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☆ There's still time to reduce your 2024 tax bill with these strategies
▼ + stars: | 2024-10-28 | by ( Kate Dore | Cfp | ) www.cnbc.com time to read: +1 min

There's still time to lower your taxes or boost your refund for 2024, financial experts say. Typically, there's a refund when you overpay taxes during the year via withholdings or estimated payments. Ask yourself 3 questions to tell if you're readyWhen filing taxes, you take the standard deduction or total itemized tax breaks, whichever is larger. "It's tough to get over the standard deduction, especially if you're married," Rosen said. For 2024, the standard deduction is $29,200 for married couples filing jointly and $14,600 for single filers.

Persons: There's, Tricia Rosen, Donald Trump, Rosen Organizations: Finance Locations: withholdings, Newburyport , Massachusetts

☆ Uncovering the mysterious side of art pricing. ‘Everyone’s trying to make money’
▼ + stars: | 2024-10-17 | by ( Lucy Handley | In | ) www.cnbc.com time to read: +8 min

"There's very little genuine information and data on pricing," he told CNBC via video call. CNBC contacted a dozen New York City art galleries and the same number in London to request price lists for their current exhibitions. "The degree of popularity, the level of scarcity and the degree of credentialization [or] … if something has organically captured the zeitgeist," are factors, he told CNBC by phone. "Despite more online information aiding discovery and valuation, there really isn't a highly liquid global marketplace, contributing to perceptions and realities of 'black box' pricing," Tjan told CNBC in a follow-up email. Making art affordableA visitor takes a photo at the Affordable Art Fair Hong Kong, on May 16, 2024.

Persons: Harriman, they're, Paul Hewitt, Gosia Łapsa, London gallerist, Williams, Tony, Malawska, I've, I'm, Tony Tjan, Charlotte Black, Artclear, Shantell Martin, Bryan Bedder, Black, Tjan, Will Ramsay, Ben Marans Organizations: Getty, CNBC, Foundation Law, New, Society of London Art Dealers, Jeune, Ball, Art Locations: New York City, London, New York, London gallerist Lucca Hue, Hue, U.K, British, Hong Kong

☆ Google's reported $2.7 billion deal to bring back a former employee is proof AI geniuses are the new 'star quarterbacks'
▼ + stars: | 2024-09-27 | by ( Ana Altchek | ) www.businessinsider.com time to read: +5 min

Google struck a $2.7 billion deal with Character.ai., largley to rehire AI expert Noam Shazeer, WSJ reported. It's an eye-popping example of how expensive and in demand top AI talent is as competition heats up. AI career experts told Business Insider it's a bit like pro sports — the superstars are worth it. AdvertisementThere are plenty of stories out there about just how ruthless the hiring wars for AI talent have gotten. Grennan predicted this pattern will continue as the AI talent window stays hot for the next three to four years.

Persons: Noam Shazeer, —, Shazeer, he's, it's, Mustafa Suleyman, Karen Simonyan, Andree Mendoza, Mendoza, Sergey Brin, Zuckerberg, Meta, Altman, Conor Grennan, Grennan, Noam Shazeer isn't Organizations: Google, Service, Nvidia, Wall Street, Business, Microsoft, Carex Consulting, Big Tech, NYU's Stern School of Business, Wall, Apple

☆ Real estate investors are using a 2-part strategy to build equity and avoid capital gains tax
▼ + stars: | 2024-08-11 | by ( Kathleen Elkins | ) www.businessinsider.com time to read: +5 min

"There are so many ways to get started in real estate," said Elkins-Hutten, who is a financial educator and the author of "Money for Tomorrow." AdvertisementHere's how the Jensens and Elkins-Hutten have built equity and sidestepped capital gains taxes in two steps. Elkins-Hutten used real estate investing as a vehicle to achieve financial freedom and gain back time. Advertisement"Because we lived in it and owned it for two of the past five years, we paid no taxes on the capital gains," explained Mindy. While their gains were around $100,000, they could have excluded up to $500,000 since they were both on the title.

