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Top related persons:
– - 1 Catherine Valega - 1 Sallie Mae - 1 Jeremy Keil - 1 Keil - 1 There's - 1 Charles Sachs - 1 Kaufman - 1
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Federal - 1 Green Bee - 1 Synchrony - 1 Financial - 1 Keil Financial Partners - 1 Federal Deposit Insurance Corp - 1 FDIC - 1 . - 1

Search resuls for: "Charles Sachs"


3 mentions found


☆ Rates may have hit their peak. How to get the biggest bang out of cash heading into 2024
  + stars: | 2023-11-27 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +5 min
"It's important to keep sharing this idea to do something with your cash; these rates won't be here forever." Municipal money market funds Rather than tying up money in CDs or T-bills, Sachs prefers municipal money market funds for investors in the highest income tax brackets. Vanguard's Municipal Money Market Fund (VMSXX) has a 7-day SEC yield of 3.53% and carries an expense ratio of 0.15%. Residents in high-tax locales may also want to consider state-specific muni market funds, which have the additional benefit of providing income that's free of state taxes. For instance, there's the Vanguard California Municipal Money Market Fund (VCTXX) and the Fidelity New York Municipal Money Market Fund (FSNXX) .
Persons: –, Catherine Valega, Sallie Mae, Jeremy Keil, Keil, There's, Charles Sachs, Kaufman, Sachs, Michael Bloom Organizations: Federal, Green Bee, Synchrony, Financial, Keil Financial Partners, Federal Deposit Insurance Corp, FDIC, ., CFP, Money Market Fund, SEC, Residents, Vanguard, Fidelity New York Municipal Money Market Fund Locations: Winchester , Massachusetts, New Berlin , Wisconsin, Miami, Vanguard California
☆ Changing your portfolio to beat the ‘looming recession boogeyman’ is a mistake, advisor says
  + stars: | 2023-05-12 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +2 min
Bryan Allen | Getty ImagesThe threat of a recession has weighed heavily on many investors' minds amid higher interest rates, banking turmoil and layoffs. Some two-thirds of Americans believe the country is approaching a recession or already in one. "Trying to constantly reorient your portfolio to beat a looming recession boogeyman or whatever crisis of the day is a mistake," said certified financial planner Amy Hubble, principal investment advisor at Radix Financial in Oklahoma City. "So by the time we have the data to prove a recession, the markets are looking beyond." "They're buying good companies at good values and they're investing for the long term."
☆ How to Invest in the S&P 500
  + stars: | 2023-02-12 | by ( ) www.wsj.com   time to read: +9 min
The S&P 500 index, short for Standard & Poor’s 500 index, is one of the most widely traded and talked about stock indexes in the world. The Largest S&P 500 Index Funds Ticker Symbols Expense Ratio Fund Size Vanguard S&P 500 Index Fund VOO, VFFSX, VFIAX 0.010%-0.040% $792 billion SPDR S&P 500 ETF Trust SPY 0.095% $380 billion Fidelity 500 Index Fund FXAIX 0.015% $374 billion iShares Core S&P 500 ETF IVV 0.030% $307 billion Vanguard Institutional Index Fund VINIX, VIIIX 0.020%-0.035% $238 billion Morningstar DirectS&P 500 mutual funds vs. S&P 500 ETFsAnother thing to consider is whether you want to buy a traditional mutual fund or an exchange-traded fund, which trades like a stock. Equal weight, value or ESG S&P 500 fundsMoreover, if you’re concerned about the heavy weighting of certain sectors in the S&P index you can invest instead in an equal weight S&P 500 index fund or add those shares to your portfolio. Alternatively, you can buy an S&P 500 value fund, which represents stocks that are considered undervalued or an S&P 500 growth fund, which represents the fastest-growing companies in the S&P 500. Another variation on the S&P 500 index theme incorporates ESG (environmental, social and governance) values while maintaining similar overall industry group weights as the S&P 500.
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