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  • The End of "Forward Guidance"

    The End of "Forward Guidance"
    2026/07/14
    The End of Forward Guidance: What It Means for InvestorsIn the world of finance, the concept of forward guidance is an often-used tool by central banks to communicate their future monetary policy intentions. However, recent discussions among central bankers indicate a shift towards the end of this practice. In this episode, Matt Gomoll (Senior Wealth Advisor & Partner, MBA, CEPA, CEP) and Steve Laska (Managing Partner) explore what forward guidance is, the implications of its potential end, and how it affects investors and the broader economy.Please send your questions, topics, and suggestions to: info@trillium-wealth.com.Learn More at: https://www.trillium-wealth.com/Follow Us on Instagram: @trilliumwealthpodConnect on LinkedIn: https://www.linkedin.com/company/trilliumwm/ Thank you for watching!Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.Disclosure: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. The content on this channel is for informational and educational purposes only and should not be considered investment, tax, or legal advice, or a recommendation to buy or sell any security. Nothing on this channel constitutes an offer or solicitation to provide investment advisory services in any jurisdiction in which such offer or solicitation would be unlawful or in which Trillium Wealth and/or CWM, LLC are not appropriately registered or exempt from registration. Opinions expressed are as of the date of publication and are subject to change without notice. Past performance is no guarantee of future results. All investments involve risk, including the potential loss of principal. Viewers should consult their own financial, tax, and legal professionals regarding their specific situation before acting on any information provided here.
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    25 分
  • New Fed Chair (Kevin Warsh) and His Missing Dots

    New Fed Chair (Kevin Warsh) and His Missing Dots
    2026/06/27
    In this episode, Matt Gomoll (Senior Wealth Advisor & Partner, MBA, CEPA, CEP) and Steve Laska (Managing Partner) react to the latest news on interest rates, developments regarding SpaceX's historic IPO, and the first month of tenure for the new Fed Chairman, Kevin Warsh. We also discuss statements made by Scott Bessent on Economic Statecraft, AI regulation, and President Trump's unmet expectations for housing affordability.Please send your questions, topics, and suggestions to: info@trillium-wealth.com.Learn More at: https://www.trillium-wealth.com/Follow Us on Instagram: @trilliumwealthpodConnect on LinkedIn: https://www.linkedin.com/company/trilliumwm/ Thank you for watching!Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.Disclosure: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. The content on this channel is for informational and educational purposes only and should not be considered investment, tax, or legal advice, or a recommendation to buy or sell any security. Nothing on this channel constitutes an offer or solicitation to provide investment advisory services in any jurisdiction in which such offer or solicitation would be unlawful or in which Trillium Wealth and/or CWM, LLC are not appropriately registered or exempt from registration. Opinions expressed are as of the date of publication and are subject to change without notice. Past performance is no guarantee of future results. All investments involve risk, including the potential loss of principal. Viewers should consult their own financial, tax, and legal professionals regarding their specific situation before acting on any information provided here.
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    29 分
  • How Passive is Index Investing, Really? + How SpaceX Will Affect Index Funds

    How Passive is Index Investing, Really? + How SpaceX Will Affect Index Funds
    2026/06/11
    In this episode, Matt Gomoll (Senior Wealth Advisor & Partner, MBA, CEPA, CEP) and Steve Laska (Managing Partner) dispel fears surrounding Space X's historic IPO valuation and its impact on the Index Funds it will likely join. They also discuss Index Funds at large, and how Indexes are actually more active forms of investing than you may think. Tune in for an update on the current market landscape.Please send your questions, topics, and suggestions to: info@trillium-wealth.com.Learn More at: https://www.trillium-wealth.com/Follow Us on Instagram: @trilliumwealthpodConnect on LinkedIn: https://www.linkedin.com/company/trilliumwm/ Thank you for watching!Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.Disclosure: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. The content on this channel is for informational and educational purposes only and should not be considered investment, tax, or legal advice, or a recommendation to buy or sell any security. Nothing on this channel constitutes an offer or solicitation to provide investment advisory services in any jurisdiction in which such offer or solicitation would be unlawful or in which Trillium Wealth and/or CWM, LLC are not appropriately registered or exempt from registration. Opinions expressed are as of the date of publication and are subject to change without notice. Past performance is no guarantee of future results. All investments involve risk, including the potential loss of principal. Viewers should consult their own financial, tax, and legal professionals regarding their specific situation before acting on any information provided here.
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    33 分
  • A Discussion on Healthcare in America - Why It's More Expensive Than Ever

