NB Private Wealth

Join us on December 5 to explore five key themes guiding investment strategies as we navigate the year ahead. Register here: https://cvent.me/9x5wen Shannon Saccocia, CFA, CIMA®, Joseph V. Amato, Jamie Iselin, and Anthony Tutrone will share their insights on macroeconomic and asset class trends in both public and private markets.

Mark your calendars for December 4-6th because the Barron's Advisor Women Summit is bringing together some of the most inspiring voices in finance! 🌟 We're thrilled to announce two of our esteemed colleagues Holly Newman Kroft and Shannon Saccocia, CFA, CIMA® will be representing NB Private Wealth this year on the big stage. Be sure to stop by to gain insights from these trailblazing women as they share their knowledge and experiences in the industry. See details of their sessions below: 📍 Event: Barron's Women Summit, Palm Beach, FL 🗓️ Date: December 5th at 11:15 am 🎤 Speaker: Holly Newman Kroft 🧠Topic: Live Long, Live Strong: Cutting-Edge Health Strategies for a Vibrant Life 🗓️ Date: December 6th at 9:00 am 🎤 Speaker: Shannon Saccocia 🧠Topic: Shaping Tomorrow's Landscape to Innovate, Invest and Inspire Don't miss out on this incredible opportunity to learn, connect, and be inspired! #BarronsWomenSummit #WomenInFinance #Leadership #BAWomen

Solving for 2025, Going for Goldilocks: Our investment leaders identify five key themes that they believe will be prominent in the markets over the next 12 months. Join us on December 5th for our live webinar with Shannon Saccocia, CFA, CIMA®, Joseph V. Amato, Jamie Iselin, and Anthony Tutrone. Register for the webinar here: https://cvent.me/9x5wen Click the link below to learn more about Solving for 2025: https://lnkd.in/ezE5ua54

🔍 Navigate Tax Planning Shifts with Insights from Sam Petrucci! 🔍 In a recent feature in Financial Advisor Magazine, Sam Petrucci, Head of Advice, Planning & Fiduciary Services, discusses how the recent election results are reshaping tax planning strategies for 2024. With potential extensions of the 2017 tax cuts and new proposals on the horizon, understanding these changes is crucial for your financial planning. 👉 Read Sam's article to learn more in light of these developments: https://lnkd.in/ea7fwGbh #TaxPlanning #ElectionImpact #Insights

October's U.S. CPI numbers matched expectations, with a +0.2% monthly increase driven by rising shelter costs. Used car prices also climbed, signaling potential #inflation in goods.   The positive report boosted hopes for a December rate cut, sending markets higher! Learn more by reading Shannon Saccocia, CFA, CIMA® #CIONotebook:   https://lnkd.in/eCWS_yW4

What impacts will the new administration have on the markets?   Yesterday, Holly Newman Kroft appeared on CNBC’s “Money Movers” where she discussed her post-election insights and how she plans to position client portfolios given the recent market rally. Holly also shares that she expects the #momentum to continue to the end of the year.   Watch the full interview by clicking the link below. https://lnkd.in/dguvab9U #PrivateWealth #CNBC #MoneyMovers

Tune in tomorrow as Shannon Saccocia, CFA, CIMA®, Chief Investment Officer—Private Wealth, shares her insights on CNBC’s Halftime Report with Scott Wapner.   Discover perspectives on the #markets, including the key themes guiding investment decisions into 2025. Shannon will discuss macro and asset class trends, risk mitigation strategies, and where to find growth opportunities. Don’t miss this chance to gain valuable perspectives.   #CNBC #HalftimeReport #CIO #InvestmentInsights2025

With the Fed's recent rate cuts and strong U.S. economic growth, the financial landscape is buzzing with activity. As the S&P 500 shows promising earnings across diverse sectors, investors are urged to review long-term strategies amidst political and economic shifts. Check out our monthly commentary, “Navigating the Uncertainty Before the Certainty” to stay informed as we navigate these dynamic times! 💼📈   #PrivateWealth #Commentary

The post-#election rush into risk assets could last until the end of the year, but thereafter the #investment outlook becomes more complicated, writes NB Private Wealth CIO Shannon Saccocia, CFA, CIMA®.

Tune in tomorrow at 11:00 AM ET to CNBC's "Money Movers," where Holly Newman Kroft, Senior Wealth Advisor, will be featured alongside hosts Sara Eisen and Carl Quintanilla. 📈 Holly will offer her #insights on the market following the presidential election results. Discover what 2025 may hold and learn strategies to navigate the rest of the year and into the future. 🎙️ Don’t miss out—set your reminders now! 📺 #MoneyMovers #MarketInsights