DWM Common Sense Podcast

Destination Wealth Management (DWM)
  • 5.0 (2)
  • Investing
  • Updated Weekly

The DWM Common Sense Podcast delivers timely market commentary and practical financial perspectives from Destination Wealth Management. Adapted from Michael Yoshikami's regular weekly updates, each episode provides clear, thoughtful guidance designed to help clients and listeners stay informed in a changing world. Please see Important Disclosures here https://www.destinationwm.com/disclosures.

Episodes

  1. 4d ago

    Common Sense 8.06.26: Why Sector Diversification Matters

    Each week, Michael Yoshikami, CEO of Destination Wealth Management, shares his perspective on the latest market developments, economic trends, and investment strategies to help investors stay informed and focused on long-term success. In this episode, he covers: How different sectors respond to economic conditionsWhy performance can vary within the same sectorHow diversification helps reduce concentration riskThe roles of technology, healthcare, staples, and energyHow DWM adjusts sector exposure based on its outlook Learn more at www.destinationwm.com.

  2. Jul 30

    Common Sense 7.30.26: Why Oil Prices Matter

    Each week, Michael Yoshikami, CEO of Destination Wealth Management, shares his perspective on the latest market developments, economic trends, and investment strategies to help investors stay informed and focused on long-term success. In this episode, he covers: How oil prices affect corporate profits, consumer spending, and overall economic growthWhy rising energy costs can fuel inflation and influence Federal Reserve interest rate decisionsHow changes in interest rates impact both stock and bond marketsWhy markets react more to unexpected inflation and rate changes than gradual shiftsHow DWM looks beyond the headlines to manage portfolios during periods of energy and market uncertainty Learn more at www.destinationwm.com.

  3. Jul 23

    Common Sense 7.23.26: How We Value Stocks

    Each week, Michael Yoshikami, CEO of Destination Wealth Management, shares his perspective on the latest market developments, economic trends, and investment strategies to help investors stay informed and focused on long-term success. In this episode, he covers: How DWM evaluates stocks using cash flow, valuations, and future earnings potentialWhy investor sentiment and AI are influencing today's market pricesThe importance of balancing market momentum with disciplined investingHow DWM manages risk by focusing on long-term fundamentals over headlinesWhy active research and cautious portfolio management remain central to DWM's investment process Learn more at www.destinationwm.com.

  4. Jul 16

    Common Sense 7.16.26: Inflation Signals & Market Rotation

    Each week, Michael Yoshikami, CEO of Destination Wealth Management, shares his perspective on the latest market developments, economic trends, and investment strategies to help investors stay informed and focused on long-term success. In this episode, he covers: How energy prices, AI, and employment are shaping the inflation outlookWhy the Fed may keep interest rates higher for longerSigns of market rotation toward dividend-paying and defensive sectorsHow real estate and global events could affect future inflationWhy DWM continues to actively manage portfolios for changing market conditions Learn more at www.destinationwm.com.

  5. Jul 9

    Common Sense 7.09.26: Market Highs & Valuations

    Each week, Michael Yoshikami, CEO of Destination Wealth Management, shares his perspective on the latest market developments, economic trends, and investment strategies to help investors stay informed and focused on long-term success. In this episode, he covers: Why stocks can reach record highs despite economic uncertaintyHow future earnings expectations drive market valuationsThe risks of chasing overvalued sectors like AIWhy rebalancing and diversification remain importantHow inflation and interest rates influence stock valuationsLearn more at ⁠www.destinationwm.com⁠.

  6. Jul 6

    Common Sense 7.02.26: Rates & Inflation

    Each week, Michael Yoshikami, CEO of Destination Wealth Management, shares his perspective on the latest market developments, economic trends, and investment strategies to help investors stay informed and focused on long-term success. In this episode, he covers: The market's response to easing geopolitical and oil price concernsWhat to watch from the Federal Reserve and interest ratesAI and technology IPO opportunities and risksWhy fundamentals continue to matter in today's marketStaying disciplined amid changing market conditions Learn more at ⁠www.destinationwm.com⁠.

  • 6 Episodes

Ratings & Reviews

5
out of 5
2 Ratings

About

The DWM Common Sense Podcast delivers timely market commentary and practical financial perspectives from Destination Wealth Management. Adapted from Michael Yoshikami's regular weekly updates, each episode provides clear, thoughtful guidance designed to help clients and listeners stay informed in a changing world. Please see Important Disclosures here https://www.destinationwm.com/disclosures.

Information

  • Creator
    Destination Wealth Management (DWM)
  • Years Active
    2026
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © Destination Wealth Management (DWM)
  • Show Website
    DWM Common Sense Podcast