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Affluent Christian Investor | October 22, 2017

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AboutDavid Bahnsen, Author at Affluent Christian Investor - Page 3 of 6

David Bahnsen

David Bahnsen

David L. Bahnsen, CFP®, CIMA® is the founder, Managing Director, and Chief Investment Officer of The Bahnsen Group, a private wealth management boutique based in Newport Beach, managing over $1 billion in client assets. David has been named as one of Barron’s America’s Top 1,200 Advisors as well as On Wall Street’s Top 40 Advisors Under 40 and Financial Times Top 300 Advisors in America. He brought The Bahnsen Group independent through the elite boutique fiduciary, HighTower Advisors, in April 2015 after eight years as a Chairman's Club Managing Director at Morgan Stanley and seven years as a First Vice President at UBS Financial Services. He is a frequent guest on CNBC and Fox Business and is a regular contributor to Forbes. David serves on the Board of Directors for the National Review Institute and the Lincoln Club of Orange County, and is a founding Trustee for Pacifica Christian High School of Orange County. David's true passions include anything related to USC football, the financial markets, politics, and his house in the desert. His ultimate passions are his lovely wife of 15+ years, Joleen, their gorgeous and brilliant children, sons Mitchell and Graham, and daughter Sadie, and the life they’ve created together in Newport Beach, California.

Posts By David Bahnsen

June 3, 2016 |

One Man’s Brexit Is Another Man’s Prosperity

Last week I participated in a lively debate sponsored by the British American Business Council, OC Forum, and World Affairs Council regarding the potential British exit from the European Union. The vote on this controversial referendum comes June 23, with … Read More

May 30, 2016 |

The Economy, Fed, and You

Dear Valued Clients and Friends,

At press time, here we are up 330 points on the week in the Dow, and maybe, just maybe, we will see markets end the month of May next Tuesday slightly positive for the month. We … Read More

May 26, 2016 |

The Fed Comes Right Back into Your Life

Dear Valued Clients and Friends,

As quickly as the central banks of the world said, “You better buy risk assets because we are going to coddle markets until the cows come home,” last week our own Federal Reserve’s commitment to … Read More

May 25, 2016 |

A Letter to Mrs. Clinton on the Housing Bubble Her Husband Helped Blow

Dear Mrs. Clinton –

Your husband pursued an aggressive recalibration of goals and social objectives in housing policy with his Department of Housing and Urban Development, and personally said:

“Our home ownership strategy will not cost the taxpayers one extra … Read More

May 19, 2016 |

My Takeaways from SALT 2016

As mentioned in our video and written piece in a previous week, for the fifth year in a row I spent the last few days of that week at the Annual SALT Conference in Las Vegas, a massive consortium … Read More

May 11, 2016 |

What to Do Now: Donald Trump and the 2016 Presidential Race

I never thought you would be reading this article, and I never thought I would be writing it. Like millions of other Americans, I never thought that the party of Lincoln and Reagan would go forward with nominating Donald Trump … Read More

May 10, 2016 |

Sell in May Because Trump Will Stay?

Dear Valued Clients and Friends,

March and April proved to be great months for stocks and other “risk” assets. Some volatility resumed last week, but nothing in the same universe as what we saw earlier this year. There are a … Read More

May 4, 2016 |

Earnings Trump Elections

Dear Valued Clients and Friends,

These first few weeks of earnings season every quarter (basically the second, third, and fourth week of every January, April, July, and October) are insanely busy. Analyst calls, company 10Q and 10k reports, research bulletins, and … Read More

May 3, 2016 |

The Trump Riots Are Indefensible

As far as I am concerned, Donald Trump represents the indefensible, the most pitiful substance-less part of American politics, who is a perfect synthesis of the three categories I most fear (where normally I only have to fear one at … Read More

April 27, 2016 |

New Market Highs and Oil

It’s interesting to see how much the traffic for this weekly commentary picks up in periods of market distress, and how much it drops when things are moving in a more favorable direction. I suppose it’s human nature, and … Read More

