20 hours ago
For the first time in 60 years, Warren Buffett watched someone else lead Berkshire Hathaway's (NYSE: BRKA)(NYSE: BRKB) annual meeting. That doesn't mean Buffett was absent from that May 2 event, though. He was there on the sidelines and had time to field questions in an unofficial capacity.
In a CNBC interview that day, Buffett was asked whether stocks felt expensive. His answer was that he had never seen people more in the mood to gamble and that "prices for an awful lot of things will look very silly."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Warren Buffett is and always has been a long-term investor. But if things are about to get "silly," should investors adjust their portfolios?
More than 1,000 new exchange-traded funds (ETFs) have launched in 2026 so far. A lot of them involve leverage, ultra-short-term options, and ridiculously high yields. In other words, they're the kinds of products that don't resemble anything that Warren Buffett would consider.
#warren #years
In a CNBC interview that day, Buffett was asked whether stocks felt expensive. His answer was that he had never seen people more in the mood to gamble and that "prices for an awful lot of things will look very silly."
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Warren Buffett is and always has been a long-term investor. But if things are about to get "silly," should investors adjust their portfolios?
More than 1,000 new exchange-traded funds (ETFs) have launched in 2026 so far. A lot of them involve leverage, ultra-short-term options, and ridiculously high yields. In other words, they're the kinds of products that don't resemble anything that Warren Buffett would consider.
#warren #years
1 day ago
Prince Harry and Meghan Markle may have to rethink their plans for a lavish home in the UK. The Sussexes reportedly have their sights set on a sprawling country estate for privacy and entertaining. But the £10 million price tag may be putting that plan out of reach. Their property search has now raised questions about what they can comfortably afford.
According to Rob Shuter's Naughty But Nice, the Duke and ***** ss of Sussex have been eyeing a £10 million (approximately $13 million) country property in the Cotswolds. However, an unnamed source claims their budget may not stretch to the kind of estate they want.
"They have champagne tastes, but the bank balance isn't matching the ambition," a source told Rob Shuter. "They want a magnificent country estate where they can entertain, enjoy privacy and live the lifestyle they imagine for themselves. But a £10 million house is simply beyond their reach right now."
Another insider claims their search has met with a roadblock. "Their house hunt has effectively stalled. They haven't found anything they both love that they can realistically afford," another insider revealed to Naughty But Nice. "It's extraordinary that a couple who talk so much about independence are once again relying on a billionaire friend to provide them with somewhere to live."
The couple's existing properties could also factor into their plans. Prince Harry and Meghan Markle continue to own their $14.5 million Montecito mansion in California. While selling it could potentially free up funds for a UK purchase, the report does not suggest that they are preparing to put it on the market.
#country #prince #meghan
According to Rob Shuter's Naughty But Nice, the Duke and ***** ss of Sussex have been eyeing a £10 million (approximately $13 million) country property in the Cotswolds. However, an unnamed source claims their budget may not stretch to the kind of estate they want.
"They have champagne tastes, but the bank balance isn't matching the ambition," a source told Rob Shuter. "They want a magnificent country estate where they can entertain, enjoy privacy and live the lifestyle they imagine for themselves. But a £10 million house is simply beyond their reach right now."
Another insider claims their search has met with a roadblock. "Their house hunt has effectively stalled. They haven't found anything they both love that they can realistically afford," another insider revealed to Naughty But Nice. "It's extraordinary that a couple who talk so much about independence are once again relying on a billionaire friend to provide them with somewhere to live."
The couple's existing properties could also factor into their plans. Prince Harry and Meghan Markle continue to own their $14.5 million Montecito mansion in California. While selling it could potentially free up funds for a UK purchase, the report does not suggest that they are preparing to put it on the market.
#country #prince #meghan
1 day ago
Being a "buy-and-hold" investor sounds simple, but it can be harder to do in real life. When stocks are wobbly, when the tech-heavy Nasdaq-100 goes into a sell-off, when economists question the economic value of artificial intelligence (AI), it's easy to get nervous and make fear-driven moves based on short-term news.
But for most people who are not professional investors or money managers or hedge fund executives, the best investment strategy is often just to buy and hold. Buy stocks in a diversified portfolio like the S&P 500 index. Keep buying stocks as often as you can.
Missed AI's "Act 1"? Act 2 Could Be 16x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
And then: hold them. Don't sell. Hold them for years -- five years, 10 years, or more. Don't try to day trade, don't try to move in and out of the market, don't try to sell your stocks based on a hunch about what the market will do tomorrow. If you're really in it for the long run, buy-and-hold investing can generate significant wealth for everyday investors.
My two favorite stock exchange-traded funds (ETFs) are low-cost index funds. They're simple. They're "boring." But these two ETFs together let me own basically all the stocks in the world.
#hold #sell #investors #missed
But for most people who are not professional investors or money managers or hedge fund executives, the best investment strategy is often just to buy and hold. Buy stocks in a diversified portfolio like the S&P 500 index. Keep buying stocks as often as you can.
Missed AI's "Act 1"? Act 2 Could Be 16x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
And then: hold them. Don't sell. Hold them for years -- five years, 10 years, or more. Don't try to day trade, don't try to move in and out of the market, don't try to sell your stocks based on a hunch about what the market will do tomorrow. If you're really in it for the long run, buy-and-hold investing can generate significant wealth for everyday investors.
My two favorite stock exchange-traded funds (ETFs) are low-cost index funds. They're simple. They're "boring." But these two ETFs together let me own basically all the stocks in the world.
#hold #sell #investors #missed
1 day ago
SPYV and CWI pair U.S. value stocks with global markets exposure, returning roughly 16% and 14% respectively over the past year.
Apple sits at 7.3% of SPYV's portfolio, making it the fund's single largest position by a wide margin.
SPTI pays monthly Treasury income but finished nearly flat over five years, and bond funds can lose value when rates rise.
Building a portfolio and living off one are two completely different skills, and almost **** ody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor)
For years, someone else watched the markets, adjusted your accounts, and made sure withdrawals went out on time. Now your adviser has retired, and at 71, the account statements land on your kitchen table. That feels uncomfortable, but the job is manageable. Three broad funds from State Street cover the core jobs of a retirement portfolio. State Street SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) handles U.S. stocks. State Street SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI) adds international stocks. State Street SPDR Portfolio Intermediate Term Treasury Index ETF (NYSEARCA:SPTI) provides bond stability.
#spyv #spti
Apple sits at 7.3% of SPYV's portfolio, making it the fund's single largest position by a wide margin.
SPTI pays monthly Treasury income but finished nearly flat over five years, and bond funds can lose value when rates rise.