Persons: —, Whitney Ekins, Hutten, Elkins, rehabbing, Carl Jensen, Mindy, they've, There's, Carl, Whitney Elkins Organizations: Service, Business, YouTube Locations: Elkins

☆ A millennial couple who make $250,000 say they can't find a home in their budget: 'We refuse to become house-poor'
▼ + stars: | 2024-08-11 | by ( Jacob Zinkula | ) www.businessinsider.com time to read: +6 min

They want to keep their monthly mortgage payment between $3,000 and $3,500 — or around 30% of their monthly take-home income of about $11,000. However, rising home prices and mortgage rates in recent years have made this goal difficult to accomplish. "We refuse to become 'house-poor' and, like many others, are choosing to sit it out until the housing market is reasonable again," Laura said. With an 11% downpayment, they estimated their monthly mortgage payment would be about $5,000 — about 43% of the couple's take-home monthly pay. AdvertisementGoing forward, Laura said they plan to continue monitoring the housing market for a home they like that's in their budget.

Persons: —, Laura Graves, Samuel, they'd, Laura, they've, they're, it's, There's, Samuel aren't, We'll Organizations: Service, Business, Federal, Housing Locations: Portland, Wilsonville , Oregon, Wilsonville, Spokane , Washington

☆ Beckham, Guardiola and the Princess of Wales: Welcome to Wimbledon’s Royal Box
▼ + stars: | 2024-07-06 | by ( Nick Miller | ) www.nytimes.com time to read: +13 min

On the upside, you get the best view in the house for the most famous tennis tournament in the world. The Royal Box at Wimbledon is an unending source of fascination for people ostensibly tuning in to watch some top-class sport. Guardiola and Williamson acknowledged the crowd, as is traditional in the Royal Box on middle Saturday. You get drinks on arrival, served on the balcony behind Centre Court, which overlooks some of the smaller courts. The invitation reads: ‘The Chairman and Committee of Management of The Championships request the pleasure of the company of [insert name] & Guest in the Royal Box on [insert date].

Persons: Jeff Bezos, David Attenborough, Princess, Wales, Kylie Minogue, Prince Albert of Monaco, Pep Guardiola, Bear Grylls, David Beckham, Samuel L Jackson, David Cameron, Sachin Tendulkar, Richard Branson, Alex Ferguson, James Bond, Christopher Eubanks, Debbie Jevans, Jevans, Pat Cummins, Niamh Cusack, Sir John Timpson, Keir Starmer’s, Theresa May, Sir David Attenborough, Katherine Jenkins, Dave Grohl, Olga Morozova, Ian Hewitt, Dame Sarah Gilbert, Gilbert, Irene Tracey, Dame Ruth Beverley, Nazanin Zaghari, Ratcliffe, Andy Murray’s, Murray, Zaghari, Roger Federer, Ryan Peniston, Karwai Tang, Pierce Brosnan, Anna Wintour, Russell Wilson, Sam Mendes, Eddie Redmayne, Sienna Miller, Jude Law, Ian McKellen, Maggie Smith, Michael McIntyre, Duke, Duchess of Kent, Prince Michael of Kent, Queen Elizabeth II, Geordie Greig —, —, George Osborne, John Witherow, they’re, Guardiola, Williamson, Andrej Isakovic, Mark Philippoussis, Roger Federer’s, Conchita Martinez, Leah Williamson, Denise Lewis, Ben Stokes, Beckham, Gareth Southgate, Jordan Henderson, Geoff Hurst, Bobby Charlton, Luke Donald, Rory McIlroy, Ernie Els, Sergio Garcia, David Haye, Chris Hoy, Kelly Holmes, Nicola Adams, Jessica Ennis, Hill, you’ve, Aaron Chown, Tom Cruise ”, Lewis Hamilton, Novak Djokovic, ” sniffed, –, ” Alan Chalmers, didn’t, ”, Pippa Middleton, Ilie Nastase, Serena Williams’s, hasn’t, Boris Becker, Eamonn Dalton Organizations: National Health Service, Wimbledon, Court, Lawn Tennis, Green Sport, Conservatives, Foo Fighters, BBC Radio, Royals, Evening, The, England women’s, European, Getty, Manchester City, Augusta, British, The New York Times, Olympic, Management, Inter Miami CF ’, “ Wimbledon Locations: British, Iran, Ratcliffe, Wales, That’s, London, AFP, England, Marbella, it’s, Romanian

