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☆ Opinion: What I noticed immediately about King Charles’ portrait
▼ + stars: | 2024-05-18 | by ( Opinion Holly Thomas | ) edition.cnn.com time to read: +6 min

CNN —King Charles III’s first official portrait was unveiled this week, and I’m sure his majesty would agree it’s a stirring sight. Unfortunately for Yeo, Charles and the butterfly, nothing about the portrait has garnered nearly so much comment as its dominant color. Besides these ceremonial outings, Charles has recently been less prominent in British public life than ever, particularly following the announcement in February of his cancer diagnosis. Charles’ private wealth dwarfs that of any other member of his family. Join us on Twitter and FacebookIn the last 10 years alone, that system has reportedly made King Charles more than £60 million ($76 million) richer.

Persons: Holly Thomas, Katie Couric, CNN — King Charles III’s, I’m, Jonathan Yeo, Charles, Holly Thomas Holly Thomas Yeo, Charles ’, Yeo, ” Yeo, King, “, He’s, I’ve, ”, Queen Elizabeth II’s, Rishi Sunak’s, Tina Brown, Prince of Wales, Buckingham, Lancaster, King Charles, Queen Camilla, you’ve Organizations: Katie Couric Media, CNN, Royal, Guardian, Twitter, Facebook Locations: London, Iraq, Rwanda, Duchy, Cornwall, Lancaster

☆ Trump-era tax cuts set to expire after 2025 — here's what you need to know
▼ + stars: | 2024-05-18 | by ( Kate Dore | Cfp | ) www.cnbc.com time to read: +4 min

The TCJA reduced federal income tax rates across the board, with the top rate falling to 37% from 39.6%. That would return the federal income tax rates to 10%, 15%, 25%, 28%, 33%, 35% and 39.6%. In the meantime, some higher earners have been leveraging lower income tax rates through 2025 by incurring income now, experts say. The standard deduction could fallWhen filing taxes, you claim the standard deduction or itemized deductions, whichever is greater. Before 2018, about 70% of taxpayers claimed the standard deduction, compared with 90% in tax year 2020, according to the Tax Policy Center.

Persons: Donald Trump, Michael M, Erica York, Roth, it's, Gleckman, Robert Dietz Organizations: Santiago, Getty, Tax, Center, Federal Tax, Senate, Bernstein Private Wealth Management, CNBC Locations: Wildwood Beach, Wildwood , New Jersey, California , New Jersey, New York, Minneapolis

☆ Three Buys and a Bail: NVIDIA, Amazon, Goldman Sachs, and Constellation
▼ + stars: | 2024-05-17 | 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 EmailThree Buys and a Bail: NVIDIA, Amazon, Goldman Sachs, and ConstellationVictoria Greene, G Squared Private Wealth founding partner and CIO, joins CNBC's 'The Exchange' with three buys and a bail: NVIDIA, Amazon, Goldman Sachs, and Constellation.

Persons: Goldman Sachs, Constellation Victoria Greene Organizations: NVIDIA, Amazon, Constellation, Private Wealth

☆ Biden’s tariffs on Chinese imports are boosting these beaten-down stocks
▼ + stars: | 2024-05-17 | by ( Krystal Hur | ) edition.cnn.com time to read: +6 min

Beaten-down clean energy stocks have rallied this week. The iShares Global Clean Energy exchange-traded fund, which tracks sectors from renewable electricity to semiconductors to solar energy, has gained roughly 3%. Plug Power shares have climbed 33%, Enphase Energy shares have gained 8% and NextEra Energy shares have added 4%. Some investors warn that though the tariffs could continue boosting clean energy stocks, the recent rally isn’t driven by just improving fundamentals. Damaging hacks expose the weak underbelly of America’s health care systemA pair of recent ransomware attacks crippled computer systems at two major American health care firms, disrupting patient care and exposing fundamental weaknesses in the US health care system’s defenses against hackers, reports my colleague Sean Lyngaas.

