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!
 
 
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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?!

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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/

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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/

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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.

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