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Vantage Point with True North Wealth Partners

Vantage Point is for our Clients and those wanting to learn more about what's really going on within the markets and economy as well as overall Financial Planning Topics.

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Episode 52 - July 2026 - Many Tips of the Month & PSA for High Utility rates!

In this episode, Eric discusses the second quarter of 2026 and overall market volatility. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

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Episode 51 - April 2026 - Quad Shifting as Economy Ebbs & Flows

In this episode, Eric discusses the first quarter of 2026 and overall market volatility. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

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Episode 50 - January 2026 - 4th Turning we are all in & an Important Year for ALL!

In this episode, Eric discusses the end of the year 2025 and overall market volatility. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

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Episode 49 - October 2025 - Overall Market Volatility should pick up & maybe Santa Clause Rally?

In this episode, Eric and Andy discusses the third quarter of 2025 and overall market volatility. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

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Episode 48 - July 2025 - Markets Bounced Back Fast & Stratos New Partnership = SEI

In this episode, Eric and Andy discusses the second quarter of 2025 and Market bounce back. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

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Episode 47 - April 2025 - Volatility will continue as this too WILL pass, Unemployment going Higher!

In this episode, Eric and Andy discusses the first quarter of 2025 and Market volatility in both directions is expected. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

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Episode 46 - January 2025 - Changes not seen since the 80’s, market volatility in both directions!

In this episode, Eric and Andy discusses end of the year and Market volatility in both directions is expected. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

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Episode 45 - Market volatility as some “potholes” will catch Fed & Markets by Surprise!

In this episode, Eric and Andy discusses Monthly Quads, Market volatility as some 'potholes' will catch the Fed and Markets by surprise. We also speak with Mike Gatteri, our strategic partner about upcoming insurance changes. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this…

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Episode 44 - Skate to where the puck is going & finally a Fed rate CUT coming in Sept!

In this episode, Eric discusses Monthly Quads, Market Updates and the Fed cut coming. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

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Episode 43 - Inflation Stickier thus Rates will be Higher for Longer

In this episode, Eric and Andy discuss Food Inflation, Monthly Quads Improving, College & Stamp Costs & T+1. You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.

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