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.
Episodes
41 episodes
Markets in Motion: Uncovering Opportunities for Your Portfolio | S5E2 | Dustin TenBroeck, CFP®
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 focusin...
•
23:01
The Recession Watch | S5E1 | Dustin TenBroeck, CFP®
Welcome to The Presidio Perspective! In this episode, join host Dustin TenBroeck as he walks you through historical data, looking at key indicators like the Federal Funds Rate and the Consumer Price Index, to understand how he relates to recess...
•
Season 5
•
Episode 1
•
19:33
Is Inflation Cooling?| S4E12 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA
Welcome to The Presidio Perspective! In this episode, join host Dustin TenBroeck and Dave Chenet as they talk about the new inflation numbers, definition of this for today’s market and the expectations from FED. Dustin and Dave goes deep dive o...
•
28:52
“We're not out of the woods yet!" | S4E11 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA
Welcome to the "Presidio Perspective"! In this thought-provoking episode, join host Dustin TenBroeck and Dave Chenet as they delve into the dynamic world of public markets and shed light on the factors shaping their current state. Gain valuable...
•
Season 4
•
Episode 11
•
25:27
“What Happened to Silicon Valley Bank? And How Should You Play It?" | S4E10 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA |
In this episode "Presidio Capital", Dustin and Dave Chenet, Director of Wealth Management, discuss a very timely topic. One of the most important lenders in the start-up ecosystem, Silicon Valley Bank, collapsed on March 10. Federal regulato...
•
Season 4
•
Episode 10
•
17:47
"Recessions A' Coming" | S4E9 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA |
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 e...
•
Season 4
•
Episode 9
•
28:51
"Long Term Principles of Investing" | S4E8 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA |
In this episode "Presidio Capital", Dustin and Dave Chenet, Director of Wealth Management, discuss how the Investors go from as pessimistic as can possibly be to things start to turn around and see things like some of the biggest laggards fr...
•
Season 4
•
Episode 8
•
36:52
"The Recession Watch" | S4E7 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA |
In this episode "Presidio Capital", Dustin and Dave Chenet, Director of Wealth Management, discuss the changes during their Recession Watch wherein they identify this year be soft landing, hard landing headwinds or tailwinds. We will also get t...
•
Season 4
•
Episode 7
•
36:12
“Disciplined Investor” | S4E6 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA |
In this episode "Presidio Capital", Dustin and Dave Chenet, Director of Wealth Management, discuss a lot of topics mainly Legislation Changes of the Secure Act 2.0, portfolio management, disciplined investor, and the importance of being bala...
•
Season 4
•
Episode 6
•
49:33
"The New Playbook of Investing" | S4EP5 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA |
In this episode "The New Playbook," Dustin and Jeff discuss recent economic data, why the old playbook of investing from the past 10 years is done, how bonds affect your portfolio, and the new playbook of investing.The opinions voiced i...
•
31:55
"A Journey Thru Market History" | S4EP4 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA |
In the new episode "A Journey Thru Market History, compliments of Time Magazine," Dustin and Jeff provide a recap of recent economic and market events, discuss asset allocation and how owning the wrong things at the wrong time can really test y...
•
Season 4
•
Episode 4
•
36:15
"Is It Time to Buy or Sell?" | S4EP3 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA |
In the new episode "Buy High and Sell Low?," Dustin and Jeff provide a recap of recent economic and market events, including the pitfalls of selling low, and what might the future investment climate looks like.
•
Season 4
•
Episode 3
•
36:43
"The Mess" | S4EP2 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA |
In Episode 2, Dustin and Jeff discuss the recent Ethereum Merge, the current rise in mortgage rates, a review of the markets, the challenges facing Social Security, and how the yield on the 30-year US Treasury affects Social Security funding.
•
Season 4
•
Episode 2
•
38:20
Changes Ahead! | S4EP1 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA® |
Join Dustin & Jeff as they discuss new changes to your Roth IRA, the market and what we have to look forward to ahead of us! Check out previous episodes on our website or wherever you listen to your episodes!