    A Discussion on Healthcare in America - Why It's More Expensive Than Ever
    2026/05/21
    In this episode, Matt Gomoll (Senior Wealth Advisor & Partner, MBA, CEPA, CEP) and Steve Laska (Managing Partner) investigate the driving forces behind unsustainable healthcare costs in America. Listen in for their thoughts on fraud in medicine, pain points for families, and the shifting expectations of those approaching 65.Please send your questions, topics, and suggestions to: info@trillium-wealth.com.Learn More at: https://www.trillium-wealth.com/Follow Us on Instagram: @trilliumwealthpodConnect on LinkedIn: https://www.linkedin.com/company/trilliumwm/ Thank you for watching!Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.Disclosure: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. The content on this channel is for informational and educational purposes only and should not be considered investment, tax, or legal advice, or a recommendation to buy or sell any security. Nothing on this channel constitutes an offer or solicitation to provide investment advisory services in any jurisdiction in which such offer or solicitation would be unlawful or in which Trillium Wealth and/or CWM, LLC are not appropriately registered or exempt from registration. Opinions expressed are as of the date of publication and are subject to change without notice. Past performance is no guarantee of future results. All investments involve risk, including the potential loss of principal. Viewers should consult their own financial, tax, and legal professionals regarding their specific situation before acting on any information provided here.
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    36 分
  • The U.S. Dollar's Reserve Currency Status, the Bond Market, and Stablecoin

    The U.S. Dollar's Reserve Currency Status, the Bond Market, and Stablecoin
    2026/05/03
    Is the US dollar really at risk? Listen to this episode to learn why we're more optimistic about its future than ever. In this episode, Matt Gomoll (Senior Wealth Advisor & Partner, MBA, CEPA, CEP) and Steve Laska (Managing Partner) discuss the threats to the U.S. Dollar as a reserve currency, how bond traders influence interest rates and the demand for U.S. debt, and what exactly Stablecoin is (and how it functions). What are your thoughts on the future of the dollar? Please send your questions, topics, and suggestions to: info@trillium-wealth.com.Learn More at: https://www.trillium-wealth.com/Follow Us on Instagram: @trilliumwealthpodConnect on LinkedIn: https://www.linkedin.com/company/trilliumwm/ Thank you for watching!Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.Disclosure: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. The content on this channel is for informational and educational purposes only and should not be considered investment, tax, or legal advice, or a recommendation to buy or sell any security. Nothing on this channel constitutes an offer or solicitation to provide investment advisory services in any jurisdiction in which such offer or solicitation would be unlawful or in which Trillium Wealth and/or CWM, LLC are not appropriately registered or exempt from registration. Opinions expressed are as of the date of publication and are subject to change without notice. Past performance is no guarantee of future results. All investments involve risk, including the potential loss of principal. Viewers should consult their own financial, tax, and legal professionals regarding their specific situation before acting on any information provided here.
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    31 分
  • Navigating the Energy Crisis: What It Means for the Global Economy

