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