Join Dustin TenBroeck CFP® and Luke Jacobson CFA® as they discuss trending topics of the ever-changing stock market, pop culture and what you need to know when planning your future in investing, retirement, and even your 401k! Join us bi-weekly on Thursdays via our Youtube TV channel, "Presidio Capital Management TV". 12626 High Bluff Dr. Suite 440 San Diego CA, 92130 (858) 461-4959 Registered Representatives offering securities through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services and Presidio Capital Management LLC, Registered Investment Advisers. First Allied Entities are under separate ownership from any other named entity. Past performance is no guarantee of future returns. This communication is designed to provide accurate and authoritative information on the subjects covered and should not be construed directly or indirectly as an offer to buy or sell any securities Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
The Final Showdown! | S2EP13 | San Diego Top Financial Planners
In the Season 2 season finale, Luke and Dustiin 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?! | S2EP12 | San Diego Top Personal Finance & Portfolio Managers
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? | S2EP11 | Dustin TenBroeck & Luke Jacobson San Diego Top Financial Planners
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
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
"Sell in May and Go Away?!" | S2EP10 | Dustin TenBroeck CFP® & Luke Jacobson Top Financial Planners Episode
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 | S2EP9 Dustin TenBroeck CFP ® & Luke Jacobson CFA Leading Wealth Managers in San Diego |
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!
S2EP8 | The Big Three | Inflation, Taxes, Market Crashes Dustin TenBroeck, Top Financial Planner San Diego
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