Presidio Perspective

Join Dustin TenBroeck CFP® as he discusses trending topics of the ever-changing stock market, pop culture, and what you need to know when planning your future in investing, and retirement! Advisory services offered through Presidio Capital Management LLC, Registered Investment Advisers. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Presidio Capital Management, LLC unless a client service agreement is in place.

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Presidio Perspective

"Recessions A' Coming" | S4E9 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA |

March 07, 2023 • Presidio Capital Management TV • Season 4 • Episode 9

In this episode of the Presidio Perspective, Dustin and Dave discuss the possibilities of a recession and how to prepare for the mindset shift. They also talk about the various strategies that can be utilized in order to survive the impending economic storm. Is there anything that can be done in advance to make sure that you are ready for what's A' coming?

Listen to this episode to learn more!

https://www.presidiocm.com

00:00 - Introduction

01:52 - Assessing the Situation

03:29 - The Importance of Preparation

05:02 - Market Cycles and Asset Classes

07:00 - What happened on the Fourth Quarter of 2022?

09:01 - What Phase are We in Right Now?

11:11 - Bond Market Pricing in Recession

16:25 - Being Honest in Portfolios

20:26 - Know What You Own and Why You Own It

24:55 - Being Ready for What Comes Next

Presidio Capital Management is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.