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☆ Future Proof gathering in California surf town is trying to reinvent the investment conference
▼ + stars: | 2024-09-16 | by ( Bob Pisani | ) www.cnbc.com time to read: +7 min

More than 4,000 people have descended here for the Future Proof conference , a vast social gathering designed to give younger registered investment advisors and other investment professionals access to what they want. What they want, apparently, is an intense desire to network with other RIAs and investment professionals and find ways to grow their business. Reimagining the financial conference Future Proof is the brainchild of Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management, and CEO Josh Brown. This is the third year for the conference, but Ritholtz and company have been doing conferences for 15 years. Ritholtz describes it as an ongoing project to reinvent the financial conference concept, which he says is "moribund."

Persons: Barry Ritholtz, Josh Brown, Ritholtz, Van Eck, Matt Middleton, Adarsh, Brett Rodgriguez, Delon Mansour, Mansour, Shyamsundar, Harris, Consulting's Brett Rodgriguez, Akash Shah, Shannon Saccocia, Raj Dhanda, Ares Management, John Christmas, RIAs, They'll, Mike Novogratz, Anna Paglia, Bryan Whalen, Saira Malik, Lauren Goodwin, Scott Wapner, DoubleLine Capital's Jeff Gundlach, CNBC's, Jan van Eck, Matt Hougan, DJ Mick, There's, Bob Pisani, Jon Maier, JP Morgan, Pisani, Jan Van Eck, Marlena Lee, That's Organizations: Ritholtz Wealth Management, JPMorgan Chase, Capital Group, Street Global Advisors, Funds, Polaris Capital Management, Graystone Consulting, Investments, Investment, Ares, HPS Investment Partners, Global, Life Investments, Bitwise, Management, Dimensional Fund Advisors Locations: HUNTINGTON BEACH, Calif, Los Angeles, Iowa, California, Huntington Beach, San Diego, Michigan, ETFEdge.cnbc.com

☆ Watch CNBC’s full interview with Cantor Fitzgerald’s Eric Johnston, NB Private’s Shannon Saccocia and Invesco’s Kristina Hooper
▼ + stars: | 2024-09-10 | 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 EmailWatch CNBC’s full interview with Cantor Fitzgerald’s Eric Johnston, NB Private’s Shannon Saccocia and Invesco’s Kristina HooperCantor Fitzgerald’s Eric Johnston, NB Private’s Shannon Saccocia and Invesco’s Kristina Hooper, join 'Closing Bell' to discuss the market trends, rate cuts and inflation.

Persons: Cantor Fitzgerald’s Eric Johnston, Shannon Saccocia, Invesco’s Kristina Hooper Cantor, Eric Johnston, Invesco’s Kristina Hooper

☆ Downside risks for equities are very high: Cantor's Eric Johnston
▼ + stars: | 2024-09-10 | 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 EmailDownside risks for equities are very high: Cantor's Eric JohnstonCantor Fitzgerald’s Eric Johnston, NB Private’s Shannon Saccocia and Invesco’s Kristina Hooper, join 'Closing Bell' to discuss the market trends, rate cuts and inflation.

Persons: Eric Johnston Cantor, Eric Johnston, Shannon Saccocia, Invesco’s Kristina Hooper Organizations: Downside

☆ Watch CNBC’s full interview with Trivariate's Adam Parker, NB Private’s Shannon Saccocia and Invesco’s Brian Levitt
▼ + stars: | 2024-08-06 | 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 EmailWatch CNBC’s full interview with Trivariate's Adam Parker, NB Private’s Shannon Saccocia and Invesco’s Brian LevittTrivariate Research CEO Adam Parker, NB Private’s Shannon Saccocia and Invesco’s Brian Levitt, join 'Closing Bell' to discuss the markets, earnings and their second half outlook on the year.

