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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
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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: "Balcom"


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
☆ Bond yields are hot, but be smart how you invest. Here’s where to begin
  + stars: | 2023-02-06 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +6 min
Bond yields and prices move inversely to each other so, as rates rose, prices tumbled – and did so at an inopportune time since stocks were suffering, too. Thus, they have higher interest rate risk and greater price fluctuation. He likes short-term Treasury bond funds and ETFs. Another way to mitigate interest rate risk is to use a barbell: You hold equal amounts of shorter and longer-dated issues. "You don't have to reach too far in terms of credit risk and interest rate risk to capture healthy yield in today's environment."
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