Persons: New York CNN — It’s, Joe Biden, CNN’s Kayla Tausche, ”, Steve Sosnick, Roaring Kitty, Keith Gill, Dow, Nicole Goodkind, stoking, Gary Pzegeo, ” Read, Sean Lyngaas, cybersecurity, ” Joshua Corman, Sen, Ron Wyden Organizations: CNN Business, Bell, New York CNN, Clean Energy, Enphase Energy, NextEra Energy, Biden, Federal Reserve, Interactive Brokers, CNN, GameStop, AMC Entertainment, Roaring, Dow Jones Industrial, Nasdaq, Markets, Bureau of Labor Statistics, CIBC Private Wealth, “ Industry, Oregon Democrat Locations: New York, China

☆ Dow crosses 40,000 for the first time
▼ + stars: | 2024-05-16 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +8 min

New York CNN —The Dow broke past the 40,000 threshold Thursday morning for the first time ever, fueled by an encouraging inflation report. It also highlights a notable contrast between sentiment on Wall Street and Main Street. Dow 100: The Dow first closed in triple digits in January 1906. The Dow nearly matched that in 2017, rising 25%. Dow 30,000: Nov. 24, 2020: Covid sent the stock market plunging in the spring of 2020.

Persons: Dow, stoking, ”, Gary Pzegeo, John Williams, Tom Barkin, ” Tyler Schipper, Thomas, Hogan, Teddy Roosevelt, Richard Nixon, Trump, Covid Organizations: New, New York CNN, Markets, Federal Reserve, Bureau of Labor Statistics, CIBC Private Wealth, ”, Walmart, Airlines, Big Tech, York Fed, Reuters, Richmond Fed, Dow, University of Michigan, CNN, CPI, University of St, Riley Financial, Wall, Microsoft, Chevron, Traders, New York Stock Exchange, Getty, Federal, Woolworth, Eastman Kodak Locations: New York, United States, Minnesota, Chevron —, AFP

☆ Greene: Markets are focusing on earnings growth over inflation trends
▼ + stars: | 2024-05-15 | 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 EmailGreene: Markets are focusing on earnings growth over inflation trendsVictoria Greene, Founding Partner and CIO of G Squared Private Wealth, discusses the markets ahead of the April CPI report.

Persons: Victoria Greene Organizations: Greene, G, Wealth Locations: Victoria

☆ Goldman's Sara Naison-Tarajano: Tremendous amount of growth in the market has come from 'Mag 7'
▼ + stars: | 2024-05-13 | 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 EmailGoldman's Sara Naison-Tarajano: Tremendous amount of growth in the market has come from 'Mag 7'Sara Naison-Tarajano, global head of Private Wealth Management Capital Markets at Goldman Sachs, joins 'Closing Bell' to discuss her high net worth strategy in the markets.

Persons: Sara Naison, Goldman Sachs Organizations: Private Wealth Management Capital, Goldman

☆ Three-Stock Lunch: Apple, Paramount & Charles Schwab
▼ + stars: | 2024-05-06 | 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 EmailThree-Stock Lunch: Apple, Paramount & Charles SchwabVictoria Greene, G Squared Private Wealth founding partner, joins 'Power Lunch' to discuss investment plays for three stocks, including Apple, Paramount, and Charles Schwab.

Persons: Charles Schwab Victoria Greene, Charles Schwab Organizations: Paramount, Charles, Private Wealth, Apple

☆ Stocks picks for companies with 'boomerang CEOs'
▼ + stars: | 2024-05-03 | 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 EmailStocks picks for companies with 'boomerang CEOs'Victoria Greene, G Squared Private Wealth CIO, joins CNBC's 'The Exchange' to discuss how to play three companies that have re-hired their former CEOs: Square, Disney, Under Armour, and Starbucks.