Persons: Trivariate's Adam Parker, Shannon Saccocia, Brian Levitt Trivariate, Adam Parker, Brian Levitt

☆ Earnings may be more important than political uncertainty in the upcoming months: Shannon Saccocia
▼ + stars: | 2024-07-21 | 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 EmailEarnings may be more important than political uncertainty in the upcoming months: Shannon SaccociaShannon Saccocia, NB Private Wealth CIO, and Steve Grasso, Grasso Global CEO, join CNBC's 'Special Report' to discuss how Biden's resignation from the presidential race may impact markets.

Persons: Shannon Saccocia Shannon Saccocia, Steve Grasso, Grasso, CNBC's Organizations: Grasso Global

☆ Stocks are booming in 2024, but financial advisors say it may be time to get a little defensive
▼ + stars: | 2024-07-16 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

With the S & P 500 surging more than 18% in 2024, it might be time for investors to make a few defensive moves in their portfolios. But that surge is spurring some financial advisors to reassess their clients' exposure to large-cap tech and turn toward currently unloved asset categories that could be poised to rise. "It might take a little longer to manifest but we think [health care] is an interesting combination of offense and defense, and it provides meaningful cash flows for investors," Saccocia said. Checking in on risk and cash Investors reviewing their 2024 gains should also reassess their risk profile and consider whether their asset allocation reflects their long-term goals. Tom Balcom, CFP and founder of 1650 Wealth Management in Lighthouse Point, Florida, has used custom market-linked notes to hedge clients' exposure to the market.

Persons: Nvidia —, Shon Anderson, Russell, Jerome Powell's, Shannon Saccocia, Neuberger Berman, Saccocia, Colin Gerrety, Gerrety, Tom Balcom, Balcom, Morningstar Organizations: Nvidia, Anderson Financial, Federal, Big Tech, Investors, JPMorgan Chase, UnitedHealth, Wealth Services Locations: Dayton , Ohio, REITs, North Bethesda , Maryland, Lighthouse Point , Florida

☆ NB Private Wealth's Shannon Saccocia: US consumer is our biggest focus in terms of downside risk
▼ + stars: | 2024-07-15 | 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 EmailNB Private Wealth's Shannon Saccocia: US consumer is our biggest focus in terms of downside riskShannon Saccocia, NB Private Wealth CIO, and Kevin Gordon, Charles Schwab senior investment strategist, join 'Closing Bell' to discuss how investors can position their portfolios, rate cuts, markets, and more.

Persons: Wealth's Shannon Saccocia, Shannon Saccocia, Kevin Gordon, Charles Schwab

☆ Here’s where money managers are seeking income at mid-year as rates stay high
▼ + stars: | 2024-07-05 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +6 min

The prospect of "higher for longer" rates has also made short-term fixed income assets especially attractive. "We had a lot of investors who were in, if not cash, then sub-2-year duration fixed income at the start of the year." Takeaways for investors It doesn't hurt for retail investors to review their fixed income allocation now that the year is halfway over. A combination of fixed income assets may be what it takes to benefit from today's higher rates, lock in yields and capture rising prices once the Fed cuts. "We don't buy that there's one fixed income asset class that you should tilt toward," said Calcagni.

Persons: –, Don Calcagni, it's, Shannon Saccocia, Neuberger Berman, Michael Rosen, Rosen, Janus Henderson, Vishal Khanduja, Eaton Vance, Khanduja, Callie Cox Organizations: Federal Reserve, FedWatch, Investment Company Institute, Money, Mercer Advisors, Investors, Municipal, Angeles Investment Advisors, AAA CLOs, Janus Henderson AAA CLO, SEC, Morgan Stanley Investment Management, Bond, Ritholtz Wealth Management, Stay Locations: Santa Monica, Calif

☆ Watch CNBC’s full interview with Solus' Dan Greenhaus and NB Private’s Shannon Saccocia
▼ + stars: | 2024-06-24 | 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 Solus' Dan Greenhaus and NB Private’s Shannon SaccociaDan Greenhaus, Solus Alternative Asset Management chief strategist, and Shannon Saccocia, chief investment officer of NB Private Wealth, join 'Closing Bell' to discuss the markets, Nvidia's parabolic move, and the mega caps impact on the overall market.

