Presidio Perspective

Markets in Motion: Uncovering Opportunities for Your Portfolio | S5E2 | Dustin TenBroeck, CFP®

Wed, 01 Nov 2023 13:00:00 -0400

Welcome to The Presidio Perspective! In this episode, join host Dustin TenBroeck as he discusses concerns about rising inflation and its market impact. Dustin discusses the current state of the financial markets in 2023, particularly focusing on inflation, interest rates, and stock market trends. He also talks about the value of long-term bonds, such as mortgages, and how their value decreases as interest rates increase. Listen to the episode to learn more!

https://www.presidiocm.com

TIMESTAMPS:

00:00 - Introduction
00:46 - Discussion of Inflation and Upcoming Fed Meeting
01:43 - Overview of the 10-Year Treasury Rate
04:25 - Explanation of Stock Market Trends and Indicators
06:45 - Assessment of NASDAQ Stocks and Their Moving Averages
08:11 - Emphasis on Earnings Growth and Stimulus Effects
10:14 - Opportunity in Bonds and Fixed Income
13:11 - Analysis of Long-Term Bond Values Amid Rising Interest Rates
19:20 - Considerations for Long-Term Investment Strategy

Presidio Capital Management is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Asset Management,CFA,CFP,Capital Management,Economics,Personal Finance,Money Management,yacht club,venture capital,asset allocation,tax strategy,estate plan,real estate investing,retirement age,estate attorney,business owner,inflation,taxes,retirement,Retirement planning,Estate law,Venture Capital,Business Owner,Asset Allocation,Inflation,Investing,Portfolio,Wealth manager,portfolio manager,Financial Planner,asset management explained,finance

The Recession Watch | S5E1 | Dustin TenBroeck, CFP®

Tue, 03 Oct 2023 17:00:00 -0400

Welcome to The Presidio Perspective! In this episode, join host Dustin TenBroeck as he walks you through historical data, looking at key indicators like the Federal Funds Rate and the Consumer Price Index, to understand how he relates to recessions and economic cycles. As we close the books in three-quarters of 2023, he’s here to help you prepare for the changes and surprises that lie ahead. Listen to the episode to learn more about the patterns and signs that could affect your investments. We will also talk about possible scenarios and strategies in a world where the economy is always changing.

Join us as we explore the potential consequences of this economic environment for individuals and the broader market. Don't miss out on this informative episode that offers invaluable insights for both seasoned investors and those looking to navigate the intricacies of today's inflation. Tune in now to expand your knowledge and make informed decisions!

https://www.presidiocm.com

TIMESTAMPS:

● 00:00 - Introduction

● 05:23 - This month's inflation compared to last year

● 07:12 - Historical highs in inflation data

● 07:49 - Navigating Economic Challenges Amidst Restrictive Fed

● 10:49 - From Debt Peaks to Recovery

● 12:55 - Preparing for a Changing Market

● 14:58 - Investing in Fixed Income

● 17:52 - The Bond Advantage in Uncertain Times

Is Inflation Cooling?| S4E12 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA

Sat, 15 Jul 2023 11:00:00 -0400

Welcome to The Presidio Perspective! In this episode, join host Dustin TenBroeck and Dave Chenet as they talk about the new inflation numbers, definition of this for today’s market and the expectations from FED. Dustin and Dave goes deep dive on the intriguing development about the NASDAQ which has occurred a few times and how the NASDAQ has achieved balance.

https://www.presidiocm.com

TIMESTAMPS:

● 00:00 - Introduction

● 05:23 - This month was lower compared to last year!

● 07:12 - When was the highest inflation data?

● 10:14 - How to look at the terminal rate and the Fed's approach to it?

● 13:28 - Volcker in the eighties

● 15:21 - Will we return to the 0% inflation, 0% interest rate environment?

● 19:42 - ETF that tracks the NASDAQ 100

● 22:45 - NASDAQ lost what?!

