Presidio Perspective

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 - Introduction00:46 - Discussion of Inflation and Upcoming Fed Meeting01:43 - 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 Averages08:11 - Emphasis on Earnings Growth and Stimulus Effects10:14 - 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 StrategyPresidio 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

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 TimesPresidio 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

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.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 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  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  

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  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.

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.com00:00 - Introduction01:35 - 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 System15:11 - The Effect On Equity Markets16:35 - The Effect On Fixed Income Markets 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

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.com00:00 - Introduction01:52 - Assessing the Situation03:29 - The Importance of Preparation05:02 - Market Cycles and Asset Classes07:00 - 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 It24:55 - Being Ready for What Comes NextPresidio 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.

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 - Introduction02:03 - Tech Stocks Up Strong!04:47 - Peter Lynch on Magellan Fund08:43 - Comfortable with Being Uncomfortable10:25 - What happened when Market Declined Between March ‘08 to ‘09?10:58 - The Number Change Over 7 Years16:41 - Why is Time Horizon Important when It Comes to Investing? 19:23 - Biggest Determinant in Long-term Returns Especially in Bull Markets23:46 - Financials are the Number One Performing Stock27:05 - Let's Look at the Projections!30:19 - Concentrating Risks!  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

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 - Introduction01:01 - 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 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 

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 - Introduction00:56 - Who is Dave Chenet?02:40 - What are the impactful things in the new Secure 2.0 Act?05:16 - Catch-up contribution limits07:24 - What is the bad news?08:44 - 529 Plan13:05 - The effect of inflation13:41 - What are the themes going into 2023?17:15 - Do we need to be aggressive with the interest rates?20:18 - Growth vs Value24:29 - The Retail Investor26:28 - Selling High28:58 - Consider price when you consider value36:00 - World News & The U.S. Fed36:58 - Let's tackle inflation40:46 - What is TINA & TARA?43:16 - Bonds and Mortgages46:31 - The Right Mix of AssetsPresidio 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

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.

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.

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. 

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.

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

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

Join Dustin and special guest Jay Winship for the Season 3 Finale! Jay Winship is the founder and managing partner of Pacific Point Capital, LLC and The Pacific Point Realty Fund, LLC. In this episode, Dustin and Jay discuss why investors should diversify their portfolio and what alternatives are available when doing so. The Season 3 Finale is an episode you don't want to miss!JAY WINSHIP:Mr. Winship is the founder of Pacific Point Capital, LLC and the Pacific Point Realty Fund, LLC (the "Fund"). Prior to founding Pacific Point, Mr. Winship was a Principal, Senior Managing Director, and Investment Committee member of Relational Investors, LLC ("Relational"), a $6 billion activist investment fund. While at Relational, Mr. Winship managed all aspects of Relational's investment strategy and led the investment team responsible for idea generation, stock selection, and investment strategy in various industry sectors including Relational's financial and insurance investments. Mr. Winship has over 25 years of investment experience including knowledge in the areas of investment management, real estate investment, real estate lending, investment research, securities and business valuation, corporate governance, mergers, acquisitions, and investment banking. Mr. Winship has over 30 years of real estate investment experience personally investing in a wide range of real estate investments including apartments, residential real estate, new construction, construction loans and private money lending. Mr. Winship previously served on the board of Excel National Bank ("Excel'") where he was a member of Excel's loan Committee. Following the financial crisis from 2009 to 2014, Mr. Winship served as Relational's board observer related to the recapitalisation of Guaranty Bank (ticker "GBNK"). Mr. Winship previously served on the board of CoreLogic (ticker "CLGX"), Esterline Technologies (ticker "ESL), and currently serves on the board of Bunge Limited (ticker "BG") and CH Robinson (ticker "CHRW"). Mr. Winship holds a bachelor's degree in finance from the University of Arizona and an MBA from the University of California, Los Angeles. He is a Certified Public Accountant and holds the designation of Chartered Financial Analyst. 

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

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

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.

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

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!

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?! 

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/abouthttps://www.facebook.com/GoodLifeMgmthttps://www.youtube.com/c/GoodLifePropertyManagementSanDiego/featured

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-decisionCheck out Steve and his awesome Good Lifer crew by following the links below!https://www.goodlifemgmt.com/abouthttps://www.facebook.com/GoodLifeMgmthttps://www.youtube.com/c/GoodLifePro...

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.

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? 

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!

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.

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! 

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!

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! 

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- 5/13/21Asset 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

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 

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!

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

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

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

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

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

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

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

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!