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Top related persons:
James Shagawat - 3 Shagawat - 3 Kathy Jones - 1 Tony Miano - 1 Jones - 1 Schwab's Jones - 1 Gene Goldman - 1 Goldman - 1
Top related locs:
AdvicePeriod Paramus , New Jersey Wells Fargo Atlanta New York , New Jersey California Rockville , Maryland
Top related orgs:
Federal Reserve - 2 Treasury - 2 Investors - 2 Schwab Center - 1 Financial Research - 1 Wells - 1 Wells Fargo Investment Institute - 1 York Life Investments - 1

Search resuls for: "Shagawat"


3 mentions found


☆ The Fed is preparing to cut interest rates. How to revamp your fixed income investments
  + stars: | 2024-09-17 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +5 min
The Federal Reserve is widely expected to start cutting interest rates Wednesday afternoon. Those yields are expected to start coming down sharply as the Fed begins to ease back on generationally high rates. Adding some duration Duration refers to a bond's price sensitivity to changes in interest rates. A bond yield moves inversely to its price, so that when bond prices rise, yields decline. Though investors in the space may be concerned about prepayment risk, especially as interest rates come down and homeowners look to refinance, Cetera says that worry may already be priced in.
Persons: Kathy Jones, Tony Miano, Jones, Schwab's Jones, Gene Goldman, Goldman, James Shagawat, Shagawat Organizations: Federal Reserve, Treasury, Schwab Center, Financial Research, Wells, Wells Fargo Investment Institute, York Life Investments, Investment Management, Investors Locations: Wells Fargo, AdvicePeriod, Paramus , New Jersey
☆ Save on taxes and bolster your portfolio before year-end with these moves
  + stars: | 2024-09-16 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +5 min
It's September – and that means it's prime time to think about maximizing after-tax returns as the year winds down. Of course, there may be a price to pay for that performance: Uncle Sam will want his share of taxes. Here are a few steps that could help you hold onto more of your portfolio's returns this year. Munis spin out income that's free of federal taxes, and they may be exempt from state levies if the investor resides in the issuing state. By directly giving low basis highly appreciated stock (instead of selling the position and donating cash proceeds), you avoid incurring the capital gains tax.
Persons: it's, Sam, Nathan Hoyt, Joel Dickson, Vanguard's, Dickson, James Shagawat, Roth, Shagawat, Malcolm Ethridge, –, Ethridge Organizations: Nvidia, Regent Peak Wealth, Investors, Roth IRA, Treasurys, Wealth Locations: Atlanta, AdvicePeriod, Paramus , New Jersey, New York , New Jersey, California, Rockville , Maryland
☆ The U.S. reached a deal on the debt ceiling. Here’s what might be next for investors in Treasurys
  + stars: | 2023-06-04 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +3 min
The worst of the debt ceiling crisis is over now that lawmakers have passed a bill and sent it to President Joe Biden for signing, but investors are about to see an influx of Treasury securities enter the market. A large issuance of new Treasurys could push down prices of holdings in investors' portfolios. While large investors scoop up the new T-bills, the extent to which individual investors capture the benefit will also depend on the Federal Reserve's policy stance. "As you get past the debt ceiling, getting paid on your cash is still a concern, and doing it with T-bills where you still get a 5% yield is attractive," Tannuzzo said. "Interest rates have been so low, and to see 4%, 5% on T-bills – you can make money on money, and that's wonderful," Shagawat said.
Persons: Joe Biden, Morgan Stanley, Gene Tannuzzo, Tannuzzo, James Shagawat, Greg McBride, Shagawat, Treasurys, he's, Michael Bloom Organizations: Treasury, Columbia, Federal, Federal Reserve, AdvicePeriod
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