Posts tagged financialplanning
NWP Monthly Digest | May 2024

Saying goodbye to April shouldn't be difficult this year after yesterday's downbeat session in the stock market. This was the first month of negative returns for the stock market since October of last year. The stock market slump may come as a surprise as markets digested stronger-than-expected corporate earnings from the first quarter.

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NWP Monthly Digest | March 2024

2023 was a year that defied expectations, showcasing the unpredictable nature of financial markets and the power of innovation in technology. Who would have expected the US stock market to rise 25% last year? Especially while navigating through aggressive monetary policy and the failure of some prominent banks in the spring.

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NWP Monthly Digest | January 2024

As we bid farewell to the memorable moments of 2023 and step into the promising year of 2024, we at Noble Wealth Partners extend our heartfelt gratitude to all our clients who have been the keystones in the fulfilling journey to serve. We’d also like to express a special thank you to those who voted and crowned us as the Best Wealth Management Company

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NWP Monthly Digest | July 2023

As we commemorate Independence Day, it is important to reflect on the struggles, sacrifices, and unity that were instrumental in securing our nation's freedom. Additionally, let us delve into the profound significance of one of the oldest financial instruments still in use today: bonds. Bonds, also known as “debt,” or “fixed income” investments…

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NWP Monthly Digest | March 2023

2022 was an unprecedented year for the stock and bond markets, and nobody expected an easy 2023 to follow. The dichotomy between the market fundamentals and the economic data is enough to make anyone reevaluate their investment strategy. When was the last time you took a second look at your portfolio?  

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NWP Monthly Digest | January 2023

Stocks closed out 2022 with a whimper, as major indexes suffered their worst year since 2008. Is Santa real? The stock market doesn’t seem to think so. The infamous “Santa Claus Rally” never came, but that didn’t stop the Arctic temperatures from freezing Denver. On December 22nd, Denver temperatures were the coldest it has been since 1990.

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NWP Monthly Digest | November 2022

I hope everyone enjoyed Halloween! My son dressed up as a dragon and went trick-or-treating for the first time. Someone asked me if he knew what it all meant? I remember thinking, I don’t even know why people trick-or-treat or dress up for Halloween! If you are like me, maybe you will enjoy learning the concept of trick-or-treating has roots…

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NWP Monthly Digest | September 2022

The Autumn Equinox will be observed on September 22nd this year. Of course, this marks the first day of fall. September is a month when temperatures and leaves begin falling. Coincidentally, the month of September has also been the worst month for the U.S. stock market with an average loss of 1% going back to 1928.

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NWP Monthly Digest | March 2022

The world is watching the news like a hawk as Russia embarks on a quest to subjugate its western neighbor. Russian troops march into Ukraine, Russian protesters march all over the country to denounce the incursion of Ukraine. Russia’s seemingly pointless invasion faces global condemnation as leaders worldwide unify to chastise…

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A New Year, A New Outlook

In a stark contrast to the investment returns of 2018, 2019 flew out of the gate and never looked back. In 2019, it was difficult to find an asset class that did not perform well. Baron Rothschild once said, “Buy when there's blood in the streets, even if the blood is your own.” There was blood in the streets heading into 2019. Global…

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Are Financial Advisor Fees Worth It?

Like any service, advisors can be considered expensive or cheap depending on the value they provide. Paying $3,000 for generic financial advice from a salesperson that manages 300 clients is a waste of money. Having said that, a top Certified Financial Planner that manages no more than 70 clients who charges $6,000 might end up saving…

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Did Your Advisor Put a Debt-Bomb in Your Portfolio?

In late 2016, I joined a financial advisory practice located inside a high-rise building in the heart of the Denver Tech Center. Within my first few months I found out the top clients of the practice had allocated an imprudent amount of their wealth to different BDC (Business Development Companies) vehicles. These vehicles were born from yield-

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