Presidio Perspective

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 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...

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

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!