NorthEnd Private Wealth

⏰Set your alarm! Our CIO Alex McGrath will appear on Fox Business News’ Mornings with Maria tomorrow morning (Tuesday 8/27) at 6:10AM to share his insights on the market.

ICYMI: Our CIO appeared on BNN Bloomberg recently sharing insight on the market, if you've missed Alex in some of his recent media appearances, please view As Featured with CIO Alex McGrath on the NEPW website.

https://hubs.la/Q02L-qXL0

ICYMI: Our CIO appeared on Fox Business News’ this morning sharing insight on the market, if you've missed Alex in some of his recent media appearances, please view As Featured with CIO Alex McGrath on the NEPW website.

https://hubs.la/Q02Lb5qT0

Inflation continues to moderate and is slowly approaching the Fed’s target. At the upcoming Fed meeting, we should expect the Fed to highlight the slowdown in hiring as one reason to cut rates... Read the full here: https://hubs.la/Q02JjqJV0

Get market insights from on what they believe is in store for the rest of 2024 and what it may mean for portfolios. 2024

Midyear Outlook 2024: Still Waiting for the Turn By LPL Financial Research As we reach the halfway point of 2024, a sense of persistence defines the economic and market landscape. Trends from late 2023 have continued, with surprisingly resilient economic growth mixed with stubborn but decelerating inflation....

After a decade of cash yields that were close to zero, the Fed's aggressive rate-hiking campaign has pushed cash rates up, and investors have taken advantage by parking nearly $6 trillion in cash... Read the full here: https://hubs.la/Q02J1cYm0

Earnings are on the upswing. Earnings growth is accelerating and approaching double-digits as second quarter earnings season gets underway (we previewed earnings season in Double-Digit Earnings Growth... Read the full here: https://hubs.la/Q02HgGkV0

ICYMI: Our CIO appeared on Fox Business News’ last week, if you've missed Alex in some of his recent media appearances, please view As Featured with CIO Alex McGrath on the NEPW website.

https://hubs.la/Q02FJfFS0

Last quarter the “Fab 5” consisting of Alphabet (GOOG/L), Amazon (AMZN), Meta (META), Microsoft (MSFT), and NVIDIA (NVDA), drove 7.8 points of S&P 500 EPS growth, which was actually slightly more than... Read the full here: https://hubs.la/Q02F9cNl0

In recent decades, the U.S. has had a decline in average productivity growth, which should not be a surprise as the population ages. Productivity growth is the antidote for demographic and inflation... Read the full here: https://hubs.la/Q02Dkf8b0

Fed meetings have been important drivers of market performance, especially in the Treasury market. Moreover, Fed meetings in which economic and interest rate projections are updated have been, at least...Read the full here: https://hubs.la/Q02Cj-J40

Feels alot like Summer...What's your favorite Summer memory?

In observance of the Juneteenth Holiday, our office is closed today.

Happy Father's Day to all of the great Dads today.

With the final tally for India’s election posted, Prime Minister Narendra Modi will succeed to a third term; however, polling forecasts advising that Modi’s party and the alliance it formed would claim...Read the full here: https://hubs.la/Q02Bq9TM0

The month of May provided more evidence of a slowing but growing economy, easing inflation, albeit at a slower pace than desired, evidence of softening consumer spending, and resilient earnings from...Read the full here: https://hubs.la/Q02zsKHc0

When it comes to investing, human emotion can make an impact on sound decision making.

Don’t Be Your Own Worst Enemy Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

The Department of Labor’s fiduciary rule has undergone several revisions throughout the years. With the latest amendment, you may need to revisit your retirement portfolio to see how your assets are impacted.

Find out what it means for your retirement savings here: https://hubs.la/Q02yPLvq0

The DOL's New Fiduciary Rule: What it Means for Your Retirement Savings The latest amendment aims to ensure that financial professionals consider their clients’ best interests when recommending retirement investments, products, and services.

If companies can continue to control costs, then improving margins for the rest of the year seems doable. Economic growth is supportive. Wage pressures seem to be stabilizing as the job market loosens... Read the full here: https://hubs.la/Q02yPNSj0

In observance of Memorial Day our office is closed.

The national median asking rent was just shy of $2,000 at the end of Q1, putting immense pressure on renters as rents have increased by over 20% since the onset of the pandemic. Renters are paying...Read the full here: https://hubs.la/Q02y03-80

Preferred securities (preferreds) are often referred to as “hybrid” securities as they have both bond and equity characteristics. This hybrid nature results in preferred securities being senior...Read the full here: https://hubs.la/Q02xpQlv0