DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Nvidia — - 1 Shon Anderson - 1 Russell - 1 Jerome Powell's - 1 Shannon Saccocia - 1 Neuberger Berman - 1 Saccocia - 1 Colin Gerrety - 1
Top related locs:
Dayton , Ohio REITs North Bethesda , Maryland Lighthouse Point , Florida
Top related orgs:
Nvidia - 1 Anderson Financial - 1 Federal - 1 Big Tech - 1 Investors - 1 JPMorgan Chase - 1 UnitedHealth - 1 Wealth Services - 1

Search resuls for: "Anderson Financial"


2 mentions found


☆ 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
☆ Here's how much money you should be saving from every paycheck
  + stars: | 2022-08-21 | by ( Lily Wolfson | Benji Stawski | Zoe Malin | ) www.cnbc.com   time to read: +7 min
How much you should save every paycheckThe standard rule of thumb is to save 20% from every paycheck. "The point with both these methods is that saving 20% is still a priority," Anderson says. At the end of the day, the goal really is to just make sure you're saving some portion of your paycheck — even just $20. On the other hand, Barros notes, if you're saving for retirement and you're in your 20s, you can get away with saving between 10% to 15% of every paycheck if you want to retire by age 60. While saving 20% of every paycheck is a pretty standard rule, use the guidelines we outlined above to help you determine what's best for your personal financial circumstances.
0 next >>
Total: 2