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Top related persons:
Sean Lovison - 3 it's - 2 There's - 1 they're - 1 Marguerita Cheng - 1 Morningstar - 1 Carla Adams - 1 – - 1
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Moorestown , New Jersey New York Gaithersburg , Maryland Lake Orion , Michigan SDVY Boise Boca Raton , Florida Seattle , Washington
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Nasdaq - 1 Dow Jones - 1 Netflix - 1 Blue - 1 Global Wealth - 1 CNBC's - 1 CFP - 1 Ametrine - 1

Search resuls for: "Moorestown"


4 mentions found


☆ This move could help protect your portfolio from volatility as stocks trade near their highs
  + stars: | 2024-03-05 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +5 min
There's a party happening in stocks in 2024, and though investors may be reluctant, it could be time to think of taking a few chips off the table. My portfolio has recovered [from 2022],'" said Marguerita Cheng, certified financial planner and CEO of Blue Ocean Global Wealth in Gaithersburg, Maryland. "I tell people we're not selling everything, but we need to give the portfolio the TLC it deserves – this is the fine-tuning of your portfolio," she added. Be tax aware: Investors may be wary of selling highly appreciated holdings within their taxable accounts, which can incur levies on capital gains. Cheng of Blue Ocean has been turning toward dividend payers, as well as small and midcap stocks.
Persons: There's, they're, Marguerita Cheng, it's, Morningstar, Carla Adams, –, Sean Lovison, Cheng, Russell, Matson, – that's, It's, Jon Ulin Organizations: Nasdaq, Dow Jones, Netflix, Blue, Global Wealth, CNBC's, CFP, Ametrine, Investors, redeploy, Pfizer, Micron Technology, Holdings, Federal Reserve, Ulin, Wealth Management Locations: Gaithersburg , Maryland, Lake Orion , Michigan, Moorestown , New Jersey, SDVY, Boise, Boca Raton , Florida
☆ HSAs are a 'powerful, yet underutilized' financial tool, says CFP—how to take advantage during open enrollment
  + stars: | 2023-11-20 | by ( Ryan Ermey | ) www.cnbc.com   time to read: +4 min
But as you're considering your options, financial advisors would like to make sure that you're taking one crucial financial tool into account. If your employer offers a high-deductible health plan (those with deductibles of at least $1,500 for individuals or $3,000 for families), those who enroll in it gain access to a health savings account. Some 81% of accountholders keep HSA money in cash, according to a recent survey from the Plan Sponsor Council of America. "This feature positions HSAs not just as a tool for current medical expenses, but as a strategic component in long-term financial planning." Under this convention, you'd pay for medical expenses out of pocket in the short-term in order to reap the benefits of long-term compounding growth.
Persons: Sean Lovison, HSAs, whatever's, Michelle Fait, you've Organizations: of America, Investments, Fidelity, Satori Financial Locations: Moorestown , New Jersey, Seattle , Washington
☆ Three tips to maximize benefits during open enrollment
  + stars: | 2023-11-08 | by ( Chris Taylor | ) www.reuters.com   time to read: +4 min
More than two out of three employees (67%) spend less than 30 minutes reviewing benefits options during open enrollment season, while almost half spend less than 20 minutes, a new Voya Financial survey shows. To get enrollment over with quickly, more than 90% of employees click the same options as last year, a new report by insurer Aflac shows. Compound that figure from enrollment every November, and you can see how your options can create a solid financial future or a shaky one. "Open enrollment isn't just a formality. After all, things might have changed since the previous open enrollment.
Persons: Eric Thayer, Sean Lovison, Jack Heintzelman, Spenser Liszt, Liszt, Nate Black, Black, it's, Chris Taylor, Lauren Young, Richard Chang Organizations: Macy's, of Labor Statistics, Employers, Employees, Thomson Locations: New York, Moorestown , New Jersey, Needham Heights , Massachusetts, Dallas
☆ Grandma’s Pearls, in Fresh Fashion
  + stars: | 2023-09-07 | by ( Stephanie Cain | ) www.nytimes.com   time to read: +1 min
Dri Buono Patel already had her wedding jewelry — diamond cluster earrings, to complement her satin off-the-shoulder gown — picked out for months, but just weeks before the ceremony, she fell in love with pearls. When she saw a pair of drop earrings featuring South Sea pearls, she decided to change her entire jewelry look on the spot. “I was given a pearl necklace in my childhood, and I’ve always been attracted to their simple elegance,” Ms. Patel, 27, said. Last fall, the company received more inquiries than usual from brides interested in pearls. Since then, rentals have been booked out months in advance, Ms. Grunstein said, all the way into 2024.
Persons: Dri Buono Patel, —, I’ve, Ms, Patel, Lauren Grunstein, Grunstein Locations: Moorestown, N.J, New York
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