● 26:08 - Challenging recessions in the mid and early nineties

“We're not out of the woods yet!" | S4E11 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA

Tue, 30 May 2023 18:00:00 -0400

Welcome to the "Presidio Perspective"! In this thought-provoking episode, join host Dustin TenBroeck and Dave Chenet as they delve into the dynamic world of public markets and shed light on the factors shaping their current state. Gain valuable insights as they explore the resurgence of growth stocks and the impending decision on the debt ceiling, highlighting the potential consequences that may arise.

Through a careful analysis of economic indicators, Dustin and Dave explain the ongoing recession since June, attributing it to interest rates and inflation. They dive into the Federal Reserve's role in managing inflation and promoting full employment, discussing the likelihood of future interest rate cuts.

Discover why strong consumer spending and a tight labor market can pose challenges when it comes to swiftly reducing inflation. Delve into the implications this presents for both investors and the overall economy. Gain a deeper understanding of the factors contributing to the expectation of a prolonged period characterized by low growth and higher-than-average inflation.

Join us as we explore the potential consequences of this economic environment for individuals and the broader market. Don't miss out on this informative episode that offers invaluable insights for both seasoned investors and those looking to navigate the intricacies of today's economic landscape. Tune in now to expand your knowledge and make informed decisions!

https://www.presidiocm.com

TIMESTAMPS:

● 00:00 - Introduction

● 00:50 - How did we get here?

● 02:09 - What caused the June recession?

● 04:29 - The US consumer recession expenditures

● 05:06 - Interest rates are priced in

● 06:31 - What's the longer-term higher inflation?

● 07:44 - Preparing for the long road ahead

● 08:39 - Fiscal Monetary Headwinds

● 10:45 - Portfolio management for investors

● 12:06 - How do you get money in investing?

● 16:09 - 10 Year Yielding Calculation Example

● 18:58 - What happens when two fundamental beliefs conflict?

● 22:26 - Navigating Uncertain Economic Landscape

“What Happened to Silicon Valley Bank? And How Should You Play It?" | S4E10 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA |

Thu, 16 Mar 2023 21:00:00 -0400

In this episode "Presidio Capital", Dustin and Dave Chenet, Director of Wealth Management, discuss a very timely topic. One of the most important lenders in the start-up ecosystem, Silicon Valley Bank, collapsed on March 10. Federal regulators stepped in to calm people's fears and cut down on risk in the financial system as a whole. In this episode, Dustin and Dave will have an in-depth discussion about what happened and how they see the situation. How will it impact various markets? What do we really need to know?

Listen to this episode to learn more!

https://www.presidiocm.com

00:00 - Introduction

01:35 - Who Is Silicon Valley Bank?

03:21 - Is Their Business Model The Reason?

09:40 - What Did We Find Interesting In The Collapse?

14:02 - The Federal Reserve System

15:11 - The Effect On Equity Markets

16:35 - The Effect On Fixed Income Markets

"Recessions A' Coming" | S4E9 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA |

Tue, 07 Mar 2023 16:00:00 -0500

In this episode of the Presidio Perspective, Dustin and Dave discuss the possibilities of a recession and how to prepare for the mindset shift. They also talk about the various strategies that can be utilized in order to survive the impending economic storm. Is there anything that can be done in advance to make sure that you are ready for what's A' coming?

Listen to this episode to learn more!

https://www.presidiocm.com

00:00 - Introduction

01:52 - Assessing the Situation

03:29 - The Importance of Preparation

05:02 - Market Cycles and Asset Classes

07:00 - What happened on the Fourth Quarter of 2022?

09:01 - What Phase are We in Right Now?