☆ NFL 'Sunday Ticket' telecast subscribers can get a piece of $4.6 billion in damages
▼ + stars: | 2024-06-28 | by ( Erin Snodgrass | ) www.businessinsider.com time to read: +3 min

The jury ordered the NFL to pay out $4.7 billion in damages to individual subscribers of the league's "Sunday Ticket" package, which gives viewers access to out-of-market games. The jury also awarded $96 million in damages to business subscribers. Plaintiffs in the case accused the NFL of selling the "Sunday Ticket" package at an inflated price, forcing viewers to overpay for access to out-of-market games. AdvertisementThroughout the trial, the NFL argued it was allowed to sell its "Sunday Ticket" package under an existing antitrust exemption, ESPN reported. The "Sunday Ticket" package dates back to the 1990s when DirecTV was first introduced.

Persons: — Organizations: Service, NFL, Business, New, New Orleans Saints, ESPN, DirecTV, YouTube Locations: California, New Orleans, Los Angeles, San Francisco sports

☆ Stocks are set for a 10% correction amid stagflation and no rate cuts in the 2nd half of 2024, Stifel strategist says
▼ + stars: | 2024-06-27 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +3 min

The economic outlook also looks precarious, given stubborn inflation and slowing growth. AdvertisementThe stock market looks poised for a correction, and a dicey economic and monetary policy environment could cause equities to dive 10%, according to Stifel's chief stock strategist Barry Bannister. Economic growth has been slowing, with GDP expanding by 1.4% in the first quarter, according to the latest revision. Sticky inflation also weighs on the outlook for Fed rate cuts, which poses more bad news for stocks. AdvertisementOther investing veterans have warned stocks are due for a comedown amid lofty valuations.

Persons: Stifel's Barry Bannister, —, Barry Bannister, Bannister —, Bannister, that's, John Hussman Organizations: Service, Yahoo Finance, Fed

☆ Activist Elliott settles for a new director at Sensata. These next steps may help boost shares
▼ + stars: | 2024-05-11 | by ( Kenneth Squire | ) www.cnbc.com time to read: +7 min

Business: Sensata Technologies is an industrial technology company that develops, manufactures and sells sensors, electrical protection components and other products. Activist Commentary: Elliott is a very successful and astute activist investor. Elliott often watches companies for many years before investing and has an extensive stable of impressive board candidates. At the same time, Sensata also noted that Elliott settled for a board seat for Phillip Eyler (president and CEO of Gentherm), effective on July 1. As Sensata sensors are used in both combustion and electric vehicles, the current trend to hybrid gives the company a sort of 2-for-1 demand for its products.

Persons: Elliott, Jeff Cote, Martha Sullivan, Sensata, Phillip Eyler, Russell, Sullivan, Eyler, Ken Squire Organizations: Sensata Technologies, Xirgo Technologies, SmartWitness Holdings, 13D Locations: COOs, Cote, Sensata

☆ A couple that built wealth from 'live-in flips' shares 4 strategies they use to flip homes for a profit, including: Find the 'dumpy house in the great neighborhood'
▼ + stars: | 2024-05-03 | by ( Kathleen Elkins | ) www.businessinsider.com time to read: +6 min

A live-in flip, unlike a traditional flip, is when you rehab the home to increase its market value while living there. Related stories"One thing that we have always focused on is finding that dumpy house in the great neighborhood," said Mindy. For example, the Jensens' current live-in flip has a pool. "So no one wanted this house, but it's in a great neighborhood, and it would be very easy to get rid of the pool." Do a 'live-in flip' to avoid capital gains taxThe Jensens prefer 'live-in flips' to traditional flips because it lowers their risk.

