NWP Monthly Digest | June 2020
June has arrived and people in Denver are getting ready for a week of 90-degree temperatures. The ongoing coronavirus pandemic has now claimed over 103,000 lives, but that has not stopped all but 12 states from reopening. Looking at the pictures of a pool party at the Lake of the Ozarks, it seems like people have forgotten…
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.
NWP Monthly Digest | April 2020
Let’s face it, Charles Dow was right, the conditions have changed and there is a lot to discuss as we wrap up the worst first quarter on record for the Dow Jones Industrial Average. Before going into the details of exciting wealth-building opportunities, we hope your friends and families are safe. In this month’s newsletter, we packed the shopping cart…
NWP Monthly Digest | March 2020 | A Rapid Correction
Sometimes, it’s really hard to come up with the right thing to say when you experience a stock market drawdown like we’ve had for the last week. So, let’s just say what it was - a little scary. I know this is true based on the conversations we’ve been having with our clients and in the halls of the Global World Headquarters of Noble Wealth Partners.
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…
NWP Monthly Digest | January 2020
What a crazy week, right? The start of a new year and a new decade…all at the stroke of midnight as Tuesday turned into Wednesday. A little birdie told us that can only happen once every ten years. Your crack team at Noble Wealth Partners will happily verify that this is accurate.
NWP Monthly Digest | December 2019
We hope you were able to take some time off last week to think about what you have in your life to be thankful for while you enjoy some time with your family, food with your friends, and discounted shopping on Friday. It is easy to not appreciate the small things in life and take things for granted. Being grateful for what you have may lead to…
Consolidation in the World of Discount Brokers
On November 21, 2019, CNBC and Fox Business both broke the news that Charles Schwab Corp. formerly announced their intention to pursue an acquisition of TD Ameritrade Holdings (the custodian for Noble Wealth Partners) for $26 billion. Charles Schwab is currently the largest discount broker in the nation and TD …
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…
Preparing for the Cost of College and Understanding the FAFSA
Getting nervous about paying for your kid’s college?
On Tuesday night, October 22nd, Jeff hosted a webcast talking about all the important items in preparing for the cost of sending your kids on to higher education.
Concerned about the FAFSA? Jeff gives you the details of what to expect and how your EFC (Expected Family…
NWP Monthly Digest | November 2019
We’ve had an interesting end to the month of October here in Denver. This week saw record levels of snow for the month and buried us in for a few days. That’s right…SNOW DAYS! And just in time for Halloween!
For any of you that grew up in a part of the country that was likely to receive large amounts of snow fall from time…
Our Random Thoughts for October
The leaves are changing, cold weather is rolling in and there is no shortage of interesting things to observe in October. At Noble Wealth Partners, we are observing the provocative developments in the world of finance. Below, you will see some of our findings…..
NWP Monthly Digest | October 2019
Welcome to the ghastly month of October where another year brings developments to haunt investors. Similar to 2018, there are plenty of reasons to feel apprehensive while the stock market sits near all-time highs. Most concerning - the Denver Broncos are off to their worst start since 1999. That is enough to scare me but what…
Who Would Win the Fight Between a Bull Market and a Bear Market Today?
Most economists know forecasting the timing of a recession is a fool’s errand. I knew this in 2017 when I told clients I expected the stock market to climb higher until our next recession which may occur in the first quarter of 2020. Would I end up feeling foolish if my assertions did not hold true? Of course not. A lot can change in three years…
NWP Monthly Digest | September 2019
t’s September already. Here at the Noble Wealth Partners Global Headquarters, we’ve feverishly examined every calendar we can get our hands on because it seems so crazy to us, too. But alas, it’s true. So let’s get started before fall comes knocking…
Charlatan | char·la·tan | noun
The NWP Monthly Digest | August 2019
The summer appears to be wrapping up in unison with the global economic expansion. For the investment world, August brings waning economic growth into sharp focus and geopolitical issues we have been listening to in the late…
Does the Fed Have the Tool-Set to Achieve Its Dual-Mandate?
With all the talk of the fed cutting interest rates in the news recently, and with the historically low employment numbers I decided to ask the question, can the Federal Reserve achieve the other half of their dual-mandate and…
The Core Issue of Financial Success (or lack thereof)
The most common phrases I hear when chatting with people about my firm and what I do for a living is some variation of the following...
"Sorry Jeff. I don't have any wealth for you to manage!"
“Financial planning, huh. Do you help people with budgeting? I hate budgeting. I don’t even want to talk about budgeting.”
Finally - an Easy Way to Find out If Your Financial Advisor Is Acting in Your Best Interest
For years, I have unsuccessfully attempted to explain to clients the difference between a fiduciary and a typical advisor. A fiduciary must always act in your best interest and is legally bound to do so. On June 5, the Securities and Exchange Commission passed a set of regulations to improve the transparency behind what advisors are…
Implications of the Comments From the IMF
Today, IMF Managing Director Christine Lagarde shared her thoughts on the global economy during the United States 2019 Article IV Press Conference. For those not aware, the IMF is the International Monetary Fund which is an…
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