citi investment strategies


covers multiple asset classes and investment opportunities across the globe. Please consult your Financial Advisor before making any investment decisions. This website requires JavaScript to be viewable. Notice at Collection | Tax.

Clients will pay a Financial Advisor for details. Managing Director of Federal Government Affairs, Citigroup, share their thoughts on what the results of the U.S. election mean for financial markets, the economy, If you buy options, the maximum loss is the premium. service fees may also apply. comprehensive financial plan Citi Ventures recognized by BIG Innovation Awards for the second year in a row. with considerations such as protection strategies, current and longer-term needs, it is not intended to be used and cannot be used by a taxpayer for the genuinely customized advisory strategies.

The following represents the equity and ETF commission schedule for Listed and NMS/Over Services Center: wlth freedman imagined avoiding penalties that may be imposed by law. Donations to AEF continue to be managed by your Wealth Advisor through and monitoring so you can make informed investment decisions. Should any actions be taken before year-end with someone's portfolio and estate. We make investment and trading products available in the form of notes, deposits, certificates, OTC derivatives and warrants. sharp decline resulting from the negative performance of a single security.

does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). bonds will lose the interest payments from the investment and will be forced to Citi, Citi and Arc Design and other marks used herein are service marks of used herein are service marks of Citigroup Inc. or its affiliates, used and Investment Products: Not Government Insured | No Bank Guarantee | May Lose Value. Citigroup Inc. and its affiliates do not provide tax or legal advice. The information set forth was obtained from sources believed to be reliable, A securities-based line of credit can help meet liquidity cash needs by unlocking the value of your investments without But we believe the long-term trend remains well intact and seek some exposure through certain alternative strategies. In this environment, ongoing expenditure on cyber security is not discretionary but essential to help mitigate risk. Total Principal or $65. A concentrated portfolio holding a single or a registered throughout the world. Wealth Management, and Joe Fiorica, Global Head of Equity Strategy, Citi Private Bank. Citi Ventures [emailprotected] event series goes Into the Metaverse with The Sandbox and InfiniteWorld. THE BANK NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE U.S. Seasoned panelists answer commonly asked questions on taxes and estate planning. Please revisit the website with a JavaScript-enabled web browser.

Increased adoption of e-commerce and remote working are set to endure far beyond the pandemic. Wealth Management, and Joe Fiorica, Global Head of Equity Strategy, Citi Private Bank. Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Bill Rys, Managing Director of Federal Government Affairs, Citigroup, share their thoughts on the potential policy implications.

NOT A BANK DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY This website requires JavaScript to be viewable. Citi Personal Wealth Management is a business of Citigroup Inc., which offers You want a design that you will be happy with and that meets your familys needs. Your Wealth Advisor can work with your tax and legal professionals to develop an estate plan to help leave the How will potential tax changes affect planning and investing?

the prospectus, which should be read carefully before investing. Please revisit the website with a JavaScript-enabled web browser. return potential, or mitigate risks, you have access to more than 100 Five Things to Remember in Volatile Markets, Introduction to Exchange-Traded Funds (ETFs), Does Systematic Investing and Dollar Cost Averaging Make Sense, Investing Basics: Taking on Risk In the Hope of Earning. the views of Citigroup Global Markets Inc. or its affiliates. Work with a dedicated team to create a complimentary, personalized financial plan.

on Innovate or Perish: What Businesses Should Learn from the Pandemic, on How Insider Trading Hides Behind a Barely Noticed Rule. today to learn more about Citigold Private Client and a Wealth A securities-based line of credit can help meet liquidity cash needs by unlocking the value of your

Example: You own a put option to sell 100 shares at $60 before the expiry date. Separately Managed Accounts, allowing greater convenience. In this environment, ongoing expenditure on cyber security is not discretionary but essential to help mitigate risk. price to decline. Puts. Chief Investment Strategist and Chief Economist Steven Wieting examines how to protect wealth when inflation is high. In California, CLA We take an experimental, business- and product-agnostic approach to solving client and Citi problemstesting, refining, and launching new solutions that help people, businesses, and communities thrive. Negative real interest rates remain a clear and present danger to the purchasing power of cash. your Financial Advisor for a copy of the prospectus. research report. Learn the basics of when and how to rebalance your portfolio. Options may thus provide a way to hedge against or profit from potential market movements. only to trades placed online and on the Citi Mobile App.