Persons: —, Carl, Mindy Jensen, they've, they're, Mindy, There's, Carl Jensen, We're, flipper Organizations: Service, Business, YouTube Locations: The Colorado, Colorado

☆ Not all dividend strategies are the same. How to choose the best one for you
▼ + stars: | 2024-04-24 | by ( Michelle Fox | ) www.cnbc.com time to read: +6 min

She considers herself a dividend income investor, looking for names that provide a healthy payout for her clients. Her portfolio typically generates a 5% dividend yield or better. Honeywell has a 6% five-year annual dividend growth rate, he said. Lastly, CME Group not only has a 2.2% dividend yield, it tends to pay a special dividend once a year that's posted strong growth, he said. CME has five-year annual dividend growth of 15%, and a flawless balance sheet, he said.

Persons: Jenny Harrington, Kevin Simpson, Harrington, Simpson, Stocks, Kinder Morgan, Richard Kinder Organizations: Asset Management, Wealth, Merck, Verizon, SEC, Companies, Honeywell International, CME Group, Honeywell, Boeing, Group Locations: United States

☆ What everyday taxpayers can learn from the Biden, Harris 2023 tax returns
▼ + stars: | 2024-04-16 | by ( Kate Dore | Cfp | ) www.cnbc.com time to read: +2 min

President Joe Biden and Vice President Kamala Harris deliver remarks about healthcare in Raleigh, North Carolina on March 26, 2024. While both couples made extra tax payments, they each incurred a small estimated tax penalty, based on underpayments from each quarterly deadline and interest. Tax planning for self-employment incomeOver the years, the Bidens have reduced self-employment taxes by receiving some wages through their companies, which are structured as S corporations. After paying "reasonable compensation" to shareholders, S corporation owners can take distributions without paying 15.3% for Social Security and Medicare taxes. Work with a tax professionalTypically, filers get a tax refund when they overpay levies throughout the year.

Persons: Joe Biden, Kamala Harris, Peter Zay, David, Harris, Catherine Valega, filers Organizations: Anadolu, Getty, Eisner Advisory, Social Security, Boston, Bee Advisory Locations: Raleigh , North Carolina, New York

☆ 4 cheap stocks to buy and hold for the next decade, according to the pros
▼ + stars: | 2024-04-12 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

Many shares look expensive in today's market, but there are still cheap stocks to be found — some of which can be held for the next 10 years, according to the pros. They shared with CNBC Pro their tips for picking cheap stocks that hold long-term promise, as well as their top picks. How to pick cheap stocks Morningstar's Susan Dziubinski says she believes in owning stocks that offer "some sense of certainty" in terms of cash flow and company fundamentals. Freddie Lait, chief investment officer at Latitude Investment Management, says a willingness to invest in some cyclical stocks is key. Cheap stocks to hold for the long term Morningstar's Dziubinski named three cheap stocks that investors can hold for the next decade: U.S. consumer health firm Kenvue , regional U.S. bank U.S. Bancorp , and medical equipment firm Zimmer Biomet .

Persons: Susan Dziubinski, isn't, Freddie Lait, Lait, he's, Dziubinski, Zimmer Biomet, Morningstar, Bancorp Morningstar, AutoZone Organizations: CNBC, Latitude Investment Management, U.S . Bancorp, Companies, Bancorp Locations: U.S, AutoZone

☆ These dividend-paying stocks could help boost your portfolio, according to investor Kevin Simpson
▼ + stars: | 2024-04-10 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Instead, he focuses on a five-year time horizon to see how dividend growth is trending and pays attention to valuations. "You don't want to overpay for something just because it has an attractive history of increasing its dividend," Simpson said in an interview with CNBC. "The most important part is the dividend is increasing because the company has the earnings to support the dividend growth," Simpson noted. JPMorgan Chase has a five-year compound annual dividend growth rate of 10.3%, Simpson said. The last two names on his list have dividend yields under 1%, which means some investors may overlook them as dividend-payers.

