Latest news with #BNYWealth
Axios
11-07-2025
- Business
- Axios
Why record highs are buying opportunities
All-time highs beget all-time highs. That's the takeaway from BNY Wealth's chart of the week. Why it matters: The S&P 500 just notched yet another record high for 2025. For those afraid of buying the highs, it turns out, buying into rallies can be just as lucrative, if not more, than buying at any other time period. The big picture: As BNY notes, forward returns for investors who bought the S&P 500 right after it notched a record high are slightly better than those for investors who bought the index after any other trading day. Between the lines: For all the tariff-driven fears, market technicals indicate that the path of least resistance is up when the market is already, well, up. By the numbers: The S&P 500 is up more than 25% over the past three months, ranking among the top six strongest short-term rallies in history, according to data from Ryan Detrick, chief market technician at the Carson Group. In the five previous cases, the market was never down one year later. The average 12-month gain after those rallies? +22%.
Business Journals
07-07-2025
- Business
- Business Journals
Mastering the sale: 2025 insights for private business owners
BNY Wealth recently conducted an in-depth study with 127 owners of successful privately held businesses who are either contemplating or have recently completed a business sale. The findings are presented in our report: Mastering the Sale: 2025 Insights for Private Business Owners. With its candid, first-hand accounts and expert advice from BNY specialists, this report offers unique perspectives on the business of selling a business. Smart sellers plan ahead A business owner who begins deal preparations today won't be selling into the market we have now, but the market of tomorrow. Indeed, 38% of owners in this study expressed regret they didn't devote enough time to deal preparation. Ideally, a two-year runway ensures a smoother deal process. While the timing of a sale depends on each business owner's unique circumstances, dedicating more time to developing the right strategy beforehand can ultimately result in a successful exit. Make it less taxing Tax and estate planning can make or break the overall success of a sale. In fact, 40% of study participants wished they had engaged in tax and estate planning earlier. Trusts, such as Grantor Retained Annuity Trusts (GRATs), Spousal Lifetime Access Trusts (SLATs), Dynasty Trusts, and other wealth planning strategies may be essential for managing and protecting sale proceeds, reducing income and estate taxes, and transferring wealth across generations. Build your team To effectively navigate a sale, business owners will need to assemble their 'deal team' of expert advisors. This team will likely include an investment banker, wealth manager, certified public accountant, mergers & acquisitions attorney and a trust & estate attorney. Access to well-connected professionals with strong industry expertise provides sellers with essential guidance, advice and greater peace of mind throughout the deal process. 'You want advisors close to you who know your business and your family. Set this team up early. Establish regular meetings, so everyone knows each other and can work well together. You're leveraging your team's expertise, and that team is greater than the sum of its parts. Setting up this team early will allow the most success during and post-sale.' Heather B. Cheney Senior Wealth Strategist, BNY Wealth Add AI to your deal team A larger than expected 75% of respondents said they used or plan to use Artificial Intelligence (AI) to assist them with selling their business. As AI technology rapidly evolves, it is expected to play a growing role in ways that assist the sale of a business, including compliance, valuation, accounting and financial preparation. Life beyond the sale Preparing for a sale can take years, making it easy to overlook the importance of what comes afterward. Sellers often leave behind longstanding relationships with employees and customers and are worried about carving out a new identity. To ease the transition, 90% remained involved temporarily as consultants or advisors, while 70% maintained an ownership stake in the business. We understand that navigating the sale process can appear to be a formidable challenge. With careful planning, strategic guidance and the right support, a successful business sale can be a catalyst for unlocking new opportunities and securing a lasting legacy. Gain access to exclusive insights and expert guidance – download your copy of Mastering the Sale: 2025 Insights for Private Business Owners. This material is provided for illustrative/educational purposes only. This material is not intended to constitute legal, tax, investment or financial advice. Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation. Trademarks and logos belong to their respective owners.
Bloomberg
12-06-2025
- Business
- Bloomberg
Family Offices Eye Private Equity, Crypto in Push Beyond Stocks
Family offices are pursuing private equity investments and looking to add digital assets as their portfolios rely less on stocks, according to a new report. Among family offices with more than $1 billion under management, two-thirds plan to increase allocations to private equity funds this year, a nearly 70% increase compared to 2024. That comes as public equities account for about 19% of investable assets at these firms, a 28% drop compared to last year, according to the 2025 Investment Insights for Single Family Offices report from BNY Wealth.
Bloomberg
10-06-2025
- Business
- Bloomberg
S&P 500 Ekes Out Gain as US-China Talks to Resume
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Ed Ludlow, Bloomberg News, Ross Gerber, Gerber Kawasaki, Daniel Flax, Neuberger Berman, Tony Wang, T. Rowe Price, Chris Palmeri, Bloomberg News, Sinead Colton Grant, BNY Wealth, Angelo Zino, CFRA Research, Justin Bibb, Cleveland Mayor & Leonardo Williams, Durham Mayor, Alicia Caldwell, Bloomberg News, Gregory Valliere, AGF Investments, Pooja Sriram, Barclays. (Source: Bloomberg)
CNBC
30-05-2025
- Business
- CNBC
The market has already priced in some endpoint in Trump's tariffs: BNY Wealth's Alicia Levine
Alicia Levine, BNY Wealth head of investment strategy, joins 'Squawk Box' to discuss the latest market trends, impact of tariff uncertainty, state of the economy, what to expect from the April PCE data, and more.