Persons: Stocks, Victoria Greene, Armour Organizations: Private Wealth, Starbucks

☆ Interest rates and the AI-fueled rally remain top of mind for stock investors in the week ahead
▼ + stars: | 2024-05-03 | by ( Alex Harring | ) www.cnbc.com time to read: +9 min

The Fed and economic policy were top of mind this week given the central bank's Wednesday decision to yet again leave interest rates unchanged , as it has since last summer. This week included the conclusion of April's trading month, which marked the first down month of the year for all three major market averages. Indeed, some recent earnings reports have raised doubts about the economy, with brands from McDonald's and Starbucks evidencing signs of strain among consumers. While no new inflation numbers are scheduled for release next week, investors will see reports on March wholesale inventories, March consumer credit and May consumer sentiment from the University of Michigan. AI trade Though interest rates took center stage this week, investors also continued monitoring companies tied to the artificial intelligence boom amid the stocks' recent choppiness.

Persons: they're, Jerome Powell, Larry Tentarelli, David Donabedian, Sam Stovall, There's, Stovall, Tom Hainlin, Tentarelli, CFRA's Stovall, Lyft, Cabot, Aramark, Tempur Sealy, Nikola, Walt Disney, Sally Beauty, Warby Parker, Krispy Kreme, Papa John's Organizations: Federal Reserve, Treasury, Nasdaq, Dow Jones, CIBC Private Wealth, Dow, CFRA, Citigroup, Bank of America, U.S, Bank Wealth Management, University of Michigan, Nvidia, Disney, Spirit Airlines, Tyson Foods, Pharmaceuticals, Lucid, Palantir Technologies, Simon Property, Tech, Lab, Goodyear Tire, Noble Corp, Vornado Realty, Coty, BellRing, Consumer, UBS, BP, Nintendo, Bloomin, Duke Energy, Rockwell Automation, Ferrari, NRG Energy, Electronic Arts, Cirrus, Adaptive Biotech, Arista Networks, Dutch Bros, Holdings, Virgin Galactic, IAC, Rivian Automotive, Brighthouse, Occidental Petroleum, Assurant, Kinross Gold, Labs, Diamond, Reddit, Anheuser, Busch InBev, Embraer, Health, United Parks & Resorts, Emerson Electric, Brookfield , New York Times, Food, Reynolds Consumer Products, Teva Pharma, Uber Technologies, Dine Brands, Liberty Broadband, Fox Corp, Cushman &, Liberty Media, Arm Holdings, Kodiak Gas Services, Solaredge Technologies, AMC Entertainment, Cheesecake, News Corp, Toyota Motors, Fair, US Foods, Hyatt Hotels, Warner Bros, Hilton, Warner Music Group, Unity Software, Insurance, Gen, Honda, AMC Networks Locations: Central, McDonald's, Expeditors, Occidental, Angi, Brookfield , New, Ambev, Cushman & Wakefield, Michigan

☆ 4 ways equity management can help build a foundation for growth
▼ + stars: | 2024-05-02 | by ( Sponsor Post | ) www.businessinsider.com time to read: +7 min

To drive a culture of ownership, companies must build an effective strategy around equity management. Optimize capitalization table managementOne of the core elements of an effective equity management strategy is a transparent and defensible capitalization table. And with a partner to help design or evolve your equity plan management strategy, your organization will be well-prepared for its next stage of growth. Morgan Stanley Smith Barney LLC ("Morgan Stanley") and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

Persons: Teri McFadden, you've, Morgan Stanley, Mike Jung, Morgan Stanley Smith Barney, SIPC Organizations: Norwest Venture Partners, Circle, Insider Studios, Financial Advisors, Wealth Advisors

☆ Sell in May and go away? Think again
▼ + stars: | 2024-05-02 | by ( Krystal Hur | ) edition.cnn.com time to read: +6 min

New York CNN —It’s “sell in May and go away” season. All three major indexes broke five-month winning streaks as hotter-than-expected inflation data stoked fears that interest rate cuts will come later than forecast. The central bank kept interest rates on hold at a 23-year high at its policy meeting. Persistent inflation has kept long-anticipated rate cuts on the backburner. Tesla “has let our entire charging org go,” William Navarro Jameson, strategic charging programs lead at Tesla, wrote on X.

