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Top related persons:
Jaime Quinones - 2 Rick Rieder - 1 Rieder - 1 Eric Jacobson - 1 Morningstar - 1 John Croke , - 1 Morningstar's Jacobson - 1 they're - 1
Top related locs:
Marlboro , N.J U.S Marlboro , New Jersey
Top related orgs:
Stockade Wealth Management - 2 Federal Reserve - 1 Barclays - 1 Bank of America - 1 Citigroup - 1 CNBC - 1 Bloomberg - 1 SEC - 1

Search resuls for: "Stockade Wealth Management"


2 mentions found


☆ These bond funds offering yields upward of 5% could take off as Fed policy becomes uncertain
  + stars: | 2024-05-07 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +5 min
That shakiness around when the cuts are coming, as well as the expectation that rates could remain higher for longer creates an opportunity for active managers. Rick Rieder, BlackRock's global chief investment officer of fixed income, told CNBC in a phone interview. Indeed, core bond funds were among the winners in the 2008 crisis. For starters, they should think about the role they want a given bond fund to play within their portfolio: Is it to offset equity risk or to boost returns? "You're not investing in bond funds to shoot the lights out and build your wealth pile," said Morningstar's Jacobson.
Persons: Rick Rieder, Rieder, Eric Jacobson, Morningstar, John Croke ,, Morningstar's Jacobson, Jaime Quinones, they're, Quinones Organizations: Federal Reserve, Barclays, Bank of America, Citigroup, CNBC, Bloomberg, SEC, Morningstar, Vanguard, Stockade Wealth Management, Mutual Locations: Marlboro , N.J
☆ More home sellers are paying capital gains taxes — here’s how to reduce your bill
  + stars: | 2024-05-07 | by ( Kate Dore | Cfp | ) www.cnbc.com   time to read: +1 min
More Americans are paying capital gains taxes on home sale profits amid soaring property values — but there are ways to reduce your bill, experts say. In 2023, nearly 8% of U.S. home sales yielded profits exceeding $500,000, compared to about 3% in 2019, according to an April report from real estate data firm CoreLogic. It's key for a special tax break for homeowners who make a profit when selling a primary residence. Married couples filing together can make up to $500,000 on the sale without owing capital gains taxes. "With the recent rise in home values, more sellers have been facing a capital gains tax hit," Quinones said.
Persons: Jaime Quinones, " Quinones Organizations: Finance, Stockade Wealth Management Locations: U.S, Marlboro , New Jersey
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