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Search resuls for: "International Private Wealth"


4 mentions found


☆ As the Dow nears 40,000, here's what experts say you should do to prepare for a potential pullback
  + stars: | 2024-04-03 | by ( Lorie Konish | ) www.cnbc.com   time to read: +4 min
Spencer Platt | Getty ImagesThe stock market could hit a milestone if the Dow Jones Industrial Average reaches 40,000. However, even as stocks have climbed higher, investors are worried there could be a pullback, financial advisors say. For investors who have gravitated toward cash, certificates of deposit, or bonds, a pullback may be an opportunity to deploy those funds in the market, Kourkafas said. "The stock market is a long-term investment," said Jenkin, who is also a member of CNBC's Financial Advisor Council. That may be done through a fund that reflects global market capitalization, such as the Vanguard Total World Stock ETF.
Persons: Spencer Platt, They're, Christine Benz, Angelo Kourkafas, Edward Jones, Kourkafas, it's, Ted Jenkin, Jenkin, Joe Biden, Donald Trump —, Louis Barajas, Barajas, Morningstar's Benz, Benz Organizations: New York Stock Exchange, Getty, Dow Jones, CNBC, Morningstar, CNBC's, Council, Investors, International Private Wealth, CNBC FA Council Locations: New York City, Atlanta, Irvine , California, U.S
☆ Latino caregivers face higher financial strain. Here's how to prepare to help family members
  + stars: | 2023-09-25 | by ( Ana Teresa Solá | Anne B. Johnston | Cfp | ) www.cnbc.com   time to read: +5 min
It's worth being aware of those financial effects, experts say, because caregiving is an important touchstone in Latino culture. Latino caregivers have high financial strainFamily caregivers spend on average 26% of their annual income on caregiving activities, according to a 2021 report by AARP. The organization calls that measure "financial strain," and bases it on the caregiving expenses relative to a caregiver's annual income. Compared to other races and ethnicities, Hispanic and Latino caregivers have the highest financial strain, AARP found, with caregiving expenses that account for 47% of annual income. Explore claiming your family member as a dependentThere can be financial advantages to claiming a family member you are caring for as a dependent on your tax returns.
Persons: Jose Luis Pelaez, —, Lea, It's, it's, Marianela, Collado, Roberto, Amanda Corral, Roberto Corral Organizations: Inc, Getty, CFP Louis Barajas, International Private Wealth, AARP, Latina, U.S, CNBC FA, Financial, caregiving, Medicaid Locations: , Florida, Irvine , California, U.S, Mexico, Canada, Barajas, Amanda Corral of California, California
☆ While investors can't expect a deal like former baseball star Bobby Bonilla, they can use an annuity to create a stream of income in retirement
  + stars: | 2023-07-01 | by ( Ana Teresa Solá | ) www.cnbc.com   time to read: +3 min
Infielder Bobby Bonilla of the MLB's New York Mets at a game against the Los Angeles Dodgers at Dodger Stadium, July 25, 1993. Stephen Dunn | Getty Images Sport | Getty ImagesFormer Major League Baseball player Bobby Bonilla collects a $1,193,248.20 check from the New York Mets every July 1, and he'll continue to do so until 2035. In fact, ever since, July 1 has been known as Bobby Bonilla Day. Annuities provide a guaranteed stream of incomeAn annuity is a lump sum of money, often taken out of a retirement plan, which is converted into a future stream of income, or annuitized. The allure for investors is a guaranteed stream of income, much similar to Social Security or pensions.
Persons: Bobby Bonilla, Stephen Dunn, hasn't, Bonilla, they've, Louis Barajas, Limra, Barajas Organizations: New York Mets, Los Angeles Dodgers, Dodger, Getty, Major League Baseball, Mets, International Private Wealth, CNBC's, Finance, Social Security, ., Barajas, American Council of Locations: Irvine , California, Barajas
☆ Why this could be the 'best time' to contribute to a retirement plan, according to an advisor
  + stars: | 2023-03-16 | by ( Jessica Dickler | ) www.cnbc.com   time to read: +1 min
said Louis Barajas, CEO of International Private Wealth Advisors, a certified financial planner and member of CNBC's Advisor Council. In fact, "this is the best time to continue to contribute." "Everybody wants to get out when there's uncertainty," Barajas said. 'Everyone is feeling pressure financially'After a tumultuous stretch, many older Americans are concerned about their retirement security. "We've had almost 12 years of a boom market, all they've seen is markets go up," Barajas said.
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