Building a portfolio and living off one are two completely different skills, and almost **** ody teaches the second. This problem is what The Definitive Guide to Retirement Income helps, and it is free today. Read more here. (Sponsor)
For years, someone else watched the markets, adjusted your accounts, and made sure withdrawals went out on time. Now your adviser has retired, and at 71, the account statements land on your kitchen table. That feels uncomfortable, but the job is manageable. Three broad funds from State Street cover the core jobs of a retirement portfolio. State Street SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) handles U.S. stocks. State Street SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI) adds international stocks. State Street SPDR Portfolio Intermediate Term Treasury Index ETF (NYSEARCA:SPTI) provides bond stability.
#spyv #spti
2 days ago
Medicare's two-year lookback rule means a retiree's $120,000 annual 401(k) withdrawals at 63 and 64 set his Part B premiums at 65 and 66.
A $120,000 withdrawal pushes a single filer $11,000 over the IRMAA threshold, raising Part B premiums to $284.10 monthly and costing roughly $2,297 extra over two years.
Covering part of living expenses with cash savings or qualified Roth withdrawals instead of 401(k) funds can keep reported MAGI below the surcharge threshold entirely.
Americans who work with a financial advisor have saved more than twice as much for retirement, on average. Find out what one could change for you: SmartAsset's free quiz matches you with up to three vetted fiduciary advisors in about five minutes. (Sponsor)
A 62-year-old leaves his job with a large traditional 401(k) and a simple plan. He will draw $120,000 a year to live on, then start Social Security at 67. He sees ages 63 and 64 as silent bridge years. Medicare will use income from those years to calculate his first two premium bills, something he may not have anticipated.
#premiums #covering #roth
A $120,000 withdrawal pushes a single filer $11,000 over the IRMAA threshold, raising Part B premiums to $284.10 monthly and costing roughly $2,297 extra over two years.
Covering part of living expenses with cash savings or qualified Roth withdrawals instead of 401(k) funds can keep reported MAGI below the surcharge threshold entirely.
Americans who work with a financial advisor have saved more than twice as much for retirement, on average. Find out what one could change for you: SmartAsset's free quiz matches you with up to three vetted fiduciary advisors in about five minutes. (Sponsor)
A 62-year-old leaves his job with a large traditional 401(k) and a simple plan. He will draw $120,000 a year to live on, then start Social Security at 67. He sees ages 63 and 64 as silent bridge years. Medicare will use income from those years to calculate his first two premium bills, something he may not have anticipated.
#premiums #covering #roth
2 days ago
Interested in Gladstone Commercial Corporation? Here are five stocks we like better.
Q3 FFO and core FFO were $0.35 per share, unchanged year over year. Revenue rose to $42.4 million from $40.8 million, while expenses increased to $32.9 million, partly due to depreciation and an office-property impairment.
Portfolio occupancy improved to 99.3%, and industrial ******* ets made up 69% of annualized straight-line rent, nearing the company's goal of more than 70%. Leasing activity during the quarter added approximately $2.5 million in annual straight-line rent.
Higher interest rates and a gap between buyer and seller pricing are limiting acquisitions; the company is reviewing about 15 opportunities worth more than $200 million but says it will maintain its underwriting standards. It reported $99.9 million of debt maturities in 2027 and $70.2 million available on its credit line.
Gladstone Commercial (NASDAQ:GOOD) reported third-quarter funds from operations and core funds from operations of $0.35 per share, unchanged from the same period a year earlier, as the real estate investment trust increased portfolio occupancy and continued to emphasize industrial properties.
#year #increased
Q3 FFO and core FFO were $0.35 per share, unchanged year over year. Revenue rose to $42.4 million from $40.8 million, while expenses increased to $32.9 million, partly due to depreciation and an office-property impairment.
Portfolio occupancy improved to 99.3%, and industrial ******* ets made up 69% of annualized straight-line rent, nearing the company's goal of more than 70%. Leasing activity during the quarter added approximately $2.5 million in annual straight-line rent.
Higher interest rates and a gap between buyer and seller pricing are limiting acquisitions; the company is reviewing about 15 opportunities worth more than $200 million but says it will maintain its underwriting standards. It reported $99.9 million of debt maturities in 2027 and $70.2 million available on its credit line.
Gladstone Commercial (NASDAQ:GOOD) reported third-quarter funds from operations and core funds from operations of $0.35 per share, unchanged from the same period a year earlier, as the real estate investment trust increased portfolio occupancy and continued to emphasize industrial properties.
#year #increased
2 days ago
BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its third-quarter 2026 investor letter for "Buffalo Growth Fund". The letter can be downloaded here. The Buffalo Growth Fund advanced 4.57% in Q3, significantly outperforming the Russell 3000® Growth Index's 0.45%. The primary driver of this outperformance was stock selection in Information Technology, particularly among hyperscaler stocks that benefited from higher cloud revenue. However, rising oil prices and inflation challenged the market, prompting the Federal Reserve to raise interest rates for the first time since July 2023 and prompting caution within the Fund. The fund has reduced some positions, noting the cost of capital's impact on business models. There is optimism for hyperscalers following the upcoming Anthropic IPO, which could provide investor transparency for future capex. Also, check the Fund's top five holdings to see its best picks for 2026.
In its Q3 2026 investor letter, Buffalo Growth Fund noted that it sold its position in SanDisk Corporation (NASDAQ:SNDK) during the quarter. SanDisk Corporation (NASDAQ:SNDK) is a US-based semiconductor company that provides data storage devices and solutions using NAND flash technology for AI developers and enterprise workloads. On November 03, 2026, SanDisk Corporation (NASDAQ:SNDK) closed at $1,126.52, with a $160.29 billion market capitalization. Driven by strong momentum, SanDisk Corporation (NASDAQ:SNDK) has surged 335.83% year-to-date, trading within a 52-week range of $164.56 to $2,354.39.
Buffalo Growth Fund stated the following regarding Sandisk Corporation (NASDAQ:SNDK) in its Q3 2026 investor letter:
"In the previous quarter we determined the portfolio was lacking exposure to the memory ***** e and initiated small positions in both Micron and Sandisk Corporation (NASDAQ:SNDK). Unfortunately, the timing on Sandisk was poor as the stock advanced rapidly through the end of June and then experienced the bottom drop out with nasty momentum unwind in July. We decided to take losses on Sandisk and move on from a ***** e that has historically been incredibly cyclical. Typically, cyclical businesses like this aren't where we focus our time and this experience reminded us of that."
Sandisk Corporation (NASDAQ:SNDK) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 128 hedge fund portfolios held Sandisk Corporation (NASDAQ:SNDK) at the end of the second quarter which was 114 in the previous quarter. While we acknowledge the potential of Sandisk Corporation (NASDAQ:SNDK) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#Growth
In its Q3 2026 investor letter, Buffalo Growth Fund noted that it sold its position in SanDisk Corporation (NASDAQ:SNDK) during the quarter. SanDisk Corporation (NASDAQ:SNDK) is a US-based semiconductor company that provides data storage devices and solutions using NAND flash technology for AI developers and enterprise workloads. On November 03, 2026, SanDisk Corporation (NASDAQ:SNDK) closed at $1,126.52, with a $160.29 billion market capitalization. Driven by strong momentum, SanDisk Corporation (NASDAQ:SNDK) has surged 335.83% year-to-date, trading within a 52-week range of $164.56 to $2,354.39.
