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

Markets in Motion: Uncovering Opportunities for Your Portfolio | S5E2 | Dustin TenBroeck, CFP®

November 01, 2023 • Presidio Capital Management TV

Welcome to The Presidio Perspective! In this episode, join host Dustin TenBroeck as he discusses concerns about rising inflation and its market impact. Dustin discusses the current state of the financial markets in 2023, particularly focusing on inflation, interest rates, and stock market trends. He also talks about the value of long-term bonds, such as mortgages, and how their value decreases as interest rates increase. Listen to the episode to learn more!

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TIMESTAMPS:

00:00 - Introduction
00:46 - Discussion of Inflation and Upcoming Fed Meeting
01:43 - Overview of the 10-Year Treasury Rate
04:25 - Explanation of Stock Market Trends and Indicators
06:45 - Assessment of NASDAQ Stocks and Their Moving Averages
08:11 - Emphasis on Earnings Growth and Stimulus Effects
10:14 - Opportunity in Bonds and Fixed Income
13:11 - Analysis of Long-Term Bond Values Amid Rising Interest Rates
19:20 - Considerations for Long-Term Investment Strategy

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.

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