6 Tax-Smart Portfolio Moves for the End of 2024

Published on October 16, 2024

It's been an interesting year in the markets, and the activity will likely play into year-end tax planning.

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Margin Debt Up 2.0% in September; Highest Level Since 2022

October 16, 2024
FINRA has released new data for margin debt, now available through September. The latest debt level is at $813.211 billion, the highest level since February 2022. Margin debt is up 2.0% month-over-month (MoM) and up 19.4% year-over-year (YoY). However, after adjusting for inflation, debt level is up 1.9% MoM and up 16.6% YoY.

Cryptocurrencies: Bitcoin Climbs Above $60K

October 16, 2024
Bitcoin's price climbed above the $60,000 level this past week. BTC is currently up ~52% year-to-date. Here are the latest charts on three of the largest cryptocurrencies by market share through 10/15/24.