April 26, 2016 |

The OJ Jurors, Donald Trump, and All of Us Marcia Clarks

My understanding is that “click bait” is when someone suggests in a link title that something is so compelling, so crazy, so interesting, or so provocative that it simply must be clicked, even if the substance of what exists once … Read More

April 11, 2016 |

Some Q1 Analysis and Q2 Preparation

Dear Valued Clients and Friends,

The first quarter of 2016 ended last week, and we dived head first into Q2 this week. The headlines largely revolved around oil, the Fed, the election, and China, suggesting that maybe things don’t really … Read More

April 4, 2016 |

Q1 Ends and It Was Not an April Fool’s Joke

Dear Valued Clients and Friends,

I have a few clients I will drop a note to every now and then to say, “I really liked this week’s commentary.” That may seem arrogant, since I am the one who writes … Read More

March 28, 2016 |

Is this Rally in Jeopardy?

Markets were stunningly still last week despite another major terrorist attack in Europe and the aftermath of last week’s Fed meeting. Low volume, low volatility, but a lot for portfolio managers and asset allocators like us to be considering. … Read More

March 21, 2016 |

Seven Years off the Bottom, Markets are Still Uncertain

Dear Valued Clients and Friends,

As mentioned last week, we’re sending this week’s commentary from Las Vegas, Nevada, where it is quite convenient and enjoyable to spend a weekend watching college basketball. We decided to pass on this week’s … Read More

March 14, 2016 |

What Do We Have to Fear Now?

Dear Valued Clients and Friends,

We reach the near mid-point of March and as of last Thursday night, we are flat on the week in the stock market, and absorbing an awful lot of news around China, oil, and … Read More

March 7, 2016 |

Risk On Comes Back

Dear Valued Clients and Friends,

And just like that we have completed two months of calendar year 2016 and are running at full sprint into the third month. Markets kicked off March with one of the strongest rally days of … Read More

February 29, 2016 |

It’s Oil Prices, and This Pesky Election

Dear Valued Clients and Friends,

Does it sound like a broken record when we use this introductory paragraph each week to say “more volatility this week,” or “markets moved up a lot one day this week and down a … Read More

February 26, 2016 |

A Bloodied Fake Billionaire

Marco Rubio’s people talked yesterday morning about their need to stay on message, and how Sen. Cruz remained their focus in building this towards a two-man race between Rubio and Trump. Pundits scratched their head. Rubio supporters shook their head. … Read More

February 15, 2016 |

What’s Really Behind This Market Sell-Off?

Dear Valued Clients and Friends,

Market volatility is intensifying, not weakening, and we hope you will click into this week’s commentary as we cover a lot of the very specific things driving markets, and what strategies make the most … Read More

February 12, 2016 |

Why Are WE Calm?

The ugly action in the market Friday, repeated in the market Monday of this week, has reinforced for short-term investors that the rallies we have intermittently been experiencing are being sold, meaning traders are taking advantage of moves higher to … Read More

February 10, 2016 |

Musings on the Search for Your Next President – The Day After New Hampshire

What a difference a week makes. One week ago: Trump under-performs polls badly in Iowa; Rubio out-performs polls in Iowa significantly; and the narrative gets formed (particularly after a few more key endorsements) that Rubio is on the march towards … Read More

February 8, 2016 |

What To Expect From The Fed in 2016

Dear Valued Clients and Friends,

Those hoping the volatility of January would subside in February got another reality check last week, and the markets dropped about 150 points Monday before rallying all the way back, then dropped 300 Tuesday (and … Read More

February 5, 2016 |

Why Trump Lost Iowa and What It Means

As much as I want to extrapolate Trump’s embarrassment the other night into the sure doom of his creepy campaign, the reality is that he is far from over. But a few takeaways are worth sharing:

(1) The theory that … Read More

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