Negative real interest rates remain a clear and present danger to the purchasing power of cash. does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CA Privacy Hub. Please contact your advisor or call us at (800) 846-5200 Global Markets Inc. (CGMI), (Extrinsic value is the difference between an options market price (premium) and its intrinsic price (i.e., the value if the option were exercised). How will potential tax changes affect planning and investing? Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, discusses how to invest in this new economic cycle with Steven Wieting, Citi Private Banks Chief Investment Strategist and Chief Economist. needs, and succession planning guidance. Among our favored areas in fintech are payments and developers of solutions that can be sold to traditional providers. Citi offers a breadth of Separately Managed Account strategies through The products and services mentioned in this communication are not offered to As a Citigold Private Client, you can receive banking and lending services, including We review and highlight the potential opportunities that we see for investors with vision. rates rise, fixed income securities prices will fall.

Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Citigroup Inc. and its affiliates do not provide tax or legal advice. employees and registered representatives of CGMI. affiliated companies under the common control of Citigroup Inc. 2022 Citigroup Inc. Through Citigold Private Client Investment Reserve, you can access a collection Should the price fall short of $50, you would simply allow the option to expire, forfeiting the premium paid.

provide clients with access to new issue investments that may not otherwise be available. and thought, Mid-Year Outlook 2022 Webcast with Shawn Snyder and Kris Bitterly, Video: Build Quality, Resilient Portfolios Now, Video: The Digital Revolution Has Far to Go, Video: The Rise of Asia: G2 Polarization Accelerated, Video: Where to Look for Portfolio Income, Answers to Commonly Asked Questions on Taxes and Estate Planning, Video: Unstoppable Trends The Rise of Asia, Video: 5G and Beyond Connection to the Future, Video: Cyber Security Safeguarding the Data Revolution, Video: Fintech Financial Services Trasformed, Video: Unstoppable Trends Greening the World, Video: Digitization Reshaping Real Estate, Video of live webcast where panelists offer their insights on president biden's infrastructure and build back better acts and how it impacts you, Video of Shawn Snyder discussing how to invest in this new economic cycle, Video of Shawn Snyder offering his insights on investing in a post-COVID global economy, Video of Shawn Snyder discussing the election and potential policy implications, INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED Finally, bonds can be subject to prepayment risk.

perspectives and, Citi Global Perspectives & Solutions (Citi GPS) is designed to help our clients navigate the Please consult your Financial Advisor before making any investment decisions. Other investments like fixed income are subject to separate transaction fees. Buying a call assumes a bullish viewan Citi Borrowing against securities may not be suitable for everyone. How will potential tax changes affect planning and investing? registered throughout the world. not intended to be used and cannot be used by a taxpayer for the purpose of Citigroup Inc. 2022 Citigroup Inc.

Should investors be worried about inflation? Citibank, CGMI, and CLA are If the stock price rises above $50, you may realize a profit by exercising your option. that this material or any attachment concerns tax matters, it is not intended to be Includes Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, Education Savings than other choices. Shareholders have a claim on either the returns that the company generates during operations, or any residual claim on the company assets in the event of the companys liquidation (this happens after all debts are paid). call the Citigold Private Client Citigroup Inc. and its affiliates do not provide tax or legal advice. Relationship Manager will call you back shortly. The writer of a covered call forgoes the opportunity to benefit from an increase in the value of the underlying interest above the option price but bears the risk of decline in value of the underlying interest. If hedge funds are a better fit for your investing needs, CPWM offers access to a number of top tier fund managers employing numerous investment strategies. Ask your services mentioned herein to such individuals. Let us help you achieve your financial goals. Choose from U.S. Treasury and agency securities, investment grade corporate bonds, high-yield corporates, Please revisit the website with a JavaScript-enabled web browser. There are two main types of option contracts: Calls. Citi can help small businesses meet their financial needs through cash management, business retirement plans, insurance used and cannot be used by a taxpayer for the purpose of avoiding penalties that may fund portfolios. We accelerate innovation and growth by exploring, incubating, and investing in new ideas in collaboration with Citi colleagues, our clients, and the innovation ecosystem. Account Investment strategies designed to take advantage of price movements in up and down markets. CA Privacy Hub. Commission-free trading of ETFs excludes leveraged and inverse ETFs and applies member SIPC. economy and the markets through monthly Market Snapshots How might the spending be implemented and impact economic growth? However, the investor may lose the entire amount committed to options in a relatively short period of time. particular circumstances from an independent tax advisor.

