0:00 Intro
0:53 A Look Back at the Year to Date
3:52 Topic 1: Investing Around the US Election
7:49 Topic 2: Earnings Season in Full Swing
13:01 Topic 3: BONUS -- Income Securities
We know there are jitters among investors as we move swiftly toward the US Presidential #election. Volatility has kicked up over the last 6 weeks, especially as regards #interestrates.
In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover our thoughts on the election. You won't hear us pontificating on matters political, but we do share historical data suggesting that the ultimate result of the election is unlikely to make a substantial difference in long-term return expectations.
We also give you our view into the 3rd quarter #earningseason as it continues to unfold. We heard very constructive reports from major tech companies in Netflix (NFLX), ServiceNow (NOW), and Tesla (TSLA). We share thoughts on a few other names, including United Parcel Service (UPS) and a couple blasts from the past in General Electric (GE) and International Business Machines (IBM).
The episode closes out with a bonus Topic 3. As interest rates have drifted lower in 2024, we have been on the hunt for new avenues for income. This has led us to closed-end funds and Brian shares one of our favorites.
If you still have cash building up in checking, savings, CDs, or elsewhere, let us know. As interest rates drop, you are taking on more reinvestment risk and we have some ideas of how you can reallocate those funds.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m?landing=true
Be sure to check out Noland's Notes, our yearly piece looking back on 2023 and with our expectations for 2024: https://leftbrainwm.com/notes
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at briand@leftbrainwm.com for details.
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