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

☆ Stock futures are little changed ahead of a holiday-shortened trading week: Live updates
▼ + stars: | 2024-06-16 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +1 min

Stock futures were little changed on Sunday evening ahead of a holiday-shortened week. S&P 500 futures and Nasdaq 100 futures added 0.03% and 0.1%, respectively. In the week ahead, investors will wonder if that rally can continue, with cracks emerging in the market outlook. This week will be a holiday-shortened week, with markets closed Wednesday for the Juneteenth holiday. Investors are monitoring May retail sales data, due out on Tuesday, as well as home sales and housing starts data later in the week.

Persons: Dow, Shannon Saccocia, CNBC's Organizations: Dow Jones, Nasdaq, Dow, Kroger, Darden

☆ Watch CNBC’s full interview with Ritholtz's Josh Brown, Solus’ Dan Greenhaus and NB Private's Shannon Saccocia
▼ + stars: | 2024-06-14 | 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 Ritholtz's Josh Brown, Solus’ Dan Greenhaus and NB Private's Shannon SaccociaRitholtz's Josh Brown, Solus’ Dan Greenhaus and NB Private's Shannon Saccocia, join 'Closing Bell' to discuss markets, the mega cap tech stocks leading the S&P and the Fed.

Persons: Ritholtz's Josh Brown, Solus, Dan Greenhaus, Shannon Saccocia Ritholtz's Josh Brown, Shannon Saccocia

☆ When your kid comes out as trans, here’s what to do
▼ + stars: | 2024-06-02 | by ( Kristen Rogers | ) edition.cnn.com time to read: +11 min

CNN spoke with a doctor, gender rights activists and parents of trans children about what to say when a child comes out as transgender, how to address certain challenges and what receiving gender-affirming care is like. Some parents want to support their child but worry if their gender identity is the result of a phase, or if they’ll change their mind later. It would be their decision resulting from the exploration of their gender identity, rather than someone trying to control it for them. Rhyland’s son later realized he is trans masculine nonbinary and uses he/him pronouns, and he’s OK with Rhyland calling him her son. (Trans masculine nonbinary means someone’s gender identity is nonbinary, yet they present in a typically masculine fashion with their name, style and more.)

Persons: CNN — Maryhope Howland, ’ ”, Howland, didn’t, ” Howland, ”, Nova, Williams, Rachel Cornwell’s, Evan, Cornwell, ” Cornwell, “, Kade, It’s, Goepferd, “ There’s, ” Goepferd, Jocelyn Rhynard’s, Rhyland’s, aren’t, —, ” Rhynard, “ we’ve, ‘, ’, Rhynard, ’ ” Howland, Sarah McBride Organizations: CNN, Families United, Trans Rights, Dumbarton United Methodist Church, Human Rights Locations: Washington ,, Minnesota, Delaware

☆ Watch CNBC’s full interview with SoFi's Liz Young, NB Private’s Shannon Saccocia and Crossmark’s Victoria Fernandez
▼ + stars: | 2024-05-28 | 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 SoFi's Liz Young, NB Private’s Shannon Saccocia and Crossmark’s Victoria FernandezSoFi's Liz Young, NB Private’s Shannon Saccocia and Crossmark’s Victoria Fernandez join 'Closing Bell' to discuss the bull rally's staying power, the bond market, and their market outlook.

Persons: SoFi's Liz Young, Shannon Saccocia, Victoria Fernandez, Liz Young

☆ Watch CNBC’s full interview with Trivariate's Adam Parker and NB Private’s Shannon Saccocia
▼ + stars: | 2024-05-07 | 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 Trivariate's Adam Parker and NB Private’s Shannon SaccociaTrivariate Research's Adam Parker and NB Private's Shannon Saccocia join 'Closing Bell' to discuss the market rally sustainability and their read after earnings.

