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Forty Workplace Comprehensive fiduciary plan guidance and impactful employee engagement through financial wellness.

Global equity markets surged in February despite hawkish Fed commentary and stubborn inflationary pressures which are ca...
03/05/2024

Global equity markets surged in February despite hawkish Fed commentary and stubborn inflationary pressures which are calling into question the likelihood of Fed rate cuts. U.S. equity markets were higher for the fourth straight month with the S&P 500 and Nasdaq closing out the month at record highs. Bond yields continued to move higher as investors grappled with the expectations of the Fed not cutting rates as aggressively as anticipated. In this weekly, we review the month of February from an economic and asset class perspective

READ MORE: https://fortywadvisors.com/blog/investors-loved-stocks-in-february-weekly-insights-03042024

What Does the Super Bowl Mean for the Markets? (a little post-game trivia)Congratulations to the Kansas City Chiefs for ...
02/12/2024

What Does the Super Bowl Mean for the Markets? (a little post-game trivia)

Congratulations to the Kansas City Chiefs for winning Super Bowl LVIII. They were the first team to win back to back Super Bowls since the New England Patriots accomplished it about 20 years ago (2003-2004). The Super Bowl is always a bittersweet celebration as we binge on fried food and salty snacks but wake the next day to the realization that football season is over…for now. Therefore, to cheer up football fans we wanted to offer some interesting tidbits about what the Super Bowl has meant for the financial markets.
Read More:
https://fortywadvisors.com/blog/what-does-the-super-bowl-mean-for-the-markets-post-game-trivia

In January, large-cap stocks celebrate earnings while worries about inflation and higher rates for longer blur the futur...
02/05/2024

In January, large-cap stocks celebrate earnings while worries about inflation and higher rates for longer blur the future.
- Strong earnings from some of the S&P 500’s heavy hitters help the index reach another record high.
- The Fed is not yet convinced that inflation is sustainably under control.
- Strong jobs and wage data, late in the week, confirm that the environment is right for inflation to potentially hang around.

READ MORE on our Weekly Insights here: https://fortywadvisors.com/blog/worries-about-lingering-inflation-blur-the-future-weekly-insights-02052024

Here's our take on the Crypto ETFs...On January 10th, 2024, the SEC approved the first U.S. listed ETFs that track the p...
01/30/2024

Here's our take on the Crypto ETFs...

On January 10th, 2024, the SEC approved the first U.S. listed ETFs that track the price of Bitcoin . This recent approval marks a milestone for cryptocurrencies, Bitcoin specifically, offering investors direct exposure to the underlying asset in the form of spot-price ETFs. This week, we wanted to provide investors with insights into the new products and what they mean for the cryptocurrency space.

KEY TAKEAWAYS:

-On January 10th the SEC approved the first U.S. listed Bitcoin ETFs.
-Spot-price ETFs allow investors direct exposure to the underlying asset.
-Approval adds a layer of regulatory oversight to an otherwise questionable market.
-Security risks remain a key component investors should consider.
-Similar product releases signal trouble may be ahead.

READ MORE:
https://fortywadvisors.com/blog/sailing-into-the-crypto-abyss-weekly-insights-01292024

401k costs are a big deterrent for small businesses. With these 4 tax credits you can offset most, if not all, of those...
01/25/2024

401k costs are a big deterrent for small businesses. With these 4 tax credits you can offset most, if not all, of those costs.
Read More:
https://fortywadvisors.com/fw-blog

Weekly Investment Insights (01/08/2024)Recap: -Global equities failed to maintain momentum in first week of 2024.-All ma...
01/11/2024

Weekly Investment Insights (01/08/2024)

Recap:
-Global equities failed to maintain momentum in first week of 2024.
-All major US average snapped a 9-week winning streak amid stronger than expected employment report
-Treasury yields rose to over 4%

Insights:
-We expect 4Q23 earnings to post positive growth.
-We believe analyst estimates for 2024 and 2025 earnings are too optimistic

Read More: https://fortywadvisors.com/blog/4q23-earnings-preview-weekly-insights-01082024

Just a quick reminder that we are hosting Part 2 of our webinar series next Thursday, January 11th @ 11:30AM. We've hir...
01/04/2024

Just a quick reminder that we are hosting Part 2 of our webinar series next Thursday, January 11th @ 11:30AM. We've hired Fern Pessin, a caregiving consultant, to share best practices for families that are preparing for or currently caring for an aging loved one.
In this webinar, we will focus on getting organized; specifically what financial, legal and medical documents you need to gather and how to assemble a care team.

This event is not limited to just clients so please share with friends, family and anyone that you think might benefit!

Caring for An Aging Loved One - Let's Get Organized

THURSDAY, JANUARY 11TH, 2024 at 11:30AM EST

Register Here: https://fortywadvisors.com/forty-wealth/events

ADVANCED RESERVATION IS REQUIRED.
IF YOU CAN'T ATTEND LIVE THOSE WHO REGISTER WILL RECEIVE A LINK TO THE RECORDING
ALL WHO REGISTER WILL RECEIVE A COMPLIMENTARY DIGITAL COPY OF THE SPEAKER'S BOOK "I'LL BE RIGHT THERE" by FERN PESSIN. THE BOOK CONTAINS A TON OF USEFUL INFORMATION, GUIDANCE AND CHECKLIST.

May your holidays be Merry & Bright!
12/24/2023

May your holidays be Merry & Bright!

Register here for next month's event in our on-going Caregiving Series with author, Fern Pessin:https://fortywadvisors.c...
12/22/2023

Register here for next month's event in our on-going Caregiving Series with author, Fern Pessin:
https://fortywadvisors.com/forty-wealth/events

We'll discuss what information, legal documents and contacts you will need to have to start executing on a plan of care.

ADVANCED RESERVATION IS REQUIRED.

All participants will receive a complimentary digital copy of “I’ll Be Right There”

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