Persons: Kevin Simpson, Simpson, doesn't, JPMorgan Chase Organizations: Dow Jones, Nasdaq, Wealth, CNBC, JPMorgan, Marathon Petroleum, Visa, Mastercard, Microsoft

Health insurance, life insurance, auto insurance, disability insurance, homeowners insurance, and renters insurance all require the policyholder to pay a premium to continue receiving coverage. The types of insurance policy premiums include car, life, health, homeowners, renters, and disability insurance. Life insurance premiumsAs previously mentioned, term life insurance premiums are locked in when the policy is signed. Another factor that goes into homeowners insurance premiums is your insurance score, which you do have some control over. Insurance premiums frequently asked questionsHow often do I have to pay insurance premiums?

Persons: policyholders, you'll, they're, Policygenius Organizations: Health Locations: New York, California

☆ 'There's an enormous catch-up trade': These 5 small-cap stocks are destined to soar, according to a stock researcher behind a top-11% fund in the last 5 years
▼ + stars: | 2024-03-03 | by ( James Faris | ) www.businessinsider.com time to read: +8 min

The research director at Westfield Capital Management is instead focused on finding attractive stocks through a bottom-up fundamental process. Many companies have been abandoned in this top-heavy market, Meyers said. Instead of calling for a meltdown for the market's favorite companies, Meyers emphasized the stocks destined to rebound once investors shift their focus away from pricey growth names. "We don't overpay for growth for the sake of growth," Meyers said. 5 top stocks to own nowInvestors searching for small-cap stocks to buy are in the right place.

Persons: —, Ethan Meyers, Meyers, Morningstar, that's, " Meyers, there's, you've, Kevin Rendino, it's, We're, It's Organizations: Service, Business, Westfield Capital Management, Growth, Apple, Microsoft, Nvidia Locations: Westfield

☆ The average tax refund is almost 29% lower this tax season, according to early IRS data
▼ + stars: | 2024-02-12 | by ( Kate Dore | Cfp | ) www.cnbc.com time to read: +2 min

"I caution anyone on reading too much into an entire year, or a tax season of 3½ months, on five days worth of data." Last year, the average refund for the 2023 filing season was $3,167, as of Dec. 29, according to the IRS. A lot of people who typically file early — such as earned income tax recipients and child tax credit recipients — still haven't filed, Steber said. By law, filers claiming the refundable portion of the child tax credit or earned income tax credit won't get refunds until Feb. 27 at the earliest, the IRS says. Why some tax refunds could be biggerTypically, you can expect a refund when you overpay taxes throughout the year.

Persons: Mark Steber, Jackson Hewitt, —, Steber, filers, Danny Werfel Organizations: IRS Locations: Congress

☆ This simple calculation will show if you’re withholding enough taxes from your paycheck
▼ + stars: | 2024-02-07 | by ( Kate Dore | Cfp | ) www.cnbc.com time to read: +2 min

Witthaya Prasongsin | Moment | Getty ImagesIf your tax refund or bill is bigger than expected, it could be time to adjust your paycheck withholding — and a simple calculation could help, experts say. How paycheck withholdings workWhen you start a new job, you fill out Form W-4, which tells employers how much to withhold from each paycheck for federal income taxes. You calculate your effective tax rate by dividing your total tax (line 24) by taxable income (line 15). If your 2024 earnings are similar to 2023, you'll want your federal paycheck withholdings at roughly last year's effective tax rate, Loyd said. For example, if your gross paycheck is $1,000 and last year's effective tax rate was 12%, you'll want about $120 withheld in federal taxes, he said.