Persons: Trivariate's Adam Parker, Shannon Saccocia Trivariate Research's Adam Parker, Shannon Saccocia

☆ 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

☆ Watch CNBC’s full interview with Trivariate's Adam Parker and NB Private Wealth’s Shannon Saccocia
▼ + stars: | 2024-04-01 | 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 Trivariate's Adam Parker and NB Private Wealth’s Shannon SaccociaAdam Parker, Trivariate Research CEO, and Shannon Saccocia, chief investment officer of NB Private Wealth, join 'Closing Bell' to discuss his Q2 market outlook and reflect on his takeaways from the first quarter.

Persons: Trivariate's Adam Parker, Wealth’s Shannon Saccocia Adam Parker, Shannon Saccocia Organizations: Trivariate, Wealth

☆ Watch CNBC’s full interview with CIC Wealth's Malcolm Ethridge and NB Private Wealth's Shannon Saccocia
▼ + stars: | 2024-03-15 | 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 EmailWatch CNBC’s full interview with CIC Wealth's Malcolm Ethridge and NB Private Wealth's Shannon SaccociaMalcolm Ethridge, CIC Wealth Executive Vice President, and Shannon Saccocia, chief investment officer of NB Private Wealth, join 'Closing Bell' to discuss which stocks are leading the market and their macro market outlook.

Persons: Malcolm Ethridge, Wealth's Shannon Saccocia Malcolm Ethridge, Shannon Saccocia Organizations: Wealth

☆ Fed Chair Powell and jobs data take center stage next week as Wall Street weighs interest rate outlook
▼ + stars: | 2024-03-01 | by ( Sarah Min | ) www.cnbc.com time to read: +8 min

Next week, the first full trading week of March, macroeconomic concerns will take center stage for investors. Next week, the Fed chief is largely anticipated to stick to the same talking points in testifying before Congress. In fact, the February jobs report, due out next Friday, is expected to show a moderation in payroll gains. Hourly Earnings preliminary (February) 8:30 a.m. Average Workweek preliminary (February) 8:30 a.m. Manufacturing Payrolls (February) 8:30 a.m. Nonfarm Payrolls (February) 8:30 a.m. Private Nonfarm Payrolls (February) 8:30 a.m. Unemployment Rate (February) — CNBC's Michael Bloom, Jeff Cox and Yun Li contributed to this report.

Persons: Jerome Powell, Powell, Shannon Saccocia, Kim Forrest, Webull, Michael Hartnett, CNBC's Yun Li, Melissa Brown, Brown, Wealth's Saccocia, Saccocia, Nonfarm Payrolls, —, Michael Bloom, Jeff Cox, Yun Li Organizations: Federal, Fed, Capitol, Nasdaq, Dow Jones, FactSet, Barclays, Bokeh Capital Partners, Labor Department, Bitcoin, BofA Global Research, Apple, Nvidia, Ross Stores, Costco Wholesale, Kroger, . Semiconductor, Broadcom, PMI, PMI Services, Services PMI, Ross, Target, ADP, Labor, Consumer Credit Locations: U.S, REITs, Japan

☆ Watch CNBC’s full interview with Trivariate's Adam Parker and NB Private's Shannon Saccocia
▼ + stars: | 2024-02-09 | 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 Trivariate's Adam Parker and NB Private's Shannon SaccociaAdam Parker, Trivariate Research CEO, and Shannon Saccocia, chief investment officer of NB Private Wealth, join 'Closing Bell' to discuss their investing outlook for AI and more.

Persons: Trivariate's Adam Parker, Shannon Saccocia Adam Parker, Shannon Saccocia Organizations: Trivariate, Wealth

☆ Wall Street is barreling toward a big week ahead with megacap earnings, Fed meeting in focus
▼ + stars: | 2024-01-26 | by ( Sarah Min | ) www.cnbc.com time to read: +7 min

Wall Street is headed into the thick of earnings season, with results on deck from the bulk of the so-called Magnificent Seven names. On top of that, the Federal Reserve's latest monetary policy decision and the January jobs report will be in focus. Federal Reserve meeting Investors aren't anticipating much out of the Fed meeting next week. Market participants say recent reports show the trends have been going in the right direction, and Friday's report is expected to confirm the softening in the jobs market. Other significant earnings in the week ahead include Boeing , a major Dow component.

