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Search resuls for: "Private Wealth Management"


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☆ There's a 61% chance of recession this year, economists say—what that means for your money
  + stars: | 2023-01-23 | by ( Ryan Ermey | ) www.cnbc.com   time to read: +2 min
Stop us if you've heard this one before: A lot of people think the economy may be headed for a recession. It's everywhere: A recent poll of economists from the Wall Street Journal pegged the recession chances in 2023 at 61%. Even 96-year-old former Federal Reserve Chairman Alan Greenspan has weighed in, saying that a recession is "the most likely outcome" given the current economic trajectory. A short, shallow recession may be priced into marketsEconomists aren't the only ones who have recession on the brain. Overall, investors and economists alike expect a "fairly mild kind of recession, " says Sam Stovall, chief investment strategist at CFRA.
☆ The U.S. hit the debt ceiling — here's what that means for your money
  + stars: | 2023-01-21 | by ( Ryan Ermey | ) www.cnbc.com   time to read: +4 min
The U.S. hit the debt ceiling on Thursday, which forced the Treasury Department to begin taking so-called "extraordinary measures" to continue paying the government's bills. Read on for the answers to the most relevant questions about the debt ceiling, and why, as a long-term investor, you shouldn't be paying too much attention to the headlines. Remind me — what's the debt ceiling again? Where does the debt ceiling stand now? Aside from stock market volatility, you'd see ramifications across the economy.
☆ Stock market should consolidate through the end of January, says Federated Hermes' Duessel
  + stars: | 2023-01-20 | 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 EmailStock market should consolidate through the end of January, says Federated Hermes' DuesselSherry Paul, Morgan Stanley Private Wealth Management senior portfolio manager, and Linda Duessel, Federated Hermes senior equity strategist, join 'Squawk Box' to discuss where markets go from here, if it's hard to be a bear right now and more.
☆ Watch CNBC's full interview with Morgan Stanley's Sherry Paul and Federated Hermes' Linda Duessel
  + stars: | 2023-01-20 | 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 Morgan Stanley's Sherry Paul and Federated Hermes' Linda DuesselSherry Paul, Morgan Stanley Private Wealth Management senior portfolio manager, and Linda Duessel, Federated Hermes senior equity strategist, join 'Squawk Box' to discuss where markets go from here, if it's hard to be a bear right now and more.
☆ Veteran investor says 'tech is dead,' names safer stocks to weather the 'current storm'
  + stars: | 2023-01-19 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
Stock picks Against that backdrop, Landsberg said he favors the consumer staples and health care sectors. Consumer staples will therefore be a better trade than discretionary stocks as consumer spending power is reined in, he added. They are still going to have to buy some of these things, and that's going to be a spot that's going to hold up better." It is a leading player in consulting but more importantly in tech consulting, which is cybersecurity, artificial intelligence, and defense," Landsberg said. "With cyberattacks around the world that's going to continue, I don't see them really having a problem getting more business and continuing the business that they have," he added.
☆ This asset class is outperforming U.S. stocks in 2023, and you may be missing out
  + stars: | 2023-01-19 | by ( Ryan Ermey | ) www.cnbc.com   time to read: +3 min
It's a continuation of a relatively strong 2022 in which foreign stocks shed 14.5% compared with an 18% loss for U.S. names . "International stocks are set up quite well," says Ross Mayfield, an investment strategy analyst at Baird Private Wealth Management. Investing experts point to a handful of factors that have boosted the performance of international stocks of late. "Now that it's come back down, it's relieved a lot of the pressure on international stocks." "The sector mix for international stocks is more compatible with the economy we've seen," says Mayfield.
☆ Why wealth management is Goldman Sachs' new 'crown jewel' with dealmaking at a standstill
  + stars: | 2023-01-18 | by ( Hayley Cuccinello | ) www.businessinsider.com   time to read: +5 min
CEO David Solomon acknowledged that a stronger wealth and asset management business would have helped the bank weather the storm. One of Solomon's three key priorities for Goldman Sachs is growing management fees in the asset and wealth management arm. Solomon touted the potential for its workplace wealth offering Ayco in October, but private wealth management is another opportunity. Of 43 job postings in asset and wealth management based in the US, 15 are within the private wealth unit. The wealth management business also boosts Goldman's other services, as the bank's co-head of asset management Julian Salisbury said in September.
☆ Goldman staff brace as global jobs cull begins
  + stars: | 2023-01-11 | by ( ) www.reuters.com   time to read: +2 min
LONDON/HONG KONG, Jan 11 (Reuters) - Staff at Goldman Sachs (GS.N) are bracing for news on whether they will keep their jobs on Wednesday, as the U.S. investment bank begins a sweeping cost-cutting drive that could see its 49,000-strong global workforce shrink by thousands. About 8 staff were also laid off in Goldman's research department in Hong Kong, the source added, with layoffs ongoing in the investment bank and other divisions. A trader works at the Goldman Sachs stall on the floor of the New York Stock Exchange, April 16, 2012. Goldman had 49,100 employees at the end of the third quarter, after adding significant numbers of staff during the coronavirus pandemic. Reporting By Sinead Cruise and Iain Withers, Selena Li in Hong Kong and Scott Murdoch in Sydney;Editing by Elaine HardcastleOur Standards: The Thomson Reuters Trust Principles.
