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

Continuing Your Education -- What is an ETF?

As with many things in finance, there is simple layer of information that most investors should understand, and a decidedly more complex set of details that sit below the surface. The goal of today's Continuing Your Education, as always, is to simplify and summarize what is the most important.

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Investment Noble Wealth Partners Investment Noble Wealth Partners

Winter is Here

After a long hiatus, the final season of the HBO series, Game of Thrones airs tonight!  The exuberance of those waiting for the final season now resembles the excitement of stock market investors digesting the prospect of the Fed cutting interest rates.  There are a lot of moving parts and important characters to follow in this final season. 

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

How’d the market do today?

Once people know you’re in the investment business, this is the question you hear the most from friends, family, and acquaintances in social situations…and they’re generally looking for how the Dow Jones Industrial Average did and they usually want that number in points, not percentages.

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

The 8th Wonder of the World

It’s been said to have been called “The 8th Wonder of the World” by Albert Einstein. When asked what the greatest invention in human history was, Einstein supposedly said “Compound Interest” and that it was the “most powerful force in the universe”. To paraphrase part of this infamous (if unverified) quote by Einstein, “He who understands it, earns it, he who doesn’t, pays it.”

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

What's Different This Year?

Last week, Thanksgiving reminded me there are many things to be thankful for.  Most importantly – friends, family, food, and shelter.  Us Americans should also be grateful for a strong job market, a healthy economy, and tariff-free turkeys.  As we near the longest expansion in U.S. history, just behind

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Investment Noble Wealth Partners Investment Noble Wealth Partners

Building Castles in the Sky

One of the most fundamental aspects of economics and money is the relationship between supply and demand and its effect on prices. When the stock market reaches certain valuations, sometimes there just aren't enough buyers (i.e. demand) at those new, higher prices.  This means, the market can go down

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Investment Jeff Brainard, CFP®, CFS Investment Jeff Brainard, CFP®, CFS

Dow down 1,300 - what's your move?

Have you been watching the markets the past few days? Harrowing!

If you’re like many people you may be currently recovering from the damage the headlines did to your heart.

And that’s understandable. News stations screaming that…

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Random Grant Glenn, CFA, CFP® Random Grant Glenn, CFA, CFP®

Drilling into the Details of Proposition 112 - An Unbiased View

First of all, don’t frack into this topic online. Special interest groups have littered the internet with their “facts” about the bill. You may find a lot of what you read only argues one side of the bill. This is an important bill and this piece is intended to provide you with an unbiased overview of the relevant

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

Longest Bull Market Ever

We are officially in the midst of the longest bull market ever for the S&P 500 (by one measure).  Before you start running for the exit, remember, bull markets don't die of old age, they die of excesses. 

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