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Affluent Investor | March 27, 2017

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AboutDavid Bahnsen, Author at Affluent Investor

David Bahnsen

David Bahnsen

“Moral Capitalism” David L. Bahnsen, CFP®, works as a Senior Vice President in the private client group of one of the premier Wall Street firms in the country where he provides financial planning and investment management services to individuals and families. He and his wife of nearly eleven years (Joleen) reside in Newport Beach, CA with their seven-year old son, Mitchell, five-year old daughter, Sadie, and 2-year old baby boy, Graham. He is an active board member of the Lincoln Club of Orange County where he serves on the Executive Committee and chairs the Program Committee. He serves on the Board of Advisors of Dr. Art Laffer’s California Recovery Project with the Pacific Research Institute. He has recently been appointed to the Board of the Concordia University Center for Public Policy. He also serves on the Blackstone Faculty of the Alliance Defense Fund and is a Cooperating Board member of the Center for Cultural Leadership where he is the Senior Fellow of Economics and Finance. He is a member of the Investment Management Consultants Association (IMCA), and holds numerous financial designations and licenses. David is a disciple of Milton Friedman, a lover of Ronald Reagan, and a “National Review kind of conservative”. His writings strive to reflect an ideology of freedom principles integrated with transcendent truths. His hero is his late father, Dr. Greg Bahnsen, but he is pretty fond of John Calvin, Abraham Kuyper, F.A. Hayek, Winston Churchill, C.S. Lewis, William Buckley, Margaret Thatcher, George Gilder, Steve Forbes, and Larry Kudlow as well. Hobbies include travel, fine dining, golfing, and sports. His true passions in life include anything pertaining to USC football, the financial markets, politics, Palm Desert, his gorgeous and brilliant children, and his lovely wife, Joleen.

Posts By David Bahnsen

March 24, 2017 |

Expectations for Trump Take Center Stage

For those getting used to not having down days in the market, or having the down days amount to mere rounding errors, it was good to get the reality check Tuesday that we can still drop 1% or more in … Read More

March 17, 2017 |

March Madness or Market Madness?

Yes, the title of this week’s Dividend Café is a purposeful play on the big sporting event of this week, something we recognize a lot of you do not care about – and that is the college basketball tournament … Read More

March 13, 2017 |

Some Oil In Your Healthcare

Happy Anniversary — really, it is happy.

Eight years ago last Monday the market hit a generational bottom, with the S&P 500 reaching 666 and the Dow hitting 6,470 intra-day. Both of those moments proved to be the low … Read More

March 3, 2017 |

Speech Trump vs. Twitter Trump: Dow 21,000 and Climbing

It is rare for me to say this, but if every one of you opened this week’s Dividend Café, and scrolled straight to the bottom just to read the “Chart of the Week,” I would be happy. Of course I … Read More

February 24, 2017 |

What to Worry About is Different Than You Think

Dear Valued Clients and Friends,

Markets enjoyed some more upside this week and are tying or setting various records here and there and everywhere. It provokes conversation, risks complacency, and most importantly, creates the need for behavioral counseling from … Read More

February 20, 2017 |

How Far Can This Market Rally Go?

Dear Valued Clients and Friends,

We know what is on the mind of investors this week: How much longer can this market rally last? We address this quite head-on this week along with all sorts of must-read information about the … Read More

February 13, 2017 |

Dividends, Valuations, and Trade Deficits

How much I weigh depends on the scale I use

Few subjects generate more discussion in our world than that of stock market valuations.  Most pedestrian analysis can at least relate to the Price-to-Earnings measurement, and most know that we … Read More

February 7, 2017 |

No Protection in Protectionism: Investors, Immigration, and More

The month of January ended this week and stock investors are likely happy, certainly compared to how January went just one year ago, which was the worst January in stock market history! The political climate right now is certainly heated, … Read More

