Bart Zandbergen and Letitia Berbaum Share Market News and Commentary

May 12, 2021

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Host Bart Zandbergen was joined in the studio by Letitia Berbaum. In this episode, the duo discuss the state of the market, consumer sentiment and their personal commentary on things that have been hot topics like currency, interest rates, and taxes. It has been over a year since the nationwide lockdown, with so much that has changed, although Bart and Letitia share their optimism for the future as we continue to move through the pandemic.

In this episode learn:
-Factors that may have influenced why the market has fared well in many respects
-How low interest rates have created opportunity
-Currency and how its future has been influenced by Bitcoin
-Why managing emotions when it comes to finances is key
-Why designing a plan in advance of a company sale or acquisition is helpful

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The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

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NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA

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The Zandbergen Report

Wealth Management Strategies and Investment Wisdom
hosted by Bart Zandbergen, CFP.

The weekly, 30 minute show features guests in professional services including mortgage, real estate, law and litigation, as well as entrepreneurs and executives in industries like health, fitness, style and philanthropy. Each episode showcases the dynamic guest and the investments they have made in their career, their clientele and themselves to raise the bar for excellence in their respective industry.

The Zandbergen Group is a DBA of Axxcess Wealth Management, LLC a Registered Investment Advisor with the SEC. Bart A. Zandbergen, CA Insurance License #OA96242. Letitia S. Berbaum, CA Insurance License #OH19537. Zandbergen Group, LLC is a DBA of Axxcess Wealth Management, LLC (“Axxcess”), a registered investment advisor. Advisory services are only offered to clients or prospective clients where Axxcess and its representatives are properly licensed or exempt from licensure.