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Top related persons:
Brenna McLoughlin - 4 McLoughlin - 3 Tim Steffen - 2 you've - 2 Steffen - 2 it's - 2 Barry Glassman - 2 Glassman - 2
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Milwaukee New York California York – North Bethesda , Maryland Washington
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Wealthstream Advisors - 4 Baird - 2 Wealth Services - 2 York Municipal Money Market Fund - 1 SEC - 1 Fidelity - 1 Money Market Fund - 1 Public - 1

Search resuls for: "Wealthstream Advisors"


7 mentions found


☆ Tax season is underway. Here’s what investors should know to prepare
  + stars: | 2024-02-01 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +6 min
Tax filing season officially started on Monday, and investors could pay the price following last year's stock market bonanza. Meanwhile, investors collected yields exceeding 5% in money market funds, certificates of deposit and high yield savings accounts. In New York, the top income tax rate is 10.9%, and it's 13.3% in California. Vanguard's New York Municipal Money Market Fund (VYFXX) has a 7-day SEC yield of 4.25% and an expense ratio of 0.16%. Fidelity offers the California Municipal Money Market Fund (FSPXX) , which has a 7-day yield of 3.54% and an expense ratio of 0.3%.
Persons: Tim Steffen, Brenna McLoughlin, you've, McLoughlin, Vanguard's, Sam Nofzinger, Steffen, it's, There's Organizations: Baird, Wealthstream Advisors, York Municipal Money Market Fund, SEC, Fidelity, Money Market Fund, Public Locations: Milwaukee, New York, California, York, –
☆ How giving away some winning stocks can help cut taxes and balance your portfolio
  + stars: | 2023-11-29 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
But rather than just selling out of those stocks to help dilute those holdings, consider donating a few shares to charity. But giving some away duts the size of the position in a portfolio and skirts capital gains taxes. Those stocks are up more than 200% and 62%, respectively, this year, and are good candidates for some charitable giving, she said. Investors are encouraged to get to know the charitable giving deduction. Investors can also simplify their charitable giving by making direct gifts of appreciated assets to a donor-advised fund.
Persons: you've, Barry Glassman, Glassman, Brenna McLoughlin, Eli Lilly, McLoughlin, you'd, Cash, Tim Steffen, Steffen Organizations: Nasdaq, Nvidia, Tesla, Wealth Services, Wealthstream Advisors, Meta, Apple, Microsoft, Investors, Baird Locations: North Bethesda , Maryland, New York, Milwaukee
☆ Employee benefits season is coming. Prepare these tax-advantaged accounts for growth
  + stars: | 2023-09-13 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
An opportunity to maximize tax-favored growth in your investment account is around the corner: employee benefits season. But it's also prime time to check in on contributions to and the underlying investments in 401(k) plans, individual retirement accounts and health savings accounts, which can offer a bevy of tax benefits. Enter asset location, which involves positioning the assets with the highest growth prospects and yield for growth and tax efficiency. "And too many people in my opinion are unlikely to touch their retirement accounts for more than a decade, and yet a lot of it is in cash or cash-like investments." In contrast, tax-deferred retirement accounts could be split 80/20 for workers who are early to mid-career, McLoughlin said.
Persons: it's, Barry Glassman, Glassman, Sam, Roth, Roth IRAs, Brenna McLoughlin, McLoughlin Organizations: Wealth Services, CNBC's, Wealthstream Advisors
☆ Stocked up on short-term T-bills? Here’s why it might be time to buy longer-term bonds
  + stars: | 2023-05-26 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
Short-term Treasury bills have garnered investors' attention as yields pop amid the Federal Reserve's rate hiking campaign and debt ceiling tensions in Washington. This doesn't necessarily mean it's time to cut bait on your short-term bond holdings, however. Issues with longer duration are likely to see greater price fluctuation in response to changes in interest rates. The inverted yield curve also resulted in higher yields for short-term issues, but sharp price declines. Some investors built ladders — that is, a portfolio of bonds with different maturities — to take advantage of those higher yields.
Persons: Paul Olmsted, Bonds, Olmsted, we've, Brenna McLoughlin, Kevin Brady, Callie Cox, Cox Organizations: Morningstar, Treasury, Wealthstream Advisors, Wealthspire Advisors Locations: Washington
☆ Strong returns could be hard to find in 2023. How to prep your portfolio and generate income
  + stars: | 2022-12-11 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +5 min
Wall Street is warning of a stormy start to 2023 , but investors should prepare to find pockets of opportunity and ensure their portfolio is running efficiently. Bond prices have tumbled alongside stocks, such that even the iShares Core Growth Allocation ETF – which is based on a 60/40 split between equities and fixed income – has dropped nearly 15%. Higher yields on fixed income The silver lining of the Federal Reserve's interest rate hiking campaign is the rising yield investors can find on even the most boring fixed income offerings. Meanwhile, Series I savings bonds that are issued from Nov. 1 to April 30, 2023 have a current interest rate of 6.89%. Short-term Treasurys are another attractive option for your fixed income sleeve.
☆ Inflation bonds have surged in popularity amid a flight to safety. Why they may also be a good opportunity for younger investors
  + stars: | 2022-10-28 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Investments in the U.S. Treasury's Series I savings bonds have surged this year as prices climbed and so far show few signs of easing. I bonds offer holders a standard fixed rate together with a variable rate that shifts every six months, the latter depending on the latest consumer price index numbers. Even putting a few thousand dollars in the bond could offer a decent cash cushion for times ahead, she said. While a safe haven for cash, I bonds are not an alternative to investing, McLoughlin said. Despite the market's dismal performance this year, equities offer much better returns for those with longer time horizons, she said.
☆ Rates on I bonds are expected to drop in November. Why they're still offering the best risk-free return
  + stars: | 2022-10-21 | by ( Michelle Fox | ) www.cnbc.com   time to read: +6 min
If you buy an I bond before Oct. 28, you will lock in the 9.62% interest rate for six months. How to buy I bonds I bonds can only be bought on the government website, TreasuryDirect.com , which has been recently updated . "If you are going to need it in the next year or two, that is a great interest rate you can make." However, a diversified bond portfolio will likely provide the same results over the long term, she added. Another thing to think about is how much you are holding in I bonds, McLoughlin said.
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