Buffalo Growth Fund stated the following regarding Sandisk Corporation (NASDAQ:SNDK) in its Q3 2026 investor letter:
"In the previous quarter we determined the portfolio was lacking exposure to the memory ***** e and initiated small positions in both Micron and Sandisk Corporation (NASDAQ:SNDK). Unfortunately, the timing on Sandisk was poor as the stock advanced rapidly through the end of June and then experienced the bottom drop out with nasty momentum unwind in July. We decided to take losses on Sandisk and move on from a ***** e that has historically been incredibly cyclical. Typically, cyclical businesses like this aren't where we focus our time and this experience reminded us of that."
Sandisk Corporation (NASDAQ:SNDK) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 128 hedge fund portfolios held Sandisk Corporation (NASDAQ:SNDK) at the end of the second quarter which was 114 in the previous quarter. While we acknowledge the potential of Sandisk Corporation (NASDAQ:SNDK) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#Growth
6 days ago
Intel lost almost a third of its value on Friday. By the close, the Nasdaq Composite had sealed its worst month since March 2025, down 5.3%.
Tom Lee of Fundstrat, a Wall Street research firm, has another suspect. He thinks one big investor may have been forced to dump tech shares, leaving tech holders with the losses.
Speaking on CNBC as the Nasdaq slid on Friday, Lee said the market was fighting an "internal battle" and that the selling looked forced.
"Today looks like someone's getting liquidated. I don't know if it's an institution," he said.
By "liquidated," Lee means forced to sell. This happens when an investor buys shares with borrowed money and prices then fall. The lender wants its money back, so the investor has to sell at any price.
#shares #liquidated #money #Intel
Tom Lee of Fundstrat, a Wall Street research firm, has another suspect. He thinks one big investor may have been forced to dump tech shares, leaving tech holders with the losses.
Speaking on CNBC as the Nasdaq slid on Friday, Lee said the market was fighting an "internal battle" and that the selling looked forced.
"Today looks like someone's getting liquidated. I don't know if it's an institution," he said.
By "liquidated," Lee means forced to sell. This happens when an investor buys shares with borrowed money and prices then fall. The lender wants its money back, so the investor has to sell at any price.
#shares #liquidated #money #Intel
7 days ago
When Jocelin Ta-Bi arrived at Sunderland during the January 2026 transfer window, he arrived amid a fanfare involving rival clubs and the political allegiances of his parent side, Maccabi Netanya, and their ties to current world events. Celtic had reportedly agreed a fee for the young Ivory Coast winger on the recommendation of Martin O'Neill, only to see the club stall over supposed issues with his medical, alongside fan backlash over the recipient of the transfer funds.
Sunderland, knowing they could afford to give Ta-Bi time to recover from his injury without the need for an immediate impact, swooped in at the eleventh hour to secure Jocelin on a four-and-a-half-year deal, labelling him as a true 'one for the future'. A reported fee of £3.5m (€4.0m) was paid for the youngster in what felt like Sunderland's first real draft-and-stash signing of the Premier League era – players who may feature very little in the first team but could potentially go on to turn the club a profit down the line, supporting their sustainable business model.
Fast forward to November 2026 and, after several loan moves away broke down and a work permit was denied for Sunderland's pre-season tour, Jocelin Ta-Bi has found himself on the lips of many football pundits after putting in an eye-watering display in Sunderland's Carabao Cup fourth-round tie against Brentford.
So the question we're all asking is: what did the club see in Jocelin back in January, and why does he have such a unique skill set that made us move so early for him?
Technical Anomaly
#club #sunderland #first #maccabi
Sunderland, knowing they could afford to give Ta-Bi time to recover from his injury without the need for an immediate impact, swooped in at the eleventh hour to secure Jocelin on a four-and-a-half-year deal, labelling him as a true 'one for the future'. A reported fee of £3.5m (€4.0m) was paid for the youngster in what felt like Sunderland's first real draft-and-stash signing of the Premier League era – players who may feature very little in the first team but could potentially go on to turn the club a profit down the line, supporting their sustainable business model.
Fast forward to November 2026 and, after several loan moves away broke down and a work permit was denied for Sunderland's pre-season tour, Jocelin Ta-Bi has found himself on the lips of many football pundits after putting in an eye-watering display in Sunderland's Carabao Cup fourth-round tie against Brentford.
So the question we're all asking is: what did the club see in Jocelin back in January, and why does he have such a unique skill set that made us move so early for him?
Technical Anomaly
#club #sunderland #first #maccabi
7 days ago
Sign up with Underdog promo code YAHOOBONUS to get a 5X return from an initial $10 play on Panthers vs. Packers on Thursday night.
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#Underdog #yahoobonus #thursday #return
Underdog promo code
YAHOOBONUS
New user offer
Place a $10 entry and receive $50 in bonus funds
#Underdog #yahoobonus #thursday #return
18 days ago
Athletes have been urged to apply for funds to help them develop and compete at international events.
Jersey Sport has opened applications for its Performance Sport Programme, with more than £100,000 available to support players, coaches and officials.
The organisation said athletes who fell into "Podium, Podium Potential, Talent Performance and Talent ID profiles" would be invited to apply for funding to support their training, competition and living costs.
Dom Blampied, from Jersey Sport, said he was "proud" of the growth of the programme, which first launched in 2024 and how it had helped sportspeople achieve their dreams.
More news stories for Jersey
#performance #talent #athletes #programme
Jersey Sport has opened applications for its Performance Sport Programme, with more than £100,000 available to support players, coaches and officials.
The organisation said athletes who fell into "Podium, Podium Potential, Talent Performance and Talent ID profiles" would be invited to apply for funding to support their training, competition and living costs.
Dom Blampied, from Jersey Sport, said he was "proud" of the growth of the programme, which first launched in 2024 and how it had helped sportspeople achieve their dreams.
More news stories for Jersey
#performance #talent #athletes #programme
18 days ago
Bayern Munich has made progress towards generating income from its campus this summer, with multiple sales of academy talents contributing to Bayern's overall summer transfer income — estimated at over €50M, per Transfermarkt.
It has been called the 'summer of the century' by Bayern honorary president Uli Hoeneß, according to an interview he gave to Kicker. However, the Bavarians are naturally hoping for more first team-ready products to emerge for themselves, to follow in the recent examples of Aleksandar Pavlović and Lennart Karl.
Via Kicker journalist Frank Linkesch, as captured by iMiaSanMia:
Speaking to kicker, Uli Hoeneß says he's very happy with the funds the club managed to raise in the summer by selling Campus players. Hoeneß has even called it "summer of the century", saying that when the Campus was established, he was thinking more about producing players for the first team than generating transfer revenue from sales.
