Mettez-vous hors ligne avec l'application Player FM !
The Dividend Cafe Wednesday - August 14, 2024
Manage episode 434256411 series 2524881
Mid-August Market Update and Tax Efficient Portfolios
In this edition of Dividend Cafe, Brian Szytel offers a market update broadcasted from the new West Palm Beach office. The Dow closed up 242 points, S&P up by a third percent, and Nasdaq flat. The 10-year bond yield is slightly down. Key discussion points include the recent CPI data showing disinflationary trends, market expectations of a September rate cut, and inflation rates over the past three and six months. Brian also addresses strategies for tax-efficient portfolios, emphasizing tax-exempt interest, qualified dividend income, real estate positions, and loss harvesting. The episode wraps up with Brian planning a team dinner and announcing David's return for the next session.
00:00 Introduction and Market Update
00:35 Inflation Data Insights
01:18 Federal Reserve Rate Cut Predictions
01:55 Analyzing Recent Inflation Trends
02:57 Tax Efficient Investment Strategies
04:05 Conclusion and Sign Off
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
974 episodes
Manage episode 434256411 series 2524881
Mid-August Market Update and Tax Efficient Portfolios
In this edition of Dividend Cafe, Brian Szytel offers a market update broadcasted from the new West Palm Beach office. The Dow closed up 242 points, S&P up by a third percent, and Nasdaq flat. The 10-year bond yield is slightly down. Key discussion points include the recent CPI data showing disinflationary trends, market expectations of a September rate cut, and inflation rates over the past three and six months. Brian also addresses strategies for tax-efficient portfolios, emphasizing tax-exempt interest, qualified dividend income, real estate positions, and loss harvesting. The episode wraps up with Brian planning a team dinner and announcing David's return for the next session.
00:00 Introduction and Market Update
00:35 Inflation Data Insights
01:18 Federal Reserve Rate Cut Predictions
01:55 Analyzing Recent Inflation Trends
02:57 Tax Efficient Investment Strategies
04:05 Conclusion and Sign Off
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
974 episodes
Alle episoder
×Bienvenue sur Lecteur FM!
Lecteur FM recherche sur Internet des podcasts de haute qualité que vous pourrez apprécier dès maintenant. C'est la meilleure application de podcast et fonctionne sur Android, iPhone et le Web. Inscrivez-vous pour synchroniser les abonnements sur tous les appareils.