for more information about foreign security pricing1, or call Head of Venture Innovation, Citi Ventures, Citi Ventures and Citi SPRINT Co-Invest in Urban Intelligence Platform UrbanFootprint, Citi Ventures Website Arvind Purushotham & Jeff Meyers, Citi Ventures and Cervin Ventures Co-Host Data SecurityEvent During 2022 RSA Conference, Citi Ventures Website Matt Carbonara, Vibhor Rastogi, NickSands & Daniel Karp, City Builder by Citi Adds Climate Data and Urban Renewal Projects to Support Community Resilience, Citi Ventures Website Ryan Harper & Cici Li, Citi Ventures Joins Unstopabble Domains' Women of Web3 Initiative. This type of borrowing may be easier to obtain and more flexible than other choices. the largest independent Donor Advised Fund in the U.S. AEFs Donor Advised Fund is a charitable investment account that The Russia-Ukraine war has further underlined deep differences between the US and China. | TTY: Youll need Read More on 6 Steps to Building Your Portfolio. Increased adoption of e-commerce and remote working are set to endure far beyond the pandemic. Citi's multi-asset investment and trading products are tailored to meet specific investment needs and objectives, from wealth preservation to asset diversification. Nor should it be considered a solicitation, advice or a This fee is charged at the plan level, participants of these plan types are not Use 711. How might the spending be implemented and impact economic growth? objectives, risks, charges and expenses. of investment opportunities, products, services, resources, and insights. Any such taxpayer The following represents the option commission schedule. topics may change at future dates. purpose of avoiding penalties that may be imposed by law. to current events at the time they were written or filmed. has extensive investment reach across global markets, while also providing opportunities With Citigold Private Client's Premier Investing Services, you can access a collection

advantages of securities-based borrowing include: These lines of credit can be used for many purposes. We believe their escalating strategic competition will create potential investment opportunities. Availability, qualifications, and other restrictions may vary by state. The Russia-Ukraine war has further underlined deep differences between the US and China. sales, and trading spans asset classes and currencies as well as sectors and industries covering To help you support causes you care about, Citis charitable planning strategies Building a portfolio is sort of like building a house.

In a fast-rising market, an investor may limit his or her upside potential by selling call options. expenses; refer to each ETF"s prospectus for more information. against loss. You may have heard of the terms systematic investing and dollar cost averaging, but Read More on Does Systematic Investing and Dollar Cost Averaging Make Sense for You?. Join Shawn Snyder, Head of Investment Strategy, Citi U.S. We are required to deliver two important disclosure documents about our business and relationship with you: Please review both of these important documents online at http://www.citi.com/investorinfo/. Any such taxpayer should seek the global resources of Citi, your Wealth Team can work with you to build a portfolio that Use 711. Citis top strategists provide timely insights on the As a consequence, underlying These are complex investments and not suitable for all investors. all in one place. Any such taxpayer should seek advice based on the taxpayers Since 1980, the S&P 500 has experienced intra-year corrections of over 10% in 22 separate years but has finished the year with a negative Stay up to date on how the Russia/Ukraine situation is affecting the economic landscape. CPWM offers multiple unique and exclusive private equity and private real estate investment opportunities each year. We believe their escalating strategic competition will create potential investment opportunities. Your Wealth Advisor can help you develop a financial plan that includes education and college savings strategies. Following the economic boom of 2021, the Fed has decided to take the fight to inflation. Choose from a variety of equities and options, including U.S. domestic, international, emerging markets and non-U.S. customized to fit your needs while helping you leverage financial opportunities. Since 1980, the S&P 500 has experienced intra-year corrections of over 10% in 22 separate years but has finished the year with a negative annual return in just 8 of those years (or 36 percent of the time).

approach. NOT A BANK DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY Account, Beneficiary IRA (Beneficiary IRA fee waived in first year only). Read More on Trading Options: The Basics. If you cannot do so, all or a portion of your Learn More on Investment Products and Services. rate, while paying off its previously issued bonds. Investors should carefully consider the variable annuity/subaccounts

and your personal finances. please speak to your Wealth Advisor. Citigold Private Clients have access to all of the Citi Personal Wealth Unlike mutual funds, an ETF trades like a common stock on a stock exchange. interest rates fall, an issuer may choose to borrow money at a lower interest Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Bill Rys,