11:11 - Bond Market Pricing in Recession

16:25 - Being Honest in Portfolios

20:26 - Know What You Own and Why You Own It

24:55 - Being Ready for What Comes Next

"Long Term Principles of Investing" | S4E8 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA |

Mon, 20 Feb 2023 18:00:00 -0500

In this episode "Presidio Capital", Dustin and Dave Chenet, Director of Wealth Management, discuss how the Investors go from as pessimistic as can possibly be to things start to turn around and see things like some of the biggest laggards from last year, the non-profitable tech stocks. Dustin and Dave also goes deep dive on how Peter Lynch managed money at Fidelity's Magellan Fund. They also talk about the importance of time horizon becomes important in investing.

Listen to this episode to learn more!

https://www.presidiocm.com

00:00 - Introduction

02:03 - Tech Stocks Up Strong!

04:47 - Peter Lynch on Magellan Fund

08:43 - Comfortable with Being Uncomfortable

10:25 - What happened when Market Declined Between March ‘08 to ‘09?

10:58 - The Number Change Over 7 Years

16:41 - Why is Time Horizon Important when It Comes to Investing?

19:23 - Biggest Determinant in Long-term Returns Especially in Bull Markets

23:46 - Financials are the Number One Performing Stock

27:05 - Let’s Look at the Projections!

30:19 - Concentrating Risks!

"The Recession Watch" | S4E7 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA |

Mon, 23 Jan 2023 21:00:00 -0500

In this episode "Presidio Capital", Dustin and Dave Chenet, Director of Wealth Management, discuss the changes during their Recession Watch wherein they identify this year be soft landing, hard landing headwinds or tailwinds. We will also get to know how the stock market and bond market did so far this 2023. We’ll also be hearing updates on the raw numbers on the market, inflation and more!
Listen to this episode to learn more!

https://www.presidiocm.com

00:00 - Introduction
01:01 - Updates on the Market!
01:45 - The Bear Market After the Santa Claus Rally
04:04 - Identifying the Outperformance Behind the Berkshire Model
06:47 - International Trade Tend to Outperform Exports Bound to China
08:47 - More Negative News?!
10:08 - The Most Constructive View is when the Market is at the Bottom
12:46 - The Study of 10 Recessions
16:45 - Multiple Compression, Risk of Trade and the Reduction of People Willing to Spend
19:23 - The Tailwind to a Soft Landing
21:03 - The Fed’s Actions Impact the Economy for a Certain Time
22:43 - What is Dual Mandate?
24:32 - Best Time to Invest is when People are the Most Fearful
29:59 - The Headwinds

“Disciplined Investor” | S4E6 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA |

Fri, 30 Dec 2022 23:00:00 -0500

In this episode "Presidio Capital", Dustin and Dave Chenet, Director of Wealth Management, discuss a lot of topics mainly Legislation Changes of the Secure Act 2.0, portfolio management, disciplined investor, and the importance of being balanced. In this episode, we make sure that the impact of inflation as well as the topics that are going to be important in 2023 are discussed. Should we take a more aggressive stance with regard to interest rates? What is TINA and TARA? Listen to this episode to learn more!

https://www.presidiocm.com

TIMESTAMP:
00:00 - Introduction
00:56 - Who is Dave Chenet?
02:40 - What are the impactful things in the new Secure 2.0 Act?
05:16 - Catch-up contribution limits
07:24 - What is the bad news?
08:44 - 529 Plan
13:05 - The effect of inflation
13:41 - What are the themes going into 2023?
17:15 - Do we need to be aggressive with the interest rates?
20:18 - Growth vs Value
24:29 - The Retail Investor
26:28 - Selling High
28:58 - Consider price when you consider value
36:00 - World News & The U.S. Fed
36:58 - Let’s tackle inflation
40:46 - What is TINA & TARA?
43:16 - Bonds and Mortgages
46:31 - The Right Mix of Assets

"The New Playbook of Investing" | S4EP5 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA |

Tue, 01 Nov 2022 02:00:00 -0400

In this episode "The New Playbook," Dustin and Jeff discuss recent economic data, why the old playbook of investing from the past 10 years is done, how bonds affect your portfolio, and the new playbook of investing.

