Vantage Point with True North Wealth Partners
By True North Wealth Partners
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Category: Investing
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Subscribers: 1
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Episodes: 53
Description
Vantage Point is for our Clients and those wanting to learn more about what's really going on within the markets and economy as well as overall Financial Planning Topics.
| Episode | Date |
|---|---|
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Episode 52 - July 2026 - Many Tips of the Month & PSA for High Utility rates!
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Jul 24, 2026 |
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Episode 51 - April 2026 - Quad Shifting as Economy Ebbs & Flows
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Apr 24, 2026 |
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Episode 50 - January 2026 - 4th Turning we are all in & an Important Year for ALL!
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Jan 23, 2026 |
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Episode 49 - October 2025 - Overall Market Volatility should pick up & maybe Santa Clause Rally?
|
Oct 24, 2025 |
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Episode 48 - July 2025 - Markets Bounced Back Fast & Stratos New Partnership = SEI
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Jul 25, 2025 |
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Episode 47 - April 2025 - Volatility will continue as this too WILL pass, Unemployment going Higher!
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Apr 28, 2025 |
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Episode 46 - January 2025 - Changes not seen since the 80’s, market volatility in both directions!
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Jan 28, 2025 |
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Episode 45 - Market volatility as some “potholes” will catch Fed & Markets by Surprise!
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Oct 28, 2024 |
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Episode 44 - Skate to where the puck is going & finally a Fed rate CUT coming in Sept!
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Jul 29, 2024 |
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Episode 43 - Inflation Stickier thus Rates will be Higher for Longer
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Apr 26, 2024 |
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Episode 42 - 2023 recap plus a lot occurring in January thus far…Davos, China, Bitcoin & Nuclear!
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Jan 26, 2024 |
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Episode 41 - 2024 Returns Pulled Forward as “The Show Goes On.”
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Dec 26, 2023 |
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Holiday Mini Episode - Things to think about during the holiday season.
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Dec 04, 2023 |
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Episode 40 - "The Show Goes On” as the Early Santa Claus Rally continues, for now…
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Nov 22, 2023 |
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Episode 39 - “Large Cracks” forming in the market surface.. Air Bags, Charts & Tips of the Month
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Oct 26, 2023 |
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Episode 38 - Fish out of water – Flopping around.
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Sep 22, 2023 |
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Episode 37 - Markets enter the Chop Cycle & Educational Guest Speaker
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Aug 25, 2023 |
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Episode 36 - Many Yellow Flags as the Economy’s Engine (Consumer=70% of GDP) Running on Empty!
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Jul 28, 2023 |
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Episode 35 - Look over here…things are great…right?
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Jun 26, 2023 |
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Episode 34 - Market Grinding & Overall Economic Slowdown as “The Show Goes On”
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May 25, 2023 |
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Episode 33 - Not out of the wood yet + rebalance updates & charts too
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Apr 20, 2023 |
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Episode 32 – Feb/March 2023 – Zero Days to Expiration (0DTE) Options creating market volatility
|
Mar 08, 2023 |
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Episode 31 - January 2023 - Enjoy it while it last…2023 being the “Tale of Two Halves”
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Jan 24, 2023 |
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Episode 30 - December 2022 - Year end info., 2023 updates, plus upcoming full rebalance
|
Dec 22, 2022 |
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Episode 29 - November 2022 - Holiday Season is upon us & many important items to still occur
|
Nov 17, 2022 |
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Episode 28 - October 2022 - Still Volatile Mkts. but possible year-end Rally coming?
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Oct 28, 2022 |
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Episode 27 - September 2022 - Strong Dollar, $95B/mo. in Quantitative Tightening, Fed still Raising Rates = NOT a good outcome!
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Sep 23, 2022 |
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Episode 26 - August 2022 - More Printing $ = NOT Good ... Delays the Inevitable!
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Aug 25, 2022 |
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Episode 25 - July 2022 - More Spending, Higher Rates, Inverted Yield Curve gets us closer to a Recession!
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Jul 28, 2022 |
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Episode 24 - June 2022 - Bear Market & Economy should still be in a Quad 4 for the next few quarters
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Jun 24, 2022 |
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Episode 23 - May 2022 - Closer but the Other Foot has NOT yet landed…Quad 4!
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May 22, 2022 |
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Episode 22 - April 2022 - No Recession Yet, All Time High in New Car Monthly Payments
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Apr 21, 2022 |
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Episode 21 - March 2022 - Continued Market Volatility & Anticipated Economic Slowdown
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Mar 22, 2022 |
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Episode 20 - February 2022 - Weakness & Bad Policies aided in the economy now being in a Quad 4
|
Feb 25, 2022 |
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Episode 19 - January 2022 - First -5% Pullback thus far, Market updates & Quad 4 Positioning
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Jan 25, 2022 |
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Episode 18 - December 2021 - The Punchbowl is finally being removed: Market updates, positioning & forecasts for '22
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Dec 21, 2021 |
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Episode 17 - November 2021 - Current Market, Inflation, Estate Planning Tips & Tips of the Month
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Nov 21, 2021 |
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Episode 16 - October 2021 - Inflation, 4th Quarter Surprise? & Tips of the Month
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Oct 22, 2021 |
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Episode 15 - September 2021 - Quadruple Witching, Inflation, GDP Slowdown & Tips of the Month
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Sep 23, 2021 |
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Episode 14 - August 2021 - Craziness Continues: Afghanistan, Covid and the Markets
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Aug 19, 2021 |
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Episode 13 - July 2021 - Economy now transitioning into Quad 3 & Market updates
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Jul 25, 2021 |
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Episode 12 - June 2021 – Jobs, Tax “Tips”, The Show Goes On for Now, Market Update & Vaccine Progress
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Jun 25, 2021 |
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Episode 11 - May 2021 - Inflation, The Show Goes On for Now, Market Update & Vaccine Progress
|
May 12, 2021 |
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Episode 10 - April 2021 – The Show Goes On, Market Updates, Vaccine Progress, & Thematic Asset Class Sectors
|
Apr 23, 2021 |
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Episode 09 - March 2021 - Market Updates, Covid and Vaccine Progress, Economy Reopening
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Mar 22, 2021 |
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Episode 08 - February 2021 - Market Updates, Covid and Vaccine Progress, Thematic Sectors
|
Feb 19, 2021 |
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Episode 07 - January 2021 - Market and Covid Updates, Tax Prep, New Models for 2021
|
Jan 21, 2021 |
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Episode 06 - December 2020 - Market Updates, Covid, Real Estate and Election Impact
|
Dec 18, 2020 |
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Episode 05 - November 2020 - Market Updates, Covid and Election Impact
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Nov 12, 2020 |
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Episode 04 - October 2020 - Market Updates, Covid Market Impact, School & Career Strategies
|
Oct 20, 2020 |
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Episode 03 - September 2020 - Market Pull Back & Opportunity and Why Cycle Investing Matters
|
Sep 18, 2020 |
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Episode 02 - August 2020 - Market Updates and Covid Market Impact
|
Aug 14, 2020 |
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Episode 01 - July 2020 - Market Updates and Covid Market Impact
|
Jul 21, 2020 |