Carmine Coppola

3 WEEKS TO GO!!! With only 3 weeks to go, the countdown is on for the CFA Society New York 11th Annual Ben Graham Conference. Join guest panelists Roger de Bree (Tweedy Browne), Richard Cook (Cook & Bynum) and many more renowned value investors who will discuss: ·        SPECIALIZED ETFS, MUTUAL FUNDS, AND CLOSED-END FUNDS ·        VALUE SELECTION IN THE U.S. ·        INTERNATIONAL VALUE ·        INTEGRATING AI INTO THE VALUE INVESTING PROCESS   Don’t miss out on this amazing opportunity to learn more about the current state of value investing – both domestic and internationally, including the challenges and opportunities involved as volatility has recently returned. Register here now for the conference: https://lnkd.in/eNpcfMdE

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Birch Creek Weekly Commentary: 6/28/24: Munis Outperform Treasuries Amid Cautious Investor Sentiment    The muni market mostly outperformed treasuries, with much of the gain occurring after Friday's intra-day rate reversal. Investors remained cautious as they navigated a nearly $12bn primary calendar and awaited July 1st redemption cash. Mutual funds saw $498mm in outflows, which kept buyers on the sidelines and increased BWIC volumes by about 20%, particularly in 20-year bonds. High-yield munis continued to outperform investment grades, with strong interest in various names and a notable demand for unique and off-the-run bonds. Although valuations are historically tight, the extra demand in summer should bolster the muni market in the coming weeks. If you find this interesting and want to receive our commentaries sent directly to your inbox so you don't miss out on any content, please sign up at link below: https://lnkd.in/eZp7RAeJ #municipalbonds #municipal #municipalbond #highyield #commentary #marketvolatility #highyieldbonds #investmentinsights #MuniBonds

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Updated weekly, Weekly Flows Reports provides an in depth look at ETF flows across all asset classes over the past week. The FREE report will be released every Monday morning and can be access via the ETF Action homepage along with the Daily Data Pack, the Category Spotlight, and the Video Insights. Highlights from this week's Weekly Flows Report Equity: U.S. Large Cap Blend ETFs gathered more than $8.5 billion in net inflows last week The Fixed Income: Taxable - Government Long category also saw $2.3 billion in net inflows for the week The Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) saw the largest net outflows amongst U.S. Size & Style ETFs with nearly $2 billion The Health Care Select Sector SPDR Fund (XLV) gathered $498 million in net inflows The SPDR S&P Homebuilders ETF (XHB) led thematic ETFs in net inflows with $113 million while the ARK Innovation ETF (ARKK) saw $103 million in net outflows For Fixed Income ETFs, the iShares 20+ Year Treasury Bond ETF (TLT) saw another $1.9 billion in net inflows to view the entire report please see the image below www.etfaction.com - Free Investing tools Sign up for our daily note: https://lnkd.in/ez29Dap #investing #etfinvesting #ETFs

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“𝐇𝐨𝐰 𝐂𝐚𝐧 𝐘𝐨𝐮 𝐀𝐯𝐨𝐢𝐝 𝐅𝐞𝐝𝐞𝐫𝐚𝐥 𝐈𝐧𝐜𝐨𝐦𝐞 𝐓𝐚𝐱 𝐖𝐡𝐞𝐧 𝐚 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐝 𝐌𝐢𝐧𝐢𝐦𝐮𝐦 𝐃𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧 𝐂𝐨𝐦𝐞𝐬 𝐎𝐮𝐭 𝐨𝐟 𝐘𝐨𝐮𝐫 𝐈𝐑𝐀 𝐨𝐫 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐞𝐝 𝐏𝐥𝐚𝐧?” By Camden Miracle, SFA Director of Financial Planning For many investors in their golden years, proper tax management strategies become crucial when the Required Minimum Distribution (RMD) age is reached. Based on current IRS mandates, when an individual who holds a traditional IRA, 401(k), 403(b), etc... reaches the age of 73, they are required to take annual distributions from these accounts. This distribution is a taxable event. Basically, the tax code is forcing a taxable event to occur – even if you don’t want or need to distribute! While there are many effective tax management strategies, one technique to mitigate the tax burden surrounding an RMD is to utilize a Qualified Charitable Distribution (QCD). Essentially, a donation to a qualified 501(c)(3) organization from your RMD-mandated account satisfies a portion or all of your RMD without forcing you to pay any income tax on this distribution. This means the organization you support gets more of your money! In 2024 up to a maximum of $100,000 of your annual RMD can be donated to a qualified charity, allowing you to bypass this potential tax event. This is a highly effective strategy for investors with a charitable focus! For example, donating appreciated securities to your qualifying church or charity provides the charity an equal dollar amount of benefit as writing a check would. But, if you give appreciated stock instead of cash, you not only receive a tax deduction for the full market value of the stock and satisfy your Required Minimum Distribution amount, but you also avoid capital gains tax on the appreciated stock! The charity takes ownership of the stock, bond, etc.... and sells it. Donating in this manner means you are giving the same exact value and receiving the same tax deduction, but you have eliminated paying the IRS up to a maximum of 20% for capital gains tax (long-term holdings) or up to 37% capital gains tax (short-term holdings) that you would have paid had you sold the security and donated cash instead. That’s powerful in reducing your taxes! ++++ For regular market insights, tips, and important retirement planning information, follow us right here and join our email list at: https://loom.ly/T5bkz28 ++++ Spectrum Financial Alliance utilizes a concentrated and predictive investment style that attempts to put our clients' money in front of events that our firm's analysis shows are highly probable. Choose how we can best work for you: • Call or text our office at 859-223-6333 • Click here https://loom.ly/5Gkhkuo to schedule a convenient time for us to call you! • Click here https://loom.ly/NJKs_QQ for our brief connect form • Click here https://loom.ly/TLCmtq4 to browse our website to learn more See the full list of disclosures at bit.ly/3ImVwjZ

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More and more, RIAs are considering outsourcing investment and practice management tools in order to grow and achieve scale. Adhesion Wealth’s advanced, investment management solution was built specifically to help advisors scale their business by spending more time with their clients and building new relationships. Learn how Adhesion can help: https://lnkd.in/eNx8ANYt #WealthManagement #OIM #OCIO #Investing #Finances #Advisors

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Driven by a strong new issue calendar, muni bond customer trading grew both quarter over quarter and year over year, according to BondWave’s Q2 2024 QMarks Dashboards. Discover other trading trends across the muni, corporate, agency and 144A bond markets here: https://lnkd.in/ep_4FFEg #bonds #fixedincome #corporatebonds #munis  

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Financial Advisors: Our Custom Indexing tool makes it easy to build #portfolios that are modeled after Index ETFs and easily customizable for client investment goals. Unlike traditional ETF investing, Custom Indexing does not have an expense ratio, which allows you to #customize and personalize investing to your client's needs and comes with low minimums. Explore the Custom Indexing tool today: http://spr.ly/cindexl #Advisors #PortfolioManagement #IBKR #InteractiveBrokers

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