Aspire | Spring 2024

Leaning Into Your Portfolio

Now is a good time to make your money move.


Financial markets continue to hope for interest rate cuts, but the resilient economy and stubborn inflation are delaying action by the Federal Reserve—and leaving investors on edge. Rather than focus on the journey, however, we think it’s better to look toward the ultimate destination—which in the case of rates is likely lower and reinforces the merits of putting cash to work.

In this issue of NB Private Wealth Aspire, we provide perspective on the current environment and consider opportunities for long-term investment and estate planning, designed to help you achieve your goals and fulfill your purpose.

We think that despite recent disappointments, the Fed will be able to start cutting rates this year, even as the economy and corporate America continue to show resilience.

- Stephanie Birrell Luedke, CFA, Head of NB Private Wealth

Aspire to…INVEST

Time to Make Your Money Move


Private Credit is Gaining Steam


Trust Planning: Crossing the Generational Frontier

Aspire to…ENGAGE

U.S. Election: Age, Cash and Conflict

We approach client partnership in a different way. With a sole focus on wealth management, we take the time to understand your values and vision, so we can tailor solutions aligned to your purpose and investment goals. Each advisor team brings the full depth and breadth of all NB Private Wealth has to offer.


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