Sentences with phrase «says wealth strategist»
Not exact matches
«Canadian inflation is continuing to rise,» said Colin Cieszynski, chief market strategist at SIA Wealth Management.
https://www.cnbc.com/
As for «peak earnings,» Michael Wilson, chief U.S. equity strategist and CIO of Morgan Stanley Wealth Management, said in a note to clients on Sunday that» [W] e think the market is digesting the fact that the tax cut last year has created a lower quality increase in US earnings growth that almost guarantees a peak rate of change by 3Q.»
«The fact that they stuck with the three rate - hike forecast sends a signal that at this point they're not ready to adopt a potentially more aggressive stance that a number of people have been talking about for next year,» said Craig Bishop, lead strategist for U.S. fixed income at RBC Wealth Management.
«The closer you get to the actual succession, the fewer opportunities you have to structure the right sale, to save on taxes, to prepare your employees and yourself,» says Joan Crain, global family wealth strategist at BNY Mellon Wealth Management, based in New Yorkwealth strategist at BNY Mellon Wealth Management, based in New YorkWealth Management, based in New York City.
Brent Schutte, chief investment strategist at Northwestern Mutual Wealth Management, agrees the economy is continuing to do well but said there is a fear that it is actually slowing down.
«We tell clients that we're indifferent to whether it's passive or active, from a philosophical standpoint,» said certified financial planner Shon Anderson, president and chief wealth strategist at Anderson Financial Strategies.
But life strategist Tony Robbins says that Mayweather's life story also teaches regular investors an important lesson about wealth and income.
«This week investors have been focused on Washington,» said Jeff Kravetz, regional investment strategist at U.S. Bank Wealth Management.
«We are moving back to a risk - off scenario today, but still stuck in a trading range between $ 1,300 and $ 1,360,» said Rob Haworth, senior investment strategist for U.S. Bank Wealth Management.
«What the key thing is to realize is the futures market has pretty much supplemented the cash market, and that's where the trading activity is,» said Jerry Lucas, senior strategist at UBS Wealth Management.
David Dietze, chief investment strategist at Point View Wealth Management, nonetheless said «we remain cautious» with stock prices at current levels.
Even net of any currency effects European markets have been a bit disappointing in the last year or so,» said Kevin Gardiner, global investment strategist at Rothschild Wealth Management.
«Ultimately, what we're doing is driving wealth down to the people,» Chris Lehane, the strategist at Airbnb, says.
In particular, «monetary tightening could trigger a sell - off that would be especially hard on high - growth tech companies, and concerns about global growth could reemerge and force customers to cut spending,» says Vijay Chandar, Morgan Stanley Wealth Management Market Strategist.
«We believe that companies levered to these key secular growth areas will continue to be differentiators,» says Casey Galligan, Morgan Stanley Wealth Management Market Strategist.
«I have never met anyone who told me that they wished they had saved less,» says Chris Chen, CFP ®, wealth strategist, Insight Wealth Strategists LLC, Waltham, Mass. «People think that they will make up a withdrawal later, but it pretty much never happens.&wealth strategist, Insight Wealth Strategists LLC, Waltham, Mass. «People think that they will make up a withdrawal later, but it pretty much never happens.&Wealth Strategists LLC, Waltham, Mass. «People think that they will make up a withdrawal later, but it pretty much never happens.»
«The high - yield market is pricing in pretty high expectations for credit quality,» says Bob Gorman, portfolio strategist at TD Wealth.
Jon Woloshin, strategist at UBS Wealth Management Americas, said the report doesn't mean Vancouver is likely to experience a home price correction like the U.S. housing crisis that contributed to the 2008 - 09 recession.
Bob Gorman, chief portfolio strategist at TD Wealth, says this rising confidence is helping investors get closer to their ideal goal of investing about a quarter of their income each year to meet their long - term financial goals.
«We don't see too many bubbles out there at the moment, but we think that gold is one,» says Brian Nick, an investment strategist with Barclays Wealth, Americas.
«Parents or the student can borrow to fund education,» said Jim Benedict, CFP, senior wealth strategist and senior vice president at PNC Wealth Managwealth strategist and senior vice president at PNC Wealth ManagWealth Management.