Robert Hunt Financial Market Update

Are you ultrarich, rich or merely affluent? : https://www.wsj.com/finance/banking/are-you-ultra-rich-rich-or-merely-affluent-it-makes-a-big-difference-for-your-bank-54222ebf?st=PgMJdv&reflink=article_email_share S&P 500s record rally shows cracks: https://www.fa-mag.com/news/s-p-500-s-record-rally-shows-cracks-as-most-stocks-left-out-80676.html  

Wall Street Journal - Is This Wildly Overvalued Stock Market Doomed?: https://www.wsj.com/finance/stocks/stock-market-overvalued-forecasts-2025-e073e1d4 Vanguard End of Year Distributions: https://investor.vanguard.com/content/dam/retail/publicsite/en/documents/2024-final-estimated-year-end-distributions.pdf  

Mark Cuban admits he's down on Shark Tank Deals: https://finance.yahoo.com/news/mark-cuban-admits-down-shark-131100851.html

We go back to the well and interview Nelson Hunt regarding all things estate planning with a special focus on the changes to expect in the new administration. We also delve into the commonly asked questions that come his way. Enjoy!   www.neuhoffhunt.com

What to buy if the election has you worried about inflation: https://www.wsj.com/finance/investing/tips-inflation-protected-securities-4f7db9c5?st=GDHxZ2&reflink=article_email_share Trump is the most pro-stock market president in history: https://www.cnbc.com/2024/11/11/trump-is-the-most-pro-stock-market-president-in-history-whartons-jeremy-siegel.html?__source=iosappshare%7Ccom.apple. UIKit.a...

Sam Bankman Fried Election Bet: https://www.businessinsider.com/sam-bankman-fried-called-trump-victory-system-lost-300-million-2023-10 The Republican Tax Cut Gamble That is About to Pay Off: https://www.wsj.com/politics/policy/the-republican-tax-cut-gamble-that-is-about-to-pay-off-4e83fa17 Wall Street Salivates over a New Trump Boom: https://www.wsj.com/finance/stocks/wall-street-salivates-over-a-...

Do it your way: https://collabfund.com/blog/your-way-is-the-only-way/ A message from the past (thoughts on nostalgia): https://collabfund.com/blog/a-message-from-the-past-thoughts-on-nostalgia/ John McQuown, index fund pioneer: https://www.wsj.com/finance/investing/john-mcquown-index-fund-investing-pioneer-dead-1ee3b579  

Bill Ackman loses 400 million on Netflix: https://variety.com/2022/digital/news/bill-ackman-sells-netflix-stake-loss-1235237715/ Goldman Sachs predicts 3% returns for the next decade: https://awealthofcommonsense.com/2024/10/3-stock-market-returns-for-the-next-decade/ Little known private equity firm scores 79 fold return: https://www.wsj.com/articles/this-little-known-private-equity-firm-booked-a...

Vanguard 2019 Predictions: https://www.prnewswire.com/news-releases/vanguard-unveils-2019-economic-and-market-outlook-report-300761301.html A retirement authority still makes mistakes: https://www.wsj.com/personal-finance/retirement/shes-a-retirement-authorityand-still-made-mistakes-heres-what-shed-do-differently-f3ef1568?st=dsuZ9Q&reflink=article_email_share Venture Capital Write Downs Hit Co...

Warren Buffett's bet paid off: https://www.cnbc.com/2024/10/09/warren-buffetts-sp-500-bet-paid-off-some-experts-say-it-may-be-time-to-diversify.html#:~:text=In%202007%2C%20Warren%20Buffett%20made,traded%20funds%20or%20mutual%20funds. Retirement may be more comfortable than you think: https://scottburns.com/retirement-may-be-more-comfortable-than-you-think/ JP Morgan client who lost $50 million for...

Which countries have the highest returns, guess again: https://www.wsj.com/finance/investing/stock-market-returns-gdp-growth-548a387e When a crystal ball isn't enough: https://elmwealth.com/crystal-ball/ U.S. Economy is on the cusp of another roaring 20's: https://finance.yahoo.com/news/u-economy-cusp-another-roaring-103913456.html  

Scott Burns thoughts on index investing, the long haul and your life: https://edition.pagesuite.com/popovers/dynamic_article_popover.aspx?artguid=73fff10f-bad2-43dc-8fe1-0b3d6390682f&appcode=DMNUAT&eguid=f2a8b298-4053-4d6a-ad1e-5f53fd8e6792&pnum=94# Solving the mystery of an investment that's too good to be true: https://www.wsj.com/finance/investing/yield-term-deposits-paul-regan-8042...

Young, rich investors are making 2 key mistakes: https://www.cnbc.com/2024/09/16/cfp-key-mistakes-from-young-rich-investors.html#:~:text=Klontz%20says%20that%20younger%20wealthy,conventional%20wisdom%20and%20prioritizing%20exclusivity. The number one way Americans are becoming millionaires: https://www.morningstar.com/financial-advisors/number-one-way-americans-are-becoming-millionaires Where to p...

