In the recent ResiClub Housing Sentiment Survey: 10% said they will never sell their current home. 10% said they would only buy a new home by paying cash. And of all the remaining respondents, only 16% said they would buy with a 7% or higher mortgage. More on this and the state of the Housing Market in today's Dividend Cafe... https://bahnsen.co/42cuLbk
The Bahnsen Group
金融服务
Newport Beach，California 3,490 位关注者
What we do is manage money, and we do it for real people. And we do it all because we love the work.
关于我们
The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences. Our philosophy is our passionate commitment to the idea that a successful wealth management strategy comes from knowing our clients, and truly understanding their needs. Our vision is to be a quality provider of wealth management services to all those within our sphere of influence. We do not want to merely be great; we want to be extraordinary in the size and scope of our business, but, more importantly, extraordinary in the impact we have on our clients’ financial lives. The Bahnsen Group views Wealth Management as a combination of Investment Management, Advanced Planning, and Relationship Management. Our Financial Concierge Services integrates each of these elements to provide clients a cohesive and holistic experience. These services are provided by a highly specialized network of professionals with whom we’ve spent months and years cultivating relationships. While many of our services are insourced (where we’ve added people and skills within our team), many services we outsource (while still quarterbacking) so our clients have their own “family office” working for them. These services and resources will further enhance the value of your Bahnsen Group experience. Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
- 网站
-
https://thebahnsengroup.com?utm_source=linkedin&utm_medium=company_page&utm_campaign=tbg
The Bahnsen Group的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Newport Beach，California
- 类型
- 合营企业
- 创立
- 2014
- 领域
- Financial Services、Financial Advising、Estate Planning、Portfolio Management、Financial Analysis、Retirement Planning、Alternative Investments、Health Care Evaluation和Tax Minimization
地点
The Bahnsen Group员工
动态
-
In today's Thoughts on Money, we'll explore a simple exercise that can greatly influence your long-term financial success: taking inventory of your cash. https://bahnsen.co/4iHqeDq
-
Is the Trump Administration waiting too long to pivot from their Tariff strategy? With recession looming, will President Trump shift his focus back to economic priorities? In today's Dividend Cafe, we explore whether the president still cares about financial markets and what this means for his economic legacy... https://bahnsen.co/3RbUHxm
-
This is one of the most interesting charts we have seen in quite a while. Healthcare and food/snack companies are leading the way since the new administration came in. Almost everything else is negative since the inauguration, and more and more sectors and asset classes have gone negative since the election itself. **Note that this chart reflects action BEFORE today’s market day. https://bahnsen.co/3QWUyxJ
-
-
In the last installment of the Q&A series, Thoughts on Money goes through questions such as: 1.) What books to recommend to someone starting off in investing? 2.) Best piece of financial advice for a young person? 3.) What budgeting tool would you recommend? The funny thing about personal finance questions is that the answer is often the same, “It depends.” This is a good reminder that advice and financial solutions should be customized to the investor and that often, there isn’t a “right” answer but an answer that is right for you... https://bahnsen.co/41OfMnK
-
US trade relations are at a crossroads, with uncertainty driving market volatility. The administration faces competing pressures, making clear direction difficult. While industrial policies may shift, the willingness to embrace a full trade war is unknown. It’s a lot to unpack—get the full breakdown over at Dividend Cafe... https://bahnsen.co/41Mu9Ja
-
Nearly all indicators of corporate capital expenditure plans reversed in February, after rallying higher post-election. Whether some of this is ambiguity over tax reform plans or the general threat of tariffs or something else (including something that proves not to be long-lasting), we shall see... https://bahnsen.co/3DflrtD
-
-
Our latest 'Answering Your Questions' series continues with its third edition, addressing key financial concerns that might be keeping you up at night. We cover a range of topics relevant to investors, from understanding the nuances of taxable investments and approaching Consolidated Form 1099s to exploring strategies for managing investment portfolios effectively and making informed decisions about withdrawing from principal. This series is designed to provide clarity and guidance so you can finally get some sleep without dreaming about tax returns. https://bahnsen.co/41jziqS
-
One of the Top 5 market stories to start off 2025 is AI Capex, which has David reminding people that the initial thesis of any technological evolution rarely plays out as expected. As with everything, the 1st iteration of something always has the kinks and bugs built in and not yet fixed. Discover how this applies to AI and why some potential winners, might become losers, while others rise to success. https://bahnsen.co/4bpBqSI
-
It is somewhat surreal how much of the U.S.-centric portfolio dynamic is driven by foreign investors and tech concentration. This is, all at once, a good thing and a bad thing. The good part is that it rationally speaks to the U.S. ability to generate capital flows into our country because of superior economic dynamism and innovation. The bad part is that foreign investors are no less human than domestic ones, and humans like to buy into euphoria and skip the part about discipline and logic... https://bahnsen.co/3DiTO2G