DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Charlie Fitzgerald III - 5 Moisand Fitzgerald Tamayo - 5 Fitzgerald - 4 It's - 2 Janet Yellen - 1 Valerie Plesch - 1 FinCEN - 1 Jan - 1
Top related locs:
Orlando , Florida U.S Vienna , Virginia R Arkansas Texas Switzerland France
Top related orgs:
Finance - 4 Getty - 3 Bloomberg - 2 CNBC - 2 U.S . Treasury Department - 1 Treasury Department - 1 Treasury - 1 Hudson Institute - 1

Search resuls for: "Charlie Fitzgerald III"


7 mentions found


☆ Treasury Department may fine small businesses up to $10,000 if they don't file this new report
  + stars: | 2024-12-09 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +5 min
Treasury Secretary Janet Yellen following a tour of the Financial Crimes Enforcement Network (FinCEN) in Vienna, Virginia, on Jan. 8, 2024. Many businesses have a Jan. 1, 2025 deadline to submit an initial BOI report. This applies to about 32.6 million businesses, including certain corporations, limited liability companies and others, according to federal estimates. But it seems many business owners either aren't complying with or aware of the requirement, despite outreach efforts. The "vast majority" of businesses hadn't yet filed a report, "meaning millions of small business owners and their employees will become de facto felons come that start of 2025," it said.
Persons: Janet Yellen, Valerie Plesch, Charlie Fitzgerald III, Moisand Fitzgerald Tamayo, FinCEN, Jan, Brian Nelson, Bevan Goldswain, Erica Hanichak Organizations: Bloomberg, Getty, U.S . Treasury Department, Treasury Department, Finance, CNBC, Treasury, Hudson Institute, Corporation Association of America, Department, Financial, Corporate, Coalition Locations: Vienna , Virginia, U.S, Orlando , Florida, R, Arkansas, Texas
☆ Here's when exchange-traded funds really flex their ‘tax magic’ for investors
  + stars: | 2024-10-22 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +4 min
Christopher Grigat | Moment | Getty ImagesInvestors can generally reduce their tax losses in a portfolio by using exchange-traded funds over mutual funds, experts said. "You'll have tax efficiency that a standard mutual fund is not going to be able to achieve, hands down," he said. The same concept applies within a mutual fund: Mutual fund managers generate capital gains when they sell holdings within the fund. Large-cap and small-cap "core" stocks also "benefit considerably," with about 85% to 90% of their returns coming from capital gains, Armour said. However, there are instances in which passively managed funds can trade often, too, such as with so-called strategic beta funds, Armour said.
Persons: Christopher Grigat, Bryan Armour, Charlie Fitzgerald III, Moisand Fitzgerald Tamayo, Armour, It's, Morningstar, Fitzgerald, Bonds Organizations: North America, Mutual, Taxpayers, CNBC Locations: Orlando , Florida, U.S
☆ Is the U.S. stock market too ‘concentrated’? Here’s what to know
  + stars: | 2024-07-01 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +6 min
David Paul Morris/Bloomberg via Getty ImagesThe U.S. stock market has become dominated by about a handful of companies in recent years. Some experts question whether that "concentrated" market puts investors at risk, though others think such fears are likely overblown. The so-called "Magnificent Seven" — Apple , Amazon , Alphabet , Meta , Microsoft , Nvidia and Tesla — make up about 31% of the index, it said. Why stock concentration may not be a concernThe S&P 500 tracks stock prices of the 500 largest publicly traded companies. When there were big market crashes, they generally don't appear to have been associated with stock concentration, he added.
Persons: Jensen Huang, David Paul Morris, Morgan Stanley, Charlie Fitzgerald III, John Rekenthaler, Rekenthaler, Elroy Dimson, Paul Marsh, Mike Staunton, We've, Goldman Sachs, Fitzgerald, Moisand Fitzgerald Tamayo, Charlie Fitzgerald Organizations: Nvidia Corp, Blackwell, Nvidia, Technology, Bloomberg, Getty, Microsoft, Tesla, U.S, Finance, Morningstar, Big U.S, Goldman, Goldman Sachs Research Locations: Orlando , Florida, U.S, Switzerland, France, Australia, Germany, South Korea, United Kingdom, Taiwan, Canada
☆ Investors should know these two risks: 'It's kind of like yin and yang,' says advisor
  + stars: | 2023-09-08 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +1 min
There are two kinds of risk that investors should understand when building a portfolio: risk tolerance and risk capacity. Safer assets, like cash or money market funds, are stable but have relatively low returns that may not deliver much if any growth after inflation. Risk tolerance is essentially an investor's comfort level with short-term market gyrations. It's a willingness to take risk and is personal, subjective and guided by emotion, experts said. Such a person would have a low risk tolerance.
Persons: Charlie Fitzgerald III, Fitzgerald, Moisand Fitzgerald Tamayo, It's Organizations: Finance Locations: Orlando , Florida
☆ What 'Shark Week' can teach investors about a money 'survival instinct'
  + stars: | 2023-07-27 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +4 min
Aaronp/bauer-griffin | Gc Images | Getty ImagesIt's "Shark Week," the annual television-programming event on Discovery that stars the ocean's apex predators. Specifically, investors have a tendency to get swept away by the fear or euphoria of the recent past. This is called "recency bias," and it's often accompanied by financial loss. "People need to understand that recency bias is normal, and it's hard-wired," said Charlie Fitzgerald III, an Orlando, Florida-based certified financial planner. Investors are most vulnerable to recency bias, he said, when on the precipice of a major life change such as retirement, when market gyrations may seem especially scary.
Persons: bauer, Charlie Fitzgerald III, Steven Spielberg's, Omar Aguilar, Fitzgerald, I'm, Moisand Fitzgerald Tamayo, FOMO Here's, Aguilar, Christopher Polk Organizations: San Diego Convention Center, Aaronp, GameStop, Schwab Asset Management, Universal Studios Home Entertainment, Filmmagic, Getty, Finance Locations: Orlando , Florida
☆ 2022 was the worst-ever year for U.S. bonds. How to position your portfolio for 2023
  + stars: | 2023-01-07 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +6 min
Interest rates started 2022 at rock-bottom — where they'd been for the better part of the time since the Great Recession. Bond prices move opposite interest rates — as interest rates rise, bond prices fall. Duration is a measure of a bond's sensitivity to interest rates and is impacted by maturity, among other factors. We can see why long-dated bonds suffered especially big losses in 2022, given interest rates jumped by about 4 percentage points. The traditional dynamics of a 60/40 portfolio — a portfolio barometer for investors, weighted 60% to stocks and 40% to bonds — will likely return, advisors said.
☆ Here's why stock investors need to pay careful attention to earnings season 'report cards'
  + stars: | 2022-10-24 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +4 min
Spencer Platt | Getty Images News | Getty ImagesIt's a big week for stock investors. Think of earnings as a company 'report card'Earnings is a synonym for "profits." Think of the disclosures like a company "report card," said John Butters, senior earnings analyst at FactSet. The metric measures S&P 500 company stock prices in the two days before and after an earnings report. What companies report now is sort of in the rearview mirror.
0 next >>
Total: 7