of equities with Mariner Wealth Advisors, joins 'The Exchange' to discuss stronger-than-expected balance sheets, the likelihood of a mild recession with attractive valuations and the Tesla's role in capturing EV market share.
☆ Personal and corporate balance sheets are strong, says Mariner Wealth Advisors' Krumpelman
  + stars: | 2023-01-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPersonal and corporate balance sheets are strong, says Mariner Wealth Advisors' KrumpelmanJeff Krumpelman, chief investment strategist and head of equities with Mariner Wealth Advisors, joins 'The Exchange' to discuss stronger-than-expected balance sheets, the likelihood of a mild recession with attractive valuations and Tesla's role in capturing EV market share.
☆ Watch CNBC’s full interview with Mariner Wealth Advisors' Jeff Krumpelman
  + stars: | 2022-12-27 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Mariner Wealth Advisors' Jeff KrumpelmanJeff Krumpelman, Mariner Wealth Advisors chief market strategist, joins 'The Exchange' to discuss inflation and the bond market.
☆ Don't buy on the dips, says Mariner Wealth Advisors' Jeff Krumpelman
  + stars: | 2022-12-27 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDon't buy on the dips, says Mariner Wealth Advisors' Jeff KrumpelmanJeff Krumpelman, Mariner Wealth Advisors chief market strategist, joins 'The Exchange' to discuss inflation and the bond market.
☆ We have a positive view of the equity markets over the next 12 months, says Mariner's Krumpelman
  + stars: | 2022-11-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe have a positive view of the equity markets over the next 12 months, says Mariner's KrumpelmanJeff Krumpelman, chief investment strategist at Mariner Wealth Advisors, joins 'The Exchange' to discuss whether it's too early to buy dips, and more.
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