Episode 22 | Investor satisfaction with their advisor (or lack thereof), Q1 market returns led by 7 stocks, only 6 EVs qualify for $7,500 Federal tax credit as of April 18th, and Apple launches HYSA

Written By Consilio Wealth Advisors

Join Chris Kaminski & Hao Dang as they discuss a recent JD Power study that highlights investor satisfaction with their financial advisor (or lack thereof), how the Q1 market returns were led by 7 stocks, only 6 EVs qualify for the $7,500 Federal tax credit as of April 18th, and Apple launches a high-yield savings account.

Consilio Wealth Advisors

Consilio Wealth Advisors is a leading wealth management firm that serves tech executives, primarily at the large public tech companies in the US. We help hundreds of families build and maintain financial independence, and we assist many families who are fully retired well before age 65.

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Episode 23 | Washington state capital gains tax, MSFT moves to unlimited vacation, big tech earnings blowout
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Episode 21 | SVB sells to First Citizens, Signature Bank sells to Flagstar, consumers think mortgages will top 8%, and consumer confidence nears all-time lows