Sean Latimer at The Bahnsen Group

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Sean Latimer at The Bahnsen Group I am a proud fiduciary, wealth advisor at The Bahnsen Group. I find great satisfaction in helping in

Understanding interest rates can help us make more informed financial decisions.Here's a helpful perspective.
10/17/2026

Understanding interest rates can help us make more informed financial decisions.

Here's a helpful perspective.

A simple guide to interest rates, bond yields, the yield curve, and how the price of money affects mortgages, markets, and investors.

One thing I appreciated about this week's Dividend Cafe is its emphasis on investment discipline, especially when market...
10/16/2026

One thing I appreciated about this week's Dividend Cafe is its emphasis on investment discipline, especially when markets make that discipline difficult to maintain.

After 29 meetings with money managers across Wall Street, David Bahnsen shares some revealing observations about the AI investment narrative, market sentiment, and the pressure managers face to keep up with their peers.

It's an important reminder that a sound investment process shouldn't change simply because a popular trade is working for everyone else.

A worthwhile read on conviction and consistency in investing.

What happens when investment conviction gives way to the crowd? Lessons on AI, market risk, discipline, and the importance of principles.

One economic relationship worth keeping in mind is the connection between savings, investment, and production.In today's...
10/12/2026

One economic relationship worth keeping in mind is the connection between savings, investment, and production.

In today's Monday Dividend Cafe, David Bahnsen explores why the U.S. savings rate falling to its lowest level in 18 years deserves attention, even as consumer spending continues to draw praise.

Tax refunds and other fiscal support can provide a boost, but the longer-term question is whether households are rebuilding savings or continuing to spend at the expense of future capital formation.

It's a useful reminder that sustainable economic growth depends on more than what we consume today. It also depends on what we save and invest for tomorrow.

Today's edition covers market concentration, AI risks, inflation, savings, elections and more.

A small monthly payment can make almost any purchase feel affordable.But have we stopped to consider what those payments...
10/10/2026

A small monthly payment can make almost any purchase feel affordable.

But have we stopped to consider what those payments will cost our future selves?

In this week's Thoughts on Money, we examine the growing trend of financing everyday purchases, the difference between affordability and financial wisdom, and how too many commitments can limit our flexibility over time.

It's not about avoiding financing altogether. It's about learning to count the cost before saying yes.

Learn how financing affects future cash flow, wealth, and financial flexibility—and why counting the cost matters before you borrow.

One of the most important disciplines in investing is resisting the temptation to judge an opportunity solely by what ha...
10/09/2026

One of the most important disciplines in investing is resisting the temptation to judge an opportunity solely by what has happened to its price recently.

In this week’s Dividend Cafe, David Bahnsen examines the recent rise in long-term Treasury yields and what it could mean for valuations, expected returns, and different areas of the market.

Some of the sectors facing pressure today may offer opportunities as market expectations evolve.

Investing requires comfort with uncertainty, patience, and a willingness to look beyond the headlines.

This week's piece explores why those disciplines matter when markets are adjusting to a changing interest-rate environment.

Why are bond yields rising? This edition explains what's driving higher rates and what investors should be watching.

The labor market softened, expectations for an October Fed hike fell sharply, and the 10-year Treasury yield remains abo...
10/05/2026

The labor market softened, expectations for an October Fed hike fell sharply, and the 10-year Treasury yield remains above 5%.

Meanwhile, earnings expectations are beginning to move higher ahead of earnings season.

It’s a good reminder that markets are constantly balancing growth, inflation, rates, and expectations at the same time.

In today's edition: Markets rebound as earnings season nears, bond yields rise, and investors weigh jobs data and Fed policy.

I think we sometimes talk about profit as though it is something businesses need to apologize for.This week’s Thoughts o...
10/03/2026

I think we sometimes talk about profit as though it is something businesses need to apologize for.

This week’s Thoughts on Money offers a different perspective: properly earned profit can be evidence that a business has served people, solved a problem, or created something others value.

That distinction matters because the way we think about profit shapes the way we think about business, investing, and economic opportunity.

Are profits a vice or a virtue? Explore how profit, competition, risk-taking, and free markets can create value and drive economic progress.

Growth is important, but maintaining the culture and client relationships that made that growth possible matters just as...
10/02/2026

Growth is important, but maintaining the culture and client relationships that made that growth possible matters just as much.

This week’s Dividend Cafe offers a personal look at the evolution of The Bahnsen Group and where the firm is headed following its expanded partnership with Hightower.

One thing David makes especially clear is that TBG intends to maintain its autonomy, individuality, and relationship-driven approach while gaining additional resources for the future.

For those of us who have the privilege of serving clients, it’s an exciting look at the next chapter—and the principles that will continue guiding the firm.

A look at The Bahnsen Group’s history as it expands services and deepens its client-first mission.

One statistic from today’s Dividend Cafe really stood out to me:The S&P 500 remains near an all-time high, yet 60% of th...
09/28/2026

One statistic from today’s Dividend Cafe really stood out to me:

The S&P 500 remains near an all-time high, yet 60% of the companies in the index are down 20% or more, and market breadth has weakened considerably.

Add higher bond yields, shifting relative valuations, and a housing market with substantially more sellers than buyers, and there is a lot happening beneath the headline indexes.

A useful Monday read for looking beyond the surface of the market.

Why are stocks near records while most companies struggle? This Monday edition explores market breadth, energy, and more.

One of the most important parts of my job as an advisor isn’t predicting what the market will do next.It’s helping clien...
09/26/2026

One of the most important parts of my job as an advisor isn’t predicting what the market will do next.

It’s helping clients avoid making a decision today that could undermine years—or decades—of planning.

When markets are soaring, it’s easy to chase what’s working.

When markets fall, it can feel equally compelling to move to the sidelines until things “settle down.”
Both reactions are very human.

This week’s Thoughts on Money looks at recency bias, loss aversion, herd behavior, and our remarkable ability to convince ourselves that our situation is somehow different.

Learn why investors underperform the market and how behavioral biases, emotional decisions, and discipline can shape long-term returns.

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520 Newport Center Drive Suite 550
Newport Beach, CA
92660

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(949)8775010

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