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 22 | Investor satisfaction with their financial advisor (or lack thereof), Q1 market returns were led by 7 stocks, only 6 EVs qualify for the $7,500 Federal tax credit as of April 18th, and Apple launches a high-yield savings account 26.04.2023 31:49

Join Chris Kaminski & Hao Dang as they discuss a recent JD Power study that highlights investor satisfaction with their financial advisor (or lack thereof), how the Q1 market returns were led by 7 stocks, only 6 EVs qualify for the $7,500 Federal tax credit as of April 18th, and Apple launches a high-yield savings account. To learn more about us or stay in the loop, visit www.consiliowealth.co...

Episode 21 | SVB sells to First Citizens, Signature Bank sells to Flagstar, consumers think mortgages will top 8%, and consumer confidence nears all-time lows 12.04.2023 48:33

Join Chris Kaminski & Hao Dang as they discuss Silicon Valley Bank's (SVB) sale to First Citizens Bank, Signature Bank's sale to Flagstar Bank, a recent survey shows that consumers think mortgage rates will top 8%, and another survey shows consumer confidence in the stock market nears an all-time low (and why that's generally a good time to invest). To learn more about us or stay in the loop,...

Episode 20 | Contagion from SVB (and why that's bad), First Republic Bank, Credit Suisse sells to UBS, Fed Hikes 0.25% Say One More to Come 29.03.2023 44:37

Join Chris Kaminski & Hao Dang as they discuss contagion across the banking system from SVB (and what that's bad), First Republic Bank, Credit Suisse sells to UBS in a fire sale, and the Fed hikes by 0.25% and indicates one more to come. To learn more about us or stay in the loop, visit www.consiliowealth.com www.consiliowealth.com/disclosures Submit a question at team@consiliowealth.com

Episode 19 | What happened with SVB (Silicon Valley Bank), how are Consilio clients impacted, what happens next 14.03.2023 39:09

Join Chris Kaminski & Hao Dang as they discuss what happened with SVB (Silicon Valley Bank), how Consilio clients are impacted, and what happens next. To learn more about us or stay in the loop, visit www.consiliowealth.com www.consiliowealth.com/disclosures Submit a question at team@consiliowealth.com

Episode 18 | SVB (Silicon Valley Bank) Seized by FDIC, Silvergate Bank's troubles, Consumers Keep Spending, Powell's Comments 13.03.2023 54:24

Join Chris Kaminski & Hao Dang as they discuss SVB (Silicon Valley Bank) getting seized by the FDIC on Friday, Silvergate bank's troubles, consumers keep spending, and Fed Chair Jay Powell's comments regarding future rate hikes. To learn more about us or stay in the loop, visit www.consiliowealth.com www.consiliowealth.com/disclosures Submit a question at team@consiliowealth.com

Episode 17 | It's Earning Season, Fed Raises by 0.25% + A No Landing Scenario? Hao Read the 13 Pages of Fed Minutes 02.03.2023 43:03

Join Chris Kaminski & Hao Dang as they discuss earnings season, the Fed's rate hike of 0.25% and a possible "no landing" scenario, and Hao read the 13 pages of Fed minutes and we attempt to decrypt their language. To learn more about us or stay in the loop, visit www.consiliowealth.com www.consiliowealth.com/disclosures Submit a question at team@consiliowealth.com

Episode 16 | Fed Raises by 0.25%, Disinflation, M2 Money Supply is Shrinking, Inverted Yield Curve Means Recession, Right? 15.02.2023 49:37

Join Chris Kaminski & Hao Dang as they discuss the Fed's recent rate hike of 0.25%, a new term for all of us "Disinflation," how the M2 money supply is shrinking (and what that means), and how inverted yield curves lead to recessions, right? To learn more about us or stay in the loop, visit www.consiliowealth.com www.consiliowealth.com/disclosures Submit a question at team@consiliowealth.com...

Episode 15 | Positive Returns in January, Return of Bidding Wars in Housing, International Stocks Performing Well 08.02.2023 53:06

To learn more about us or stay in the loop, visit www.consiliowealth.com www.consiliowealth.com/disclosures Submit a question at team@consiliowealth.com

Episode 14 | Tech Layoffs, Egg Prices, UK Recession? 02.02.2023 44:17

To learn more about us or stay in the loop, visit www.consiliowealth.com www.consiliowealth.com/disclosures Submit a question at team@consiliowealth.com

Episode 13 | 2023 Predictions (sure to be wrong) 11.01.2023 36:17

To learn more about us or stay in the loop, visit www.consiliowealth.com www.consiliowealth.com/disclosures Submit a question at team@consiliowealth.com

Episode 12 | Demystifying ETF investing, tax efficiency of creation and redemption, active ETFs, and more 21.12.2022 1:00:45

To learn more about us or stay in the loop, visit www.consiliowealth.com www.consiliowealth.com/disclosures Submit a question at team@consiliowealth.com

Episode 11 | Demystifying mutual fund investing, capital gains distributions, fund costs, do funds actually beat their benchmarks? 08.12.2022 55:01

To learn more about us or stay in the loop, visit www.consiliowealth.com www.consiliowealth.com/disclosures Submit a question at team@consiliowealth.com

Episode 10 | Seven things you can be doing in your financial plan right now 23.11.2022 46:26