Consilio Wealth Advisors
Financial planning for tech professionals. Experience the confidence you deserve.
Consilio (Latin) - on purpose, intentional, by design. CWA is one of the largest and fastest-growing independent wealth management companies focused on serving tech executives.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
Consilio Wealth Advisors, LLC (“CWA”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where CWA and its representatives are properly licensed or exempt from licensure.
Episode 77 | The state of the economy through Chipotle earnings. AI efficiency in small cap and more
Episode 76 | Fermi IPO: A New Era in Market Valuations? Navigating the AI Bubble: Risks and Rewards
Episode 75 | Nvidia invests $5B in Intel, OpenAI makes $300B commitment to Oracle, TikTok buyers
Episode 74 | Jobs report keeps missing, travel data is slowing, alternatives in 401(k) plans
Episode 73 | One Big Beautiful Bill Act
Episode 72 | Stablecoin offerings from AMZN & WMT, Inflation down, Fed holds, Who's right?
Episode 71 | Double dip, DOGE progress, Reciprocal tariffs, is the housing market frozen?
Huge tax bill? Your sell-to-cover election on your RSUs is likely the problem
Episode 70 | Nothing happened in the market...
2025 Version: Mega Backdoor Roth | How to Double Your 401k at Amazon, Microsoft, Meta, and Google
How to fund a backdoor Roth IRA in 2025
Q2 2025 Market Commentary: Tariffs
Episode 69 | What's going on in markets right now. Liberation day and what we think is next
Episode 68 | Correction on uncertainty, consumer confidence hits a new low, maleficent 7
Episode 67 | Tariffs, The top 10% account for 50% of consumer spending, Trump trade unwound
Episode 66 | Trump's FTC, Federal worker reduction, International stocks beating US, RIP US penny
Episode 65 | Mag 7 earnings, DeepSeek, Tariffs, Eggs, Amazon Revenue exceeds Walmart
Episode 64 | Chris & Hao's Predictions for 2025 & Predictions from 2024
Episode 63 | Record low cash, Fed changes tune, Mag 7 still dominating, WA state min wage
Episode 62 | Tariffs, FTC and SEC leadership, crypto and M&A, SS tax cuts, financial literacy
Episode 61 | Trump trade, TCJA round 2, inflation and immigration, FTC and SEC leadership
Episode 60 | Tesla's robo taxi, Social Security tax 2025, Boeing lays off 10%, HYSA dropping fast
Episode 59 | AMZN back 5 days, META impresses, Inflation drops, Jobs blowout
Q4 2024 Market Commentary: Volatility Strikes Back
Episode 58 | Fed cuts .50%! Domino effects, MSFT inks deal with Constellation to power AI
Episode 57 | GLP-1 usage and impacted industries, taxing unrealized gains, thematic ETFs
Episode 56 | Companies say economy is fine, Chipotle CEO to SBUX, Fed, Jobs, Grocery price gouging
Episode 55 | Market selloff, unwinding the carry trade, Fed pause/blame, Sahm Rule goes viral
Donor Advised Funds | DAFs | All you need to know
Episode 54 | 3 stocks drove 50% of S&P, small caps get 6 months in days, the top performing stock