    Navigating the Energy Crisis: What It Means for the Global Economy
    2026/04/16
    What does the current energy crisis mean for the global economy and investors like you?In this episode, Matt Gomoll (Senior Wealth Advisor & Partner, MBA, CEPA, CEP) and Steve Laska (Managing Partner) explore the downstream effects of today’s energy conflicts, including inflation, market stability, and international relations. We'd love your feedback. Send your questions, comments, and suggestions to info@trillium-wealth.com or comment below.Please send your questions, topics, and suggestions to: info@trillium-wealth.com.Learn More at: https://www.trillium-wealth.com/Follow Us on Instagram: @trilliumwealthpodConnect on LinkedIn: https://www.linkedin.com/company/trilliumwm/ Thank you for watching!Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.Disclosure: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. The content on this channel is for informational and educational purposes only and should not be considered investment, tax, or legal advice, or a recommendation to buy or sell any security. Nothing on this channel constitutes an offer or solicitation to provide investment advisory services in any jurisdiction in which such offer or solicitation would be unlawful or in which Trillium Wealth and/or CWM, LLC are not appropriately registered or exempt from registration. Opinions expressed are as of the date of publication and are subject to change without notice. Past performance is no guarantee of future results. All investments involve risk, including the potential loss of principal. Viewers should consult their own financial, tax, and legal professionals regarding their specific situation before acting on any information provided here.
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    37 分
  • Decoding Signals in the Credit Market, More on the Global Oil Market

    Decoding Signals in the Credit Market, More on the Global Oil Market
    2026/04/02
    In this episode of Plain Talk, Matt Gomoll (Senior Wealth Advisor & Partner, MBA, CEPA, CEP) and Steve Laska (Managing Partner) discuss the markets' reaction to the latest news coming out of the Middle East. They also discuss several other developments in finance and politics over the last two weeks, including how global oil flows and European energy security influence your investments.Please send your questions, topics, and suggestions to: info@trillium-wealth.com.Learn More at: https://www.trillium-wealth.com/Follow Us on Instagram: @trilliumwealthpodConnect on LinkedIn: https://www.linkedin.com/company/trilliumwm/ Thank you for watching!Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.Disclosure: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. The content on this channel is for informational and educational purposes only and should not be considered investment, tax, or legal advice, or a recommendation to buy or sell any security. Nothing on this channel constitutes an offer or solicitation to provide investment advisory services in any jurisdiction in which such offer or solicitation would be unlawful or in which Trillium Wealth and/or CWM, LLC are not appropriately registered or exempt from registration. Opinions expressed are as of the date of publication and are subject to change without notice. Past performance is no guarantee of future results. All investments involve risk, including the potential loss of principal. Viewers should consult their own financial, tax, and legal professionals regarding their specific situation before acting on any information provided here.
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    28 分
  • Iran War (cont.) and Oil Market Levers

    Iran War (cont.) and Oil Market Levers
    2026/03/20
    In this episode of Plain Talk, Matt Gomoll (Senior Wealth Advisor & Partner, MBA, CEPA, CEP) and Steve Laska (Managing Partner, CEPA) discuss the geopolitical and economic implications of the ongoing conflict in the Middle East, focusing on oil markets and global stability. They analyze the dilemma surrounding the Strait of Hormuz, and which levers are available to help stabilize global oil markets.Please send your questions, topics, and suggestions to: info@trillium-wealth.comLearn More at: https://www.trillium-wealth.com/Follow Us on Instagram: @trilliumwealthpodConnect on LinkedIn: https://www.linkedin.com/company/trilliumwm/ Thank you for watching!Trillium is a holistic wealth management company. Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.Disclosure: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. The content on this channel is for informational and educational purposes only and should not be considered investment, tax, or legal advice, or a recommendation to buy or sell any security. Nothing on this channel constitutes an offer or solicitation to provide investment advisory services in any jurisdiction in which such offer or solicitation would be unlawful or in which Trillium Wealth and/or CWM, LLC are not appropriately registered or exempt from registration. Opinions expressed are as of the date of publication and are subject to change without notice. Past performance is no guarantee of future results. All investments involve risk, including the potential loss of principal. Viewers should consult their own financial, tax, and legal professionals regarding their specific situation before acting on any information provided here.
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    38 分