The opinions voiced in this live stream are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, financial advisor, or tax advisor prior to investing.

Advisory services are offered through Presidio Capital Management LLC, Registered Investment Advisors. A diversified portfolio does not assure a profit or protect against loss in a declining market. There are no guarantees any investment or strategy will meet its intended objective. Performance illustrated is not indicative of future results.

"A Journey Thru Market History" | S4EP4 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA |

Thu, 13 Oct 2022 20:00:00 -0400

In the new episode "A Journey Thru Market History, compliments of Time Magazine," Dustin and Jeff provide a recap of recent economic and market events, discuss asset allocation and how owning the wrong things at the wrong time can really test your portfolio in a bear market.

Retirement 101 is enrolling now for Fall 2022, join Dustin and his team at your nearest location in the San Diego and Orange County regions for the two day retirement workshop live!

*ENROLL HERE* https://presidiocm.com/retirement-101/

The opinions voiced in this live stream are for general information only and are not intended to provide specific advise or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, financial advisor, or tax advisor prior to investing.

Advisory services offered through Presidio Capital Management LLC, Registered Investment Advisors. A diversified portfolio does not assure a profit or protect against loss in a declining market. There are no guarantees any investment or strategy will meet it's intended objective. Performance illustrated is not indicative of future results.

"Is It Time to Buy or Sell?" | S4EP3 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA |

Fri, 30 Sep 2022 00:00:00 -0400

In the new episode "Buy High and Sell Low?," Dustin and Jeff provide a recap of recent economic and market events, including the pitfalls of selling low, and what might the future investment climate looks like.

"The Mess" | S4EP2 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA |

Sun, 18 Sep 2022 20:00:00 -0400

In Episode 2, Dustin and Jeff discuss the recent Ethereum Merge, the current rise in mortgage rates, a review of the markets, the challenges facing Social Security, and how the yield on the 30-year US Treasury affects Social Security funding.

The opinions voiced in this live stream are for general information only and are not intended to provide specific advise or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, financial advisor, or tax advisor prior to investing.

Advisory services offered through Presidio Capital Management LLC, Registered Investment Advisors. A diversified portfolio does not assure a profit or protect against loss in a declining market. There are no guarantees any investment or strategy will meet it's intended objective. Performance illustrated is not indicative of future results.

Changes Ahead! | S4EP1 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA® |

Sun, 28 Aug 2022 20:00:00 -0400

Join Dustin & Jeff as they discuss new changes to your Roth IRA, the market and what we have to look forward to ahead of us!

Check out previous episodes on our website or wherever you listen to your episodes! https://presidiocm.com/the-presidio-perspective/

https://www.instagram.com/presidiocapitalmanagement/

https://www.facebook.com/PresidioCapitalManagement

https://www.linkedin.com/company/presidiocapitalmanagement/

Pandemic to 2022: Where Are We Now? | Season 3 EP 13 | Dustin TenBroeck CFP® | Jeff Anderson CFA®

Fri, 01 Jul 2022 17:00:00 -0400

Join Dustin and Jeff for the last episode before the Season 3 Finale! The first half of 2022 is in and over, and unfortunately it was the worst start in the 50 YEARS! Why was it so brutal? What are investors to do? What do we actually have to look forward to?!

Check out previous episodes on our website or wherever you listen to your podcasts!

https://presidiocm.com/the-presidio-perspective/

https://www.instagram.com/presidiocapitalmanagement/

https://www.facebook.com/PresidioCapitalManagement

https://www.linkedin.com/company/presidiocapitalmanagement/

The History of Recession | Season 3 EP 12 | Dustin TenBroeck CFP® | Jeff Anderson, CFA®

Mon, 20 Jun 2022 16:00:00 -0400

Dustin and Jeff are back with more recession news. How many recessions have we seen? How many times have you seen the market shut down in your investing history? What's NEXT after the recession? We hope for clear skies ahead but either way, Presidio is always here for you!

