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Search resuls for: "Charlie Fitzgerald"


6 mentions found


☆ Is the U.S. stock market too ‘concentrated’? Here’s what to know
  + stars: | 2024-07-01 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +6 min
David Paul Morris/Bloomberg via Getty ImagesThe U.S. stock market has become dominated by about a handful of companies in recent years. Some experts question whether that "concentrated" market puts investors at risk, though others think such fears are likely overblown. The so-called "Magnificent Seven" — Apple , Amazon , Alphabet , Meta , Microsoft , Nvidia and Tesla — make up about 31% of the index, it said. Why stock concentration may not be a concernThe S&P 500 tracks stock prices of the 500 largest publicly traded companies. When there were big market crashes, they generally don't appear to have been associated with stock concentration, he added.
Persons: Jensen Huang, David Paul Morris, Morgan Stanley, Charlie Fitzgerald III, John Rekenthaler, Rekenthaler, Elroy Dimson, Paul Marsh, Mike Staunton, We've, Goldman Sachs, Fitzgerald, Moisand Fitzgerald Tamayo, Charlie Fitzgerald Organizations: Nvidia Corp, Blackwell, Nvidia, Technology, Bloomberg, Getty, Microsoft, Tesla, U.S, Finance, Morningstar, Big U.S, Goldman, Goldman Sachs Research Locations: Orlando , Florida, U.S, Switzerland, France, Australia, Germany, South Korea, United Kingdom, Taiwan, Canada
☆ Investors should know these two risks: 'It's kind of like yin and yang,' says advisor
  + stars: | 2023-09-08 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +1 min
There are two kinds of risk that investors should understand when building a portfolio: risk tolerance and risk capacity. Safer assets, like cash or money market funds, are stable but have relatively low returns that may not deliver much if any growth after inflation. Risk tolerance is essentially an investor's comfort level with short-term market gyrations. It's a willingness to take risk and is personal, subjective and guided by emotion, experts said. Such a person would have a low risk tolerance.
Persons: Charlie Fitzgerald III, Fitzgerald, Moisand Fitzgerald Tamayo, It's Organizations: Finance Locations: Orlando , Florida
☆ What 'Shark Week' can teach investors about a money 'survival instinct'
  + stars: | 2023-07-27 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +4 min
Aaronp/bauer-griffin | Gc Images | Getty ImagesIt's "Shark Week," the annual television-programming event on Discovery that stars the ocean's apex predators. Specifically, investors have a tendency to get swept away by the fear or euphoria of the recent past. This is called "recency bias," and it's often accompanied by financial loss. "People need to understand that recency bias is normal, and it's hard-wired," said Charlie Fitzgerald III, an Orlando, Florida-based certified financial planner. Investors are most vulnerable to recency bias, he said, when on the precipice of a major life change such as retirement, when market gyrations may seem especially scary.
Persons: bauer, Charlie Fitzgerald III, Steven Spielberg's, Omar Aguilar, Fitzgerald, I'm, Moisand Fitzgerald Tamayo, FOMO Here's, Aguilar, Christopher Polk Organizations: San Diego Convention Center, Aaronp, GameStop, Schwab Asset Management, Universal Studios Home Entertainment, Filmmagic, Getty, Finance Locations: Orlando , Florida
☆ Americans think gold beats stocks as a long-term investment. Advisors disagree: 'It's more like a speculation'
  + stars: | 2023-05-17 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +1 min
Twenty-six percent of Americans ranked gold as the best long-term investment in 2023, almost double the 15% who thought so in 2022, according to a recent Gallup poll. The share surpassed that of stocks: 18% of Americans ranked stocks as the top long-term holding, down from 24% last year, according to the survey. It was the first time since 2013 that their perception of stocks was below that of gold. "As a long-term investment, [gold] is a very poor solution," said Charlie Fitzgerald, a certified financial planner and principal of Moisand Fitzgerald Tamayo in Orlando, Florida. Stocks beat gold over the long term
☆ 2022 was the worst-ever year for U.S. bonds. How to position your portfolio for 2023
  + stars: | 2023-01-07 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +6 min
Interest rates started 2022 at rock-bottom — where they'd been for the better part of the time since the Great Recession. Bond prices move opposite interest rates — as interest rates rise, bond prices fall. Duration is a measure of a bond's sensitivity to interest rates and is impacted by maturity, among other factors. We can see why long-dated bonds suffered especially big losses in 2022, given interest rates jumped by about 4 percentage points. The traditional dynamics of a 60/40 portfolio — a portfolio barometer for investors, weighted 60% to stocks and 40% to bonds — will likely return, advisors said.
☆ Here's why stock investors need to pay careful attention to earnings season 'report cards'
  + stars: | 2022-10-24 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +4 min
Spencer Platt | Getty Images News | Getty ImagesIt's a big week for stock investors. Think of earnings as a company 'report card'Earnings is a synonym for "profits." Think of the disclosures like a company "report card," said John Butters, senior earnings analyst at FactSet. The metric measures S&P 500 company stock prices in the two days before and after an earnings report. What companies report now is sort of in the rearview mirror.
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