Hoeneß calls the resulting income "a nice side effect," adding that the academy has long since paid for itself. And in an era of exorbitant salaries, it can also help ease the financial burden on the first-team budget.
#generating
It has been called the 'summer of the century' by Bayern honorary president Uli Hoeneß, according to an interview he gave to Kicker. However, the Bavarians are naturally hoping for more first team-ready products to emerge for themselves, to follow in the recent examples of Aleksandar Pavlović and Lennart Karl.
Via Kicker journalist Frank Linkesch, as captured by iMiaSanMia:
Speaking to kicker, Uli Hoeneß says he's very happy with the funds the club managed to raise in the summer by selling Campus players. Hoeneß has even called it "summer of the century", saying that when the Campus was established, he was thinking more about producing players for the first team than generating transfer revenue from sales.
Hoeneß calls the resulting income "a nice side effect," adding that the academy has long since paid for itself. And in an era of exorbitant salaries, it can also help ease the financial burden on the first-team budget.
#generating
29 days ago
SCHD yields 3.82% with principal at risk daily, while VIG targets dividend growers built to outpace inflation over a long horizon.
Qualified dividends face tax rates between 0% and 20%, compared to up to 37% for savings interest, a gap that can exceed the difference in yields.
High-yield savings protect dollars with FDIC coverage up to $250,000, but rates float and can drop the moment the Fed cuts.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
High-yield savings rates were holding steady on Oct. 8, 2026, according to Forbes. They are holding at a higher level than a month ago because the Federal Reserve raised its target range in September. Online banks use the federal funds rate's upper bound to price their accounts, and it moved from 3.75% to 4.00% on Sept. 16, 2026 and was unchanged as of Oct. 7. On that date the 4-week Treasury bill, the closest market benchmark for overnight cash, yielded 3.95%. Typical banks pay much less. The FDIC national average 12-month CD rate was 1.73% as of Sept. 1, 2026, and top online banks routinely pay a multiple of that average. Rates differ from bank to bank, so the posted APY at your own bank is the number that applies to you.
#savings #sept
Qualified dividends face tax rates between 0% and 20%, compared to up to 37% for savings interest, a gap that can exceed the difference in yields.
High-yield savings protect dollars with FDIC coverage up to $250,000, but rates float and can drop the moment the Fed cuts.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
High-yield savings rates were holding steady on Oct. 8, 2026, according to Forbes. They are holding at a higher level than a month ago because the Federal Reserve raised its target range in September. Online banks use the federal funds rate's upper bound to price their accounts, and it moved from 3.75% to 4.00% on Sept. 16, 2026 and was unchanged as of Oct. 7. On that date the 4-week Treasury bill, the closest market benchmark for overnight cash, yielded 3.95%. Typical banks pay much less. The FDIC national average 12-month CD rate was 1.73% as of Sept. 1, 2026, and top online banks routinely pay a multiple of that average. Rates differ from bank to bank, so the posted APY at your own bank is the number that applies to you.
#savings #sept
29 days ago
This has been a history-packed year for Wall Street. The Dow Jones Industrial Average (DJINDICES:^DJI), S&P 500 (SNPINDEX:^GSPC), and Nasdaq Composite (NASDAQINDEX:^IXIC) have all catapulted to several new highs, and Fed Chair Kevin Warsh was sworn in as only the 17th head of the Fed on May 22.
But the most game-changing event of them all might be Warsh and the Federal Open Market Committee (FOMC) kicking off only the fourth interest rate-hiking cycle of the 21st century on Sept. 16. Fed Chair Warsh and 11 other FOMC colleagues voted unanimously (12-0) to raise the federal funds target rate by 25 basis points to 3.75%-4.00%.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Kevin Warsh and the FOMC just shifted to a rate-hiking cycle. Image source: Official Federal Reserve Photo.
President Donald Trump hasn't been shy about voicing his displeasure with the FOMC's stance on interest rates. But in Warsh's comments to the press following the Sept. 15-16 FOMC meeting, he indirectly fired back at Donald Trump's ongoing interest rate critiques.
#rate #sept
But the most game-changing event of them all might be Warsh and the Federal Open Market Committee (FOMC) kicking off only the fourth interest rate-hiking cycle of the 21st century on Sept. 16. Fed Chair Warsh and 11 other FOMC colleagues voted unanimously (12-0) to raise the federal funds target rate by 25 basis points to 3.75%-4.00%.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Kevin Warsh and the FOMC just shifted to a rate-hiking cycle. Image source: Official Federal Reserve Photo.
President Donald Trump hasn't been shy about voicing his displeasure with the FOMC's stance on interest rates. But in Warsh's comments to the press following the Sept. 15-16 FOMC meeting, he indirectly fired back at Donald Trump's ongoing interest rate critiques.
#rate #sept
29 days ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
If you've been worried sick about higher prices, one of Wall Street's most-watched bulls has a message for you: relief may be on the way.
"I think the probabilities are really high. It's going to drop," Tom Lee, co-founder of Fundstrat Global Advisors, said of inflation in a Sept. 25 interview.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
A single line on your car insurance policy could be inflating your premium by up to 30% — here's what to change
#finance #earn
If you've been worried sick about higher prices, one of Wall Street's most-watched bulls has a message for you: relief may be on the way.
"I think the probabilities are really high. It's going to drop," Tom Lee, co-founder of Fundstrat Global Advisors, said of inflation in a Sept. 25 interview.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
A single line on your car insurance policy could be inflating your premium by up to 30% — here's what to change
#finance #earn
29 days ago
When a caller mentioned that they are thinking about adding to their position in Simon Property Group, Inc. (NYSE:SPG) during the October 2 episode of Mad Money, Jim Cramer commented:
I think you're absolutely right... I want you to add to the Simon Property Group... What a great man he (David Simon, previous CEO) was, and he built a fabulous company, and you should buy more of it.
A September 8 question about buying Simon Property Group led Cramer to bring another real estate stock into the conversation.
Simon Property Group, Inc. (NYSE:SPG) reported second-quarter real estate funds from operations of $3.29 per diluted share, up 7.9% year-over-year. Domestic property net operating income increased 8.5%. Occupancy at its U.S. malls and premium outlets remained at 96%, while base minimum rent increased 6.3% to $62.42 per square foot. Management raised its full-year real estate funds from operations outlook to $13.20 - $13.30 per share. These figures show rent and property-income growth without requiring an increase in occupancy. Leasing activity also remained substantial. During the earnings call, management reported signing approximately 1,200 leases covering more than 4.8 million square feet, with new-deal volume increasing more than 20%.
Stable occupancy does not mean every tenant is healthy. Simon Property Group, Inc. (NYSE:SPG) absorbed approximately one million square feet of ****** e returned through retailer bankruptcies during the quarter. Management said it successfully re-leased the ****** e, helping maintain occupancy. That shows leasing strength, but also a reminder of the work required to preserve rental income. Additional retailer failures could bring more vacancies and replacement costs, even when demand for the properties remains sound.
