Spinnaker Trust & CLMC, LLC Strategic Business Advisors: While 96% of business owners agree it's important to have an exit strategy, experts say only 13% have a current written plan in place – leaving too much unknown for what comes next. In th

2021 Q2 Review

Jul 2nd, 2021 28m 8s

The crew is back to discuss what's on the mind of investors today: rates, peak everything and inflation.

2021 Q1 Review

Apr 28th, 2021 22m 31s

The crew breaks down 2021 first quarter: the one year anniversary of COVID lockdowns, market activity & what to expect in the second year following a recession. We discuss inflation and the great debate - growth vs. value.

2021 Predictions

Jan 4th, 2021 27m 46s

The crew breaks down what we learned from 2020 markets. They also cover today's most engaging topics: value vs. growth investing, predicting interest rates, modern monetary theory, and bitcoin.

October 2020 - Q3 Review and Outlook

Oct 12th, 2020 20m 57s

The crew is back with a timely market update to discuss inflation expectations, double dip recession concerns and of course, the election.

2020 1st Half Update

Jul 17th, 2020 32m 2s

April 16, 2020

Apr 17th, 2020 28m 47s

Market Update March 26, 2020

Mar 27th, 2020 7m 35s

Market Update and COVID-19 Preparedness

Mar 19th, 2020 9m 43s

Tim catches up with members of the Spinnaker team, Jessamyn, Maria & Amanda, to address the following questions:1) Fiscal vs. Monetary Policy2) Tax Relief3) Spinnakers Response

March 9, 2020

Mar 11th, 2020 12m 16s

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Spinnaker Trust 2020 Outlook

Jan 13th, 2020 30m 23s

Jessamyn, Eben, and Tim reflect on 2019 market performance and share their outlook for 2020.

Interview with Daniel Prince (CFA) of BlackRock

Dec 2nd, 2019 28m 52s

Jessamyn and Eben sit down with Daniel Prince, CFA Head of iShares at BlackRock.Find Daniel on LinkedIn - https://www.linkedin.com/in/daniel-prince-cfa-566b1978/

Quarter 3 Updates and Discussion

Oct 21st, 2019 27m 7s

Quarter 3 Updates from Jessamyn, Eben, and Tim.

Trailer

Introduction to the Podcast

Oct 11th, 2019 2m 26s

Meet Jessamyn, Ebin, and Tim and discover what to expect from our new podcast, From the Helm.---At Spinnaker Trust, we will help you reach the tomorrow you want to create. Our mission is to help our clients build wealth, and protect it, while p