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☆ Watch CNBC's full discussion with the 'Closing Bell' panel
▼ + stars: | 2024-09-26 | 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 discussion with the 'Closing Bell' panelGabriela Santos, JPMorgan Asset Management, Malcolm Ethridge, CIC Wealth, and Joe Terranova, Virtus Investment Partners, join 'Closing Bell' to discuss the latest news affecting markets.

Persons: Gabriela Santos, Malcolm Ethridge, Joe Terranova Organizations: JPMorgan Asset Management, Wealth, Virtus Investment Partners

☆ Watch CNBC’s full interview with Rockefeller Global's Cheryl Young, SoFi’s Liz Young Thomas and CIC Wealth’s Malcolm Ethridge
▼ + stars: | 2024-09-17 | 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 Rockefeller Global's Cheryl Young, SoFi’s Liz Young Thomas and CIC Wealth’s Malcolm EthridgeRockefeller Global's Cheryl Young, SoFi’s Liz Young Thomas and CIC Wealth’s Malcolm Ethridge, join 'Closing Bell' to discuss the Fed's next move, potential market reaction, economic impact and more.

Persons: Rockefeller Global's Cheryl Young, SoFi’s Liz Young Thomas, Malcolm Ethridge Rockefeller, Cheryl Young, Malcolm Ethridge

☆ Save on taxes and bolster your portfolio before year-end with these moves
▼ + stars: | 2024-09-16 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

It's September – and that means it's prime time to think about maximizing after-tax returns as the year winds down. Of course, there may be a price to pay for that performance: Uncle Sam will want his share of taxes. Here are a few steps that could help you hold onto more of your portfolio's returns this year. Munis spin out income that's free of federal taxes, and they may be exempt from state levies if the investor resides in the issuing state. By directly giving low basis highly appreciated stock (instead of selling the position and donating cash proceeds), you avoid incurring the capital gains tax.

Persons: it's, Sam, Nathan Hoyt, Joel Dickson, Vanguard's, Dickson, James Shagawat, Roth, Shagawat, Malcolm Ethridge, –, Ethridge Organizations: Nvidia, Regent Peak Wealth, Investors, Roth IRA, Treasurys, Wealth Locations: Atlanta, AdvicePeriod, Paramus , New Jersey, New York , New Jersey, California, Rockville , Maryland

☆ Watch CNBC’s full interview with Virtus’ Joe Terranova, CIC Wealth’s Malcolm Ethridge and Evercore ISI's Mark Mahaney
▼ + stars: | 2024-08-01 | 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 Virtus’ Joe Terranova, CIC Wealth’s Malcolm Ethridge and Evercore ISI's Mark MahaneyVirtus’ Joe Terranova, CIC Wealth’s Malcolm Ethridge and Evercore ISI's Mark Mahaney, join 'Closing Bell' to discuss markets, the Fed and their broader economic outlook.

Persons: Virtus ’ Joe Terranova, Malcolm Ethridge, Mark Mahaney Virtus, Joe Terranova, Mark Mahaney Organizations: Virtus ’, Fed

☆ Elevated volatility is going to be present over the next two months, says Virtus' Joe Terranova
▼ + stars: | 2024-08-01 | 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 EmailElevated volatility is going to be present over the next two months, says Virtus' Joe TerranovaVirtus’ Joe Terranova, CIC Wealth’s Malcolm Ethridge and Evercore ISI's Mark Mahaney, join 'Closing Bell' to discuss markets, the Fed and their broader economic outlook.

Persons: Virtus, Joe Terranova Virtus ’ Joe Terranova, Malcolm Ethridge, Mark Mahaney Organizations: Fed

☆ Ethridge: Markets will be choppy this week, especially in the Nasdaq
▼ + 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 EmailEthridge: Markets will be choppy this week, especially in the NasdaqMalcolm Ethridge, Executive Vice President of CIC Wealth, discusses the markets in the wake of the assassination attempt on Donald Trump.

Persons: Nasdaq Malcolm Ethridge, Donald Trump Organizations: Nasdaq, CIC Wealth

☆ Three-Stock Lunch: Intel, Corning and ServiceNow
▼ + stars: | 2024-07-08 | 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 EmailThree-Stock Lunch: Intel, Corning and ServiceNowMalcolm Ethridge, CIC Wealth EVP, joins 'Power Lunch' to discuss stock plays for three stocks, including Intel, Corning and ServiceNow.