#occupancy #NYSE #management #estate
I think you're absolutely right... I want you to add to the Simon Property Group... What a great man he (David Simon, previous CEO) was, and he built a fabulous company, and you should buy more of it.
A September 8 question about buying Simon Property Group led Cramer to bring another real estate stock into the conversation.
Simon Property Group, Inc. (NYSE:SPG) reported second-quarter real estate funds from operations of $3.29 per diluted share, up 7.9% year-over-year. Domestic property net operating income increased 8.5%. Occupancy at its U.S. malls and premium outlets remained at 96%, while base minimum rent increased 6.3% to $62.42 per square foot. Management raised its full-year real estate funds from operations outlook to $13.20 - $13.30 per share. These figures show rent and property-income growth without requiring an increase in occupancy. Leasing activity also remained substantial. During the earnings call, management reported signing approximately 1,200 leases covering more than 4.8 million square feet, with new-deal volume increasing more than 20%.
Stable occupancy does not mean every tenant is healthy. Simon Property Group, Inc. (NYSE:SPG) absorbed approximately one million square feet of ****** e returned through retailer bankruptcies during the quarter. Management said it successfully re-leased the ****** e, helping maintain occupancy. That shows leasing strength, but also a reminder of the work required to preserve rental income. Additional retailer failures could bring more vacancies and replacement costs, even when demand for the properties remains sound.
#occupancy #NYSE #management #estate
29 days ago
Minutes from the Federal Reserve's September policy meeting reflect unanimous agreement among officials that interest rates needed to be higher to combat persistent inflation.
"Participants generally emphasized that inflation remained elevated while the labor market appeared to be near full employment, with some signs of strengthening, and that economic activity was expanding at a solid pace. Furthermore, almost all participants ****** sed that, while inflation risks were tilted to the upside, risks to the labor market had diminished and were now broadly balanced," minutes from the Sept. 16 meeting released Wednesday stated.
"Based on the outlook and the changing balance of risks, all participants viewed a higher target range for the federal funds rate as appropriate."
The Fed voted unanimously on Sept. 16 to raise rates, the first hike in three years. And at the time, most Federal Open Market Committee members saw a need for at least one more 25 basis point rate hike this year.
Markets were banking on a hike and expecting more to come.
#federal #hike #rates
"Participants generally emphasized that inflation remained elevated while the labor market appeared to be near full employment, with some signs of strengthening, and that economic activity was expanding at a solid pace. Furthermore, almost all participants ****** sed that, while inflation risks were tilted to the upside, risks to the labor market had diminished and were now broadly balanced," minutes from the Sept. 16 meeting released Wednesday stated.
"Based on the outlook and the changing balance of risks, all participants viewed a higher target range for the federal funds rate as appropriate."
The Fed voted unanimously on Sept. 16 to raise rates, the first hike in three years. And at the time, most Federal Open Market Committee members saw a need for at least one more 25 basis point rate hike this year.
Markets were banking on a hike and expecting more to come.
#federal #hike #rates
29 days ago
Michael Dell, philanthropist and founder of Dell Technologies, pushed back against critics who argue that allowing wealthy investors to donate individual company stocks to Trump Accounts could have a nefarious impact.
Under new rules that took effect last week, charities can put individual stocks into kids' accounts as a donation. Trump Accounts are tax-advantaged investment vehicles that can be used for education expenses, starting a business, or saving for retirement. They were authorized in last year's One Big Beautiful Tax bill. Previously, the money was required to be invested in low-cost index funds.
Read more: Trump Accounts expand to stock donations. What are the benefits and risks?
So far, ***** eX President Gwynne Shotwell is the only donor to announce a major stock contribution, pledging more than 2 million shares to benefit lower-income children ages 11 to 17 living in lower-income areas.
"It's kind of hard for me to believe that's a bad thing, right?" Dell said Wednesday in an interview with Yahoo Finance. "That these children are going to somehow be negatively influenced because they now have one share of ***** eX, but they didn't have before, right? The alternative is they didn't have it, right?"
#last #lower
Under new rules that took effect last week, charities can put individual stocks into kids' accounts as a donation. Trump Accounts are tax-advantaged investment vehicles that can be used for education expenses, starting a business, or saving for retirement. They were authorized in last year's One Big Beautiful Tax bill. Previously, the money was required to be invested in low-cost index funds.
Read more: Trump Accounts expand to stock donations. What are the benefits and risks?
So far, ***** eX President Gwynne Shotwell is the only donor to announce a major stock contribution, pledging more than 2 million shares to benefit lower-income children ages 11 to 17 living in lower-income areas.
"It's kind of hard for me to believe that's a bad thing, right?" Dell said Wednesday in an interview with Yahoo Finance. "That these children are going to somehow be negatively influenced because they now have one share of ***** eX, but they didn't have before, right? The alternative is they didn't have it, right?"
#last #lower
29 days ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
A married couple, ages 45 and 43, got spooked during a steep market selloff and sold their entire $600,000 brokerage portfolio. Eight months later, stocks have climbed back, their money is still sitting in a savings account, and each spouse blames the other for pushing the sale.
The argument misses the real problem. They're not stuck because of one bad decision; they're stuck because they never had a plan for what to do when markets fell. Getting back in the right way matters more than figuring out who panicked first.
Don't Miss:
Think Your IRA Can Only Hold Stocks And Funds? Think Again. Here's What A Self-Directed IRA Can Actually Invest In.
#benzinga
A married couple, ages 45 and 43, got spooked during a steep market selloff and sold their entire $600,000 brokerage portfolio. Eight months later, stocks have climbed back, their money is still sitting in a savings account, and each spouse blames the other for pushing the sale.
The argument misses the real problem. They're not stuck because of one bad decision; they're stuck because they never had a plan for what to do when markets fell. Getting back in the right way matters more than figuring out who panicked first.
Don't Miss:
Think Your IRA Can Only Hold Stocks And Funds? Think Again. Here's What A Self-Directed IRA Can Actually Invest In.
#benzinga
29 days ago
Michael Dell, philanthropist and founder of Dell Technologies, pushed back against critics who argue that allowing wealthy investors to donate individual company stocks to Trump Accounts could have a nefarious impact.
Under new rules that took effect last week, charities can put individual stocks into kids' accounts as a donation. Trump Accounts are tax-advantaged investment vehicles that can be used for education expenses, starting a business, or saving for retirement. They were authorized in last year's One Big Beautiful Tax bill. Previously, the money was required to be invested in low-cost index funds.
Read more: Trump Accounts expand to stock donations. What are the benefits and risks?
So far, **** eX President Gwynne Shotwell is the only donor to announce a major stock contribution, pledging more than 2 million shares to benefit lower-income children ages 11 to 17 living in lower-income areas.
