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Affluent Christian Investor | October 22, 2017

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AboutDavid Bahnsen, Author at Affluent Christian Investor - Page 5 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

September 2, 2015 |

Extraordinary Times

Something rather extraordinary happened on Tuesday, August 25. Yes, something extraordinary also happened on Friday, August 21, Monday, August 24, and frankly all sorts of other days in recent times. By “extraordinary,” the recent market volatility, massive moves in the … Read More

August 31, 2015 |

Market Panic: The Unforgettable Week

This has not been a week that me or my team are going to forget any time soon. For those of you who chose to pay attention to the market last week (we hope that is a small number), … Read More

August 25, 2015 |

Is This the End?

The markets are set to open Thursday under significant distress, following a 150 point drop in the Dow yesterday. Commodities continue to be in free fall, especially crude oil which sits at $41 per barrel, a low not seen … Read More

August 24, 2015 |

Market Washouts: Are We at a Bottom?

Was last week the week markets finally washed out, or is it just the beginning of more downside action to come? Are we at a bottom, near a bottom, and if so, where will that bottom be? Is the 10% … Read More

July 27, 2015 |

Oil Prices Down, Iran Deal Unrelated

Dear Valued Clients and Friends,

In a weird way, it’s been a challenging month. Stock and bond markets have mostly done okay and the supposed large-tail risks from earlier this month (Greece, China, etc.) have mostly blown over (for the … Read More

July 22, 2015 |

Politics and the Market

We sometimes talk like the things happening in the political world are all that affect capital markets, a grave mistake to be sure. But the corollary to that is equally dangerous, and that is the treatment of the political sphere … Read More

July 20, 2015 |

Will An Asset Class Bubble Similar to 2008 Housing Bubble Form?

There is slightly less concentration in this week’s commentary (last week we had a particular focus on the subject of MLPs) and much more diversification (covering topics from Greece, to debt, to the Fed, to interest rates, to valuations, to … Read More

July 13, 2015 |

Greek Fallout, China’s Stock Market Bubble, NYSE Freeze

This week’s commentary is one we are personally excited about, and hope you’ll feel the same. We put a lot of extra research into a few specific pieces this week, and hopefully this will show through. It was a challenging … Read More

July 1, 2015 |

My Appearance on the Collective Wisdom Podcast

Today I was the featured guest on the podcast for Collective Wisdom, a wonderful little 9-minute blurb that appears on Chuck Jaffa’s Moneylife show. I actually recommend this podcast EVERY week as it: a) always features a HighTower partner sharing … Read More

June 30, 2015 |

Greece, Greece, and More Grease

Sunday afternoon I began receiving text after text and tweet after tweet regarding the Dow market futures reflecting a 450 point drop behind the news that Greek banks would close today and capital controls would be implemented as the country … Read More

June 25, 2015 |

Why I Cannot Support Jeb Bush as the GOP Nominee (Warning: Some on the Right Will Not Be Happy)

If a man named Jeb Smith was running for the GOP nomination, had been the Florida Governor for two terms with the exact same record as the man we know as Jeb Bush, had the exact same immigration policy prescriptions … Read More

June 19, 2015 |

Fed Rates: Here’s What Really Matters

Markets stabilized on Monday and rallied on Tuesday as the Fed did what they have done now for roughly nine years … NOT raise interest rates. The Fed Funds target of 0-.25% remains where it has been since the fall of … Read More

June 17, 2015 |

Looking at Greece

So all eyes were on Greece yesterday, only this is a June, 2015 blog entry, not a May 2010 one, nor a July 2011 one, nor a May 2012 one, nor a December 2014 one. Google any of those four months … Read More

June 15, 2015 |

Interest Rates, the Dollar, Stocks, and You

Volatility in the BOND market has exploded in recent weeks as German BUND yields have blown out from NEGATIVE territory to .84% (using the 10-year). We should note that the 2-year yield remains negative. This move in the German BUND … Read More

June 1, 2015 |

Is Recent Rally in Oil Prices Sustainable?

Executive Summary Market “corrections” of 5-10% happen all the time; market corrections of 20% or more are almost always valuation-driven or recession-driven. We do not believe the 5% variety are: a) avoidable), or b) concerning; we defend against the malignant … Read More

May 7, 2015 |

State of the Economy: Q1

How do you see the overall state of the economy? The presuppositions you bring to the discussion will dictate everything you believe about the economy. My late father used to say, “There are no brute facts.” We interpret everything through … Read More

April 30, 2015 |

What Happens to the Marketplace When Mortgage Rates Rise?

How would you describe the state of the global economy?

This is one area where there is very little need to do deep analysis. Sometimes bond yields are telling you things are going really, really well. And sometimes bond … Read More

April 11, 2015 |

Is Monetary Manipulation the Only Defense Against Economic Malaise?

Is the Fed going to raise rates this year? I suspect not, but they are going to at some point, and you may as well be prepared for it whether it happens this year or next year. The several takeaways … Read More

April 2, 2015 |

Falling Unemployment Doesn’t Mean Rising Wages

It is good to be writing this without any hospital visits having taken place, and with my daughter, Sadie, back in school and joyfully getting every square inch of her pink cast signed by all of her loving friends.  I … Read More

March 24, 2015 |

Market Fundamentalists Beware: Fed To Blame For Volatility

I apologize in advance if this week’s commentary is a little shorter than normal.  I was at a client dinner in Palm Desert last Wednesday night when my wife called to say our daughter had broken her arm in … Read More

March 18, 2015 |

Dollar Rally, Euro Drop, and Fear of Fed Tightening Explain Weekly Volatility

The ugliness of March continued largely led by a continued drop in the Euro.  I explain more about this connection in this week’s commentary.  All things considered it is a highly volatile time in the capital markets and I am … Read More

February 6, 2015 |

The Huge Wildcard of the 2016 Election

I subscribe to the ecclesiastical wisdom that “there is nothing new under the sun,” which is a different way of saying that whenever someone says that all of a sudden something is totally different than it has ever been … Read More

January 19, 2015 |

Don’t Expect Low Market Volatility in 2015

History will remember the year of 2014 as “the year where markets would not cooperate with consensus.” Interest rates went down when they were supposed to go up. Europe declined when it was supposed to have been deeply under-valued. Japan … Read More

January 15, 2015 |

Why Mitt Romney Should Not Run

The Wall Street Journal editorial page ran a compelling piece the other day entitled Romney Recycled in which it laid out all the reasons a third Romney campaign may not be a very good idea. It was not stating that Romney would … Read More

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