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John Gagliardi

3 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Nov 2, 2023 by John Gagliardi · across every show →

On the record as a speaker too: John Gagliardi's record, appearances and statements → this page counts the times other people say the name.

Everything said about John Gagliardi, oldest first

Nov 2, 2023 positive
Assertion Supported
Gagliardi: S&P 500 Constituents Are Selected by a Committee
“It is actually picked by committee. Most investors never know this. There's a committee that meets that decides the name, so there's a human factor.”
John Gagliardi Nov 2, 2023 ▶ 26:02 A Rewind for Your Money Matters: Season 4 Recap
Nov 2, 2023 positive
Disclosure
Gagliardi: I Used Zero-Coupon Municipal Bonds in Taxable Accounts for Kids' College
“But what I did for my kids, I actually did zero coupon muni bonds in my taxable account.”
John Gagliardi Nov 2, 2023 ▶ 13:56 A Rewind for Your Money Matters: Season 4 Recap
Nov 2, 2023 neutral
Assertion Supported
Gagliardi: Inherited assets receive step-up basis, eliminating capital gains if sold immediately
“If you die, your descendants, or whoever you're donating your money to, they'll inherit your assets... It's tax-free because they can get the cost basis on the day of your death. So essentially, if they sell on that same day, it's a tax-free capital gain, and …”
John Gagliardi Nov 2, 2023 ▶ 18:43 A Rewind for Your Money Matters: Season 4 Recap
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