November 22, 2016 |

Trump and Your Portfolio: A User’s Manual

Markets (not to mention voters) have now had a week to digest the reality of a Donald Trump Presidency. Doomsday warnings from a vast array of reasonably credible pundits even under-performed that same camp’s dire warnings for a Brexit … Read More

November 21, 2016 |

The Weeks After: Morning in America

The first week after the election hardly represented a “reprieve” from politics, as all eyes are intensely on the formation of the Trump transition team, and we are particularly focused on the formation of his economic team and what … Read More

November 10, 2016 |

Trump and the Death of Experts

Based on the election results last night and the reality that the whole country is absorbing, I decided to send this week’s commentary a little early this week as there is a lot that I figure many of you are … Read More

November 4, 2016 |

Don’t Be Fooled by High Growth Numbers

I know how depressed many of you are about this, but this will be the last edition of Dividend Café with the 2016 election results are unknown.  There is no question that the picture for Presidential results is now highly up … Read More

October 31, 2016 |

Profit Growth Returns

We dig much deeper into earnings season this week and wow has this been a unique quarter.  Results are all over the map with many companies reporting stellar results and others falling quite flat.  This “high dispersion” is the … Read More

October 27, 2016 |

Five Things Investors Should Think About with a Hillary Clinton Presidency

While various mathematical outcomes are all still on the table in the House of Representatives, and the final majority count in the Senate is a toss-up, the smart money further suggests that a GOP-led House is also the most … Read More

October 25, 2016 |

Learnings, Earnings, and Yearnings

There are a lot of charts this week and various illustrations that I think will make this a really read-able and really informative edition of Dividend Café. We want to share with you some of the things we have … Read More

October 18, 2016 |

Earnings Trump Politics

Without so much as a nap in between, I returned from NYC last Sunday and re-entered office life bright and early Monday.  From the developments in the Presidential race to the somewhat volatile market to the onset of Q3 earnings … Read More

October 5, 2016 |

The Real Tragedy of Last Night’s VP Debate

Don’t get me wrong, Mike Pence wiped the floor with Tim Kaine last night. Kaine looked slimy, acted rude, and defaulted time and time again to stock, cookie-cutter, pre-packaged lines that were either overdone (Trump likes Putin), or were … Read More

September 15, 2016 |

Hillary’s Health

Anyone who knows me knows that I LOATHE conspiracy theories, and completely oppose any attempt to criticize political candidates whose policies and even personal character I find contemptible for any reasons other than what we DO know about them. I … Read More

September 6, 2016 |

Markets and College Football: A Time For Serious Focus

Dear Valued Clients and Friends,

Okay, I’m not actually going to be talking about college football, though as I am sure all of you know, the season is upon us. =) This time, we are going to talk markets, … Read More

August 29, 2016 |

Growth and Debt and Everything in Between

Dear Valued Clients and Friends,

We will close out the second trimester of the year this week. As of last Friday, markets had a small upside for the month of August. We appear set to complete the sixth consecutive … Read More

August 23, 2016 |

Bulls, Bears, and The Bahamas

Dear Valued Clients and Friends,

Greetings from the deep seas of the Caribbean where I am with my kids celebrating the near-end of their summer. This little annual family vacation is a real blessing, but the WiFi bill I … Read More

August 15, 2016 |

Rio, Rubio, and Your Portfolio

Dear Valued Clients and Friends,

I could practically skip this week’s market commentary to talk about Michael Phelps. That is how much I have enjoyed watching this first week of the Olympics and particularly the incredible story of this simply … Read More

August 12, 2016 |

What Michael Phelps Teaches Us About Absolute Return Investing

It’s just a picture, and one of many that this first week of Olympic action has created. There has been no shortage of photo-ready moments between the U.S. women’s gymnastics dominance, the collection of swimming medals, and so many other … Read More

August 8, 2016 |

A Gold Medal for Disciplined Investing

Dear Valued Clients and Friends,

We entered the month of August having enjoyed a great year so far in our equity and fixed income results, mixed results across various alternatives, and a lot of unknowns in big-picture macro affairs. No … Read More

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