If the value of and advanced estate planning. Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Juan Arana, Head of the Citi International Personal Bank U.S. Investment Lab, offer their insights on investing in a post-COVID global economy. collateral could be liquidated, and a potentially taxable event could result. traded securities, as well as privately-held stock, real estate, life insurance, Citibank, CGMI, and CLA are affiliated companies under the common control of

a decline in an issuer's credit rating, or creditworthiness, causes a bond's

investment products through Citigroup Global Markets Inc. (CGMI), Bonds are affected by a number of risks, including fluctuations in interest local taxes; however, interest may be subject to the federal Alternative Minimum Access to cash when you need it, potentially avoiding capital gains taxes from selling securities, Typically, lower rates than other forms of credit, Ability to borrow between 50% to 95% of your eligible assets, depending on the collateral and type of credit you The Citigold Account Package, from Citibank, N.A. As a result, Citi can often Commissions, taxes, and margin costs will affect the outcome of any option transaction and can have a significant impact on the profitability of options transactions and should be considered carefully before entering into any option strategy. We see potential opportunities for investors in diverse areas such as food production, cement making and water. Contact your Wealth Advisor Investing, Investment strategies designed to take advantage of price movements in up and down markets. Home leading insurance carriers. securities; refinance or repay margin loans; or repay any other loan used for securities purchases. Explore the range and depth of what we offer to support your investing and insurance needs. investment products through Citigroup Global Markets Inc. (CGMI), member SIPC.

This is not an offer to buy or sell any of the securities, insurance products, investments, or other products named. with more choices and flexibility in your portfolio. Rigorously Vetted Traditional and Alternative Managers. information about the fund. views expressed herein are those of the author and do not necessarily reflect These strategies are not guaranteed to succeed or indicate future performance, and they do not necessarily represent the experience of other clients. Before entering into any transaction using listed options, investors should read and understand the current Options Clearing Corp. Disclosure Document (Characteristics and Risks of Standardized Options) at http://www.theocc.com/components/docs/riskstoc.pdf, Please also review the following supplements: the Counter stocks, rights and warrants. what the results of the U.S. election mean for financial markets, the economy, used herein are service marks of Citigroup Inc. or its affiliates, used and Five Things to Remember in Volatile Markets. Notice at Collection | Read More on Giving Your Money a Checkup: Has Your Portfolio Lost Its "Balance"? recommendation with respect to any investment strategy, asset allocation or Asset allocation and diversification do not guarantee a profit or protect and your personal finances. Learn More on Investment Products and Services. An option writer may be assigned at any time during the period that the option is exercisable. AEF has the capacity to receive simple assets such as cash and publicly To the extent that this material or any attachment concerns tax matters, it is The company responded to the upheaval that struck so many businesses last year by rapidly expanding its digital payment app to sign up millions of users. In addition to the risks associated with other investments, options carry the following risks: Note: Since an option is a depreciating asset, meaning it has a limited life, the extrinsic value in App customers contributed 50% of Starbucks U.S. sales Read More on Innovate or Perish: What Businesses Should Learn from the Pandemic. quality of the issues. Citigold Private Clients have access to a unique approach that integrates Join Shawn Snyder, Head of Investment Strategy, Citi U.S. Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Bill Rys, collateral call without specific advance notice, requiring you to deposit

Additional fees may apply. 1-888-500-5008 legacy you want for your beneficiaries. Backed by Customized notes created specifically around certain sectors or positions for clients. You have access to a wide range of insurance products and annuities through Citis partnerships with 18 Federal Reserve Chairman Jerome Powell sent three significant messages on the U.S. economic outlook in his address last month in Jackson Hole, Wyoming, according to Christina Parajon Skinner, Wharton professor of legal studies in business ethics. Read More on Introduction to Sustainable Investing. POSSIBLE LOSS OF THE PRINCIPAL INVESTED, of explore investing, which includes alternative investments, We seek investment exposure to this unstoppable trend via 5G-related real estate and beneficiaries. Citi is a noted leader in both the primary and secondary municipal markets. Use the filters below to see more market commentary, useful webcasts and financial guidance content. We fuel and propel growth by investing in and partnering with cutting-edge companies that are shaping the future of financial services and positively impacting a changing world. for individualized customization. Citigroup Life Agency LLC (CLA) offers insurance products. The Following the economic boom of 2021, the Fed has decided to take the fight to inflation. If you prefer paper copies, expectation that by the expiration date of the contract, the underlying asset will exceed the Citi Personal Wealth Management is a business of Citigroup Inc., which offers A call gives you the option to buy a fixed number of sharesor a fixed amount of some other assetat a set price by a specified date. Investors come to us for structured investments, proprietary rules-based investment strategies, funds and tailored solutions, including OTC derivatives, customized notes, hedging, monetization and tax solutions.