When chasing more dividends leaves you with less: https://www.wsj.com/finance/investing/dividend-stock-etf-1f481e82?st=tp3wm0lvezk9j65&reflink=article_email_share SEC charges Alabama private fund manager with offering fraud: https://t.e2ma.net/message/1ouhxi/10nseylc A guide to why you should buy bonds and why you shouldn't: https://www.wsj.com/finance/investing/buying-bonds-investing-guide-16...

When Interest Rates Go Down, the Hucksters Spring Up: https://www.wsj.com/finance/investing/kenneth-boyle-paul-regan-next-level-yield-wealth-903910f9?st=1iu9ltsxsczildw&reflink=article_email_share These New AI Bots Will Do Just About Anything for You: https://www.wsj.com/tech/ai/ai-agents-autonomous-bots-human-tasks-913c0ce5?st=pxd1b8bmuibtw85&reflink=article_email_share Americans Are Real...

Messing Up the Closest Thing to a Sure Thing in the Stock Market: https://www.wsj.com/finance/investing/messing-up-the-closest-thing-to-a-sure-thing-in-the-stock-market-bc319230 Howard Marks - Morgan Housel Podcast: https://podcasts.apple.com/us/podcast/behind-the-memo-the-impact-of-debt-with/id1521551570?i=1000666742345 Transcript of Marks - Housel Podcast: https://www.oaktreecapital.com/docs/def...

Citadel's Ken Griffin has remade the hedge fund industry with himself on top: https://www.wsj.com/finance/investing/citadel-ken-griffin-hedge-funds-c9ddf51d What we know about Kamala Harris's 5 Trillion Tax Plan So Far: https://www.nytimes.com/2024/08/22/us/politics/kamala-harris-tax-plan.html  

Investors Borrowed Like Crazy During the Rally, Now They're Paying the Price: https://www.wsj.com/finance/investors-borrowed-like-crazy-during-the-rally-now-theyre-paying-the-price-608115e7 Wall Street's Trash Contains Buried Treasure: https://www.wsj.com/finance/stocks/wall-streets-trash-contains-buried-treasure-b22ad00d Vanguard Capital Markets Forecast: https://corporate.vanguard.com/content/co...

401k Investors Convinced That Target Date Funds Miss the Mark: https://www.wsj.com/personal-finance/retirement/401k-savers-target-date-funds-alternatives-6e4e6f75?st=y50wpf09aa8tz8g&reflink=article_email_share Is This 1987 All Over Again? https://www.wsj.com/finance/stocks/is-this-1987-all-over-again-whats-driving-the-market-meltdown-4d107126  

A Couple Won the Powerball. Investing it Turned to Tragedy: https://www.wsj.com/finance/investing/a-couple-won-the-powerball-investing-it-turned-into-tragedy-fc8fd31c Why your fund manager can't beat today's stock market: https://www.wsj.com/finance/investing/why-your-fund-manager-cant-beat-todays-stock-market-a5a14688 Stockcircle.com - track famous investor's returns.  

Making Money on the Election Trade is Harder Than Ever: https://www.wsj.com/finance/stocks/2024-election-results-investments-stock-market-804e2afd Wall Street Bids Adieu to Its Biggest Bear: https://www.wsj.com/finance/stocks/wall-street-bids-adieu-to-its-biggest-bear-93ed670e Get your money back? Don't bank on it: https://dentonrc.com/news/the_watchdog/are-some-banks-making-it-tough-for-customers...

Americans Chasing High Interest Rates Risk Falling Into a 'Cash Trap': https://www.wsj.com/finance/investing/americans-chasing-high-interest-rates-risk-falling-into-a-cash-trap-f4282aee These Hot New Funds are 'Boomer Candy": https://www.wsj.com/finance/investing/retirees-boomer-candy-investing-fund-62454210  

Why stocks are the greatest asset class: https://ofdollarsanddata.com/why-stocks-are-the-greatest-asset-class/ Quite Compounding: https://collabfund.com/blog/quiet-compounding/  

Banks adapt branches to clients feel welcome: https://edition.pagesuite.com/popovers/dynamic_article_popover.aspx?artguid=96bc6cfc-df79-47ff-ad81-f292c026e4c2&appcode=DMNUAT&eguid=538aa46c-e3c0-452c-af95-9ae8bbf10a8c&pnum=31# Scott Burns laws of financial security still hold: https://edition.pagesuite.com/popovers/dynamic_article_popover.aspx?artguid=b6ea0407-a28d-4926-abc0-c2e198c4abd...

Here's a Tax Break That Married Couples Often Overlook: https://www.wsj.com/personal-finance/retirement/married-tax-breaks-spousal-ira-b0e7c2a1 Fickle friend: https://wng.org/articles/fickle-friend-1620654037