"It's kind of hard for me to believe that's a bad thing, right?" Dell said Wednesday in an interview with Yahoo Finance. "That these children are going to somehow be negatively influenced because they now have one share of **** eX, but they didn't have before, right? The alternative is they didn't have it, right?"
#accounts
Under new rules that took effect last week, charities can put individual stocks into kids' accounts as a donation. Trump Accounts are tax-advantaged investment vehicles that can be used for education expenses, starting a business, or saving for retirement. They were authorized in last year's One Big Beautiful Tax bill. Previously, the money was required to be invested in low-cost index funds.
Read more: Trump Accounts expand to stock donations. What are the benefits and risks?
So far, **** eX President Gwynne Shotwell is the only donor to announce a major stock contribution, pledging more than 2 million shares to benefit lower-income children ages 11 to 17 living in lower-income areas.
"It's kind of hard for me to believe that's a bad thing, right?" Dell said Wednesday in an interview with Yahoo Finance. "That these children are going to somehow be negatively influenced because they now have one share of **** eX, but they didn't have before, right? The alternative is they didn't have it, right?"
#accounts
30 days ago
For decades, no investment portfolio has been more closely watched by investors than Berkshire Hathaway's (NYSE:BRKA)(NYSE:BRKB). Now-retired CEO Warren Buffett always had a knack for spotting amazing deals hiding in plain sight, leading to a greater-than-6,000,000% outperformance of the S&P 500 (SNPINDEX:^GSPC) since the mid-1960s.
But investors might not realize that a "secret" Buffett portfolio exists within Berkshire Hathaway. In the June-ended quarter, this $863 million portfolio sent shares of artificial intelligence (AI) superstars Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) and Broadcom (NASDAQ:AVGO) packing. Meanwhile, this under-the-radar fund has built up a significant position in two S&P 500 index funds: the State Street SPDR S&P 500 ETF Trust (NYSEMKT:SPY) and the Vanguard S&P 500 ETF (NYSEMKT:VOO).
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ****** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Image source: Getty Images.
In 1998, Buffett's Berkshire acquired reinsurance company General Re for about $22 billion in an all-stock deal. While the reinsurance operations were the crown jewel of this buyout, General Re also owned a specialty investment firm, New England ****** et Management (NEAM). When the deal closed in December 1998, NEAM became a subsidiary of Berkshire Hathaway.
#Portfolio #buffett #general #neam
But investors might not realize that a "secret" Buffett portfolio exists within Berkshire Hathaway. In the June-ended quarter, this $863 million portfolio sent shares of artificial intelligence (AI) superstars Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) and Broadcom (NASDAQ:AVGO) packing. Meanwhile, this under-the-radar fund has built up a significant position in two S&P 500 index funds: the State Street SPDR S&P 500 ETF Trust (NYSEMKT:SPY) and the Vanguard S&P 500 ETF (NYSEMKT:VOO).
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ****** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Image source: Getty Images.
In 1998, Buffett's Berkshire acquired reinsurance company General Re for about $22 billion in an all-stock deal. While the reinsurance operations were the crown jewel of this buyout, General Re also owned a specialty investment firm, New England ****** et Management (NEAM). When the deal closed in December 1998, NEAM became a subsidiary of Berkshire Hathaway.
#Portfolio #buffett #general #neam
30 days ago
AGNC's Q2 spread income of 40 cents per share covered its 36-cent dividend, but the payout has been cut three times since 2015.
Annaly raised its quarterly dividend from $0.70 to $0.75, while Dynex rebounded to 6.4% economic return after both posted Q1 losses.
If Q3 spread income falls below 36 cents or book value drops below $8.38, shareholders' own capital funds the dividend and a cut becomes likely.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
AGNC Investment (NASDAQ:AGNC) is a mortgage REIT that borrows short-term money in the repo market, buys agency mortgage-backed securities, and keeps the spread between bond yields and borrowing costs. Leverage of 7.4 times tangible equity magnifies both gains and losses.
#times
Annaly raised its quarterly dividend from $0.70 to $0.75, while Dynex rebounded to 6.4% economic return after both posted Q1 losses.
If Q3 spread income falls below 36 cents or book value drops below $8.38, shareholders' own capital funds the dividend and a cut becomes likely.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
AGNC Investment (NASDAQ:AGNC) is a mortgage REIT that borrows short-term money in the repo market, buys agency mortgage-backed securities, and keeps the spread between bond yields and borrowing costs. Leverage of 7.4 times tangible equity magnifies both gains and losses.
#times
30 days ago
Australian veterinarian Charlie Forde worked for four years as an emergency vet in her home country before moving to Los Angeles and becoming a content creator. Now, she combines her veterinary experience with fundraising for animal organizations.
Every month, Forde picks one animal organization, raises funds and awareness for it, and then volunteers with it, she told Where Is The Buzz in a personal interview. Currently, her target is The Happy Herd, an animal sanctuary for rescued farm animals in Canada. Forde seeks to raise $15,000 to provide the necessary feed. She is also planning her next trip to Ukraine, where she will volunteer in collaboration with Global Animal Rescue and Response.
"I never stopped considering myself a vet," Forde noted.
Forde claims that quitting her clinical practice has created a bigger gap than she expected.
"I left full-time clinical practice in February 2023 when I moved to Los Angeles from four years of emergency medicine practice in Australia, and I missed it more than I anticipated," she said. "I missed the animals, the problem-solving, and the feeling that what I'm doing matters."
#animals
Every month, Forde picks one animal organization, raises funds and awareness for it, and then volunteers with it, she told Where Is The Buzz in a personal interview. Currently, her target is The Happy Herd, an animal sanctuary for rescued farm animals in Canada. Forde seeks to raise $15,000 to provide the necessary feed. She is also planning her next trip to Ukraine, where she will volunteer in collaboration with Global Animal Rescue and Response.
"I never stopped considering myself a vet," Forde noted.
Forde claims that quitting her clinical practice has created a bigger gap than she expected.
"I left full-time clinical practice in February 2023 when I moved to Los Angeles from four years of emergency medicine practice in Australia, and I missed it more than I anticipated," she said. "I missed the animals, the problem-solving, and the feeling that what I'm doing matters."
#animals
1 month ago
WASHINGTON (AP) — A day after President Donald Trump said he would start paying for controversial taxpayer-funded ads with a campaign account, there's no sign he plans to refund the millions of federal dollars already spent on them.
Nearly $12 million worth of ads have already aired, according to AdImpact, as part of the $20 million the Department of Homeland Security tapped for the contract.
But Trump's plan to pay for the ads with MAGA Inc. doesn't mean there's any reimbursement coming, said a White House official who was not authorized to talk publicly and spoke on the condition of anonymity.
Speaking to reporters Tuesday, Trump said the ads were "really good" and "promotion for the country, done by many presidents before." Asked whether he'd repay the funds already spent, he said, "We'll decide."
Senate Democratic Leader Chuck Schumer slammed Trump for not committing to reimbursement and said he believes the president's plan for covering future costs represents illegal coordination with his super PAC.
