Top of Mind Podcast Spotify | Apple | Google | YouTube Archive Block This is example content. Double-click here and select a page to create an index of your own content. Learn more Filter by Month January 2025 December 2024 November 2024 October 2024 September 2024 August 2024 July 2024 June 2024 May 2024 April 2024 View All Posts Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 22 | Investor satisfaction with their advisor (or lack thereof), Q1 market returns led by 7 stocks, only 6 EVs qualify for $7,500 Federal tax credit as of April 18th, and Apple launches HYSA Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 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 Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 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 Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 19 | What happened with SVB (Silicon Valley Bank), how are Consilio clients impacted, what happens next Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 18 | SVB (Silicon Valley Bank) Seized by FDIC, Silvergate Bank's troubles, Consumers Keep Spending, Powell's Comments Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 17 | It's Earning Season, Fed Raises by 0.25% + A No Landing Scenario? Hao Read the 13 Pages of Fed Minutes Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 16 | Fed Raises by 0.25%, Disinflation, M2 Money Supply is Shrinking, Inverted Yield Curve Means Recession, Right? Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 15 | Positive Returns in January, Return of Bidding Wars in Housing, International Stocks Performing Well Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 14 | Tech Layoffs, Egg Prices, UK Recession? Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 13 | 2023 Predictions (sure to be wrong) Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 12 | Demystifying ETF investing, tax efficiency of creation and redemption, active ETFs, and more Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 11 | Demystifying mutual fund investing, capital gains distributions, fund costs, do funds actually beat their benchmarks? Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 10 | Seven things you can be doing in your financial plan right now Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 9 | Seven things you can be doing in your portfolio right now Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 8 | CPI, What if things continue to get worse? How do midterms affect markets? Average recovery periods during recessions? Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 7 | Where are you feeling inflation? Time in vs time-ing markets. $5T on the sidelines. Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 6 | Why is inflation such an issue? Is this like the 70s? Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 5 | Good News with Housing, Chris' 529 Plan + Best Practices, Consumers Are Still Buying Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 4 | Worst Consumer Confidence Ever? Retesting Market Lows? Housing is Slowing. Any Good News? Read More Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 3 | Market Bottom? Invest your Cash Now or Wait? Interest Rates Moderate. Inflation Declines. Read More Newer Posts Older Posts
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 22 | Investor satisfaction with their advisor (or lack thereof), Q1 market returns led by 7 stocks, only 6 EVs qualify for $7,500 Federal tax credit as of April 18th, and Apple launches HYSA Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 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 Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 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 Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 19 | What happened with SVB (Silicon Valley Bank), how are Consilio clients impacted, what happens next Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 18 | SVB (Silicon Valley Bank) Seized by FDIC, Silvergate Bank's troubles, Consumers Keep Spending, Powell's Comments Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 17 | It's Earning Season, Fed Raises by 0.25% + A No Landing Scenario? Hao Read the 13 Pages of Fed Minutes Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 16 | Fed Raises by 0.25%, Disinflation, M2 Money Supply is Shrinking, Inverted Yield Curve Means Recession, Right? Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 15 | Positive Returns in January, Return of Bidding Wars in Housing, International Stocks Performing Well Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 14 | Tech Layoffs, Egg Prices, UK Recession? Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 13 | 2023 Predictions (sure to be wrong) Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 12 | Demystifying ETF investing, tax efficiency of creation and redemption, active ETFs, and more Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 11 | Demystifying mutual fund investing, capital gains distributions, fund costs, do funds actually beat their benchmarks? Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 10 | Seven things you can be doing in your financial plan right now Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 9 | Seven things you can be doing in your portfolio right now Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 8 | CPI, What if things continue to get worse? How do midterms affect markets? Average recovery periods during recessions? Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 7 | Where are you feeling inflation? Time in vs time-ing markets. $5T on the sidelines. Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 6 | Why is inflation such an issue? Is this like the 70s? Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 5 | Good News with Housing, Chris' 529 Plan + Best Practices, Consumers Are Still Buying Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 4 | Worst Consumer Confidence Ever? Retesting Market Lows? Housing is Slowing. Any Good News? Read More
Consilio Wealth Advisors 12/21/23 Consilio Wealth Advisors 12/21/23 Episode 3 | Market Bottom? Invest your Cash Now or Wait? Interest Rates Moderate. Inflation Declines. Read More