Persons: Witthaya, John Loyd, JoAnn May, —, Loyd, you'll Organizations: Forest Asset Management Locations: Fort Worth , Texas, Berwyn , Illinois

☆ Russian oligarch Dmitry Rybolovlev loses suit accusing Sotheby's of art fraud
▼ + stars: | 2024-01-30 | by ( Dan Mangan | ) www.cnbc.com time to read: +3 min

Dmitry Rybolovlev, president of As Monaco Football Club SA, arrives at court in New York on Jan. 9, 2024. Russian billionaire Dmitry Rybolovlev on Tuesday lost a New York federal court lawsuit in which he had accused the Sotheby's auction house of helping an art buyer defraud the oligarch by having him grossly overpay for various pieces of art. "It knew the actual prices Bouvier paid to the sellers and the fraudulently inflated prices Bouvier induced Plaintiffs to pay to him," the suit said. At trial, Sotheby's lawyer Sara Shudofsky told jurors that Rybolovlev was "trying to make an innocent party pay for what somebody else did to him." "We are grateful to the jury for its verdict, which totally vindicates Sotheby's of any alleged misconduct," Sotheby's said.

Persons: Dmitry Rybolovlev, Rybolovlev, Yves Bouvier, Bouvier, Leonardo da Vinci, Salvator Mundi, Sara Shudofsky, Shudofsky, Sotheby's, Daniel Kornstein, Kornstein, Donald Trump Organizations: Monaco Football Club SA, New, Xitrans Finance, Associated Press, Geneva, CNBC PRO Locations: New York, U.S, Manhattan, Sotheby's, Christie's, Beach , Florida, Singapore , Hong Kong , New York, Monaco

☆ Tax season kicks off. Here's how to get a faster refund and avoid ‘self-inflicted mistakes,’ expert says
▼ + stars: | 2024-01-29 | by ( Kate Dore | Cfp | ) www.cnbc.com time to read: +2 min

Often, "self-inflicted mistakes" cause refund delays, according to Mark Steber, chief tax information officer at Jackson Hewitt. The IRS is planning for more than 146 million individual tax returns this season, and the deadline for most filers is April 15. Don't 'guesstimate' on your taxesTax return mistakes are another reason for delayed refunds. Some common tax return errors are "surprisingly simple," such as missing or inaccurate Social Security numbers, misspelled names, entering information wrong and math mistakes, according to the IRS. When to expect your tax refund

Persons: Mark Steber, Jackson Hewitt, Danny Werfel, Steber Organizations: IRS

☆ There is still time to reduce your tax bill or boost your refund before year-end. Here are some moves to consider, experts say
▼ + stars: | 2023-12-03 | by ( Kate Dore | Cfp | ) www.cnbc.com time to read: +4 min

Vesna Andjic | E+ | Getty ImagesWith roughly one month left in 2023, there's still time to reduce your tax bill or boost your refund, experts say. In 2018, the Tax Cuts and Jobs Act nearly doubled the standard deduction, slashing the number of filers who itemized. Make the most of your tax bracketBefore completing a year-end strategy that adds to your income, you should see if you can afford to "run up the income tax brackets," Dietz said. Pretax IRA contributions : You can still make up to $6,500 in pretax IRA contributions ($7,500 for age 50 and older) for 2023, which may offer a deduction. However, you need to check IRA tax break eligibility first.

Persons: Vesna Andjic, there's, Akeiva Ellis, deferrals, Ellis, Robert Dietz, Dietz, It's, Louise Cochrane Organizations: Vanguard, Taxpayers, Bernstein Private Wealth Management, — Locations: Boston, Minneapolis, Alameda , California

☆ She bought a house without using a realtor. Did you?
▼ + stars: | 2023-11-28 | by ( Jordan Pandy | ) www.businessinsider.com time to read: +5 min

Diem Nguyen recently bought a home near San Francisco without using a real-estate broker. AdvertisementIn October, Diem Nguyen bought a home in the San Francisco Bay Area for $1.6 million — without a realtor. About 88% of homebuyers this year used a real-estate agent, Zillow found . Have you bought a home without a real-estate agent? (Aalto does have a team of real-estate agents working behind the scenes, but they are salaried rather than paid by commission.

