Narwhal Capital Management

Wishing you and your family a very Happy Easter!
Along with the NYSE, we will be closed this Friday in honor of Good Friday.

Along with the NYSE, we will be closed Monday in honor of Presidents' Day. We hope you too get to enjoy an extra long weekend. 🙂

Wishing you and your family a very Merry Christmas! Along with the NYSE, Narwhal will be closed Monday, December 25th for Christmas.

Wishing you and your family a Happy Thanksgiving! Use our handy guide to make sure you're ready for Thanksgiving this year. 🦃

On World Mental Health Day, let's remember that financial well-being is an essential part of our overall health. What is Financial well-being? It is a state of being wherein a person can fully meet current and ongoing financial obligations, can feel secure in their financial future, and is able to make choices that allow them to enjoy life. Aim towards a healthier mind by cultivating your financial stability and peace of mind.

Another successful 401(k) jobsite visit! Andrew Wilson and Luke Burton from our 401(k) department visited a CW Matthews jobsite this morning to answer 401(k) questions and deliver some Chick-fil-A biscuits. 😍

Thankful for the many contributions workers have made - Happy Labor Day!
Along with the NYSE, Narwhal Capital will be closed on Monday, September 4th, in honor of Labor Day.

Bringing the 401(k) education to the jobsite! Andrew Wilson, 401(k) Associate, works closely with Mulkey Enterprises to help educate about enrolling in the company 401(k) and the importance of contribution rates. Of course we also brought CFA Biscuits🐔.

This episode of Beyond the Portfolio focuses on a panel of individuals all involved in sales across various industries. Josh Young is an Enterprise Sales Manager at Mansfield Energy - primarily focused on energy procurement, supply, and logistics challenges. Hannah Pencek is a Sales Leader at Vonage with nearly 10 years of experience. Garret Lazenby is a Partner at Sterling Seacrest Pritchard (insurance) - primarily focused on transportation, logistics, and supply chain companies.

‎The Investing Podcast: Beyond the Portfolio August 23, 2023 | Sales Panel with Josh Young, Hannah Pencek, and Garret Lazenby on Apple Podcasts ‎Show The Investing Podcast, Ep Beyond the Portfolio August 23, 2023 | Sales Panel with Josh Young, Hannah Pencek, and Garret Lazenby - Aug 28, 2023

For many clients who are charitably minded, donating appreciated stock is a fantastic way to give to an important cause while creating additional tax flexibility within the giver’s portfolio. Unfortunately, many are not aware of this option or only think of it after gifting is already done. As year-end approaches, here is a refresher on the process and things to know.

The Ins and Outs of Charitable Gifting Through Stock For many clients who are charitably minded, donating appreciated stock is a fantastic way to give to an important cause while creating additional tax flexibility within the giver’s portfolio. Unfortunately, many are not aware of this option or only think of it after gifting is already done. As…

Parent Financial Socialization
Our financial planner, Melissa Visbal, recently attended a webinar presented by the Financial Therapy Association on parent financial socialization. We’ve included a recap for any parents out there trying to figure out how to instill good financial habits in their children.

Parent Financial Socialization Parent Financial Socialization Our financial planner, Melissa Visbal, recently attended a webinar presented by the Financial Therapy Association on parent financial socialization. We’ve included a recap for any parents out there trying to figure out how to instill good financial habits in their…

Wishing you and your family a Happy Easter! As a reminder, our offices will be closed Friday, April 7th along with the markets in honor of Good Friday and Easter. We hope you enjoy your long weekend!

Wishing everyone a safe and fun St. Patrick's Day!

The news of the failure of two banks in the past 48 hours has created concern for many, and understandably so. It is not every day that we see a headline like that come across our tv screens. Naturally, questions are arising as to how this situation will play out and the kind of impact it could have going forward. In order to provide clarity on the situation, Narwhal Vice President Andrew Hall has drafted a short blog highlighting ten observations that he has made regarding the collapse of SVB and Signature Bank. As always, if you have additional questions, please feel free to reach out to us directly.

Ten Observations from the Collapse of Silicon Valley Bank and… Note: This situation is obviously still unfolding, but in the interim we felt it prudent to get a few thoughts out to clients with regards to what has transpired over the past few days. Silicon Valley Depositors Were Always Going to be Made Whole: We discussed this situation on Friday in our…

Wishing everyone a Happy President's Day! We hope you enjoy the extra long weekend - we know we will!
Along with the NYSE, we are closed Monday, February 20th in honor of the holiday.