#Trump #donald
Nearly $12 million worth of ads have already aired, according to AdImpact, as part of the $20 million the Department of Homeland Security tapped for the contract.
But Trump's plan to pay for the ads with MAGA Inc. doesn't mean there's any reimbursement coming, said a White House official who was not authorized to talk publicly and spoke on the condition of anonymity.
Speaking to reporters Tuesday, Trump said the ads were "really good" and "promotion for the country, done by many presidents before." Asked whether he'd repay the funds already spent, he said, "We'll decide."
Senate Democratic Leader Chuck Schumer slammed Trump for not committing to reimbursement and said he believes the president's plan for covering future costs represents illegal coordination with his super PAC.
#Trump #donald
1 month ago
Republican Sen. Susan Collins and Democratic challenger Troy Jackson debated for the first time Tuesday in Maine, trading attacks over President Donald Trump, the cost of living and abortion in one of the most closely watched Senate races in the country.
Maine is central to Democrats’ path to the Senate majority as they try to capitalize on Trump’s unpopularity. Jackson tried to do just that Tuesday by tying Collins to Trump, name-checking him at least 20 times in one hour of debating on WGME-TV.
“It matters who you stand with,” Jackson said in his opening statement. “I don’t owe Donald Trump and the billionaires anything. I don’t fight for billionaires like she does.”
Collins, meanwhile, emphasized multiple instances when she opposed the Trump administration.
She also sought to localize the race and pitch her seniority — and her perch as chair of the powerful Senate Appropriations Committee — as a boost to Maine. She touted $1.5 billion in federal funds that she has brought home to the state for 672 projects in the last five years, “from Madawaksa to Kittery, from Eastport to Rumford.”
#maine #tuesday #donald #susan
Maine is central to Democrats’ path to the Senate majority as they try to capitalize on Trump’s unpopularity. Jackson tried to do just that Tuesday by tying Collins to Trump, name-checking him at least 20 times in one hour of debating on WGME-TV.
“It matters who you stand with,” Jackson said in his opening statement. “I don’t owe Donald Trump and the billionaires anything. I don’t fight for billionaires like she does.”
Collins, meanwhile, emphasized multiple instances when she opposed the Trump administration.
She also sought to localize the race and pitch her seniority — and her perch as chair of the powerful Senate Appropriations Committee — as a boost to Maine. She touted $1.5 billion in federal funds that she has brought home to the state for 672 projects in the last five years, “from Madawaksa to Kittery, from Eastport to Rumford.”
#maine #tuesday #donald #susan
1 month ago
A federal judge has granted final approval to AT&T's $177 million settlement resolving lawsuits over two 2024 data breaches that exposed personal information belonging to millions of customers.
U.S. District Judge Sidney Fitzwater in Dallas approved the settlement Oct. 2, along with $59 million in attorneys' fees for lawyers who negotiated the deal, according to Reuters. The settlement faced dozens of objections, including arguments that the amount was inadequate compared to a $350 million settlement in separate litigation involving T-Mobile.
For AT&T customers who filed valid claims, the amount they receive depends on which data breach affected them, what information was exposed and whether they can document financial losses. Most customers receiving the tiered cash payments are expected to get far less than the settlement's advertised maximums.
Customers could receive between about $6.50 and $40 through the tiered payment system, according to court documents. Here's what to know.
The settlement has two funds totaling $177 million: $149 million for customers affected by the first data incident, known as AT&T 1, and $28 million for customers affected by the second incident, known as AT&T 2.
#million #settlement #information
U.S. District Judge Sidney Fitzwater in Dallas approved the settlement Oct. 2, along with $59 million in attorneys' fees for lawyers who negotiated the deal, according to Reuters. The settlement faced dozens of objections, including arguments that the amount was inadequate compared to a $350 million settlement in separate litigation involving T-Mobile.
For AT&T customers who filed valid claims, the amount they receive depends on which data breach affected them, what information was exposed and whether they can document financial losses. Most customers receiving the tiered cash payments are expected to get far less than the settlement's advertised maximums.
Customers could receive between about $6.50 and $40 through the tiered payment system, according to court documents. Here's what to know.
The settlement has two funds totaling $177 million: $149 million for customers affected by the first data incident, known as AT&T 1, and $28 million for customers affected by the second incident, known as AT&T 2.
#million #settlement #information
1 month ago
Dividend-paying stocks are taking a beating as surging Treasury yields make bonds a more competitive income source, creating a difficult environment for baby boomers who lean on dividend funds and individual stocks to cover living expenses in retirement.
Utilities, real estate, and materials have all experienced share-price declines as climbing bond yields have drawn income-seeking investors away from dividend stocks. The 10-year Treasury yield has remained north of 5%, recently hovering between 5.2% and 5.3%, while the 20-year has hit 5.68% and the 30-year has reached 5.62% — marks last seen more than two decades ago, according to Benzinga.
The pain shows up clearly in fund performance. The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) lost 7.59% over the trailing month, and the iShares Select Dividend ETF (DVY) shed 6.02% in the same window, according to CNBC. The Vanguard High Dividend Yield Index ETF (VYM) gave back 3.85% over the past month. The WisdomTree U.S. Quality Dividend Growth Fund (DGRW) stands apart, with its heavy tilt toward technology helping limit its one-month loss to just 0.81%.
The Federal Reserve raised its overnight rate by a quarter percentage point on Sept. 16, and markets are pricing in additional increases, keeping pressure on rate-sensitive dividend sectors. The 10-year yield touched 5.342% and the 30-year reached 5.683%, their highest marks in 24 years, driven in part by rising public debt, geopolitical tensions, and the prospect of a prolonged high-rate environment.
Despite the pressure, financial advisors caution retirees against making reactive moves. "The worst thing that a retiree could do is sell a high-quality dividend payer at depressed prices to chase income somewhere else in the stock market just to get higher yield," Timothy Chubb, chief investment officer at Girard, a Univest Wealth Division, told CNBC. Chubb said he would rather own a company growing 4% to 5% annually with a 3% dividend yield than pursue an 8% yield from a deteriorating business.
#Dividend #yield #month #treasury
Utilities, real estate, and materials have all experienced share-price declines as climbing bond yields have drawn income-seeking investors away from dividend stocks. The 10-year Treasury yield has remained north of 5%, recently hovering between 5.2% and 5.3%, while the 20-year has hit 5.68% and the 30-year has reached 5.62% — marks last seen more than two decades ago, according to Benzinga.
The pain shows up clearly in fund performance. The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) lost 7.59% over the trailing month, and the iShares Select Dividend ETF (DVY) shed 6.02% in the same window, according to CNBC. The Vanguard High Dividend Yield Index ETF (VYM) gave back 3.85% over the past month. The WisdomTree U.S. Quality Dividend Growth Fund (DGRW) stands apart, with its heavy tilt toward technology helping limit its one-month loss to just 0.81%.
