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This podcast features: Christopher Fundora, CFP®, CRPS®     This is a discussion of the following:  1. Overview of Qualified Opportunity Zone Funds 2. Potential Tax Benefits  3. Aspects to Consider & Review 

The podcast features Eric Mancini, Traphagen's director of investment research and Emily Heron, client liaison. This is a discussion of the following:  1. Overview of the Fidelity website account page in terms of position gains and losses 2. Difference between Fidelity website gain/loss and actual investment performance  3. How clients can access actual investment performance 

This podcast features Eric Mancini, Traphagen's director of investment research and Emily Heron, our client liaison.  This is a discussion of the following:  1. Overview of the US/China trade dispute in regards to what actual tariffs are in place on both sides and what the US is looking for outside of trade in a potential deal 2. Recent developments in the 'trade war' that we believe has changed the spectrum of likely outcomes 3. The impact of the trade dispute on US and foreign financial markets and our portfolio positioning 

This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our portfolio operations specialist.  This is a discussion of the following:  1. Introduction of 'Flourish Cash'; a new FDIC insured, high yield savings account we are offering to our clients through a partnership with Stone Ridge. There is no fee of any kind to open a Flourish account. 2. Discussion of the advantages of Flourish compared with most checking/savings accounts 3. Steps clients need to take to open a Flourish Cash account 

This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our portfolio operations specialist.  This is a discussion of the following:  1. Overview of the 'Trade War' through the past 2-3 years in terms of rhetoric, threats, and ultimate goals of the administration 2. Recent summary of actions and tariffs taken by the US and other countries. Traphagen's take on progress on all fronts (EU, Mexico, Canada, and China) 4. What market impacts we have seen to this point and our plan of action for portfolios * Special Note: After recording, the US and EU did agree on a general proposal to move forward with a 'near free trade' agreement. This is an outline, with actual binding agreements to be finalized in the future; but there is no question this represents significant progress. Also, in response to Chinese tariffs on US soybean exports, the Trump announced a plan to 'subsidize' US farmers for more than $10B. 

This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our investment liaison.  This is a discussion of the following: 1. Overview of what the 'real asset' investment class means and the different categories of which we will be investing           - Private Farmland           - Private Timberland           - Private & Public Infrastructure  2. Discussion and detailed overview of the specific fund where we are going to invest. Versus Real Asset Fund (VCRRX)    

This podcast features Eric Mancini, CFP, CAIA, director of investment research, and Tiera Mulligan, portfolio operations specialist.  This is a discussion of the following: 1. Recent Spike in volatility in the stock market  2. Overview of the recent 10% stock market price correction 3. Our opinion of why this correction occurred (rising interest rates) and outlook for the rest of 2018

This podcast features Jeff Hanson, CPA, PFS, AEP, CFP, tax and financial advisor, and Tiera Mulligan, portfolio operations specialist.  This is a discussion of the following: 1. Changes to individual tax deductions 2. Discussion of pass-through and corporate rates 3. Other tax code changes that can impact clients  

This podcast features Jeff Hanson, CPA, PFS, AEP, CFP, tax and financial advisor, and Tiera Mulligan, portfolio operations specialist.  This is a discussion of the following: 1. Recent changes to Social Security claiming strategies 2. Social Security planning discussion 3. Impact of taxes on Social Security  

This podcast features Eric Mancini, CFP, CAIA, Traphagen's director of investment research and Emily Heron, client liaison.  This is a discussion of the following: 1. Market and asset class returns during the second quarter of 2017 2. Overview of major themes that impacted markets in the period, including insurance linked securities 3. Review of changes to the portfolio we made recently and will be making in the next few months 4. Brief outlook into 2018

This podcast features Eric Mancini, Traphagen's director of investment research and Emily Heron, our client liaison. This is a discussion of two related topics:   1- Discussion of our new 'preferred client' portfolio management program 2- Overview of a new alternative private investment: Mosaic Real Estate Credit Fund - Description of the Mosaic fund and their investment strategy - Reasons why we like the fund - Risks/drawbacks of the fund - Management overview and impact on portfolio

This podcast features Eric Mancini, CFP, CAIA, Traphagen's director of investment research and Tiera Mulligan, client liaison This is a discussion of the following: 1. Market and asset class returns during the second quarter of 2017 2. Overview of major themes that impacted markets in the period 3. Review of changes to the portfolio we made in June/July 2017 4. Brief outlook for late 2017/early 2018

This podcast features Eric Mancini, Traphagen's director of investment research and Emily Heron, our client liaison.   This is a discussion of the following: 1. Description of a new asset class/alternative investment that we will be investing (Private Equity) 2. Overview of the specific fund and company we will be investing with (GPB Capital) out of New York City 3. Definition of an accredited investor and why only some of our clients will be able to invest  4. Unique risks/drawbacks and benefits of an investment within private equity and the GPB Holdings II fund

This podcast features Eric Mancini, Traphagen's director of investment research and Emily Heron, client liaison.    This is a discussion of the following: 1. Market and asset class returns during the first quarter of 2017 2. Overview of major themes that impacted markets in the period 3. Review of changes to the portfolio we made in early 2017 4. Brief outlook for the remainder of 2017

This podcast features Eric Mancini, CFP,CAIA, Traphagen's director of investment Research and Tiera Mulligan, our investment liaison.   This is a discussion of the following: 1. Overview of 2016 in terms of markets and asset classes 2. Review of the portfolio changes we made in 2016 and how they performed 3. Discussion of 2017 portfolio changes we made over the past month 4. 2017 outlook and portfolio positioning given recent US Election

This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our investment liaison.    This is a discussion of the following: 1. Overview of the recent US election and likely future policy changes.  2. Discussion of what already has happened in the stock and bond markets since the election 3. Overview of the recent significant rise in interest rates 4. Discussion of client portfolios, how we have prepared for rising interest rates, and possible future changes

This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our investment liaison.   This is a discussion of the following: 1. Overview of recent biotech and healthcare allocations made between 10/31 - 11/5.  2. Discussion of Biotech and healthcare investment case 3. Review of the two different funds in which we recently took positions (FHLC & BBH) 4. Discussion of why we think these sectors suffered the past two years and why valuations improved

This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our investment liaison.    This is a discussion of the following: 1. Overview of Q3 2016 in the global financial markets 2. Discussion of major factors that affected the globe in Q3 2016 3. An update to our Q4 2016/2017 outlook 4. Discussion of possible portfolio changes over next 1-2 months

This is a discussion of the following: 1. Refresher of what managed futures/trend following is and how we have been invested over the past 9 months 2. Review of the recent change we have made in selling the LOTAX mutual fund, and purchasing LFMAX and AQMNX 3. Overview of all trend following managers we now have allocations with (Graham, Millburn, Revolution, AQR) 4. How we expect exposure to all these managers to benefit our clients  

This is a discussion of the following: 1. Introduction of Traphagen's Recession Index (TRI) 2. Discussion of the different components that make up the TRI 3. How the TRI will be used to position client investment portfolios 4. Current reading and publication of the TRI for client review