Consilio Wealth Advisors

Top of Mind with Consilio Wealth

Business EN ↓ 97 episodes

This is a show about markets, investing, and financial planning. Join us as we cover current events that are in the news and answer top of mind questions from our listeners. To learn more about us or stay in the loop, visit www.consiliowealth.com www.consiliowealth.com/disclosures

Author

Consilio Wealth Advisors

Episodes

Episode 65 | Mag 7 earnings, DeepSeek, Tariffs, Eggs, Amazon Revenue exceeds Walmart 12.02.2025 34:27

Join Chris Kaminski & Hao Dang as they discuss: ➡️Mag 7 earnings expectations (they're high) ➡️DeepSeek ➡️Tariffs ➡️Eggs...again... ➡️Amazon exceeds Walmart in revenue To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/d...

Episode 64 | Chris & Hao's Predictions for 2025 & Predictions from 2024 30.01.2025 58:49

Join Chris Kaminski & Hao Dang as they discuss: ➡️Predictions from 2024 that were wrong and right ➡️Hao's predictions for 2025 ➡️Chris' predictions for 2025 To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/disclosures...

Episode 63 | Record low cash, Fed changes tune, Mag 7 still dominating, WA state min wage 22.01.2025 49:10

Join Chris Kaminski & Hao Dang as they discuss: ➡️Record low cash allocation ➡️Fed changes its tune on rate cuts ➡️Mag 7 still dominating ➡️Washington state minimum wage To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com...

Episode 62 | Tariffs, FTC and SEC leadership, crypto and M&A, SS tax cuts, financial literacy 20.12.2024 52:15

Join Chris Kaminski & Hao Dang as they discuss: ➡️Earnings buzzword - tariffs ➡️FTC and SEC leadership ➡️Crypto and M&A ➡️Social Security Tax Cuts ➡️The state of financial literacy To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.con...

Episode 61 | Trump trade, TCJA round 2, inflation and immigration, FTC and SEC leadership 20.11.2024 47:48

Join Chris Kaminski & Hao Dang as they discuss: ➡️The Trump trade ➡️Tax Cuts and Jobs Act round 2 ➡️Inflation and immigration ➡️FTC and SEC leadership To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/disclosures

Episode 60 | Longshoremen union, Tesla's robo taxi, Social Security tax 2025, Boeing lays off 10%, HYSA dropping fast 23.10.2024 34:42

Join Chris Kaminski & Hao Dang as they discuss: ➡️Longshoremen union still holding out ➡️Tesla's robo taxi ➡️Social Security tax limits for 2025 ➡️Boeing lays off 10% of workforce ➡️High-yield savings dropping like a rock To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a questi...

Episode 59 | AMZN back 5 days, META impresses, Inflation drops, Jobs blowout 09.10.2024 46:40

Join Chris Kaminski & Hao Dang as they discuss: ➡️AMZN requires employees in office 5 days a week ➡️First inflation print after rate cuts ➡️META impresses at product launch ➡️Jobs blowout To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www....

Q4 2024 Market Commentary: Volatility Strikes Back 08.10.2024 22:44

Welcome to our Q4 2024 market commentary! Join us as we discuss: ➡️Volatility ➡️S&P nearly touches a correction ➡️Fed rate cuts ➡️The election ➡️Our outlook To stay in the loop on more insights, visit: www.consiliowealth.com/insights Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/disclosu...

Episode 58 | Fed cuts .50%! Domino effects, MSFT inks deal with Constellation to power AI 25.09.2024 35:56

Join Chris Kaminski & Hao Dang as they discuss: ➡️The Fed cuts rates by .50%!!! ➡️Domino effects of a rate cut ➡️Microsoft inks deal to buy energy from Constellation to satisfy AI needs To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.co...

Episode 57 | GLP-1 usage and impacted industries, taxing unrealized gains, thematic ETFs 12.09.2024 43:02

Join Chris Kaminski & Hao Dang as they discuss: ➡️GLP-1 drug usage and impacted industries ➡️Bare necessities ➡️Taxing unrealized gains ➡️Thematic ETFs (watch out) To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/discl...

Episode 56 | Companies say economy is fine, Chipotle CEO to SBUX, Fed, Jobs, Grocery price gouging 28.08.2024 53:51

Join Chris Kaminski & Hao Dang as they discuss: ➡️Companies aren't concerned about the economy ➡️Chipotle CEO goes to Starbucks, and gets a remote job ➡️The Fed swings dovish & jobs ➡️Grocery store gouging To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@c...

Episode 55 | Market selloff, unwinding the carry trade, Fed pause/blame, Sahm Rule goes viral 14.08.2024 42:12

Join Chris Kaminski & Hao Dang as they discuss: ➡️Market selloff...worried? ➡️Unwinding the carry trade ➡️Fed pause (and blame?) ➡️Sahm Rule goes viral To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/disclosures

Episode 54 | 3 stocks drove 50% of S&P, small caps get 6 months in days, the top performing stock 07.08.2024 53:36

Join Chris Kaminski & Hao Dang as they discuss: ➡️Three stocks drove 50% of S&P gain in the first half of 2024 ➡️Small caps register 6 months of performance in days ➡️Presidential market timing ➡️The top performing stock of the last year To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits gu...

