In this quarter’s market commentary, the team reviewed the importance of thinking and acting long-term, and the rewards of staying with a disciplined investment process. We invite you to listen to Charles, in conversation with Kantor Group research analyst Paveena Bhugra, as he discusses his long-term optimism on innovation and financial markets, and his thoughts on the “cost” of market timing.
VIDEO
Holly Newman Kroft Discussed Her Post Election Insights
MARKET COMMENTARY
Navigating the Uncertainty Before the Certainty
INSIGHTS
CIO Notebook: As a New Administration Waits in the Wings, the Fed Keeps Cuts Coming
INSIGHTS
CIO Notebook: Shock Infested Data Shows October Payrolls Slowing
VIDEO
Sam Petrucci Featured on CNBC’s “Power Lunch”
REPLAY
Private Wealth Year-End Investment Outlook
INSIGHTS
Cybersecurity in Focus
INSIGHTS
Election Roundtable: Trade, Taxes and Regulation
INSIGHTS
Elevate Your Well-Being Through Philanthropy
INSIGHTS
Key Planning Considerations Before Year-End
INSIGHTS
Personal Taxes and the Election
MUNICIPAL BASIS POINTS
A Wide-Open Market
VIDEO
Holly Newman Kroft Discusses Investing Around the Election
IMPORTANT INFORMATION:
This material is provided for informational purposes only. Nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. This material is general in nature and is not directed to any category of investors and should not be regarded as individualized, a recommendation, investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions and the appropriateness of this material should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. Third-party economic or market estimates discussed herein may or may not be realized and no representation is being given regarding such estimates. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Certain products and services may not be available in all jurisdictions or to all client types. Indexes are unmanaged and are not available for direct investment. Investing entails risks, including possible loss of principal. Unless otherwise indicated, returns shown reflect reinvestment of dividends and distributions. Past performance is no guarantee of future results.
For additional information and required disclosure regarding the advisory services provided by NBIA, please see NBIA’s Form ADV Part 2A at http://www.nbprivatewealth.com/adv-part-2a-nbia and Form CRS at http://www.nbprivatewealth.com/form-crs-nbia-nbbd. For additional information and required disclosure regarding the brokerage services provided by NBBD, please see NBBD’s Regulation Best Interest Disclosure Statement at http://www.nbprivatewealth.com/reg-bi-disclosure-nbbd (which also includes NBBD fiduciary recommendation disclosure for retirement clients) and Form CRS at www.nbprivatewealth.com/form-crs-nbia-nbbd.
“Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.