This podcast features Eric Mancini, Traphagen's director of investment research and Emily Heron, our client liaison.

This is a discussion of two related topics:

1- Discussion of our new 'preferred client' portfolio management program

2- Overview of a new alternative private investment: Mosaic Real Estate Credit Fund

- Description of the Mosaic fund and their investment strategy

- Reasons why we like the fund

- Risks/drawbacks of the fund

- Management overview and impact on portfolio

This podcast features Eric Mancini, CFP, CAIA, Traphagen's director of investment research and Tiera Mulligan, client liaison

This is a discussion of the following:

1. Market and asset class returns during the second quarter of 2017

2. Overview of major themes that impacted markets in the period

3. Review of changes to the portfolio we made in June/July 2017

4. Brief outlook for late 2017/early 2018

This podcast features Eric Mancini, Traphagen's director of investment research and Emily Heron, our client liaison.

This is a discussion of the following:

1. Description of a new asset class/alternative investment that we will be investing (Private Equity)

2. Overview of the specific fund and company we will be investing with (GPB Capital) out of New York City

3. Definition of an accredited investor and why only some of our clients will be able to invest 

4. Unique risks/drawbacks and benefits of an investment within private equity and the GPB Holdings II fund

This podcast features Eric Mancini, Traphagen's director of investment research and Emily Heron, client liaison. 

This is a discussion of the following:

1. Market and asset class returns during the first quarter of 2017

2. Overview of major themes that impacted markets in the period

3. Review of changes to the portfolio we made in early 2017

4. Brief outlook for the remainder of 2017

This podcast features Eric Mancini, CFP,CAIA, Traphagen's director of investment Research and Tiera Mulligan, our investment liaison.

This is a discussion of the following:

1. Overview of 2016 in terms of markets and asset classes

2. Review of the portfolio changes we made in 2016 and how they performed

3. Discussion of 2017 portfolio changes we made over the past month

4. 2017 outlook and portfolio positioning given recent US Election

This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our investment liaison. 

This is a discussion of the following:

1. Overview of the recent US election and likely future policy changes. 

2. Discussion of what already has happened in the stock and bond markets since the election

3. Overview of the recent significant rise in interest rates

4. Discussion of client portfolios, how we have prepared for rising interest rates, and possible future changes

This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our investment liaison.

This is a discussion of the following:

1. Overview of recent biotech and healthcare allocations made between 10/31 - 11/5. 

2. Discussion of Biotech and healthcare investment case

3. Review of the two different funds in which we recently took positions (FHLC & BBH)

4. Discussion of why we think these sectors suffered the past two years and why valuations improved

This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our investment liaison. 

This is a discussion of the following:

1. Overview of Q3 2016 in the global financial markets

2. Discussion of major factors that affected the globe in Q3 2016

3. An update to our Q4 2016/2017 outlook

4. Discussion of possible portfolio changes over next 1-2 months

This is a discussion of the following:

1. Refresher of what managed futures/trend following is and how we have been invested over the past 9 months

2. Review of the recent change we have made in selling the LOTAX mutual fund, and purchasing LFMAX and AQMNX

3. Overview of all trend following managers we now have allocations with (Graham, Millburn, Revolution, AQR)

4. How we expect exposure to all these managers to benefit our clients

This is a discussion of the following:

1. Introduction of Traphagen's Recession Index (TRI)

2. Discussion of the different components that make up the TRI

3. How the TRI will be used to position client investment portfolios

4. Current reading and publication of the TRI for client review