The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent has spent the last 18+ years in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.

Please join Brent as he shares his experience and knowledge about personal finance and investing. Subscribe today!

This week's format:

1. Market Update, the FED, inflation, market performance, economy, tax tip, etc. Brent Foster, CEO
2. Bloomberg News: Goldman Sachs Pencils in First Rate Cut in Second Quarter of 2024
3. Charles Schwab: Interest Rates with Brent Foster, CEO of Northbound Wealth
4. AAII Investor Survey: Sentiment Survey
5. AAII Asset Allocation Survey
6. AAII: Record-High Participation in Retirement
7. Source: How America Saves 2023; Edition Vanguard, June 2023
8. AAII - The Big Question: How AAII Members Have Responded to Interest Rate Hike (excerpt). 
9. Technical Analysis Spotlight: S&P 500 technicals with Brent Foster, CEO of Northbound Wealth 
10. Investopedia: Double Top vs. Double Bottom
11. 2023 Charles Schwab Modern Wealth Survey

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If you are interested in working with Brent Foster or Northbound Wealth, please reach out to me at info@northboundwealth.com or by visiting our website contact us page at https://www.northboundwealth.com/contact

Disclosures: Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. As a reminder, all investments include the risk of loss and past performance is not indicative of future results. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.