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Affluent Christian Investor | April 19, 2021

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AboutDavid Bahnsen, Author at Affluent Christian Investor

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

April 16, 2021 |

Gold As A Hedge Against Government Irresponsibility

This week’s Dividend Cafe is inspired by one of my favorite quotes, ever.

“It ain’t what you don’t know that gets you into trouble.  It’s what you know for sure that just ain’t so.”

~ Mark Twain

(I attribute … Read More

April 6, 2021 |

Media Malpractice

There is a strong possibility that many of you reading Dividend Cafe this week will be completely unaware of the subject I have chosen for this week’s topic.  I do not mean you will be unfamiliar with the concept or … Read More

March 31, 2021 |

A Primer On Bubbles

Who would have guessed that at the one-year mark of the worst market drop since the Great Financial Crisis, one of the hottest topics in financial markets is whether or not we are in a “bubble.” Am I the … Read More

March 23, 2021 |

A Risk No One Thinks About Until It Matters

I had fun writing this week’s Dividend Cafe because I got to jump all over the place, just covering so many topics that I love, love, love, and not worrying at all about how it all weaved together.  If you … Read More

March 19, 2021 |

Reflecting On Two Historic Market Crises: COVID And The Great Recession

I had a lot I was going to cover in this week’s Dividend Cafe. I mean, some really fun stuff. We were going to go deep and wide into the bond market, into gold, into capex, into market rotation, … Read More

March 12, 2021 |

The Lessons Of Anti-Money

Setting the table

The general lay of the land out there looks something like this right now (media treatment of a conflation of topics, and maybe even a consensus view outside a remnant of thinkers) …

(1) The Fed moved to hyper … Read More

March 4, 2021 |

Government Spending And Your Heart Rate

I think there is some “economic vocabulary” in today’s Dividend Cafe that might – might! – be a turn-off to some, but will be overcome easily if you bear with it.  And more importantly, there is a practical takeaway through … Read More

February 11, 2021 |

Volatility Vs. Capital Erosion

First things first

When I wrote last week of cyclical reality that value and growth have alternated taking turns as the market’s leadership sector for over forty years, I was sharing something that I assume all investors know.  Growth has … Read More

February 5, 2021 |

You Are What You Live Through As An Investor

It is appropriate and perhaps entirely ironic that the subject of this week’s Dividend Cafe comes at a time where we have recently seen some of the most bizarre, insane, and silly market activity, ever, and that this bizarre, insane, … Read More

January 29, 2021 |

Can Debt Be Used Productively?

As the country has said goodbye to the prior administration over the last couple of weeks, and as the new administration has begun to settle in, I have focused last week’s Dividend Cafe and this week’s as well on what … Read More

January 21, 2021 |

A Fatal Problem In Modern Economic Thinking

Here is my promise to you in today’s Dividend Cafe – the entire thing, from start to finish, is apolitical.  Now, that is not actually true, and maybe by the time I am done writing, I will explain what that … Read More

December 15, 2020 |

Capital Abounds, And It Needs A Place To Go

As I am typing, the market sits at 30,000 exactly on the Dow, really close to 4,000 points higher than it was in the middle of the day on Friday, October 30 (it closed at 26,500 that day).  Now, … Read More

December 10, 2020 |

Markets Digest Reality Of Biden Presidency

Early December is a tough time of year for my writing inspiration.  I have soooooo much I want to say about 2020, but we really aren’t done yet, and this year as much as any other, affirms the reality that … Read More

November 25, 2020 |

Pessimism And Your Portfolio

Some of you may recall that during the peak moments of COVID anxiety and the national lockdown (March/April) we put out a series of 2-3 minute videos meant to address specific client concerns.  From what investors should do in that … Read More

November 10, 2020 |

What’s Next? A Post-Election Reality Check

Note: This was written before there was a projected winner of the election.

November 3 has come and gone, and while the results may not yet be fully etched in stone, we have a pretty good feel for where things … Read More

November 3, 2020 |

Election Week Musings

I thought it appropriate to devote this weekend’s Dividend Cafe to the election, now that this long-awaited event is almost here.  I thought about calling it an “Election Eve” edition, but considering 82,042,050 people have voted as of press time … Read More

October 29, 2020 |

COVID Is Not A Disruptor, It’s An Accelerator

There are a couple things going on right now at The Bahnsen Group that make this a very fun time of year, and a very fun edition of the Dividend Cafe.  I wrote last week about the annual money manager … Read More

October 13, 2020 |

Investor Lessons From A World Of Doing Something

The new normal in six words

There is a principle at play in all aspects of the economy right now – from fiscal policy to monetary policy to regulatory policy to state and county medical policy to nearly any … Read More

October 5, 2020 |

Magnifying Old And New Lessons

Note: I wrote the majority of this week’s Dividend Cafe before the news had broken that President Trump and First Lady Melania had tested positive for COVID.  We wish them a speedy recovery, of course, but don’t have much to … Read More

September 17, 2020 |

The 2020 Election And Your Portfolio

In all my years of managing client capital, covering now six Presidential election cycles, I have never received as many inquiries, expressions of anxiety, questions, and general concerns about what this election means to investors.  Across all mediums, I have … Read More

September 11, 2020 |

If You Want To Worry About Something, Worry About This

Market Redux

The market closed last week at 28,650.  On Thursday it has reached 29,200 before declining 800 points on the day.  As of press time Friday, the market is down another 500+ points, so down ~900 on the week. … Read More

September 4, 2020 |

The Fed In A Post-COVID World

One of my favorite books about the 2008 financial crisis (I read over 75 of them, and wrote one myself) was David Wessel’s In Fed We Trust.  The title may have been too sacrilegious, but his point on the role(s) the Fed … Read More

August 28, 2020 |

“We’re All Ideologues Now”

I think most people know that the way someone interprets the political scene is largely determined by their own political ideology (as it should be).  Apart from the personality aspects that may enter the fray, most people have a set … Read More

August 10, 2020 |

Is A Vaccine Coming For Markets?

The first week of August started off surprisingly strong, with further moves higher in all market indices, and much “less bad” economic data than has been expected.  “Less bad than expected” is a consistent theme right now, and it evokes … Read More

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