Q3 2024 Market Commentary - The Market Expected At Least Three Rate Cuts by Now. What Happened? 17.07.2024 32:31

Welcome to our Q3 2024 market commentary! Join us as we discuss: ➡️The Mag 7 return to dominance ➡️Interest rate cuts (still waiting but getting closer) ➡️The strong dollar & the consumer ➡️Out outlook To stay in the loop on more insights, visit: www.consiliowealth.com/insights Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consi...

Episode 53 | 50 year high for S&P concentration, Fed and rates, election result forecasts 17.07.2024 44:28

Join Chris Kaminski & Hao Dang as they discuss: ➡️We're at a 50 year high for concentration on the S&P 500 ➡️Consumer health check, mostly in good shape ➡️The Fed softens stance on rates ➡️Election result forecasts To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question...

Episode 52 | Consumers are running out of money, inflation was as expected, the Fed's plan 03.07.2024 39:17

Join Chris Kaminski & Hao Dang as they discuss: ➡️Consumers are running out of steam (or money) ➡️Inflation print was as expected ➡️The Fed's plan To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/disclosures

Episode 51 | Commercial real estate delinquencies, inflation trend, smooth markets, just don't sell 19.06.2024 46:53

Join Chris Kaminski & Hao Dang as they discuss: ➡️Commercial real estate delinquencies ➡️Inflation trend, historically speaking ➡️It's never a good time to sell ➡️Smooth markets over the past 18 months To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliow...

Episode 50 | How the VIX works, earnings scorecard: just say AI, utilities companies and AI 11.06.2024 41:20

Join Chris Kaminski & Hao Dang as they discuss: ➡️How does the VIX work? ➡️Earnings scorecard: Just say AI ➡️Utilities companies benefiting from AI To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/disclosures

Episode 49 | How the Dow works, US population is moving south, S&P predictions vs actual 22.05.2024 53:38

Join Chris Kaminski & Hao Dang as they discuss: ➡️The Dow hits 40k! How does the Dow work anyway??? ➡️US population is moving south ➡️S&P 500 predictions vs actual (spoiler, they suck) ➡️Homeowners in Seattle are stuck in their low mortgage rates To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free be...

Episode 48 | Performance and politics, Fed confidence, earnings, celebrating a job report miss 13.05.2024 31:45

Join Chris Kaminski & Hao Dang as they discuss: ➡️Measuring Fed confidence ➡️Party's over: Performance and politics ➡️Earnings scorecard ➡️Celebrating a miss in the jobs report To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowea...

Episode 47 | 10 best performing stocks? Not what you think. Gold? Not as shiny as you think 24.04.2024 41:44

Join Chris Kaminski & Hao Dang as they discuss: ➡️Past periods of market ups like now, and how common they are ➡️Gold: Not as shiny as you may think ➡️S&P 500 YOY earnings is projected at 7% ➡️10 best performing stocks, they aren't what you think they are To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out ou...

Q2 2024 Market Commentary - AI Winners Stand Out from the Losers 22.04.2024 20:21

Welcome to our Q2 2024 market commentary! Join us as we discuss: ➡️Q1 review ➡️AI winners and losers ➡️Our outlook ➡️Japan & India To stay in the loop on more insights, visit: www.consiliowealth.com/insights Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowealth.com/disclosures

Episode 46 | Q1 recap, Disney's proxy fight, jobs report crushes, do anything but stay in cash 10.04.2024 31:07

Join Chris Kaminski as he runs solo today to discuss: ➡️A recap of Q1 2024 market performance ➡️The jobs report crushes it, and the market loves it ➡️Do anything but stay in cash ➡️Disney's proxy fight (did anyone see this??) To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a questi...

Episode 45 | NAR settles, say "AI" and your stock goes up, analysts predict 7% up from here 27.03.2024 52:09

Join Chris Kaminski & Hao Dang as they the discuss: ➡️The NAR settlement ➡️How top companies don't remain at the top forever ➡️ GDP growth ➡️S&P 500 companies say "AI" and their stock goes up ➡️Analysts predict 7% up from here To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit...

Episode 44 | Google's Gemini problem, Altman vs Musk, stocks are expensive 13.03.2024 42:32

Join Chris Kaminski & Hao Dang as they discuss Google's Gemini problem, Altman vs Musk, how the stock market is expensive right now, and Trump slams Meta sending shares down 5%. To learn more about us or stay in the loop, visit www.consiliowealth.com Do you work at Microsoft, Amazon, Meta, or Google? Check out our free benefits guides Submit a question to team@consiliowealth.com www.consiliowe...