Persons: Diem Nguyen, —, Aalto, Buyers, Nguyen, Zillow, Sellers, Jordan Pandy, Ilyce Glink, Samuel J, Tamkin Organizations: Service, San Francisco Bay Area, country's, Buyers, Rocket Mortgage, Washington Post, Sarasota Herald, Tribune Locations: San Francisco, San Francisco Bay, California, Washington, Zillow, Sarasota

☆ Judge sides with Paramount on some claims in Warner Bros. 'South Park' streaming lawsuit
▼ + stars: | 2023-11-15 | by ( Drew Richardson | ) www.cnbc.com time to read: +2 min

A judge on Tuesday sided with Paramount Global on certain claims after Warner Bros. Discovery sued earlier this year over streaming rights to long-running animated series "South Park." New York state Supreme Court Justice Margaret Chan said that Paramount did not violate state consumer protection laws after its streaming platform, Paramount+, hosted "South Park" specials. The decision follows a February lawsuit, where Warner alleged that Paramount deceptively withheld the specials and other "South Park" content to bolster Paramount+ offerings. Paramount would later release "South Park: Post Covid" in 2021 and "South Park: The Streaming Wars" in 2022, exclusively on Paramount+.

Persons: Margaret Chan, didn't, Warner, Max, Paramount countersued, Chan, Warner's Organizations: Paramount Global, Warner Bros . Discovery, Paramount, Warner, HBO Max, Comedy Locations: York

☆ Middle-class movers are heading to these three cities in search of affordability
▼ + stars: | 2023-11-13 | by ( Jordan Pandy | ) www.businessinsider.com time to read: +6 min

Middle-class movers are choosing Las Vegas, Phoenix, and San Antonio as top destinations. It was the second-most popular destination for middle-class movers coming from out of state, the report said. While cities like Austin saw a surge in home prices, San Antonio has been able to maintain some of its affordability. AdvertisementAdvertisement"If you were to ask me, I'd still tell you San Antonio's more affordable than most cities in Texas," San Antonio real-estate agent Ricardo "Rico" Riojas, Jr. told Insider. San Antonio, Texas.

Persons: —, Andrew Arevalo, Getty Images Arevalo, Redfin, Arevalo, there's, he's, We've, Stephanie K, Dow, I'd, Ricardo, Rico, Riojas, Jr, Allan Baxter, San Antonio — Organizations: Service, Denver, Pew Research, Getty Images, MLS, Las Vegas, San Antonio, Getty, Austin Locations: Vegas, Phoenix, San Antonio, The Nevada, Arizona , Nevada , Florida, Texas, Sin, Colorado, Nevada and Colorado, Clark County, Las Vegas, Denver, California, Arizona, Phoenix , Arizona, San, . Texas, Austin, Antonio, Antonio , Texas

☆ A value fund manager who's beaten 99% of his peers in the last three years explains how he avoids bad investments — and makes the case for 3 stocks he loves heading into 2024
▼ + stars: | 2023-11-05 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

The 31-year market veteran has achieved enviable results since the start of 2005 while running the BNY Mellon Dynamic Value Fund (DAGVX) alongside co-manager Brian Ferguson. How to invest — and common mistakes to avoidLike all value fund managers, Bailer refuses to overpay for stocks — regardless of how enticing their businesses look. "It's a philosophy that's based on looking for stocks with great valuations, but not stopping with great valuations," Bailer said. Companies in the BNY Mellon Dynamic Value Fund must have both quality fundamentals and improving business momentum, Bailer said. The six largest stocks in the BNY Mellon Dynamic Value Fund were in one of two sectors, as of September 30: financials and healthcare.

Persons: John Bailer, Brian Ferguson, it's, Bailer, we've, headwinds, they've, he's, Warren Buffett, Berkshire Hathaway, Buffett, Charlie Munger Organizations: Value Fund, Companies, Value, Firms, Berkshire, JPMorgan Locations: Berkshire

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