Persons: Stocks, Jerome Powell, ”, Alex McGrath, Larry Tentarelli, Bryan Mena, it’s, Read, Tesla, Tesla “, ” William Navarro Jameson, Lane Chaplin, Hanna Ziady, Peter Valdes Organizations: CNN Business, Bell, New York CNN, The, Dow Jones, Nasdaq, Wednesday, Traders, Blue, Carson Group, Research, Federal Reserve, Fed, Motors, Ford, Tesla Locations: New York

☆ Qualcomm shares spike on earnings and revenue beat
▼ + stars: | 2024-05-01 | 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 EmailQualcomm shares spike on earnings and revenue beatDavid Zervos, Jefferies chief market strategist, and Victoria Greene, G Squared Private Wealth CIO, join 'Closing Bell Overtime' to talk Qualcomm quarterly results.

Persons: David Zervos, Victoria Greene Organizations: Qualcomm, Jefferies, Private Wealth

☆ Morgan Stanley's new wealth boss Jed Finn shares his playbook from playing matchmaker with E-Trade clients to getting advisors to teach each other how to use AI
▼ + stars: | 2024-05-01 | by ( Hayley Cuccinello | ) www.businessinsider.com time to read: +9 min

AdvertisementThe units are combining their outsourced investment services for ultra-high-net-worth wealth clients and institutional customers. The wealth management arm is there to help them pay less taxes on their windfall and manage their fortune. That said, Morgan Stanley has drawn the line in the past at some offerings like health savings accounts. AdvertisementFor Finn, those offerings are a means to an end: converting as many of these clients as possible to become fee-paying wealth management clients. The revenue and margins of the workplace channel and E-Trade, which Morgan Stanley acquired for $13 billion in 2020, are "irrelevant," he said.

Persons: —, Morgan, Jed Finn doesn't, Finn, Andy Saperstein, James Gorman's, Saperstein, Jacques Chappuis, Ben Huneke, Andy Saperstein's, Larry Lettera, Wagner, multibillion, Morgan Stanley, Finn isn't, We're, Jeff McMillan Organizations: Service, McKinsey, bank's, Business, Wall Street, Solium, OpenAI, AIMS

☆ Watch CNBC’s full interview with Solus' Dan Greenhaus and NB Private'a Shannon Saccocia
▼ + stars: | 2024-04-29 | 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 Solus' Dan Greenhaus and NB Private'a Shannon SaccociaDan Greenhaus, Solus Alternative Asset Management chief strategist, and Shannon Saccocia, chief investment officer of NB Private Wealth, join 'Closing Bell' to discuss markets, the Fed, and their market outlook.

Persons: Solus, Dan Greenhaus, Shannon, Shannon Saccocia Organizations: Asset Management, Wealth

☆ Investors are searching for mudders in their portfolios, says Victoria Greene
▼ + stars: | 2024-04-29 | 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 EmailInvestors are searching for mudders in their portfolios, says Victoria GreeneVictoria Greene, Founding Partner and Chief Investment Officer of G Squared Private Wealth, discusses the new trading week ahead.

Persons: Victoria Greene Victoria Greene Organizations: G, Wealth

☆ The US economy may be barrelling towards stagflation, an outcome worse than recession
▼ + stars: | 2024-04-25 | by ( Filip De Mott | ) www.businessinsider.com time to read: +4 min

The provides the backdrop for stagflation, which can't be combated with rate cuts. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . With additional help from high government spending and the dollar's de-coupling from gold, inflation surged into double digits, while the economy tumbled. The period was so tumultuous that it undid long-standing macroeconomic theories, and required the Fed to step up its role in the economy.

