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Brian Spinelli - 2 Spinelli - 2 — - 1 Halbert Hargrove - 1 Aaron Anderson - 1 Stocks - 1 Anderson - 1 boomers - 1
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Long Beach Calif
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Fidelity - 2 Service - 1 Fisher Investments - 1 IRA - 1 Global - 1 CNBC's - 1

Search resuls for: "Halbert Hargrove"


6 mentions found


☆ The stock market is sending retirement account balances soaring. Here's why experts say retirees still need to tread carefully.
  + stars: | 2024-03-30 | by ( Yuheng Zhan | ) www.businessinsider.com   time to read: +5 min
Stellar stock-market returns have boosted Americans' retirement account balances. The number of 401(k) millionaires is up and average account balances are the highest in two years. Markets are volatileInvesting experts also caution against the belief that the market will keep producing strong returns year after year. Markets are up big (+20%) or negative nearly two-thirds of the time whereas 'average' returns (0-20%) only happen about a third of the time," Anderson wrote. Future uncertainty often brings a "sequence of returns risk" that's overlooked by early retirees.
Persons: —, Brian Spinelli, Halbert Hargrove, Aaron Anderson, Spinelli, Stocks, Anderson, boomers Organizations: Service, Fidelity, Fisher Investments
☆ A 12% retirement return assumption is 'absolutely nuts,' expert says. Here's a realistic rate to expect
  + stars: | 2024-01-19 | by ( Lorie Konish | ) www.cnbc.com   time to read: +4 min
GlobalStock | Getty ImagesReturn assumptions as a lesson on compoundingThe point of the example was not to expect a 12% average rate of return on your money, Orman tells CNBC.com. Why 12% is an optimistic benchmarkThere's a reason that 12% tends to be used as a benchmark, according to Blanchett. How much retirement savers can expect to earnSo how much can you realistically expect to earn on your retirement investments? The first example with a 12% average rate of return is to illustrate the power of compounding. How your personal rate of return may varyTo be sure, no rates of return are guaranteed.
Persons: Orman, CNBC.com, Young, Roth, Ramsey, Blanchett, It's, " Blanchett, Brian Spinelli, Spinelli Organizations: IRA, Fidelity, Global, CNBC's Locations: Long Beach, Calif
☆ Everyone's talking about the new tipping culture — here's what money experts say
  + stars: | 2023-02-05 | by ( Elizabeth Gravier | Jason Stauffer | Zoe Malin | ) www.cnbc.com   time to read: +9 min
Below, they weigh in on today's tipping culture, who gets a gratuity and how much. Dr. Peters adds that tipped employees may also include most front-of-house restaurant employees, bellhops, parking attendants, airport service workers and food delivery workers. most restaurants), consider using the Capital One Savor Cash Rewards Credit Card. Capital One Savor Cash Rewards Credit Card Learn More Information about the Capital One Savor Cash Rewards Credit Card has been collected independently by Select and has not been reviewed or provided by the issuer of the card prior to publication. And when it comes to using delivery services, consider a card that gives cardholders money they can use to tip delivery workers.
☆ Politics and your portfolio: Midterm elections create uncertainty for markets
  + stars: | 2022-10-31 | by ( Stephanie Dhue | ) www.cnbc.com   time to read: +3 min
Voters file down the hall as early voting begins for the midterm elections at the Citizens Service Center in Columbus, Georgia, on Oct. 17, 2022. So with the midterm elections now a week away but the outcome still not in focus, does it make sense to make those adjustments now? Financial advisors say it's best to adjust your portfolio based on your financial goals and not on the outcome of any event. The market has a 'very distinct' midterms patternHistorically, stocks tend to do better after midterm elections. In 17 of the 19 midterm elections held since 1946, stocks performed better in the six months after the election than they did in the six months prior.
☆ How top-ranked financial advisors are responding to near-retiree concerns about inflation, longevity
  + stars: | 2022-10-31 | by ( Annie Nova | ) www.cnbc.com   time to read: +5 min
We asked four of the financial advisors who made CNBC's FA 100 list in 2022 what they're hearing from their older clients and how they're responding. 1 on CNBC's FA 100 list. A new concern, Harlemert said, is the impact rising interest rates are having on people's pensions. The value of a pension is based, in part, on current interest rates, he explained. For the last 10 years, he said, they've seen their pensions mostly rise in value as interest rates have remained at historic lows.
☆ The best year-end tax strategies from top-ranked advisors – including a ‘once in multiple-decade' opportunity
  + stars: | 2022-10-11 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +3 min
Tetra Images | Tetra images | Getty ImagesAfter several months of soaring inflation, stock market volatility and interest rate hikes, many investors are feeling weary about their finances. But the prolonged stock market downturn offers a silver lining for some investors: opportunities to reduce their tax bill. Here are some of the most popular year-end moves to consider, according to top financial advisors. You can use Roth conversions to transfer pre-tax IRA money to an after-tax Roth IRA, for tax-free future growth. But you'll need to consider how the extra income may affect your taxes, Strain said.
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