Persons: ServiceNow Malcolm Ethridge Organizations: Intel, Corning Locations: ServiceNow

☆ Watch CNBC’s full interview with NewEdge's Cameron Dawson, Invesco's Kristina Hooper and CIC Wealth’s Malcolm Ethridge
▼ + stars: | 2024-06-28 | 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 NewEdge's Cameron Dawson, Invesco's Kristina Hooper and CIC Wealth’s Malcolm EthridgeNewEdge's Cameron Dawson, Invesco's Kristina Hooper and CIC Wealth’s Malcolm Ethridge, join 'Closing Bell' to discuss markets, their outlook for the second half of the year and the possibility of more broadening in the market.

Persons: NewEdge's Cameron Dawson, Invesco's Kristina Hooper, Malcolm Ethridge NewEdge's Cameron Dawson, Malcolm Ethridge

☆ Watch CNBC’s full interview with CIC Wealth's Malcolm Ethridge, Requisite’s Bryn Talkington and Hightower’s Stephanie Link
▼ + stars: | 2024-06-21 | 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 EmailWatch CNBC’s full interview with CIC Wealth's Malcolm Ethridge, Requisite’s Bryn Talkington and Hightower’s Stephanie LinkCIC Wealth's Malcolm Ethridge, Requisite's Bryn Talkington, and Hightower's Stephanie Link join 'Closing Bell' to discuss markets, Nvidia, and other opportunities in tech.

Persons: Malcolm Ethridge, Requisite’s Bryn, Stephanie Link, Requisite's Bryn Talkington Organizations: Nvidia

☆ Nvidia got 'overloved' very quickly, says Hightower's Stephanie Link
▼ + stars: | 2024-06-21 | 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 EmailNvidia got 'overloved' very quickly, says Hightower's Stephanie LinkCIC Wealth's Malcolm Ethridge, Requisite's Bryn Talkington, and Hightower's Stephanie Link join 'Closing Bell' to discuss markets, Nvidia, and other opportunities in tech.

Persons: Stephanie Link, Malcolm Ethridge, Requisite's Bryn Talkington Organizations: Nvidia

☆ Key takeaways from Apple's WWDC
▼ + stars: | 2024-06-10 | 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 EmailKey takeaways from Apple's WWDCWealth Enhancement's Ayako Yoshioka, CIC Wealth's Malcolm Ethridge, and Big Tech's Alex Kantrowitz join 'Closing Bell' to discuss their takeaways from Apple's WWDC event.

Persons: Yoshioka, Malcolm Ethridge, Big, Alex Kantrowitz Locations: Apple's

☆ Watch CNBC’s full interview with Wealth Enhancement's Ayako Yoshioka, CIC Wealth's Malcolm Ethridge and Big Tech's Alex Kantrowitz
▼ + stars: | 2024-06-10 | 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 Wealth Enhancement's Ayako Yoshioka, CIC Wealth's Malcolm Ethridge and Big Tech's Alex KantrowitzWealth Enhancement's Ayako Yoshioka, CIC Wealth's Malcolm Ethridge, and Big Tech's Alex Kantrowitz join 'Closing Bell' to discuss their takeaways from Apple's WWDC event.

Persons: Yoshioka, Malcolm Ethridge, Alex Kantrowitz, Big Locations: Apple's

☆ 3-Stock Lunch: MCD, GPS & ULTA
▼ + stars: | 2024-05-31 | 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 Email3-Stock Lunch: MCD, GPS & ULTAMalcolm Ethridge, CIC Wealth, joins 'Power Lunch' to discuss stock plays for three stocks including; McDonald's, Gap and Ulta Beauty.

Persons: Malcolm Ethridge Organizations: GPS

☆ Watch CNBC’s full interview with JPMorgan’s Jordan Jackson, CIC Wealth’s Malcolm Ethridge and Hightower’s Stephanie Link
▼ + stars: | 2024-05-17 | 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 Jordan Jackson, CIC Wealth’s Malcolm Ethridge and Hightower’s Stephanie LinkJPMorgan’s Jordan Jackson, CIC Wealth’s Malcolm Ethridge and Hightower’s Stephanie Link, join 'Closing Bell' to discuss markets, possibility of more upside and the earnings season.

Persons: JPMorgan’s Jordan Jackson, Malcolm Ethridge, Stephanie Link JPMorgan’s Jordan Jackson, Stephanie Link

☆ Three-Stock Lunch: McDonald's, Walmart & Amazon
▼ + stars: | 2024-05-10 | 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 EmailThree-Stock Lunch: McDonald's, Walmart & AmazonMalcolm Ethridge, CIC Wealth EVP, joins 'Power Lunch' to discuss stock plays for three stocks, including McDonald's, Walmart, and Amazon.

Persons: Amazon Malcolm Ethridge Organizations: Walmart, Amazon, McDonald's

☆ Our love affair with AI is nowhere near over, says Malcolm Ethridge
▼ + stars: | 2024-05-09 | 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 EmailOur love affair with AI is nowhere near over, says Malcolm EthridgeMalcolm Ethridge, Executive Vice President of CIC Wealth, discusses how he sees the trading day ahead shaping up.