Check out previous episodes on our website or wherever you listen to your episodes! https://presidiocm.com/the-presidio-perspective/

https://www.instagram.com/presidiocapitalmanagement/

https://www.facebook.com/PresidioCapitalManagement

https://www.linkedin.com/company/presidiocapitalmanagement/

Growth Vs. Value Investing | Season 3 EP 11 | Dustin TenBroeck CFP® | Jeff Anderson, CFA®

Fri, 03 Jun 2022 15:00:00 -0400

Dustin and Jeff are back again for episode 11! The markets are green again, PHEW! We talk about growth vs. value investing and how much it means to YOUR portfolio. What is a growth stock? What is a value stock? We're in it for a long, so what are you investing in? Knowing what you own is SO important when investing, so always do your research or have one of our experts at Presidio take the stress off of you.

Check out previous episodes on our website or wherever you listen to your episodes! https://presidiocm.com/the-presidio-perspective/

https://www.instagram.com/presidiocapitalmanagement/

https://www.facebook.com/PresidioCapitalManagement

https://www.linkedin.com/company/presidiocapitalmanagement/

Are we finally in a "recession"? | Season 3 EP 10 | Dustin TenBroeck CFP® | Jeff Anderson, CFA®

Mon, 23 May 2022 12:00:00 -0400

Join Dustin and Jeff as they discuss the question on everyones mind recently- Are we in a recession? We also talk Bull-Bear markets, and what is happening in the current state market these days.

"Jerome Volker" | Season 3 EP 9 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA®

Thu, 05 May 2022 09:00:00 -0400

Join Dustin and Jeff as they discuss the nail bitting market moves this Cinco De Mayo week. Jerome Powell, the "Plumbing" of the economy and what we think you should be doing in this madness.

SHOW LESS

Quarterly Update | Season 3 EP 8 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA® |

Fri, 22 Apr 2022 02:00:00 -0400

Join Dustin and Jeff as they discuss the recent earnings, what it means for the economy, recessions fears, and what you should be doing with your money!

Setting the Economic Time Machine Back to the 70’s | Season 3 EP 7 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA®

Fri, 08 Apr 2022 07:00:00 -0400

Join Dustin as he is joined by our very own Chartered Financial Analyst, Jeff Anderson. This week we are discussing what is working and what isn't in 2022. Cathy Wood - from first to last. Dustin and Jeff also speak on Inflation, War, Interest Rates, and the...Recession?!

BONUS Episode | Season 3

Mon, 28 Mar 2022 12:00:00 -0400

Join Dustin TenBroeck CFP® as he sits with very special guest, Steve Welty! Steve is the CEO of Good Life Property Management. Dustin and Steve touch on the four "Buckets" of investing in single-family residences as rental properties. If you are thinking of investing in real estate or have always been curious and just don't understand it much, then this mini-episodes is for you!

This episode is a bonus episode, Season 3 Episode 6 full episodes will be uploaded shortly, but until then ENJOY!

Check out Steve and his awesome Good Lifer crew by following the links below!
https://www.goodlifemgmt.com/about
https://www.facebook.com/GoodLifeMgmt
https://www.youtube.com/c/GoodLifePropertyManagementSanDiego/featured

Real Estate and Rentals | Season 3 EP 6 | Dustin TenBroeck, CFP® | Steve Welty, CEO

Mon, 28 Mar 2022 12:00:00 -0400

Join Dustin TenBroeck CFP® as he sits with a very special guest, Steve Welty! Steve is the CEO of Good Life Property Management. Dustin and Steve touch on Top Mistakes Made by Property Owners, Rental Real Estate, Market Trends, and Local Legislation Changes.

The link referenced in the video - https://www.goodlifemgmt.com/blog/rent-vs-sell-analysis-what-to-consider-before-making-a-decision

Check out Steve and his awesome Good Lifer crew by following the links below!
https://www.goodlifemgmt.com/about
https://www.facebook.com/GoodLifeMgmt
https://www.youtube.com/c/GoodLifePro...

