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If you're retired and giving to charity this holiday season, experts say there's a way to trim your 2022 tax bill while supporting your favorite cause. Despite economic uncertainty, the majority of American adults plan to donate similar amounts this year as they did last year, a recent Edward Jones study found. While tax breaks aren't typically the prime reason for giving, retirees may consider using qualified charitable distributions, or QCDs, which are direct gifts from an individual retirement account to an eligible charity. If you're age 70½ or older, you may donate up to $100,000 per year, and it may count as a required minimum distribution if you transfer the money at age 72. While the maneuver doesn't provide a charitable deduction, you may see other significant tax benefits, financial experts say.
Vladimir Vladimirov | E+ | Getty ImagesWith the holiday season about to be in full swing, the giving spirit is likely to follow. Last year, individuals donated a collective $326.87 billion to various nonprofits, accounting for 67% of all charitable giving, according to GivingUSA's 2022 report. watch nowHere are some tips for making sure your philanthropic money ends up where you want it to. "It's much better to step back and think about the causes you care about … and target those charities, Styron said. "Even if it's a legitimate middle person or donation processor, they might be taking significant administrative or processing fees out of your donation," Styron said.
In this article FGM Follow your favorite stocks CREATE FREE ACCOUNTJim Farley, CEO, Ford, left, and Mary Barra, CEO, General Motors Reuters; General MotorsDETROIT — "Same industry. GM has gained an edge in recent years on the back of better financials and early moves into electric and autonomous vehicles. GM most recently reported third-quarter results that, compared to Ford, knocked it out of the park. The investment cases for America's largest automakers are increasingly diverging as the companies — separated by just $1 billion in market value — have taken different tacks around electric and autonomous vehicles. Ford expects at least 40% of its sales globally to be electric vehicles by the end of this decade.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarkets are seeing signs of stabilization and bottoming, says Edward Jones' Mona MahajanMona Mahajan, senior investment strategist at Edward Jones, joins CNBC's 'Squawk Box' to discuss how investors should navigate the latest market rally.
Even if the election results match expectations, stocks may still rally as some unknowns are removed. Broad sector ETFs from firms like iShares, State Street and Vanguard are one way to play these sectors, offering cheap broad exposure. For example, the Industrial Select Sector SPDR ETF (XLI) and Vanguard Communications Services ETF (VOX) both have an expense ratio of 0.10%. Under-the-radar elections Federal elections are not the only contests on Tuesday that could move stocks. The biggest marijuana ETFs — AdvisorShares Pure US Cannabis ETF (MSOS) and ETFMG Alternative Harvest ETF (MJ) — are each down more than 50% for the year.
For years, Warren Buffett's cash fortress earned "only a pittance," but now thanks to rising rates, Berkshire Hathaway 's mountain of money is contributing meaningful earnings to the conglomerate. "The increases were primarily due to increases in short-term interest rates," Berkshire said in a statement. "While exceptionally low interest rates prevailed in recent years, interest rates increased significantly over the first nine months of 2022." The contribution to earnings from cash had been very poor due to near-zero interest rates. Berkshire acquired insurer Alleghany for $11.6 billion on Oct. 19, which was funded by existing cash balances.
Nov 5 (Reuters) - Warren Buffett's Berkshire Hathaway Inc (BRKa.N) could soon see a boost to its bottom line after changing its accounting for its big stake in Occidental Petroleum Corp (OXY.N). In its quarterly report on Saturday, Berkshire said it adopted the equity method of accounting for its 20.9% stake in Occidental, which is worth more than $14 billion. Accounting rules normally require the equity method when one company's stake in another reaches 20%, reflecting an assumption that the first company might exert significant influence. Kraft Heinz is controlled by Berkshire and Brazil's 3G Capital, and its board includes three directors from Berkshire. Some investors and analysts have said Berkshire could eventually buy Occidental, diversifying its energy portfolio.
Nov 5 (Reuters) - Warren Buffett's Berkshire Hathaway Inc (BRKa.N) on Saturday posted a $2.69 billion third-quarter loss as rising inflation, falling stock investments and a big loss from Hurricane Ian offset improvement in many of the conglomerate's businesses. Berkshire also bought back more of its own stock but was cautious, repurchasing $1.05 billion, similar to the second quarter. Berkshire also said rising costs from fuel and accidents hurt respective results at two of its best-known businesses, the BNSF railroad and Geico auto insurer. Results included $10.45 billion of losses from investments and derivatives, as the stock prices of many large Berkshire investments other than Apple Inc (AAPL.O) fell. Results improved despite a $2.7 billion after-tax loss from Ian, a strong Category 4 hurricane that slammed into Florida on Sept. 28.