☆ Goldman job cuts hit investment banking, global markets hard -source
  + stars: | 2023-01-11 | by ( Saeed Azhar Sinead Cruise Selena Li | Saeed Azhar | Sinead Cruise | ) www.reuters.com   time to read: +5 min
It is likely to affect most of the bank's major divisions, with its investment banking arm facing the deepest cuts, a source told Reuters this month. "We know this is a difficult time for people leaving the firm," a Goldman Sachs statement on Wednesday said. Last year was challenging across groups including credit, equities, and investment banking broadly, said Paul Sorbera, president of Wall Street recruitment firm Alliance Consulting. [1/3] A trader works at the Goldman Sachs stall on the floor of the New York Stock Exchange, April 16, 2012. Shares of Goldman Sachs have partially recovered from a 10% fall last year.
☆ Stock futures are little changed after Nasdaq's third-straight winning day
  + stars: | 2023-01-10 | by ( ) www.cnbc.com   time to read: +1 min
Stock futures were quiet on Tuesday evening as Wall Street looked to build on what has been a positive start to 2023 so far. Futures tied to the Dow Jones Industrial Average ticked up 19 points, or less than 0.1%. S&P 500 futures and Nasdaq 100 futures were little changed. The moves come after the Nasdaq Composite rose 1.01% on Tuesday to clinch its first three-day winning streak since November. There is some evidence that when rates start to decline from the Federal Reserve, better markets are ahead.
☆ The big change is it's 2023 and not 2022, stay defensive, says UBS's Alli McCartney
  + stars: | 2023-01-10 | 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 EmailThe big change is it's 2023 and not 2022, stay defensive, says UBS's Alli McCartneyAlli McCartney of UBS Private Wealth Management, joins 'Closing Bell' to give her market outlook for 2023. She's staying defensive for now.
☆ The 7 best investment apps
  + stars: | 2023-01-03 | by ( Tanza Loudenback | Rickie Houston | Read More | ) www.businessinsider.com   time to read: +50 min
Tax-loss harvesting, portfolio lines of credit, 529 college savings plans available Check mark icon A check mark. Competitive mobile and online offerings for digital investors and traders Check mark icon A check mark. Access to Certified Financial Planners at no additional charge Check mark icon A check mark. Low-cost, hands-off investment account that combines automated features with management from a team of human investment professionals Check mark icon A check mark. We compared nearly two dozen brokerages, placing heavy weighting on their advisory and trading fees, investment philosophy, investment options, and types of accounts available.
☆ How to Invest in Stocks
  + stars: | 2022-12-30 | by ( ) www.wsj.com   time to read: +23 min
Set your time frameWhen you’re ready to invest in stocks, it’s natural to start by looking at how the stock market has performed recently. If you’re saving for the long-term: Invest in stocksOn the other hand, if you have a long-term financial goal—especially retirement, but any goal a decade or more out—you can afford to invest in the stock market. Decide how much risk to takeJust because you have time to invest in stocks doesn’t mean you have the stomach. Return Best Year Worst Year Years with a loss 100% Stocks 12.3% 54.2% -43.1% 25/96 80% Stocks 11.1% 45.4% -34.9% 24/96 60% Stocks 9.9% 36.7% -26.6% 22/96 40% Stocks 8.7% 35.9% -18.4% 19/96 20% Stocks 7.5% 40.7% -10.1% 16/96 100% Bonds 6.3% 45.5% -0.8% 20/96 VanguardStep 3. Most ETFs are index funds, meaning they merely aim to match the returns of a stock market index, although some target very narrow slices of the market, such as just tech stocks or just energy stocks.
☆ Investors can find market opportunities in select sectors, says Michael Landsberg
  + stars: | 2022-12-23 | 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 EmailInvestors can find market opportunities in select sectors, says Michael LandsbergMichael Landsberg, chief investment officer of Landsberg Bennett Private Wealth Management, and Ross Mayfield, investment strategy analyst at Baird, join CNBC's 'Squawk Box' with potential investment strategies ahead of the open.
☆ Morgan Stanley's Sherry Paul: Important for investors not to get lost in Fed sauce
  + stars: | 2022-12-15 | 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 EmailMorgan Stanley's Sherry Paul: Important for investors not to get lost in Fed sauceSherry Paul, senior portfolio manager director at Morgan Stanley Private Wealth Management, joins 'Squawk on the street' to discuss why the market reacted the way it did to yesterday's FOMC minutes, and more.
