Net Unrealized Appreciation (NUA) is a valuable tax strategy that can offer the benefit of lower taxes and portfolo diversification for investors holding appreciated employer stock within their retirement plans. By understanding how NUA works and considering its potential impact on your overall financial plan, you can make informed decisions to optimize your tax efficiency and achieve your long-term financial goals.
KEY TAKEAWAYS: Inflationary pressures remain sticky. Consumer spending drives economic growth. Developed equity markets lead performance. Treasury yields inch higher amid Fed rate cut uncertainty. Crude oil rallies on geopolitical tensions.
On January 10th, 2024, the SEC approved the first U.S. listed ETFs that track the price of Bitcoin . This recent approval marks a milestone for cryptocurrencies, Bitcoin specifically, offering investors direct exposure to the underlying asset in the form of spot-price ETFs. This week, we wanted to provide investors with insights into the new products and what they mean for the cryptocurrency space.
Red Sea Hostilities put the Federal Reserve on the Defensive. KEY TAKEAWAYS: Increasing geopolitical tensions. Houthi terrorists joining the Middle East conflict. Shipping costs are surging. Supply chain pressures could increase. Red Sea tensions put the Federal Reserve on the defensive.
Key Takeaways: -Major banks kick off 4Q23 earnings season later this week. -S&P 500 expected to report earnings growth for second consecutive quarter. -Communication services to be largest contributor. -Discretionary completed supported by Amazon earnings. -Looking for downgrades to 2024 earnings.
As we officially put 2023 in the books, we would like to take the time to wish everyone a Happy New Year and hope for a happy, healthy and prosperous 2024. Key Takeaways: We highlight the good, the bad and the ugly of 2023 from an asset class perspective.