NB Private Wealth

Stay focused. Forge Ahead. Make your money move. Learn more here: https://lnkd.in/ea9KkHga #MakeYourMoneyMove

After experiencing market weakness throughout much of the second quarter, municipal bonds saw improvement due to cooler economic data in June. 🪁 Looking ahead, the Neuberger Berman Municipal Fixed Income team believes that shifting monetary policy and evolving supply dynamics could enhance the asset class, increasing the appeal of its currently high tax-exempt yields. Learn more by clicking the link below. https://lnkd.in/e8PKGbsR #Bonds #FixedIncome

Holly Newman Kroft joined CNBC’s “Money Movers” yesterday along with hosts Carl Quintanilla and Sara Eisen where she discussed her thoughts on current geopolitical uncertainty and the potential impact the election could have on the market. 📈 Holly believes investors should stay focused on the fundamentals given the current environment. Watch the full clip in the link below. 📽️ https://lnkd.in/e-QMHUHW

We are thrilled to announce that three of our advisors have been ranked in Barron's Top 100 Women Advisors for 2024! 🌟 🥇 Stephanie Stiefel 🥇 Holly Newman Kroft 🥇 Lisa Reed Your dedication, experience, and commitment to excellence have truly set you apart. This recognition is a testament to your hard work and the incredible value you bring to our clients every day. Join us in celebrating their achievements and the positive impact they continue to make in the industry! 🏆👏 #Barrons #Top100Women https://lnkd.in/espRJ_DP

Shannon Saccocia, CFA, CIMA® was recently featured at #ALTSNY on a panel to discuss strategies for enhancing the client experience and incorporating #alternatives into allocations, especially for clients who are currently not taking advantage of alts. Is your portfolio ‘off zero’? Check out the post below to learn more: 

Tune in today at 11:00 am ET to watch Holly Newman Kroft on CNBC’s “Money Movers.” 📺 Holly will join hosts Sara Eisen and Carl Quintanilla where she will discuss her current market outlook and her portfolio positioning views during these uncertain times. #CNBC #MoneyMovers

In a significant turn of events, President Joe Biden has announced his withdrawal from the 2024 Presidential race, citing internal party pressures and concerns over his age and acuity. Vice President Kamala Harris has been endorsed by President Biden, Nancy Pelosi and other Democrats to take the place on the ticket. 🗳️ With the Democratic National Convention just a month away, the party faces a critical decision. Key figures such as Barack Obama are advocating for a contested convention to solidify Harris' candidacy. Stay tuned for more #CIONotebooks 📓 from Shannon Saccocia, CFA, CIMA®, as we navigate these unprecedented times. https://lnkd.in/euyUywq6

Start your week off right with Shannon ✔. Mark your calendar 📆 and tune in this afternoon to CNBC’s Halftime Report at 12 p.m. EDT, to hear Shannon Saccocia, CFA, CIMA® share her insights on the latest market trends as we enter earnings season. #CNBC #HalftimeReport #CIO 

As we move into the second half of the year, we think the fundamental economic outlook is clearer and more reassuring than it was at the start of the year. 🗓️ We recently hosted our third quarter investment outlook with Shannon Saccocia, CFA, CIMA®, Chief Investment Officer – Private Wealth, Jamie Iselin, Head of Municipal Fixed Income, and GREGORY SPIEGEL, Portfolio Manager, Small Cap. Together, they discussed their thoughts on the potential impacts of cooler inflation and labor market data on portfolio positioning and possible market implications for the quarter ahead. Watch the full presentation by clicking the link here: https://lnkd.in/eGem-BtB #Outlook #2024 #PrivateWealth

Cruising into the second half of the year 🚘. Shannon Saccocia, CFA, CIMA® recently joined CNBC’s “Halftime Report” with Scott Wapner to share her thoughts on the lessons we’ve gained from the first half of the year, especially from the #bond market and fiscal spending, and where she sees potential growth as we look ahead ➡️. Check out her comments at the 4:30 mark in the video clip below, and tune into “Halftime Report” today at 12:00 p.m. EDT, where she will be joining live in studio again 📺 : https://lnkd.in/eNn5R6Cr