Two Years Later | Season 3 EP 5 | Dustin TenBroeck, CFP® | Blake Feindel

Fri, 11 Mar 2022 09:00:00 -0500

Join Dustin TenBroeck, CFP ® as he sits with one of our top wealth managers, Blake Feindel as they take a look back on the last two years. COVID-19 Stay At Home Orders– Two Years Later, Distracted by Shiny Objects – The Dangers of Chasing Performance, and Paying more at the Pump, but less in Tax! - Strategies During Volatile Markets.

Comparing 2007 to 2022: What’s The Same and What’s Different? | Season 3 EP 4 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA®

Fri, 25 Feb 2022 08:00:00 -0500

Join Dustin TenBroeck, CFP ® as he sits with Jeff Anderson, CFA® once again to discuss Russia-Ukraine – what is happening and how does it affect your portfolio. Comparing 2007 to 2022; Interest rates, Asset Prices, and gasoline prices (inflation). Bear Markets – Are we in One?

Bull vs Bear | Season 3 EP 3 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA®

Fri, 11 Feb 2022 18:00:00 -0500

Dustin is joined once again by leading CFA, Jeff Anderson to bring insight to the bullish market....or is it Bearish? Climbing the wall of worry and what we think the market outlook just might be for 2022!

Risky Business | Season 3 EP 1 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA®

Fri, 04 Feb 2022 18:00:00 -0500

We're back for season 3! Join Dustin as he sits with our very own Chartered Financial Analyst to discuss Inflation, Interest Rates, and Risky Business.

Market Madness | Season 3 EP 2 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA®

Fri, 04 Feb 2022 16:00:00 -0500

Join Dustin and Jeff as they talk about the market madness, what NOT to do and what you might just need to do in the current state of the market!

The Final Showdown! | Season 2 EP 13 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®

Thu, 10 Jun 2021 17:00:00 -0400

In the Season 2 season finale, Luke and Dustin will review the three forces which they have discussed at length over the course of the season. They are inflation, taxes & interest rates. They will also review the investible asset categories that investors consider for their portfolio and how they might be affected by changes to inflation, taxes and interest rates. The categories are: stocks, bonds, real estate, crypto, commodities. Are higher capital gains tax rates positive for bonds? Will these inflationary forces lead to higher rates?How costly could it be to sit on the sidelines while waiting for this event? However, there will likely come a time where rates do go higher and their will be A LOT of volatility across the board so make sure you tune in to learn everything you need to know about it!

Good News Is Bad News?! | Season 2 EP 12 | San Diego Top Personal Finance & Portfolio Managers

Wed, 02 Jun 2021 18:00:00 -0400

Phil Mickelson’s PGA Championship was the most-watched final round in three years, Is 50 the new 30? Is good news really good news when it comes to the market? We give you our weekly perspective update on the ever changing market. Crypto has been a rollercaster of not only numbers but emotions for some too! But why? Let's discuss the new "war” with China and what it means for the crypto market! We've talked in depth about Asset ALLOCATION, but what about Asset LOCATION? It's not WHAT you own, but WHERE you own it!

Is it Time to Listen to the Fed? | Season 2 EP 11 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®

Fri, 14 May 2021 12:00:00 -0400

Join one of San Diego's local TOP Financial Planners, Dustin TenBroeck as he sits with leading wealth portfolio manager, Luke Jacobson for S2EP11 to discuss; Elon Musk making his TV debut.. on SNL!? Recovery could take longer than expected....Is it time to listen to the FED? Inflation AGAIN!?! Do you know how to "time" the market? 1031 exchange elimination, what is Bidens new tax proposal? We discuss a lot of crucial topics that could benefit your portfolio so don't miss out!

