NWP Monthly Digest | January 2024
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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NWP Monthly Digest | December 2023
Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | December 2023

Charlie Munger died this week.  He was 99 years old and just a little over a month away from the big 100.  He had planned a huge party for New Year’s Eve, his birthday happily landing on January 1st.  Sadly, that party will never come.

Some of you likely have no idea who Charlie Munger was. 

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NWP Monthly Digest | November 2023
Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | November 2023

Welcome to November, and it certainly feels like it here in Denver. Last weekend, we felt winter's chill as temperatures plummeted, mirroring the recent drops in the stock market and bond prices. Artificial intelligence prospects had been a source of investor enthusiasm for much of the year but October was another spooky month for many of those names…

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NWP Monthly Digest | October 2023
Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | October 2023

Everyone is unhappy again.  No surprise, I suppose.  This is the world we live in.  Last year, it was inflation.  This year, not coincidentally, it’s interest rates. The medicine, unfortunately, can sometimes cause just as many problems as the ailment.

Something as big and complex as the United States…

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NWP Monthly Digest | September 2023
Newsletter Grant Glenn, CFA, CFP® Newsletter Grant Glenn, CFA, CFP®

NWP Monthly Digest | September 2023

Last month, I hit a significant milestone: the big 4-0. Often portrayed as a pivotal moment in one's life—a juncture where hard-earned wisdom meets fresh opportunities. This milestone prompted me to reflect on my triumphs, failures, desires, and the critical life lessons I've amassed. So, am I proud of the person staring back at me in the mirror?

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NWP Monthly Digest | August 2023
Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | August 2023

I love spending time with my father-in-law for a lot of reasons, not the least of which being his generosity with his time, knowledge, and wisdom.  In my conversations with him this week (in between him taking care of all the boats and the new fishermen in the family), he reminded me of one incredibly important fact with regards to personal finance…

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NWP Monthly Digest | July 2023
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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NWP Monthly Digest | June 2023
Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | June 2023

As of this writing, the White House and Congress have come to an agreement to lift the debt ceiling until 2025, which will be the 78th time it has been lifted since enacted in 1960. Congress has approved the new bill, ironically called the Fiscal Responsibility Act

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NWP Monthly Digest | May 2023
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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NWP Monthly Digest | April 2023
Newsletter Jeff Brainard, CFP®, CFS Newsletter Jeff Brainard, CFP®, CFS

NWP Monthly Digest | April 2023

We spend a lot of time in this space and with our clients describing the concept of “risk.” Nevertheless, it needs to be revisited constantly.

A few weeks ago, the financial world seemed to be unraveling faster than an old sweater. Silicon Valley Bank (SIVB)...

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