•
Season 4
•
Episode 1
•
37:23
Pandemic to 2022: Where Are We Now? | Season 3 EP 13 | Dustin TenBroeck CFP® | Jeff Anderson CFA®
Join Dustin and Jeff for the last episode before the Season 3 Finale! The first half of 2022 is in and over, and unfortunately it was the worst start in the 50 YEARS! Why was it so brutal? What are investors to do? What do we actually have to l...
•
Season 3
•
Episode 13
•
28:55
The History of Recession | Season 3 EP 12 | Dustin TenBroeck CFP® | Jeff Anderson, CFA®
Dustin and Jeff are back with more recession news. How many recessions have we seen? How many times have you seen the market shut down in your investing history? What's NEXT after the recession? We hope for clear skies ahead but either way, Pre...
•
Season 3
•
Episode 12
•
39:47
Growth Vs. Value Investing | Season 3 EP 11 | Dustin TenBroeck CFP® | Jeff Anderson, CFA®
Dustin and Jeff are back again for episode 11! The markets are green again, PHEW! We talk about growth vs. value investing and how much it means to YOUR portfolio. What is a growth stock? What is a value stock? We're in it for a long, so what a...
•
Season 3
•
Episode 11
•
34:38
Are we finally in a "recession"? | Season 3 EP 10 | Dustin TenBroeck CFP® | Jeff Anderson, CFA®
Join Dustin and Jeff as they discuss the question on everyones mind recently- Are we in a recession? We also talk Bull-Bear markets, and what is happening in the current state market these days.
•
Season 3
•
Episode 10
•
34:26
"Jerome Volker" | Season 3 EP 9 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA®
Join Dustin and Jeff as they discuss the nail bitting market moves this Cinco De Mayo week. Jerome Powell, the "Plumbing" of the economy and what we think you should be doing in this madness.SHOW LESS
•
Season 3
•
Episode 9
•
32:16
Quarterly Update | Season 3 EP 8 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA® |
Join Dustin and Jeff as they discuss the recent earnings, what it means for the economy, recessions fears, and what you should be doing with your money!
•
Season 3
•
Episode 8
•
35:09
Setting the Economic Time Machine Back to the 70’s | Season 3 EP 7 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA®
Join Dustin as he is joined by our very own Chartered Financial Analyst, Jeff Anderson. This week we are discussing what is working and what isn't in 2022. Cathy Wood - from first to last. Dustin and Jeff also speak on Inflation, War, Interest ...
•
Season 3
•
Episode 7
•
30:34
BONUS Episode | Season 3
Join Dustin TenBroeck CFP® as he sits with very special guest, Steve Welty! Steve is the CEO of Good Life Property Management. Dustin and Steve touch on the four "Buckets" of investing in single-family residences as rental properties. If you ar...
•
Season 3
•
Episode 0
•
7:16
Real Estate and Rentals | Season 3 EP 6 | Dustin TenBroeck, CFP® | Steve Welty, CEO
Join Dustin TenBroeck CFP® as he sits with a very special guest, Steve Welty! Steve is the CEO of Good Life Property Management. Dustin and Steve touch on Top Mistakes Made by Property Owners, Rental Real Estate, Market Trends, and Local Legisl...
•
Season 3
•
Episode 6
•
55:35
Two Years Later | Season 3 EP 5 | Dustin TenBroeck, CFP® | Blake Feindel
Join Dustin TenBroeck, CFP ® as he sits with one of our top wealth managers, Blake Feindel as they take a look back on the last two years. COVID-19 Stay At Home Orders– Two Years Later, Distracted by Shiny Objects – The Dangers of Chasing Perfo...
•
Season 3
•
Episode 5
•
27:52
Comparing 2007 to 2022: What’s The Same and What’s Different? | Season 3 EP 4 | Dustin TenBroeck, CFP® | Jeff Anderson, CFA®
Join Dustin TenBroeck, CFP ® as he sits with Jeff Anderson, CFA® once again to discuss Russia-Ukraine – what is happening and how does it affect your portfolio. Comparing 2007 to 2022; Interest rates, Asset Prices, and gasoline prices (inflatio...
•
Season 3
•
Episode 4
•
34:16