Persons: Malcolm Ethridge Malcolm Ethridge Organizations: CIC Wealth

☆ When sentiment shifts in mega caps like Apple, it may be time to buy: CIC's Malcolm Ethridge
▼ + stars: | 2024-05-02 | 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 EmailWhen sentiment shifts in mega caps like Apple, it may be time to buy: CIC's Malcolm EthridgeCIC Wealth's Malcolm Ethridge, Requisite's Bryn Talkington and Virtus' Joe Terranova, join 'Closing Bell' to discuss Apple ahead of the mega caps earnings report.

Persons: Malcolm Ethridge, Requisite's Bryn, Virtus, Joe Terranova Organizations: Requisite's Bryn Talkington, Apple

☆ Watch CNBC’s full interview with CIC Wealth’s Malcolm Ethridge, Requisite’s Bryn Talkington and Virtus’ Joe Terranova
▼ + stars: | 2024-05-02 | 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 EmailWatch CNBC’s full interview with CIC Wealth’s Malcolm Ethridge, Requisite’s Bryn Talkington and Virtus’ Joe TerranovaCIC Wealth's Malcolm Ethridge, Requisite's Bryn Talkington and Virtus' Joe Terranova, join 'Closing Bell' to discuss Apple ahead of the mega caps earnings report.

Persons: Malcolm Ethridge, Requisite’s Bryn, Virtus ’ Joe Terranova, Wealth's Malcolm Ethridge, Requisite's Bryn, Virtus, Joe Terranova Organizations: Requisite’s Bryn Talkington, Virtus ’, Requisite's Bryn Talkington, Apple

☆ Watch CNBC’s interview with Schwab's Liz Ann Sonders, SoFi's Liz Young and CIC Wealth’s Malcolm Ethridge
▼ + stars: | 2024-04-23 | 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 interview with Schwab's Liz Ann Sonders, SoFi's Liz Young and CIC Wealth’s Malcolm EthridgeCharles Schwab's Liz Ann Sonders, SoFi's Liz Young and CIC Wealth’s Malcolm Ethridge join 'Closing Bell' to discuss markets, the market pullback and bounce and what it means for their outlook.

Persons: Liz Ann Sonders, SoFi's Liz Young, Malcolm Ethridge Charles Schwab's Liz Ann Sonders, Malcolm Ethridge

☆ Three-Stock Lunch: Boeing, Nasdaq & Molson Coors
▼ + stars: | 2024-04-09 | 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 EmailThree-Stock Lunch: Boeing, Nasdaq & Molson CoorsMalcolm Ethridge, CIC Wealth EVP, joins 'Power Lunch' to discuss plays for three stocks: Boeing, Nasdaq and Molson Coors.

Persons: Molson Coors Malcolm Ethridge Organizations: Boeing, Nasdaq, Molson, Molson Coors

☆ Malcolm Ethridge's Best Ideas for Q2 & Beyond
▼ + stars: | 2024-04-02 | 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 EmailMalcolm Ethridge's Best Ideas for Q2 & BeyondMalcolm Ethridge of CIC Wealth makes the case for Amazon and Fortinet as his top picks for the next several quarters.

Persons: Malcolm Ethridge's, Malcolm Ethridge Organizations: CIC Wealth

☆ Three-Stock Lunch: Visa, McCormick, and CVS
▼ + stars: | 2024-03-26 | 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 EmailThree-Stock Lunch: Visa, McCormick, and CVSMalcolm Ethridge, CIC Wealth Executive Vice President, joins 'Power Lunch' to discuss his investing take on three stocks: Visa, McCormick, and CVS.

Persons: CVS Malcolm Ethridge Organizations: McCormick, CVS

☆ CIC Wealth's Malcolm Ethridge: Investors should consider that the market runs out of steam soon
▼ + 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 EmailCIC Wealth's Malcolm Ethridge: Investors should consider that the market runs out of steam soonMalcolm Ethridge, CIC Wealth Executive Vice President, joins 'Closing Bell' to discuss which stocks are leading the market and their macro market outlook.

Persons: Malcolm Ethridge

☆ 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

☆ Three-Stock Lunch: CrowdStrike, Foot Locker & Nordstrom
▼ + stars: | 2024-03-06 | 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 EmailThree-Stock Lunch: CrowdStrike, Foot Locker & NordstromMalcolm Ethridge, CIC Wealth EVP, joins 'Power Lunch' to discuss stock plays for three stocks, including CrowdStrike, Foot Locker and Nordstrom.

Persons: Nordstrom Malcolm Ethridge, Locker, Nordstrom

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