Goldman Sachs reiterates Amazon as buy Goldman said it's standing by shares of Amazon after its "mixed" earnings report on Thursday. Morgan Stanley reiterates Apple as overweight Morgan Stanley says Apple is still "best of breed" after its earnings report on Thursday. Morgan Stanley reiterates Ford as overweight Morgan Stanley says it likes Ford more as a "restructuring play" than as a way to play the electric vehicle sector. Morgan Stanley reiterates Costco as overweight Morgan Stanley says the stock is defensive and in "rare air." Morgan Stanley reiterates McDonald's as overweight Morgan Stanley said the fast food giant is a must-own "in these times" after its earnings report on Thursday.
NEW YORK, Oct 27 (Reuters) - A potential recession could end a streak of gains for U.S. stocks that has followed every midterm election since World War Two. Since 1946, the S&P 500 (.SPX) has climbed 19 out of 19 times in the 12-month period after midterm elections, according to data from Deutsche Bank. The vote helps clarify the policy outlook regardless of the result because the make-up of Congress is known. November and December rank as the second- and third-best performing months of the year since 1950, with average S&P 500 gains of 1.7% and 1.5%, according to the Stock Trader's Almanac. Meanwhile, the current inflationary environment makes post-midterm fiscal stimulus less likely, another factor that could limit stock gains.
3 signs indicating peak inflation is behind usInflation figures have been stickier and more elevated than anyone had anticipated. But Mona Mahajan, senior investment strategist at Edward Jones, says there are early indications that some of the fundamentals in inflation are starting to moderate and roll over, meaning peak inflation could be behind us.
3 signs indicating peak inflation is behind usInflation figures have been stickier and more elevated than anyone had anticipated. But Mona Mahajan, senior investment strategist at Edward Jones, says there are early indications that some of the fundamentals in inflation are starting to moderate and roll over, meaning peak inflation could be behind us.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Edward Jones' Mona Mahajan and Leuthold Group's Jim PaulseMona Mahajan, senior investment strategist at Edward Jones, and Jim Paulsen, chief investment strategist for Leuthold Group, join 'Squawk Box' to discuss whether equities are in a bear or bull market rally, what happens when recession fears surpass inflation fears, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings are reinforcing the still-resilient consumer, says Edward Jones' MahajanMona Mahajan, senior investment strategist at Edward Jones, and Jim Paulsen, chief investment strategist for Leuthold Group, join 'Squawk Box' to discuss whether equities are in a bear or bull market rally, what happens when recession fears surpass inflation fears, and more.
The dollar also kept rising against Japan's beleaguered yen, hitting a fresh 32-year peak of 148.86. But as the session wore on, equity declines deepened with oil prices pushing energy stocks (.SPNY) down sharply and consumer stocks (.SPLRCD) falling sharply. "We're back to looking at inflation data very carefully. Even though Wall Street had rallied on Thursday despite soaring inflation data, investors appeared to return their focus to the data on Friday, according to Anthony Saglimbene, chief market strategist at Ameriprise Financial. The euro was down 0.55% at $0.9719 while the Japanese yen weakened 0.99% at 148.68 per dollar.
The Toronto Stock Exchange's S&P/TSX composite index (.GSPTSE) ended down 287.28 points, or 1.5%, at 18,326.25. "The interest rate sensitive sectors of the market like housing is cooling down at a meaningful pace." Canadian home sales fell 3.9% in September from August, with actual monthly activity about 12% below the pre-pandemic 10-year average, data from the Canadian Real Estate Association showed. read moreThe Toronto market's energy group fell 3.4% as U.S. crude oil futures settled 3.9% lower at $85.61 a barrel. The materials group, which includes precious and base metals miners and fertilizer companies, lost 4% as gold and copper prices declined.
