Qualified Opportunity Zone Funds
This podcast features: Christopher Fundora, CFP®, CRPS® This is a discussion of the following: 1. Overview of Qualified Opportunity Zone Funds 2....
Traphagen Wealth Radio
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About
Original Traphagen Financial Group (TFG) Presentations and Discussions on Global Markets, Investments, and Portfolios. We focus on three main areas: Quarterly Market Updates Discussions of Alternative Investments Special Current Event/Topical Discussions www.tfgllc.com
Understanding the Fidelity Website & Security Performance
The podcast features Eric Mancini, Traphagen's director of investment research and Emily Heron, client liaison. This is a discussion of the following:...
Update on China/US Trade Dispute & Portfolio Impacts
This podcast features Eric Mancini, Traphagen's director of investment research and Emily Heron, our client liaison. This is a discussion of the foll...
Introduction of 'Flourish Cash'; A New Cash Management Tool
This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our portfolio operations specialist. This is a di...
Discussion of The Recent Trade War; Market and Portfolio Impacts
This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our portfolio operations specialist. This is a di...
New Alternative Investment- Versus Real Asset Fund
This podcast features Eric Mancini, Traphagen's director of investment research and Tiera Mulligan, our investment liaison. This is a discussion of t...
Recent Market Correction, High Volatility, and Interest Rates
This podcast features Eric Mancini, CFP, CAIA, director of investment research, and Tiera Mulligan, portfolio operations specialist. This is a discus...
Impact of Tax Reform
This podcast features Jeff Hanson, CPA, PFS, AEP, CFP, tax and financial advisor, and Tiera Mulligan, portfolio operations specialist. This is a disc...
Social Security Planning Overview
This podcast features Jeff Hanson, CPA, PFS, AEP, CFP, tax and financial advisor, and Tiera Mulligan, portfolio operations specialist. This is a disc...
Quarter 3 2017 Update and Discussion
This podcast features Eric Mancini, CFP, CAIA, Traphagen's director of investment research and Emily Heron, client liaison. This is a discussion of t...