Preferred Trust

🎥 For those who couldn't join us live, now's your chance to catch up! Don't miss out on our powerful discussion with Connect Invest on strategies for alternative investments with an SDIRA. You won't find this info just anywhere! Tap into knowledge here 👉 https://www.youtube.com/watch?v=Sh-FjJotswc 🧠💡

The marketing team headed out to Boston earlier this week for HubSpot’s event! Lots of things learned led to so much insight for the rest of the team here at HQ. Can’t wait to hear more about it! 😃

Key takeaways from the Fed’s decision to deliver a jumbo-sized interest rate cut. The Federal Reserve slashed interest rates aggressively Wednesday, announcing the first rate cut since March 2020.

"Still, despite inflation receding, jitters remain, mostly centered around the job market’s future now, rather than the possibility of inflation getting stuck or reigniting. That’s precisely why some called for the Fed to start cutting rates aggressively. The unemployment rate ratcheted up relatively quickly over the past year, though from an unusually low point. Economists have widely said that whenever unemployment begins to rise, it tends to catch momentum and keep rising."

Key takeaways from the Fed’s decision to deliver a jumbo-sized interest rate cut | CNN Business The Federal Reserve slashed interest rates aggressively Wednesday, announcing the first rate cut since March 2020.

Following up from yesterday's news... CNBC reported that "Brian Belski, chief investment strategist with BMO Capital Markets, predicted that the rate cut will help "growth stocks," particularly in technology."

Federal Reserve cuts interest rates by half-point, stocks surge The Fed has a meeting on Nov. 7, just two days before the 2024 presidential election, where another rate cut will be considered.

Today's rate cut came at about 4.75-5.00% (50 basis points) with more on the way over the next 18 months. The Fed looks to get it to 3.25% through to 2026. Powell said, "I don't see anything in the economy right now that suggests that the likelihood of a downturn is elevated."

Fed cuts interest rates by half point, signals two additional cuts this year The Federal Reserve cut interest rates for the first time in more than four years Wednesday, ending its most aggressive inflation-fighting campaign since the 1980s.

"Goldman Sachs earlier this week reiterated its bullish outlook on gold prices amid the rate cuts, with a price target of $2,700 an ounce by early 2025. " - Dillon Gage
https://dillongage.com/blog/gold-gains-ahead-of-feds-rate-decision/

At we take our jobs very seriously and enjoy the occasional “weird” lol. Christina here is exploring our numbers — while Andrew (slide 3) is looking for more help for some reason 😉 hehe… jk. He’s excited about the new systems we have coming!

"Gold extended gains and traded around record levels early Friday amid optimism about Federal Reserve interest rate cuts next week after a number of data releases this week showed that the economy may be slowing." Dillon Gage Metals (https://dillongage.com/blog/gold-extended-gains-around-record/)

[NEW BLOG] We go off the traditional path this week and start talking about private equity! Link: https://blog.preferredtrustcompany.com/blog/top-private-equity-firms?utm_campaign=private_quity&utm_source=facebook&utm_medium=social&utm_content=1726099440

"In the financial world, private equity firms have emerged as powerful players, reshaping industries and generating impressive returns on investments.... At the forefront of this industry are the top private equity firms, each with its own unique investment strategy and portfolio of successful ventures."

Top Private Equity Firms and Middle Market Investment Leaders Investing with the top private equity firms? Explore our list of top real estate private equity firms and top healthcare private equity firms.

Christina Trembly of Preferred Trust and Mason Weiler of Connect Invest are having their webinar tomorrow! Discover how to Maximize Your Retirement Savings with a Self-Directed IRA - Here's the link to register... Hurry less than 24 hours left! https://bit.ly/3AxFu4O

😎 We played a "Fill In The Blank Review" game last week with Carrie Cook and Christina Trembly!

How Do Clients Rate Us as a Self-Directed IRA Custodian? #selfdirectedira #alternativeinvestments Preferred Trust CEO Carrie Cook and Director of Operations Chris Trembly read reviews written by clients about Preferred Trust. The catch is they're only giv...

"The rise of family offices is remaking the wealth management industry and creating a powerful new force in the financial landscape. Projected to have more assets than hedge funds in the coming years, family offices have become the new stars of fundraising, with venture capital firms, private equity interests and private companies all competing to capture a slice of their rising wealth."

Family offices are about to surpass hedge funds, with $5.4 trillion in assets by 2030 The number of single-family offices is expected to rise from 8,000 to 10,720 by 2030, according to Deloitte Private.

💡Do you have any idea where your retirement dollars are being invested in? The Maximize Your Retirement Savings Webinar is in just a few days. Preferred Trust's very own Christina Trembly and Mason Weiler of Connect Invest uncover all the ways you can control your IRA by going Self-Directed! Sign up now!

Christina Trembly of Preferred Trust and Mason Weiler of Connect Invest are holding a webinar on how to Maximize Your Retirement Savings with a Self-Directed IRA - Here's the link to register... Hurry only one week left! https://bit.ly/3AxFu4O

Gold is off to a good start! Gold rose back above the $2500 mark Monday on rate cut expectations." - Dillon Gage https://bit.ly/4ggKtqY

Dive into DG's latest breakdown and discover how the August Jobs Report positively influenced the gold market! Stay informed: https://dillongage.com/blog/gold-boosts-on-august-jobs-report/

Gold boosts on August jobs report - Dillon Gage Gold boosts on the August jobs report after rallying early Friday as it heads for a weekly gain as investors anticipate a Fed rate cut.

🏈 We got a little game going here. Who you got? 🏆

Christina Trembly of Preferred Trust and Mason Weiler of Connect Invest are holding a webinar on how to Maximize Your Retirement Savings with a Self-Directed IRA - Here's the link to register... Hurry only one week left! https://bit.ly/3AxFu4O

💡Knowledge is power! Empower yourself to make the best possible decisions by understanding the importance of Due Diligence. Check out our latest blog and arm yourself with the right information 👉 https://blog.preferredtrustcompany.com/blog/a-comprehensive-guide-to-due-diligence-for-alternative-investments 💼📚

A Comprehensive Guide to Due Diligence for Alternative Investments Due diligence refers to the investigative process that a potential investor undertakes to verify the facts and details of an investment opportunity. The goal is to assess the viability, risks, and potential returns of the investment, ensuring it aligns with your financial strategy. Skipping this cri...

While stocks took a dip this morning, it's a bit different with the yellow metal. "Gold steady ahead of jobs reports after experiencing an early morning dip." says Dillon Gage (https://dillongage.com/blog/gold-steady-ahead-of-jobs-reports-after-early-morning-dip/)

Jordan helps Chris out during production today! If you’re ever on the phone with either of these two, you know you’re in good company. They are some of the unsung heroes of PTC, with Chris handling complaince and Jordan managing operations!