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Nội dung được cung cấp bởi Brent Foster. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Brent Foster hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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The Northbound Wealth Podcast

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Manage episode 463977122 series 3380547
Nội dung được cung cấp bởi Brent Foster. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Brent Foster hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Northbound Wealth's CEO, Brent Foster, reviews 2024's market behavior and talks about what may lay ahead in 2025. This recorded presentation examines the financial factors at play, including economic developments, world events, and other market influences. We anticipate his next presentation to be a mid-January 2025 recorded presentation entitled 2025 State of the Markets Mid-Year Presentation.

References and Sources for this release are as follows:

CNBC.com, 2023, 2024, 2025

Factset.com, 2023, 2024, 2025

Finance.Yahoo.com, 2023, 2024, 2025

WSJ.com, 2023 - 2025

TradingEconomics.com, December 18, 2024

UMich.edu, December 18, 2024 NAHB.org, December 17, 2024

BLS.gov, December 18, 2024, 2025

CNR.com, January 2023, 2024, 2025

Conference-board.org, December 19, 2024. Chart through November 2024

JPMorgan.com, November 30, 2024

CMEGroup.com, December 20, 2024

Philadelphia Federal Reserve Bank, November 15, 2024

FRBSF.org, August 12, 2024

Federalreserve.gov, 2024

Capital Group, 2024

Disclosures: Securities and advisory services are offered through Charles Schwab & Co., member FINRA, SIPC, and Northbound Wealth Management LLC DBA Northbound Wealth. Northbound Wealth and Charles Schwab & Co. are separate companies and are not affiliated. Northbound Wealth Management LLC uses Charles Schwab & CO. as the primary custodian for client assets. Monthly statements are generated by Charles Schwab & Co., affording our clients the security of outside verification of their asset values and returns. Clients’ Schwab accounts are covered by SIPC insurance. In addition, Northbound Wealth provides each client a quarterly analysis of their accounts and our advisory performance. Access to these documents and more are available via the client portal and through our mobile applications on all Apple & Android devices. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information contained in this commentary has been obtained from sources that are reliable. This presentation is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The indexes mentioned in this seminar are unmanaged and not available for direct investment. Past performance is no guarantee of future results. All investments include the risk of loss. These views should not be construed as investment advice. Neither the named representative, nor the named Registered Investment Professional, gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its or accuracy. Please consult your financial professional for further information. Northbound Wealth does not provcompletenesside tax or legal advice; consult your tax or legal professional regarding your situation. Additional

Additional Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

  continue reading

99 tập

Artwork
iconChia sẻ
 
Manage episode 463977122 series 3380547
Nội dung được cung cấp bởi Brent Foster. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Brent Foster hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Northbound Wealth's CEO, Brent Foster, reviews 2024's market behavior and talks about what may lay ahead in 2025. This recorded presentation examines the financial factors at play, including economic developments, world events, and other market influences. We anticipate his next presentation to be a mid-January 2025 recorded presentation entitled 2025 State of the Markets Mid-Year Presentation.

References and Sources for this release are as follows:

CNBC.com, 2023, 2024, 2025

Factset.com, 2023, 2024, 2025

Finance.Yahoo.com, 2023, 2024, 2025

WSJ.com, 2023 - 2025

TradingEconomics.com, December 18, 2024

UMich.edu, December 18, 2024 NAHB.org, December 17, 2024

BLS.gov, December 18, 2024, 2025

CNR.com, January 2023, 2024, 2025

Conference-board.org, December 19, 2024. Chart through November 2024

JPMorgan.com, November 30, 2024

CMEGroup.com, December 20, 2024

Philadelphia Federal Reserve Bank, November 15, 2024

FRBSF.org, August 12, 2024

Federalreserve.gov, 2024

Capital Group, 2024

Disclosures: Securities and advisory services are offered through Charles Schwab & Co., member FINRA, SIPC, and Northbound Wealth Management LLC DBA Northbound Wealth. Northbound Wealth and Charles Schwab & Co. are separate companies and are not affiliated. Northbound Wealth Management LLC uses Charles Schwab & CO. as the primary custodian for client assets. Monthly statements are generated by Charles Schwab & Co., affording our clients the security of outside verification of their asset values and returns. Clients’ Schwab accounts are covered by SIPC insurance. In addition, Northbound Wealth provides each client a quarterly analysis of their accounts and our advisory performance. Access to these documents and more are available via the client portal and through our mobile applications on all Apple & Android devices. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information contained in this commentary has been obtained from sources that are reliable. This presentation is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The indexes mentioned in this seminar are unmanaged and not available for direct investment. Past performance is no guarantee of future results. All investments include the risk of loss. These views should not be construed as investment advice. Neither the named representative, nor the named Registered Investment Professional, gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its or accuracy. Please consult your financial professional for further information. Northbound Wealth does not provcompletenesside tax or legal advice; consult your tax or legal professional regarding your situation. Additional

Additional Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.

  continue reading

99 tập

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