Original Airdate- 5/13/21

"Sell in May and Go Away?!" | Season 2 EP 10 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®

Fri, 30 Apr 2021 17:00:00 -0400

Join one of San Diego's local TOP Financial Planners, Dustin TenBroeck as he sits with leading wealth portfolio manager, Luke Jacobson for S2EP10 to discuss the current state of the real estate market. Are we in another bubble? Should you be buying property right now? Have you planned for inflation? New capitol gains rates? What does this mean for investors? The old saying "Sell in May and Go Away" could work in the current state of the market, ... right? Or should you hold!? We discuss a lot of crucial topics that could benefit your portfolio so don't miss out!

Original Airdate Thursday 4/29/21

Growth Vs. Value Investing | Season 2 EP 9 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®

Fri, 16 Apr 2021 15:00:00 -0400

One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson to discuss the difference between growth and value investing. Have you planned for inflation? The market is soaring once again, but why and what does it mean for your portfolio? Do you have a retirement plan? Do you plan to die rich?! Subscribe to be notified when new episodes are available!

The Big Three - Inflation, Taxes & Market Crashes | Season 2 EP 8 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®

Fri, 02 Apr 2021 14:00:00 -0400

Join Dustin TenBroeck CFP® and Luke Jacobson CFA® as they discuss everything COVID, Inflation expectations, Market Crashes and Volatility, and new Tax Rates! We cover these topics in depth, and so much more on our sister website www.retirement101.org Relax and retire the right way!

Finance, Asset Management, News, Politics, CFA, CFP, Capital Management, Economics, Personal Finance, Money, Money Management, Finance Management, Economy, Global finance News, Finance News, Asset, Budget, Accounting, Hedge Fund, yacht club, venture capital, asset allocation, tax strategy, estate plan, real estate investing, retirement community, retirement home, retirement age, estate attorney, business owner, business investing, market crash, inflation, taxes

Ready, Set,...RE-OPEN?! | Season 2 EP 7 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®

Fri, 19 Mar 2021 18:00:00 -0400

One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson to discuss the recent Oscar nominees, who got snubbed and who will take actress and actor of the year. What is a bond and why should you invest? W discuss why you should be keeping a close eye on Bonds and what they mean to your portfolio. What will Biden do in his first 100 days? New tax rates, covid-19 passports and what why these are important for your portfolio. The stock market is always changing, but what does it mean to you and your portfolio now that it has transitioned to a Bull Market? Subscribe to be notified when new episodes are available!

Finance, Asset Management, News, Politics, CFA, CFP, Capital Management, Economics, Personal Finance, Money, Money Management, Finance Management, Economy, Global finance News, Finance News, Asset, Budget, Accounting, Hedge Fund, yacht club, venture capital, asset allocation, tax strategy, estate plan, real estate investing, retirement community, retirement home, retirement age, estate attorney, business owner, business investing, market crash, inflation, taxes

Market Drop - DUN DUN DUN! | Season 2 EP 6 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®

Thu, 04 Mar 2021 11:00:00 -0500

One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson to discuss the declining stock market what it means to your portfolio. Have you invested in Bonds? What does the bond market auction mean to you? The new stimulus bill; where we are and what it means to you. GDP revisions; "Big Growth Ahead" and a market wrap up to end the episode. Do you have a retirement plan? Subscribe to be notified when new episodes are available!

Finance, Asset Management, News, Politics, CFA, CFP, Capital Management, Economics, Personal Finance, Money, Money Management, Finance Management, Economy, Global finance News, Finance News, Asset, Budget, Accounting, Hedge Fund, yacht club, venture capital, asset allocation, tax strategy, estate plan, real estate investing, retirement community, retirement home, retirement age, estate attorney, business owner, business investing, market crash, inflation, taxes

Vaccinating Your Portfolio | Season 2 EP 5 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®

Thu, 18 Feb 2021 11:00:00 -0500

One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson to discuss the end of the 35 year bull market, and what it means to your portfolio. Who are Janet Yellen and Jerome Powell and what these names mean to your portfolio. Have you planned for inflation? Long Beach ports closed, why does this matter to the economy? Corona Virus update, and why you should "vaccinate your portfolio" The markets are at an all time high, what you should be watching and investing in currently. Subscribe to be notified when new episodes are available! We are also now answering your questions LIVE on air! If you have a question you'd like to be answered please call (858) 461-7361 and leave us a message with your detailed question. We can't wait to hear from you!