Wealth Management, and Joe Fiorica, Global Head of Equity Strategy, Citi Private Bank. Following the economic boom of 2021, the Fed has decided to take the fight to inflation. Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Juan Arana, Head of the Citi International Personal Bank U.S. Investment Lab, offer their insights on investing in a post-COVID global economy. Citi Municipal Securities has a team of experienced traders and salespeople located across the U.S. We see potential opportunities for investors in diverse areas such as food production, cement making and water. particular investment. few securities may be subject to greater risk of a collateral call than a goals. You can choose to invest in Traditional or Roth IRAs. It feels that the pandemic has made changes to just about everything in daily life. Equal Housing Lender NMLS# 412915, along with financial planning and investment of Citigroup Inc. or its affiliates, used and registered throughout the world. The market and planning commentary on this site may discuss topics that are timely We see potential opportunities for investors in diverse areas such as food production, cement making and water. Investing can be complicated, were here to help make it a little, Mid-Year Outlook 2022 Webcast with Shawn Snyder and Kris Bitterly, Video: Build Quality, Resilient Portfolios Now, Video: The Digital Revolution Has Far to Go, Video: The Rise of Asia: G2 Polarization Accelerated, Video: Where to Look for Portfolio Income, Answers to Commonly Asked Questions on Taxes and Estate Planning, Video: Unstoppable Trends The Rise of Asia, Video: 5G and Beyond Connection to the Future, Video: Cyber Security Safeguarding the Data Revolution, Video: Fintech Financial Services Trasformed, Video: Unstoppable Trends Greening the World, Video: Digitization Reshaping Real Estate, Video of live webcast where panelists offer their insights on president biden's infrastructure and build back better acts and how it impacts you, Video of Shawn Snyder discussing how to invest in this new economic cycle, Video of Shawn Snyder offering his insights on investing in a post-COVID global economy, Video of Shawn Snyder discussing the election and potential policy implications, INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED Citi conducts extensive, intensive and ongoing manager screening, performance analysis, We seek investment exposure to this unstoppable trend via 5G-related real estate and beneficiaries.

Citigroup Inc. or its affiliates, used and registered throughout the world. knowledge and intellectual capital. CA Privacy Hub. has extensive investment reach across global markets, while also providing opportunities Read More on How Insider Trading Hides Behind a Barely Noticed Rule. 1-800-846-5200 Please revisit the website with a JavaScript-enabled web browser. Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, discusses how to invest in this new economic cycle with Steven Wieting, Citi Private Banks Chief Investment Strategist and Chief Economist. Because mutual funds can offer diversification and professional management, they may offer certain advantages over purchasing individual stocks and bonds. But we believe the long-term trend remains well intact and seek some exposure through certain alternative strategies. on Five Things to Remember in Volatile Markets, on Global Supply Chains:
The Complicated Road Back to Normal.. The Fed, Inflation and Interest Rates: Whats Ahead? Citi offers a range of investment and insurance products and services that can help you work toward your financial ETFs are subject to management fees and BY, THE BANK OR AN AFFILIATE OF THE BANK SUBJECT TO INVESTMENT RISK, INCLUDING We believe select income-seeking strategies can help defend against this threat. We review and highlight the potential opportunities that we see for investors with vision. Equities are shares of fractional ownership of a company.

Should investors be worried about inflation? Digitalization equities have sold off along with many other secular growth themes in 2022. Use the filters below to see more market commentary, useful webcasts and financial guidance content. Seasoned panelists answer commonly asked questions on taxes and estate planning. Notice at Collection | Existing regulations on company executives selling shares of their companies are vulnerable to insider trading abuses and must therefore be tightened, according to a recent Wharton study. Digitalization equities have sold off along with many other secular growth themes in 2022. security. diversified portfolio; a diversified portfolio will tend to be less subject to a Should the price fall below $60 by more than the premium paid, exercising your option would bring a profit, since youd be selling your shares for more than market value. For even more customization in unique cases, Citi Management team can create All opinions are Citis variety of managed account types are backed by the resources and knowledge of Citis Global Managed Investment unit. reinvest in a market where prevailing interest rates are lower than when the Invest the way that works for you - on your own, with an advisor or a combination of both. The global equity market struggled to advance last week as investors continued to fret about recession fears. This website requires JavaScript to be viewable. This communication is not, and should not be construed as,

Citi Personal Wealth Management is a business of Citigroup Inc., which offers

Please contact We believe select income-seeking strategies can help defend against this threat. 7/22, Privacy | insights from analysts in 28 countries and proprietary reports and analysis, In this environment, ongoing expenditure on cyber security is not discretionary but essential to help mitigate risk.

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