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Listen "Vaccinating Your Portfolio | Season 2 EP 5 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®"
Episode Synopsis
One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson to discuss the end of the 35 year bull market, and what it means to your portfolio. Who are Janet Yellen and Jerome Powell and what these names mean to your portfolio. Have you planned for inflation? Long Beach ports closed, why does this matter to the economy? Corona Virus update, and why you should "vaccinate your portfolio" The markets are at an all time high, what you should be watching and investing in currently. Subscribe to be notified when new episodes are available! We are also now answering your questions LIVE on air! If you have a question you'd like to be answered please call (858) 461-7361 and leave us a message with your detailed question. We can't wait to hear from you!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
More episodes of the podcast Presidio Perspective
Markets in Motion: Uncovering Opportunities for Your Portfolio | S5E2 | Dustin TenBroeck, CFP®
01/11/2023
“We're not out of the woods yet!" | S4E11 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA
30/05/2023
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