Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Daniel Scansaroli"


2 mentions found


Economic growth should persist in 2024, albeit at a weaker pace, according to top strategists at UBS Global Wealth Management (GWM). "We do see the savings rate — the recent savings rate — as unsustainably low, and we expect it to rise over time," said Brian Rose, a senior economist and investment strategist at UBS GWM, during the webinar. "And really, the base of the economy depends very heavily on what happens to the savings rate." Rose continued: "If the savings rate just gradually drifts higher over time, then we can have a soft landing. 33 top stocks across sectorsWhile UBS is constructive about 2024, its strategists think investors should prepare for anything.
Persons: Solita Marcelli, Brian Rose, Rose, there's, Marcelli, Daniel Scansaroli, Nicolas Le Roux, Le Roux, financials Organizations: UBS Global Wealth Management, UBS, Business, US, UBS GWM, Federal Reserve, UBS GWM's, Companies Locations: Americas, Ukraine, Israel, Europe, China, Japan, Australia
There's a silver lining to this year's down market — the opportunity to offset any capital gains by selling stocks at a loss. Tax-loss harvesting is a key theme for year-end planning as investors try to offset the tax bite from capital gains elsewhere in their portfolio. High-income families typically benefit the most from the tax strategy, but the size of the benefit is affected by a number of factors — including your taxable income, tax rates, your time horizon and your asset allocation, he said. Tax swapping With this strategy, you sell your original investment and use the proceeds to buy a replacement asset. With a tax management overlay strategy, your manager considers your tax cost whenever making a portfolio adjustment, he said.
Total: 2