Tag: CNBC

  • September 27, 2016

    Don’t ever, ever, ever fight the Fed in the short-run

    One of the best pieces of investment philosophy is “do not fight the Fed”. This means, do not put your portfolio in a position that will be harmed by the actions of the Federal Reserve. For the past year the Fed has made it clear that they intend to raise ...

  • September 20, 2016

    Strategies to Reduce Taxation of Retirement Withdrawals and Appreciated Assets

    Tax reduction can be a powerful investment strategy. Let’s review some strategies that taxpayers might use to get more out of their hard-earned savings. Passing IRAs to heirs in the form of inherited IRAs might allow for lower income taxation if the heir withdraws the money at a lower income tax ...

  • September 13, 2016

    When is a Dollar Worth Less than a Dollar?

    The answer is: when access to that dollar causes taxation. Examples include a regular retirement account or an appreciated asset. Withdrawals from some retirement accounts such as Roth accounts and IRAs funded with after-tax contributions are not generally taxable. But this discussion focuses on the vast majority of retirement plans ...

  • September 7, 2016

    When is a Dollar Worth More than a Dollar?

    The answer is: When that dollar is in account where is can be accumulated and/or accessed free of taxation. A Roth IRA provides both such Federal income tax benefits. The tax advantages of a both tax-free accumulation and tax-free withdrawal can be huge and can last for over a century if ...

  • August 30, 2016

    HOME COUNTRY BIAS

    Asset allocation is the most important driver of long term investment performance. One of the thorniest issues in asset allocation is the home country bias. The home country bias is the tendency of people to invest much more heavily in the financial assets of their own nation rather than spreading ...

  • July 26, 2016

    Taxes on Investment Income and the 3.8% Tax Surcharge

    Marginal Federal Income Taxes on Investment Income and the 3.8% Tax Surcharge: As a result of legislation regarding ObamaCare, Federal income taxes now include a 3.8% surcharge on investment income for couples who earn more than $250,000 total. Thus, at these income levels qualified dividends and long-term capital gains are ...

  • June 13, 2016

    THE ABCs OF CLOSED END MUTUAL FUNDS

    Most investors are familiar with open end mutual funds because these are the common type of mutual funds that have been offered for decades by major investment companies. Few investors are familiar with a less common type of mutual fund: a closed end mutual fund. Closed end funds are worth ...

  • May 1, 2015

    Tyler Vernon on CNBC Halftime Report

    Tyler Vernon, Biltmore’s CEO, appeared as a panelist on CNBC's Halftime Report on Friday, May 1st. Watch excerpts from the segment, including Tyler's insight on YUM Brands, Social Media companies ...

  • August 16, 2010

    The Early Tick – Tyler Vernon – CNBC

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  • May 27, 2010

    Market Outlooks: Volatility, 1,000 Point Dow Drop in Next Month

    Published: Thursday, 27 May 2010 | 1:13 PM ET
     
    By: JeeYeon Park CNBC.com Writer
     
    Stocks jumped at the open and kept climbing on Thursday, following the previous session's late-day selloff. Can the markets hold the gains until the close? Christopher Hobart, CEO and ...

  • April 30, 2010

    The Early Tick – Tyler Vernon – CNBC

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  • March 8, 2010

    Market Edge – Tyler Vernon – CNBC

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  • January 25, 2010

    Market Edge – Tyler Vernon – CNBC

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  • November 5, 2009

    Market Edge – Tyler Vernon – CNBC

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