Presidio Perspective

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!