☆ Watch CNBC's full interview with BofA's Jill Carey Hall and Morgan Stanley's Sherry Paul
  + stars: | 2022-12-15 | 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 BofA's Jill Carey Hall and Morgan Stanley's Sherry PaulJill Carey Hall, Bank of America Securities head of U.S. small and mid cap strategy, and Sherry Paul, senior portfolio manager director at Morgan Stanley Private Wealth Management, join 'Squawk on the street' to discuss why the market reacted the way it did to yesterday's FOMC minutes, how Paul characterizes the sentiment of her clients and Hall's take on where markets are now.
☆ Investors shouldn't take on additional risks right now, says UBS's Alli McCartney
  + stars: | 2022-12-05 | 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 shouldn't take on additional risks right now, says UBS's Alli McCartneyUBS Private Wealth Management Managing Director Alli McCartney joins 'Closing Bell' to discuss the trading day and how to position your portfolio going into the new year.
☆ Wall Street experts are warning that stocks are in for more trouble as a robust November jobs report is crushing investor hopes of a dovish Fed
  + stars: | 2022-12-03 | by ( William Edwards | ) www.businessinsider.com   time to read: +6 min
Stocks fell on Friday after the Bureau of Labor Statistics announced a robust November jobs report. But with the economy resilient, the Fed could continue to cause more pain for stocks going forward. November's jobs report, however, puts a pin the hopes of those anticipating easier policy sooner. He added: "Chairman Powell's speech earlier in the week was interpreted with a dovish lens, but that spin is likely to be reassessed based on the jobs report. Even before Friday's jobs report, some Wall Street strategists and money managers have been warning of further trouble ahead.
☆ The consumer scares me a little bit, says Landsberg Bennett's Michael Landsberg
  + stars: | 2022-12-02 | 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 EmailThe consumer scares me a little bit, says Landsberg Bennett's Michael LandsbergMichael Landsberg, Landsberg Bennett Private Wealth Management CIO, joins 'Power Lunch' to discuss why defensive positioning is the way to invest now, what happens if rates stay higher for longer and more.
☆ I worry about the Fed's previous and upcoming tightening, says Wells Fargo's Bryson
  + stars: | 2022-12-01 | 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 EmailI worry about the Fed's previous and upcoming tightening, says Wells Fargo's BrysonJay Bryson, Wells Fargo managing director, and Katerina Simonetti, Morgan Stanley Private Wealth Management, join 'Closing Bell' to discuss their take on where the underlying economy currently sits, how much more tightening the Federal Reserve will have to do and more.
☆ Watch CNBC's full interview with Wells Fargo's Jay Bryson and Morgan Stanley's Katerina Simonetti
  + stars: | 2022-12-01 | 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 Wells Fargo's Jay Bryson and Morgan Stanley's Katerina SimonettiJay Bryson, Wells Fargo managing director, and Katerina Simonetti, Morgan Stanley Private Wealth Management, join 'Closing Bell' to discuss their respective takes on where the economy sits, how much more tightening the Federal Reserve will have to do and more.
☆ Investors should focus on stocks with earnings resiliency, says Morgan Stanley's Sherry Paul
  + stars: | 2022-11-30 | 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 should focus on stocks with earnings resiliency, says Morgan Stanley's Sherry PaulJJ Kinahan, IG North America CEO, and Sherry Paul, senior portfolio manager director at Morgan Stanley Private Wealth Management, join CNBC's 'Squawk Box' to break down their investment strategies ahead of the market open.
☆ Watch CNBC's full interview with Fidelity Investments' Jurrien Timmer and UBS' Alli McCartney
  + stars: | 2022-11-15 | 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 Fidelity Investments' Jurrien Timmer and UBS' Alli McCartneyFidelity Investments' Jurrien Timmer and UBS Private Wealth Management's Alli McCartney, joins 'Squawk on the Street' to discuss markets activity after todays PPI report, valuations in 2023, and institutions taking on risk.
☆ It's too early for a 'pivot party' on inflation and rates, says UBS' Alli McCartney
  + stars: | 2022-11-15 | 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 EmailIt's too early for a 'pivot party' on inflation and rates, says UBS' Alli McCartneyFidelity Investments' Jurrien Timmer and UBS Private Wealth Management's Alli McCartney joins 'Squawk on the Street' to discuss markets activity after todays PPI report, valuations in 2023, and institutions taking on risk.
☆ 3 Wall Street experts share what to do with your money now as cooling inflation has investors hopeful for a Fed pivot
  + stars: | 2022-11-12 | by ( William Edwards | ) www.businessinsider.com   time to read: +4 min
The S&P 500 jumped 5.5% on Thursday on news of cooling inflation. Investors are hoping the Fed will back off of hawkish policy sooner than they say. The SPDR S&P 500 Trust (SPY) offers exposure to the S&P 500 index. "Investors should take steps to ensure that their portfolio is positioned for a global recession, as the stock market still isn't pricing in this global recession risk," Landsberg said. We are bearish on the sectors that we think will do poorly in a global recession such as tech and discretionary."
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