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Top related persons:
Michael Clarfeld - 2 — - 1 Sam - 1 Jere Doyle - 1 Jose Reynoso - 1 Doyle - 1 Eric Mann - 1 Neal Gerber Eisenberg - 1
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9 mentions found


☆ The ultrawealthy can take loans to save millions on estate taxes. Here's the exclusive tactic they deploy to protect their inheritance.
  + stars: | 2024-07-05 | by ( Hayley Cuccinello | ) www.businessinsider.com   time to read: +7 min
Currently, a 40% federal estate tax applies to estate values topping $13.61 million for individuals and $27.22 million for married couples. When someone dies, their heirs have nine months to file a federal estate tax return if their inheritance meets those minimums. Here's how a Graegin loan could work in practice, according to Doyle:Related storiesHeirs of a $10 million estate could be on the hook for $4 million in federal estate taxes. The taxable estate is $1 million less, which means the family will save $400,000 in estate taxes considering the 40% tax rate. More households will be on the hook for estate taxes, and loans to pay them could become more popular.
Persons: —, Sam, Jere Doyle, Jose Reynoso, Doyle, Eric Mann, Neal Gerber Eisenberg, overallocated, Mann, John F, Koons, Robert Strauss, Weinstock Manion, Strauss, haven't Organizations: Service, Business, Mellon Wealth Management, Clarfeld, Wealth, IRS, Pepsi, Republican
☆ Income investing opportunities emerge as the outlook for rate cuts moves to September
  + stars: | 2024-04-11 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
IEI has a 30-day SEC yield of 4.26% and carries an expense ratio of 0.15%. BINC, which is actively managed, has a 30-day SEC yield of 5.6% and a net expense ratio of 0.4%. Investors can use ETFs to tackle that space: Vanguard's Intermediate-Term Corporate Bond ETF (VCIT) has a 30-day SEC yield of 5.33%. There's also the iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) , offering a 30-day SEC yield of 5.4%. Hunting dividend payers Higher rates have overshadowed opportunities among dividend-paying stocks, which look less attractive to income investors who can find risk-free yields easily.
Persons: it's, Michael Carbone, Carbone, Gargi Chaudhuri, Collin Martin, There's, Michael Clarfeld Organizations: Dow Jones, Traders, Federal, Treasury Bond ETF, SEC, Schwab Center, Financial Research, Corporate Locations: Chelmsford , Massachusetts, BlackRock, ClearBridge
☆ Dividends are critical in a world of higher interest rates and inflation: ClearBridge's Clarfeld
  + stars: | 2024-04-10 | 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 EmailDividends are critical in a world of higher interest rates and inflation: ClearBridge's ClarfeldMichael Clarfeld, ClearBridge Investments portfolio manager, joins 'Power Lunch' to discuss who is at fault for the bifurcation between markets and the Fed, the appropriate metric to watch for the Federal Reserve, and more.
Persons: Michael Clarfeld Organizations: ClearBridge, Fed, Federal Reserve
☆ Watch CNBC's full interview with ClearBridge Investment's Michael Clarfeld
  + stars: | 2023-04-12 | 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 EmailWatch CNBC's full interview with ClearBridge Investment's Michael ClarfeldMichael Clarfeld, ClearBridge Investments portfolio manager, joins 'Power Lunch' to discuss the dividend companies Clarfeld favors, how much longer high or rising interest rates will be here and more.
☆ High-quality dividend stocks are the 'place to be' amid headwinds: ClearBridge Investment's Clarfeld
  + stars: | 2023-04-12 | 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 EmailHigh-quality dividend stocks are the 'place to be' amid headwinds: ClearBridge Investment's ClarfeldMichael Clarfeld, ClearBridge Investments portfolio manager, joins 'Power Lunch' to discuss the dividend companies Clarfeld favors, how much longer high or rising interest rates will be here and more.
☆ This market cycle has defied most forecasts, says Clearbridge Investments' Michael Clarfeld
  + stars: | 2023-02-24 | 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 EmailThis market cycle has defied most forecasts, says Clearbridge Investments' Michael ClarfeldRon Insana, co-CEO of Contrast Capital Partners, and Michael Clarfeld, portfolio manager with Clearbridge Investments, join 'Power Lunch' to discuss consumer spending, strains on natural gas infrastructure and energy market investment considerations.
☆ Watch CNBC's full interview with Contrast Capital's Ron Insana and Clearbridge's Michael Clarfeld
  + stars: | 2023-02-24 | 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 Contrast Capital's Ron Insana and Clearbridge's Michael ClarfeldRon Insana, co-CEO of Contrast Capital Partners, and Michael Clarfeld, portfolio manager with Clearbridge Investments, join 'Power Lunch' to discuss consumer spending, strains on natural gas infrastructure and energy market investment considerations.
☆ These 3 'megatrends' will help investors get the income they need and profit from inflation, according to investing giant Franklin Templeton
  + stars: | 2022-11-10 | by ( Marley Jay | ) www.businessinsider.com   time to read: +4 min
Private real estateThanh Bui, a portfolio manager at Franklin Templeton's private real estate investment unit Clarion Partners, said that it's becoming easier for retail investors to get access to high-quality private real estate. She says the space generally does well when inflation is high, and that private real estate is an effective portfolio diversifier not strongly correlated to stocks, bonds, or public real estate companies. Bui is especially positive on muti-family real estate because there is a huge supply shortage that won't be resolved any time soon. She's also bullish on industrial real estate, where rents are surging because of high demand from e-commerce companies and onshoring. "We view the dividend profile as a way to look at quality of a company.
☆ Citizens is targeting wealthy clients with the launch of a new private bank. Here's how the firm is beefing up its wealth management business.
  + stars: | 2022-10-11 | by ( Carter Johnson | Hayley Cuccinello | ) www.businessinsider.com   time to read: +7 min
On Tuesday, Citizens said it plans to launch a new private bank by the end of the year. Citizens Private Client will cater to customers with $200,000 more in deposits or investments. Citizens Private Client is intended to retain these customers as their financial needs become more complex. Private banking is a profitable business with relatively stable revenue that is often based on fees. The new private bank program is the latest step in Citizens' strategy to beef up its wealth management offerings.
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