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☆ Watch CNBC’s full interview with NewEdge's Cameron Dawson, Branch Global’s Greg Branch and Strategic Wealth’s Adrianne Yamaki
▼ + stars: | 2024-07-12 | 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 EmailWatch CNBC’s full interview with NewEdge's Cameron Dawson, Branch Global’s Greg Branch and Strategic Wealth’s Adrianne YamakiNewEdge's Cameron Dawson, Branch Global’s Greg Branch and Strategic Wealth’s Adrianne Yamaki, join 'Closing Bell' to discuss the Russell 2000 small cap rally, Fed rate cuts and the broader market.

Persons: NewEdge's Cameron Dawson, Greg Branch, Yamaki NewEdge's Cameron Dawson, Russell Organizations: Branch

☆ Cut your tax bill and revamp income-generating investments with this move
▼ + stars: | 2023-11-15 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Tax loss harvesting is a staple of year-end planning. Bonds are ripe for tax loss harvesting in the wake of the Federal Reserve's rate-hiking cycle. Consider that the longer-dated iShares 20+ Year Treasury Bond ETF (TLT) has a year-to-date total return of about -7.3%, while the shorter-term iShares Core US Aggregate Bond ETF (AGG) has a total return of roughly 0.7% in 2023, according to Morningstar. "Tax loss harvesting is a silver lining for some of the pain they've been feeling the last couple of years." Bonds and the wash sale rule To benefit from tax loss harvesting, investors must avoid violating the wash sale rule .

Persons: Bonds, Morningstar, Kristy Akullian, Jeffrey Levine, St . Louis, Levine, Jordan Naffa, Naffa, VGSH, Lisa, Kirchenbauer Organizations: Treasury Bond ETF, Bond, BlackRock, Internal, Strategic Wealth, Arista Wealth Management, Treasury, SEC, VGIT, Omega Wealth Management Locations: St ., Las Vegas, Arlington , Va

☆ Take the Fed forecast with a grain of salt. It has a terrible track record
▼ + stars: | 2023-09-20 | by ( Bob Pisani | ) www.cnbc.com time to read: +4 min

On Wednesday, the Federal Reserve will publish its latest economic forecasts. Swedroe recently wrote an article where he looked at one simple metric: the Fed's effort to project its interest rate increases for 2022. The Federal Reserve raised the Fed funds rate seven times in 2022, ending the year with the target rate at 4.25%-4.50%. Yet the Fed has a poor track record predicting not just interest rates, but other issues such as GDP growth. Swedroe's conclusion: "If the Federal Reserve, which sets the Fed funds rate, can be so wrong in its forecast, it isn't likely that professional forecasters will be accurate in theirs."

Persons: Larry Swedroe, Swedroe, Federal Reserve — Organizations: Federal Reserve, Strategic, Federal, CPI, New York Stock Exchange

☆ Apple has a big China problem that's 22 years in the making
▼ + stars: | 2023-09-13 | by ( Cork Gaines | ) www.businessinsider.com time to read: +6 min

Consider the following:But as tensions rise between the US and China, Apple may be stuck in the middle. Visual China Group via Getty ImagesApple's dependency on China goes back 2 decadesChina was admitted to the World Trade Organization in 2001. The same year China joined the WTO, Apple began manufacturing in China. Apple turns its flirtatious eye to IndiaAs problems continue to mount in China, Apple is making a — perhaps long-overdue — shift to become less dependent on China. Apple is also increasing its production of iPhones in India but is still miles behind China in terms of both volume and speed.

Persons: Tim Cook, Apple, Luke Lloyd, Varney, Lloyd, Stuart Varney, Barack Obama, Donald Trump, Joe Biden, Evan Vucci, Tim Cook's, Goldman Sachs, Cook, Xi, There's Organizations: Apple, Service, Street Journal, China Development Forum, Visual China, Getty, World Trade Organization, WTO, Strategic Wealth Partners, Fox Business, Co, country's Communist Party, US, AP, Micron Locations: China, India, Wall, Silicon, South Carolina, AP China, iPhones

☆ Here's more evidence that it's really hard to make money picking stocks
▼ + stars: | 2023-08-18 | by ( Bob Pisani | ) www.cnbc.com time to read: +9 min

And only a handful of stocks have accounted for the bulk of wealth creation in the stock market in the last 30 years. The good news: U.S. companies are far and away the biggest drivers of stock wealth creation in the last 30 years. Stock market wealth is highly concentrated How can this be? Just five stocks accounted for 10% of global net stock market wealth creation over 31 years. The reason, as this paper demonstrates, is that stock returns are not normally distributed over time.

Persons: Hendrik Bessembinder, Johnson, Roche, Kwiechow, Tencent, Tesla, Nicholas Colas, Larry Swedroe, Swedroe, Colas Organizations: Global, CFA, Treasury, Microsoft, Apple, Walmart, Facebook, Samsung, Johnson, Taiwan Semiconductor, Nestle, U.S, DataTrek Research, Strategic, New York Stock Exchange Locations: United States, U.S, China

Supporters of student debt forgiveness demonstrate outside the U.S. Supreme Court on June 30, 2023, in Washington, DC. Student loan forgiveness is federally tax-free through 2025 because of a provision from the American Rescue Plan of 2021, Biden's $1.9 trillion Covid-19 stimulus package. While the Tax Foundation estimated that seven states could tax student loan forgiveness in August 2022, it's still possible to see legislative changes. "No one wants to be the state that's taxing loan forgiveness," Miller added. While public service loan forgiveness has always been tax-free, the current taxation for income-driven repayment plans is only temporary.

Persons: Olivier Douliery, Biden, Ethan Miller, Miller, it's, Becca Craig, Lee Reams Sr Organizations: U.S, Supreme, AFP, Getty, American, Planning, Progress, D.C, Tax Foundation, Strategic Wealth Locations: Washington ,, Washington, Kansas City , Missouri

☆ Like getting price tracking alerts from your online broker? Here's why you should be careful
▼ + stars: | 2023-06-29 | by ( Bob Pisani | ) www.cnbc.com time to read: +4 min

You know all those price tracking alerts you can get from your broker that alert you to changes in price for your favorite stock, mutual fund or ETF, or that alerts you about 52-week highs or lows? The authors, Che-Wei Liu, Yanzhen Chen, Ming-Hui Wen, partnered with one of the largest retail mutual fund investment platforms in Taiwan, which provides a free price tracking alerts tool. Why did the group that utilized the price alerts underperform? Because the price alerts made traders cocky and because a lot of the traders were financially illiterate and didn't understand what they were doing. The SEC is worried too The SEC has expressed concerns over these digital trading platforms, including ones that provide price tracking alerts, which may be encouraging excessive trading.

Persons: Wei Liu, Yanzhen Chen, Ming, Hui Wen, Larry Swedroe Organizations: Strategic Wealth, SEC, Industry Regulatory Authority Locations: Taiwan

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