Nottingham Advisors

Did you know that the S&P 500 has set 47 "all-time highs" so far in 2024?

The S&P500 is up 21% for the year, and very few analysts have "Sell" ratings on the top 10 stocks, while many are calling for equity markets to move higher.

A View From the Top - Q4 Commentary - November 2024 As we enter the home stretch here in 2024, I feel compelled to share some lessons learned while navigating client portfolios through turbulent times.

In September, the U.S. Federal Reserve lowered the short-term Federal Funds rate by 0.50%, bringing the rate banks use for overnight borrowing to 4.75%–5.00%.

Check out our latest Monthly Wrap Newsletter:

2024 September Monthly Market Wrap | Nottingham Advisors The U.S. Federal Reserve cut the short-term Federal Funds rate by .50% in September, lowering the rate that banks use for borrowing overnight money down to 4.75-5.00%.

Please join us in congratulating Conner Gyllenhammer, CFA, Associate Portfolio Manager!

After recently passing level 3 of the CFA program, Conner is now officially a CFA Charterholder.

Please join us in congratulating Peter Kazmierczak, CFP®, Senior Portfolio Manager. He has attained his CFP® certification, the standard in financial planning, and has been authorized by CFP Board to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks.

Join Timothy D. Calkins, CFA, for the Portfolio Summits - Carolinas RIA Summit on April 23rd at The Ballantyne, A Luxury Collection Hotel, Charlotte in , NC.

Timothy will be participating in the 3:00 PM Rethinking Fixed Income Investment Strategies panel.

An insightful discussion about rates, inflation, traditional fixed-income investment strategies, and innovative solutions for hedging against market downturns. Our panelists offer practical insights and actionable strategies to help investors navigate the complexities of fixed-income investing in today's opportunistic environment.

Moderator:
Paul Nolte, CFA, Senior Wealth Advisor & Market Strategist, Murphy & Sylvest Wealth Management

Panelists:
Timothy D. Calkins, CFA, Co-Chief Investment Officer, Nottingham Advisors
Matthew Dunleavy, Director – Product Specialist, Principal Asset Management
John Magrath, Partner, Head of Distribution and Product Specialist, TwentyFour Asset Management LLP

Carolinas RIA Summit - Portfolio Summits The third annual Carolinas RIA Summit is a one-day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout the Carolinas. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over four hours of networking.

Join Timothy D. Calkins, CFA, for the Portfolio Summits - Pennsylvania RIA Summit on April 18th at Le Méridien Hotels & Resorts in , PA.

Timothy will participate in the 9:30 AM Navigating Evolving Global Markets: Insights and Opportunities panel.

Join us for an insightful discussion as we explore global market outlooks and opportunities in today's dynamic environment. Our panelists offer valuable perspectives, practical strategies, and attractive investment opportunities to help advisors optimize client portfolios and navigate evolving market conditions with confidence.

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Moderator:
Mario V. Valente, CFA, Deputy Chief Investment Officer, Stansberry Asset Management

Panelists:
Michael R. Sanders, Chief Investment Officer, 5C Capital Management. LLC
Michael Rosen, Chief Investment Officer, NorthStar Advisory Group
Timothy D. Calkins, CFA, Co-CIO, Director of Fixed Income, Nottingham Advisors Asset Management

Pennsylvania RIA Summit - Portfolio Summits The third annual Pennsylvania RIA Summit is a one-day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based across Pennsylvania and its surround states. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over four hou...

Buoyed by hopes for lower short-term interest rates in 2024, investors bid up the price of equities during the first quarter, with the S&P 500 turning in the 11th-best quarterly return since 1950.

Download the View From the Top newsletter below.

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A View From the Top | Nottingham Advisors Buoyed by hopes for lower short-term interest rates in 2024, investors bid up the price of equities during the first quarter, with the S&P 500 turning in the 11th best quarterly return since 1950.

Should Chair Powell and his colleagues decide to postpone policy moves until next year, markets could experience unexpected volatility.

Read the full March Market Wrap below.

2024 January Monthly Market Wrap | Nottingham Advisors The Federal Reserve kept interest rates unchanged at its January meeting, and threw some cold water on the prospects for a March rate cut.