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☆ Your tax bracket may increase after 2025. Here's how it could affect your brokerage account
  + stars: | 2024-10-08 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +3 min
Without action from Congress, trillions of tax breaks enacted by former President Donald Trump will expire after 2025, including lower federal income tax brackets, among other provisions. Higher rates after 2025 could impact some brokerage accounts since investors pay annual taxes on earnings, experts say. If you sell investments that you have owned for one year or less, the profits incur "short-term capital gains," or regular income taxes. Generally speaking, it's good to avoid short-term gains as much as you can. Actively managed mutual funds often trigger capital gains payouts, even when investors haven't sold shares, which can be a costly year-end surprise.
Persons: Donald Trump, Samantha Pahlow, Ferguson Wellman, Shea Abernethy, haven't, Abernethy, Tommy Lucas, Moisand Fitzgerald Tamayo Organizations: Ferguson, Ferguson Wellman Capital Management, Exchange, Investment Counselors Locations: Portland , Oregon, Winston, Salem , North Carolina, Orlando , Florida
☆ Rea: Invest in the long term.
  + stars: | 2024-10-03 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRea: Invest in the long term. Salem Investment Counselors President David Rea emphasizes the importance of long-term investing amid challenges like the port strike and oil issues.
Persons: David Rea Organizations: Invest, Salem Investment Locations: Salem
☆ Now is the time to 'think long term' when investing, advisor says. This chart helps explain why
  + stars: | 2023-10-09 | by ( Lorie Konish | ) www.cnbc.com   time to read: +1 min
The new war between Israel and Palestinian militant group Hamas has brought more uncertainty to the markets. While stocks shook off the conflict in Monday afternoon trading, financial experts say investors should stay the course amid elevated volatility risks. "Stay calm, think long term and look for some bargains," said David Rea, president of Salem Investment Counselors in Winston-Salem, North Carolina, which is No. If markets do drop, investors focused on retirement and other goals would be wise to hold on, research shows. A $10,000 investment in the S&P 500 would have grown to $64,844 between Jan. 1, 2003, and Dec. 30, 2022 — a 9.8% return, according to research from JPMorgan Asset Management.
Persons: David Rea Organizations: Hamas, Salem Investment, CNBC, Finance, JPMorgan Asset Management, & $ Locations: Israel, Palestinian, Salem, Winston, Salem , North Carolina, Russia, Ukraine
☆ Rea: Markets will likely turn around before the economy bottoms
  + stars: | 2023-01-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRea: Markets will likely turn around before the economy bottomsDavid Rea, President of Salem Investment Counselors, joins Worldwide Exchange to discuss his outlook for the markets.
☆ Two money managers give their take on the recent rally in the markets
  + stars: | 2022-11-11 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo money managers give their take on the recent rally in the marketsDavid Rea, President of Salem Investment Counselors, and Mark Smith, Senior Vice President and Portfolio Manager at Wells Fargo Advisors, join Worldwide Exchange to discuss their investment strategies.
☆ 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.
☆ Why this could be the best opportunity in years to buy investment grade corporate bonds
  + stars: | 2022-10-27 | by ( Michelle Fox | ) www.cnbc.com   time to read: +7 min
The Bloomberg Corporate Index , which measures the investment grade corporate bond market, has lost 19.97% year to date, as of Tuesday's close, while the S & P 500 is down 19.03%. Many believe that's created an opportunity to move into investment-grade corporate bonds. Investors can buy corporate bonds in $1,000 increments or through a diversified exchange traded fund. Investing in a fund One way to get exposure to the corporate bond market is through an ETF, such as the iShares iBoxx $ Investment Grade Corporate Bond ETF . Corporate investment grade debt funds have seen $139.7 billion in outflows so far this year, according Refinitiv Lipper.
☆ If you're planning on tax-loss harvesting, here's the first number advisors say you should know
  + stars: | 2022-10-25 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +2 min
Here's why: There's a lesser-known 0% long-term capital gains tax bracket, meaning it's possible you won't owe taxes on all or part of your investment gains even without loss harvesting. watch nowBut harvesting losses in the 0% bracket won't pay off since investment gains aren't taxable. Typically, it's better to save the strategy for when earnings exceed the 0% taxable income threshold. "When we're doing tax loss harvesting, you're not doing away with taxes," Pratt explained. There may be limits to carrying investment losses forward
☆ Here's how to pay 0% capital gains taxes with a six-figure income
  + stars: | 2022-10-09 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +4 min
Let's say the same retired couple had $30,000 in tax-exempt interest, $25,000 of regular income and $100,000 in long-term capital gains and dividends. watch nowIn this case, their gross income is $125,000 and taxable income is $97,700. Since the $27,300 standard deduction exceeds the $25,000 of regular income, the $97,700 is entirely long-term capital gains and dividends. This means $83,350 is taxed at the 0% rate and the couple owes 15% long-term capital gains taxes on the remaining $14,350. "The benefit is there are zero taxes, whether it's dividends or capital gains" as long as you're below the taxable income threshold, he said.
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