Persons: Russell, we've, Shannon Saccocia, Jonathan Krinsky, Tesla, that'll, Hogan, you've, John Bailer, Jerome Powell, Tony Welch, Welch, FactSet Organizations: Microsoft, Nvidia, Dow Jones Industrial, Nasdaq, Dow, JPMorgan, Riley Securities, Newton Investment Management, Fed, PCE, Boeing, Alaska Airlines, Dallas, Whirlpool, Petroleum, United Parcel Service, General Motors, Pfizer, Devices, ADP, ECI Civilian Workers, Chicago PMI, Mastercard, Qualcomm, Labor, PMI, Manufacturing, Apple, Chevron, Exxon Mobil Locations: Thursday's, nonfarm payrolls, Chicago, Royal Caribbean, Michigan

☆ Bond yields will come down from their fever pitch in 2024. How to prepare your portfolio
▼ + stars: | 2023-12-05 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Expect to work a little harder for those fixed income returns in the new year. As a result, it may be time to start unwinding those big cash positions and adopt a longer-term mentality for fixed income investments. A runup in bond yields is accompanied by a decline in prices, and the two move inversely to one another. The sector "remains well positioned to maintain its high credit quality, driven by solid state credit quality and strong state financial support, despite soft enrollment trends," analyst Kathleen McNamara wrote last week. Consider dollar cost averaging into those longer-dated positions, incrementally building up exposure to intermediate duration bonds.

Persons: Jerome Powell, it's, Kathy Jones, Shannon Saccocia, Jones, Nicholos Venditti, Kathleen McNamara, Schwab's Jones, Barry McAlinden, Michael Bloom Organizations: Schwab Center, Financial Research, Bond, SEC, Muni Bond ETF, Allspring Global Investments, UBS

☆ There are very few hurdles to upset the current rally, says NB Private Wealth's Shannon Saccocia
▼ + stars: | 2023-11-28 | 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 EmailThere are very few hurdles to upset the current rally, says NB Private Wealth's Shannon SaccociaJosh Brown, Stephanie Link, Shannon Saccocia, and Jim Lebenthal join 'Halftime Report' to discuss how to position in the stock market, the impact of inflation, and more.

Persons: Wealth's Shannon Saccocia Josh Brown, Stephanie Link, Shannon Saccocia, Jim Lebenthal

☆ Watch CNBC’s full interview with NewEdge's Cameron Dawson and NB Private Wealth's Shannon Saccocia
▼ + stars: | 2023-11-07 | 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 NewEdge's Cameron Dawson and NB Private Wealth's Shannon SaccociaCameron Dawson, chief investment officer for NewEdge Wealth, and Shannon Saccocia, chief investment officer of NB Private Wealth, join 'Closing Bell' to discuss the fate of the latest market rally and more.

Persons: NewEdge's Cameron Dawson, Wealth's Shannon Saccocia Cameron Dawson, Shannon Saccocia Organizations: Wealth

☆ China remains an overhang for Apple, NB Private Wealth says
▼ + stars: | 2023-11-02 | 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 EmailChina remains an overhang for Apple, NB Private Wealth saysShannon Saccocia, chief investment officer of NB Private Wealth, says the market might be "overemphasizing" Apple.

Persons: Shannon Saccocia Organizations: China, Apple

☆ Watch CNBC’s full interview with JPMorgan's AJ Oden and NB Private’s Shannon Saccocia
▼ + stars: | 2023-10-23 | 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 JPMorgan's AJ Oden and NB Private’s Shannon SaccociaAJ Oden, JPMorgan Global Wealth Management global investment strategist, and Shannon Saccocia, CIO of NB Private Wealth, join 'Closing Bell' to discuss opportunity plays in the market as bond yields retreat, mega caps set to report earnings, and more.

Persons: JPMorgan's AJ Oden, Shannon Saccocia AJ Oden, Shannon Saccocia Organizations: JPMorgan Global Wealth Management, Wealth

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