Noble Wealth Partners Noble Wealth Partners

The election results are in: how will that impact your investments?

With the sweeping changes in DC, the short-term outlook is bound to shift. How does this affect your financial plan and long-term goals? As frustrating as it may seem, the impact is likely minimal. Long-term returns on asset classes should remain stable, and while the global stock market may not…

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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

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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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

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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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

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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Noble Wealth Partners Noble Wealth Partners

2024 Investment Outlook

Our View

The investment outlook is cautiously optimistic, focusing on moderate growth, declining inflation, and the importance of diversification in a dynamically evolving global economy.

Key Themes

Waning inflation and evolving monetary policy: Inflation expectations have fallen sharply, and the Fed’s battle…

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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

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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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | May 2023

May is an eventful month on Wall Street, with the release of first-quarter earnings reports and a Federal Reserve meeting scheduled for tomorrow. Investors are anticipating a 25 basis point rate hike as the Core PCE Index, the Fed's preferred inflation gauge, was recently reported at 4.6% - well above the Fed's target of 2%.

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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

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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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

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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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

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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Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

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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Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | May 2020

How’s everyone holding up out there?

Hard to believe, but today is May 1st. There has been but one thing on everyone’s mind for what feels like the entire year, and not much progress has been made toward a resolution.

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Investment, Financial Planning Grant Glenn, CFA, CFP® Investment, Financial Planning Grant Glenn, CFA, CFP®

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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Financial Planning Noble Wealth Partners Financial Planning Noble Wealth Partners

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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Financial Planning Grant Glenn, CFA, CFP® Financial Planning Grant Glenn, CFA, CFP®

What Keeps Me up at Night?

We often ask our clients, “What keeps you up at night?” I often wonder if our clients are curious what keeps us up at night? I would suspect they would think it is a recession, political risk, or some variation of those two. Last night, I…

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Investment Noble Wealth Partners Investment Noble Wealth Partners

The Stock Market's 2018 Rope-A-Dope

If Muhammad Ali was an investment strategist, he may have said, “An investor that views the stock market in 2018 as they did in 2017 has wasted thirty years of market data.”  At Noble Wealth Partners, do we view 2019 as we did in 2018?

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Investment Grant Glenn, CFA, CFP® Investment Grant Glenn, CFA, CFP®

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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