Wishing you all a Happy Thanksgiving from our families to yours. We are grateful for you!

On today's The Investing Podcast episode: Andrew and Logan discuss the current state of the market - why is it down so much, how did it get here, what are we doing about it from an investment standpoint, and when will it end? The goal of this episode is to help clients and non-clients alike to understand how the market has gotten to the place that it is and how we are planning to interact with it as an investment firm.
Check it out wherever you get your podcasts!
https://conta.cc/3xpv9mh

‎The Investing Podcast: State of the Market - June 14, 2022 on Apple Podcasts ‎Show The Investing Podcast, Ep State of the Market - June 14, 2022 - Jun 14, 2022

Andy Su is the co-founder of Pry Financials, a financials platform for start-ups as they develop business plans and strategy for their ideas. Pry recently sold to Brex, a company that also helps businesses with software integration as they are developing business strategy for their start-up companies. Andy shares the origin story of Pry as well as several other ventures, including the process of ideas becoming businesses, participation in incubators like the Y-Combinator, and the development of teams and employees.
Listen anywhere you get your podcasts! https://conta.cc/3uGrBw0

Our newest episode of Beyond the Portfolio is up! Steve Horvath is a former senior tech fellow at Lockheed Martin. Steve graduated from Georgia Tech with an engineering degree and spent his whole career with Lockheed. In this interview, Steve offers insight into why he stayed at Lockheed, what led to his success at the company, some leaders that he admired during that time, and his financial advice to younger listeners. Listen on Apple Podcasts or Spotify today!
https://conta.cc/3Nq0oop

We are so excited to help sponsor the Glover Park Concert Series this year. We hope to see you there!

Beyond the Portfolio is a new series on The Investing Podcast, showcasing different clients and close contacts that we admire, in an effort to learn the factors that motivated these highly accomplished individuals to be successful. Our first episode features David Grayson. David is the Director of Mining Operations at Green Rock LLC. He formerly served as the President of the Southeast Division at Vulcan Materials Company, the largest aggregates producer in the US. David joins the podcast to discuss what led him to seek a career in the aggregates world, factors that contributed to his success, and the advice he would provide to those early on in their career. Listen on Apple Podcasts or Spotify today!
https://conta.cc/3vPXkvx

We are proud to represent Narwhal Capital as women of our firm and in the financial industry. Happy International Women's Day!

Andrew Hall, our Vice President, breaks down important insights about Russia's recent invasion into Ukraine in our new blog post.

Russia Invades Ukraine: Three Things to Remember, Three Things That Remain Unanswered, Three Things We're Doing
https://conta.cc/3LXBETP

Russia Invades Ukraine: Three Things to Remember, Three Things That… Russia’s full-scale invasion of Ukraine today has sent global markets tumbling. At the time of this draft, European stocks are down 4% and U.S. futures are down more than 2%. Quite obviously, global geopolitical conflict of this nature is nuanced and varied and we’re not here to breakdown every....

This Valentine's Day, have the difficult discussion with your love - talk about Money!
Avoid Scary Words
Start with the Positive
Don't Unleash Criticisms
Goals and Values
Listen - and Ask

“The Investing Podcast” presented by Narwhal Capital Management: Our 15-minute daily market briefings provide listeners with up-to-date market news and analysis in an easy to digest format. Check out new episodes every weekday on Spotify and Apple Podcasts.

https://conta.cc/3uGrBw0
https://conta.cc/3GHMlWT

‎The Investing Podcast on Apple Podcasts ‎Business · 2022

Today is Getachew Harar’s last day in his internship here at Narwhal. Getachew is a senior at Kennesaw Mountain HS and is hoping to attend an Ivy League school next fall. We wish you the best of luck on your future endeavors, Getachew!

Don’t forget to register for our 3Q Macro Event - tomorrow at 4pm via Zoom.

Narwhal's Q3 Macro: A Tale of Two Cities Please join us for our Q3 Macro Event to discuss important themes from the most recent economic quarter. Ben Nye, our Chief Investment Officer, and others on the investment committee will discuss the current economic state.

Join us on October 13th for our 3Q Macro Virtual Event! Register in the link.

Narwhal's Q3 Macro: A Tale of Two Cities Please join us for our Q3 Macro Event to discuss important themes from the most recent economic quarter. Ben Nye, our Chief Investment Officer, and others on the investment committee will discuss the current economic state.