Overall net inflows were positive in the quarter, with long-term net inflows of $65 billion, as momentum from ETFs offset the hit from retail clients withdrawing about $5 billion. Net inflows into ETFs were about $22 billion in the quarter, boosted by $37 billion of flows in bond ETFs. "We saw $37 billion of net inflows into bond ETFs, which is the second best quarter we've had in history ... Net income fell to $1.4 billion, or $9.25 per share, for the three months ended Sept. 30, from $1.68 billion, or $10.89 per share, a year earlier. Fink said BlackRock has about 20% of the LDI market in the U.K., or about $250 billion.
Walmart is letting go of nearly 1,500 workers at one of its fulfillment centers in the Atlanta area, with the company repurposing the e-commerce facility to support third-party sellers. A Walmart blog post published on Monday said the company will turn the fulfillment center into "a dedicated facility supporting our growing Walmart Fulfillment Services (WFS) business." The company launched Walmart Fulfillment Services in 2020 to allow third-party-marketplace sellers to ship and store products using the retailer's warehouses. For comparison, Amazon said it has nearly 2 million third-party sellers on its marketplace. Yarbrough said Walmart may convert more fulfillment centers to focus on WFS as the company attracts more third-party sellers to its marketplace.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThis is more and more of a stock-picker's market, says Kayne Anderson Rudnik's Julie BielMona Mahajan of Edward Jones and Julie Biel of Kayne Anderson Rudnik join CNBC's Brian Sullivan and the 'CNBC Special: The Fed Factor' to discuss the markets and the Fed heading into the final quarter of the year.
Walmart became the largest food retailer in the US in 2001 with grocery sales raking in $56 billion. Today the retailer mixes sales of high-margin items like electronics and furniture with those same groceries. But times have changed, particularly for the value-conscious customers Walmart caters to. While net-profit margins for furniture items sold in the US can be as high as 50% to 60%, according to analysts, that total usually hovers around 1% to 3% for grocery items. He did not specify how much Walmart earned in revenue or profits from furniture sales in 2021.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe stable, quality part of the growth market will be first to recover, says Edward Jones' MahajanMona Mahajan of Edward Jones and Charlie Bobrinskoy of Ariel Investments join 'Closing Bell' to discuss whether growth or value is the best place for investors to put their money right now.
Warren Buffett's Berkshire Hathaway got upgraded at Edward Jones as the conglomerate's recent sell-off made the conglomerate's shares attractive. Edward Jones analyst James Shanahan boosted Berkshire's rating to buy from hold Wednesday, while adding the stock to the Wall Street firm's "U.S. Stock Focus List." "We believe that the sell-off has created an attractive entry point for long-term investors, as Berkshire revenues and earnings benefit from a diverse group of operating companies and investments," Shanahan said. The conglomerate's operating business is a patchwork of companies spanning from railroads, to batteries, insurance, home furnishing and retail. "We believe that higher interest rates, additional investment activity, and an acceleration in share-repurchase activity will provide additional support for earnings per share," Shanahan said.
Nike is working to tie together inventory held by stores, retail partners, and warehouses. The company's connected-inventory plan also plays into a larger Nike shift to more regional shipping, including out of a wider fleet of Nike stores and warehouses. Gloria DawsonMore retail stores, more warehousesAs part of the overall effort to serve customers "when they want it, how they want it," Nike is adding retail stores and distribution centers. While most of Nike's stores are in major metropolitan areas, stores are increasingly popping up in second-tier cities. If you go into Dick's, and Dick's doesn't have it, and they have it at the Nike store, they ship it to your house.
Stock futures rose slightly on Monday evening as Wall Street looked to build on a modest rebound ahead of another rate hike from the Federal Reserve. Futures tied to the Dow Jones Industrial Average inched up 49 points, or less than 0.2%. S&P 500 futures added 0.2%, and those for the Nasdaq 100 rose roughly 0.2%. During a choppy trading session on Monday, stocks rose in the afternoon to snap a two-day losing streak and claw back some of their recent losses. The S&P 500 and Nasdaq Composite gained roughly 0.7% and 0.8%, respectively.
At an annual meeting last week, Nike CEO John Donahoe once again talked about "connected inventory." The company's connected-inventory plan also plays into a larger Nike shift to more regional shipping, including out of a wider fleet of Nike stores and warehouses. By that time, Parker said he was bullish on connected inventory, with a pilot at 19 Nike stores in South Korea and two unnamed retail partners. While most of Nike's stores are in major metropolitan areas, stores are increasingly popping up in second-tier cities. "Connected inventory is about getting it to you faster.
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