Persons: —, David Donabedian, It's, listlessness, stagflation, Paul Volcker, Jamie Dimon, we've, Pooja Sriram, Powell Organizations: Service, CIBC Private Wealth, OPEC, Economic, of New, Barclays Locations: of New York

☆ Merrill's Lindsay Hans and Eric Schimpf were thrust to the top of the $3.3 trillion wealth unit last year. Here's a look at their new playbook.
▼ + stars: | 2024-04-22 | by ( Hayley Cuccinello | ) www.businessinsider.com time to read: +9 min

Thirteen months ago, Andy Sieg unexpectedly left Merrill Wealth Management to run Citi's ailing wealth unit. His replacements, Lindsay Hans and Eric Schimpf, had big shoes to fill. Hans and Schimpf were company veterans but lesser known before they were anointed to lead the $3 trillion wealth business attached to behemoth Bank of America. Schimpf is more soft-spoken than his cohead Hans, who was promoted to run the private wealth business one month before Sieg left. AdvertisementMerrill has the benefit of being part of a bank with some 69 million consumer bank clients.

Persons: Andy Sieg, Lindsay Hans, Eric Schimpf, Merrill, Hans, Schimpf, Sieg, Lindsay, it's, Sieg's, Louis Diamond, Schimpf's, Hans said, AdvisorHub Organizations: Service, Merrill Wealth Management, behemoth Bank of America, Business, Merrill, Army, UBS, Schimpf, Northeast, Merrill . Bank of America, Bank of America, Customers, Bank of, First, JPMorgan Locations: Los Angeles, Coast, New York City, Nevada, First Republic, Merrill

☆ Bank of America's top global strategist warns of growing bubble risk in the stock market as the economy heads for a no-landing scenario — and shares 3 charts showing the market could be headed for tro
▼ + stars: | 2024-04-20 | by ( William Edwards | ) www.businessinsider.com time to read: +5 min

Read previewMichael Hartnett, Bank of America's top global strategist, thinks a no-landing scenario is the most-likely outcome for the US economy in the months ahead. That means the labor market would remain strong, but inflation would also stay above the Federal Reserve's long-term goal of 2%. While that's fine for now, Hartnett warns it's a path that eventually leads to trouble for the economy and stocks. "We say rising no landing risks = rising hard landing risks," Hartnett said in an April 11 note. The fund's price dipped below its 200-day moving average in 2020 and 2022, when the economy slowed and stocks underperformed.

Persons: —, Michael Hartnett, Hartnett, it's, Michael Landsberg Organizations: Service, Bank of America's, Business, Consumer, Bank of America, Landsberg Bennett, Wealth Management, Fed Locations: REITs, Ukraine

☆ What stalled this year’s seemingly infallible stock market rally
▼ + stars: | 2024-04-19 | by ( Krystal Hur | ) edition.cnn.com time to read: +7 min

Investors had hoped that corporate earnings would help revive the stalled rally, but a strong start to the season hasn’t been enough to excite investors. The 30-year fixed-rate mortgage averaged 7.10% in the week ending April 18, up from 6.88% the previous week, according to Freddie Mac data released Thursday. Mortgage rates are climbing based on expectations that the Federal Reserve won’t cut interest rates anytime soon. The Fed doesn’t directly set mortgage rates, but its actions do influence them, and persistently hot inflation readings are keeping the Fed on hold. If inflation stalls any further, or even worsens, mortgage rates could climb higher this year.

