The Northbound Wealth Podcast

The Northbound Wealth Podcast with Brent Foster is a personal finance and investing podcast. Brent spent two decades in the financial services industry working for large and small institutions before founding Northbound Wealth Management LLC.

Please join Brent as he shares his experience and knowledge to teach and educate about investing, economics, and personal finance!

This week's format:

1. Market Insights & News
2. Supreme Court Rules Against White House Tariffs
3. "HALO" Stocks - Hard Assets, Low Obsolescence
4. Mortgage New Daily - February 23, 2026
5. Charts of the Week:
6. JPMorgan Asset Management | Guide To The Markets (Slide 16) | S&P 500 Annual Returns and Intra-Year Declines
7. "Magificent 7" vs. S&P 500 Cap-Weighted vs. S&P 500 Equal-Weighted Index's
8. Software Stocks vs. Semiconductor Stocks
9. Growth Stocks vs. Value Stocks
10. Federal Funds Rate vs. Inflation Rate
11. The Arora Report | Februrary 23, 2026 by Nigam Arora (Excerpts)
12. Morning Brew | Sunday Special | Februrary 22, 2026 | Private Equity (PE & PE Funds) Is Private Equity Past It's Prime? Pros & Cons of Private Equity and more...

Welcome to The Northbound Wealth Podcast. All opinions expressed by me, my co-hosts, or my guests are solely our own opinions and do not reflect the opinions of Northbound Wealth Management LLC. This podcast is for informational and educational purposes only and is not intended as personalized recommendations or fiduciary advice. It is not intended to provide, and should not be relied upon for any investment, accounting, legal and tax advice or as a solicitation to offer or to buy any securities. Clients of Northbound Wealth Management LLC may maintain positions in the securities discussed in this podcast.