The Federal Reserve raised its overnight rate by a quarter percentage point on Sept. 16, and markets are pricing in additional increases, keeping pressure on rate-sensitive dividend sectors. The 10-year yield touched 5.342% and the 30-year reached 5.683%, their highest marks in 24 years, driven in part by rising public debt, geopolitical tensions, and the prospect of a prolonged high-rate environment.
Despite the pressure, financial advisors caution retirees against making reactive moves. "The worst thing that a retiree could do is sell a high-quality dividend payer at depressed prices to chase income somewhere else in the stock market just to get higher yield," Timothy Chubb, chief investment officer at Girard, a Univest Wealth Division, told CNBC. Chubb said he would rather own a company growing 4% to 5% annually with a 3% dividend yield than pursue an 8% yield from a deteriorating business.
#Dividend #yield #month #treasury
1 month ago
The government has spent at least $2.5 million on the ads.
President Donald Trump said Monday night that he will no longer use taxpayer funds to pay for a multimillion-dollar pro-Trump ad blitz ahead of the midterm elections, saying his super PAC will now pay for them.
While he dismissed criticism of the ads as "a rather standard thing to do," he said he had decided to run them on his own dime rather than that of the U.S. government in a post on his social media platform.
"I have decided to do the Patriotic Ads, among others, and pay for them myself, and with money I raised for MAGA, Inc," Trump wrote, referring to his super PAC.
The move comes after the U.S. government bankrolled a series of ads that aired nationally and heavily featured the president. One of the ads was a direct copy of a spot Trump's campaign ran in 2024.
#Trump #president #super #MAGA
President Donald Trump said Monday night that he will no longer use taxpayer funds to pay for a multimillion-dollar pro-Trump ad blitz ahead of the midterm elections, saying his super PAC will now pay for them.
While he dismissed criticism of the ads as "a rather standard thing to do," he said he had decided to run them on his own dime rather than that of the U.S. government in a post on his social media platform.
"I have decided to do the Patriotic Ads, among others, and pay for them myself, and with money I raised for MAGA, Inc," Trump wrote, referring to his super PAC.
The move comes after the U.S. government bankrolled a series of ads that aired nationally and heavily featured the president. One of the ads was a direct copy of a spot Trump's campaign ran in 2024.
#Trump #president #super #MAGA
1 month ago
Wealthy baby boomers have spent decades building their fortunes—and the foundations, donor-advised funds, and giving traditions that come with them. But as the $124 trillion Great Wealth Transfer gets underway, a growing share of the older generation isn't so sure their kids will carry on tradition the way they hope.
Fewer than half of wealthy Americans (47%) believe the next generation is prepared to take on family philanthropic causes, down from 55% in 2024, according to research from Bank of America released last week. The share of parents who believe their children share their commitment to giving back fell even more sharply to 65% from 76%. The bank surveyed more than 1,430 wealthy individuals in the U.S. aged 21 or older with at least $3 million in investable ******* ets, excluding primary residence.
The confidence gap in philanthropy mirrors a broader anxiety wealth advisors have noticed about whether heirs are ready for any of it.
"This is a very real concern I'm hearing from ultra-affluent families right now," Tom Thiegs, managing director of leadership and legacy at Ascent Private Capital Management with U.S. Bank, told Fortune of parents' fears that wealth could dampen their children's drive. Trent Von Ahsen of Cedar Point Capital Partners also told Fortune his clients are leaning on mentorship and phased wealth transfers rather than lump-sum inheritances.
But the irony is younger donors are, by several of the study's measures, more engaged donors than older generations. Gen Z and millennial donors support an average of 12 charitable causes, compared with eight among wealth donors overall. They're also roughly twice as likely to use a donor-advised fund, and 87% say honoring their family's philanthropic tradition is important. Meanwhile, 86% say it's equally important to establish their own charitable identity.
#advised
Fewer than half of wealthy Americans (47%) believe the next generation is prepared to take on family philanthropic causes, down from 55% in 2024, according to research from Bank of America released last week. The share of parents who believe their children share their commitment to giving back fell even more sharply to 65% from 76%. The bank surveyed more than 1,430 wealthy individuals in the U.S. aged 21 or older with at least $3 million in investable ******* ets, excluding primary residence.
The confidence gap in philanthropy mirrors a broader anxiety wealth advisors have noticed about whether heirs are ready for any of it.
"This is a very real concern I'm hearing from ultra-affluent families right now," Tom Thiegs, managing director of leadership and legacy at Ascent Private Capital Management with U.S. Bank, told Fortune of parents' fears that wealth could dampen their children's drive. Trent Von Ahsen of Cedar Point Capital Partners also told Fortune his clients are leaning on mentorship and phased wealth transfers rather than lump-sum inheritances.
But the irony is younger donors are, by several of the study's measures, more engaged donors than older generations. Gen Z and millennial donors support an average of 12 charitable causes, compared with eight among wealth donors overall. They're also roughly twice as likely to use a donor-advised fund, and 87% say honoring their family's philanthropic tradition is important. Meanwhile, 86% say it's equally important to establish their own charitable identity.
#advised
1 month ago
The bigger, the better? Some investors could think so when it comes to S&P 500 (SNPINDEX: ^GSPC) index funds.
The Vanguard S&P 500 ETF (NYSEMKT: VOO) ranks as the largest exchange-traded fund (ETF) by ***** ets under management (AUM). This low-cost ETF has earned its popularity with investors through the years. But is it still the best S&P 500 ETF you can own?
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Two other S&P 500 funds are breathing down the Vanguard S&P 500 ETF's neck in the AUM ranking -- the iShares Core S&P 500 ETF (NYSEMKT: IVV) and the State Street SPDR S&P 500 ETF (NYSEMKT: SPY). The State Street SPDR Portfolio S&P 500 ETF (NYSEMKT: SPYM) isn't too far behind. Each of these ETFs is a strong contender and gives Vanguard's fund a real run for its money.
These funds share much in common. They all seek to track the performance of the S&P 500 index and own the same large-cap stocks. Their returns are, unsurprisingly, nearly identical.
#nysemkt
The Vanguard S&P 500 ETF (NYSEMKT: VOO) ranks as the largest exchange-traded fund (ETF) by ***** ets under management (AUM). This low-cost ETF has earned its popularity with investors through the years. But is it still the best S&P 500 ETF you can own?
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Two other S&P 500 funds are breathing down the Vanguard S&P 500 ETF's neck in the AUM ranking -- the iShares Core S&P 500 ETF (NYSEMKT: IVV) and the State Street SPDR S&P 500 ETF (NYSEMKT: SPY). The State Street SPDR Portfolio S&P 500 ETF (NYSEMKT: SPYM) isn't too far behind. Each of these ETFs is a strong contender and gives Vanguard's fund a real run for its money.
These funds share much in common. They all seek to track the performance of the S&P 500 index and own the same large-cap stocks. Their returns are, unsurprisingly, nearly identical.
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