Persons: —, hasn’t, Jerome Powell, “, ”, Michael Landsberg, Pierre, Olivier Gourinchas, Israel, Brent, Bryan Mena, Freddie Mac, Sam Khater, Freddie Mac’s, Read, Anna Cooban, Tim Cook, Pham Minh Chinh, Cook, Apple “ Organizations: CNN Business, Bell, New York CNN, Dow Jones, Nasdaq, Federal Reserve, Data, Employers, Fed, Landsberg Bennett, Wealth Management, Monetary Fund, Treasury, Investors, CNN, Federal, China Apple, Vietnamese, Apple Locations: New York, East, Iran, Israel, Syria, Vietnam, China, Hanoi, Beijing

☆ Stock futures are flat as S&P 500 heads for worst week since October: Live updates
▼ + stars: | 2024-04-18 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Stock futures were little changed in overnight trading Thursday as the S&P 500 heads for its worst week in almost six months. S&P 500 futures and Nasdaq 100 futures were both flat. The S&P 500 has fallen for five sessions in a row, bringing its week-to-date losses to 2.2%. It would be the large-cap benchmark's third straight negative week and its biggest losing week since Oct. 27, 2023. The S&P 500 is now 4.8% off its 52-week high.

Persons: Neel Kashkari, who's, Michael Landsberg Organizations: New York Stock Exchange, Stock, Dow Jones, Nasdaq, Netflix, Minneapolis, Fox News, Landsberg Bennett, Wealth Management, Dow, Companies, Procter, Gamble, American Express

☆ Market fear signals are flashing red as stocks pull back from record highs
▼ + stars: | 2024-04-16 | by ( Alex Harring | ) www.cnbc.com time to read: +4 min

Several major gauges of fear in the market are reflecting increased alarm from investors. @VX.1 1Y mountain The VIX over the past year At the same time, CNN's Fear and Greed Index has tipped into "fear" territory this week. Rising oil prices have also weighed on the stock market, as commodity traders bought in on expectations of escalating conflict in the Middle East. But he said the key threat to this outlook is if the conflict in the Middle East further spirals. "But, the caveat is, if things really go sideways in the Middle East, that could change the calculus."

Persons: Goldman Sachs, Alex McGrath, You've, Dow, Jason Heller, Heller Organizations: Federal Reserve, Nasdaq, Dow, Treasury, Coastal Wealth Locations: East, Iran, Israel

☆ May see some unwinding of tail hedges on oil prices, says Rebecca Babin
▼ + stars: | 2024-04-15 | 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 EmailMay see some unwinding of tail hedges on oil prices, says Rebecca BabinRebecca Babin, Senior Energy Trader at CIBC Private Wealth, discusses Iran's strike on Israel and the impact on oil prices.

Persons: Rebecca Babin Rebecca Babin Organizations: Senior Energy, CIBC Private Wealth Locations: Israel

☆ Americans think they need almost $1.5 million to retire. Experts say to focus on another number instead
▼ + stars: | 2024-04-15 | by ( Lorie Konish | ) www.cnbc.com time to read: +3 min

It is also up 15% from last year, when respondents said they would need $1.27 million. Likewise, a recent CNBC survey showed that 53% of Americans feel like they are behind on their retirement savings. However, experts say having a "magic number" in mind should not be a priority when planning for your retirement. The number experts say to focus onFinancial advisors agree that having a high savings rate, along with appropriate asset allocations, is one of the most significant components of building wealth. "I would much rather have clients that save 15% of their income and get a 5% rate of return than save 1% of their income and get a 15% rate of return," Roland said.

Persons: John Roland, Rita Assaf, Assaf, it's, Roland Organizations: Northwestern Mutual, CNBC, Northwestern, Financial Advisors, Fidelity Investments, Fidelity, Vanguard

☆ Markets should relax, as earnings growth is still possible, says Victoria Greene
▼ + stars: | 2024-04-12 | 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 should relax, as earnings growth is still possible, says Victoria GreeneVictoria Greene, Founding Partner and CIO of G Squared Private Wealth, discusses the whipsaw week for the markets, earnings season, and her top stock picks.

Persons: Victoria Greene Victoria Greene Organizations: G, Wealth

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