Finance, Asset Management, News, Politics, CFA, CFP, Capital Management, Economics, Personal Finance, Money, Money Management, Finance Management, Economy, Global finance News, Finance News, Asset, Budget, Accounting, Hedge Fund, yacht club, venture capital, asset allocation, tax strategy, estate plan, real estate investing, retirement community, retirement home, retirement age, estate attorney, business owner, business investing, market crash, inflation, taxes

MEME STOCK MANIA! | Season 2 EP 4 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®

Thu, 04 Feb 2021 11:00:00 -0500

One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson to discuss Meme Stock Mania, the topic of everyone's conversation these past couple of weeks. Who do you think will win the superbowl this weekend? We also discuss the resurgence of non-stay at home trade and what it means to your portfolio. January purchasing managers index numbers, 60 vs 58. What is does buy back stock mean? What is your personal A.L.I.E. (Assets liabilities income expenses)? Should you own or loan your home? Listen to find out!

Finance, Asset Management, News, Politics, CFA, CFP, Capital Management, Economics, Personal Finance, Money, Money Management, Finance Management, Economy, Global finance News, Finance News, Asset, Budget, Accounting, Hedge Fund, yacht club, venture capital, asset allocation, tax strategy, estate plan, real estate investing, retirement community, retirement home, retirement age, estate attorney, business owner, business investing, market crash, inflation, taxes

Yellen Powell Love Fest | Season 2 EP 3 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®

Fri, 22 Jan 2021 11:00:00 -0500

One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson. Speaking on the latest news you don't want to miss! Discussing the inauguration and what the change in diplomacy means for you and the market. The market has new leadership, why does this matter to your portfolio? Yellen Powell love fest you say?! What does this mean?! Listen to find out!

Finance, Asset Management, News, Politics, CFA, CFP, Capital Management, Economics, Personal Finance, Money, Money Management, Finance Management, Economy, Global finance News, Finance News, Asset, Budget, Accounting, Hedge Fund, yacht club, venture capital, asset allocation, tax strategy, estate plan, real estate investing, retirement community, retirement home, retirement age, estate attorney, business owner, business investing, market crash, inflation, taxes

Election, Pandemic & Tax Policy | Season 2 EP 2 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®

Fri, 08 Jan 2021 11:00:00 -0500

One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson to discuss the 2020 presidential election results. Tax policies are drastically changing, what does it mean to your portfolio? The pandemic policy seems to be changing daily, we give you some much needed updates and information. The economy has been red for sometime now, so what does the new blue economy mean and how can we integrate this into our daily lives and portfolio?

Finance, Asset Management, News, Politics, CFA, CFP, Capital Management, Economics, Personal Finance, Money, Money Management, Finance Management, Economy, Global finance News, Finance News, Asset, Budget, Accounting, Hedge Fund, yacht club, venture capital, asset allocation, tax strategy, estate plan, real estate investing, retirement community, retirement home, retirement age, estate attorney, business owner, business investing, market crash, inflation, taxes

We're Back!! | Season 2 EP 1| Dustin TenBroeck, CFP® | Luke Jacobson, CFA®

Thu, 17 Dec 2020 11:00:00 -0500

The Presidio Perspective returns for a brand new season! Join Dustin and our firm's Chartered Financial Analyst, Luke Jacobson to discuss the latest news and affairs in finance. We have a lot of amazing and informative new segments and topics this season so be sure to subscribe so you don't miss an episode!