The Bahnsen Group

10/17/2026

Bond yields, interest rates, and the Fed.

Confused?

Discover what really determines the price of money.

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

10/16/2026

A respected money manager completely reshapes his portfolio around the AI trade, despite previously warning about its risks.

When David Bahnsen questioned the decision, the response left him stunned.

"We hold these views lightly, but express them aggressively."

What does that say about investment discipline and the pressure to follow the crowd?

This week's Dividend Cafe shares the surprising encounter...

https://bahnsen.co/4zH9aWC

10/12/2026

Is strong consumer spending always a good sign for the economy?

David Bahnsen raises an important question in today's Monday Dividend Cafe: With the U.S. savings rate at its lowest level in 18 years, how much of today's spending is coming at the expense of tomorrow's investment and production?

Savings fund investment. Investment pays for production. And production creates the foundation for future economic growth.

It's a reminder that understanding the economy requires looking beyond what consumers are spending today and considering what supports growth tomorrow.

https://bahnsen.co/3Un5YjG

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.

10/09/2026

What just went up must be the best investment. What just went down must be the one to avoid.

According to David Bahnsen, both assumptions can be equally misguided.
With long-term Treasury yields rising significantly in recent months, investors are facing a changing landscape for valuations and expected returns.

In this week’s Dividend Cafe, David explores what higher bond yields could mean for different areas of the market — and why disciplined, fundamentals-driven investing matters more than trying to time the top or bottom.

https://bahnsen.co/4AX5IIL

10/06/2026

We are very pleased to share this attached announcement about the addition of the Hightower Naples team to The Bahnsen Group!

We are very pleased to share this attached announcement about the addition of the Hightower Naples team to The Bahnsen Group.

10/05/2026

The latest jobs report gave investors another reason to rethink the Fed’s next move.

September job creation came in well below expectations, previous months were revised lower, and wage growth remained modest.

That was enough to sharply reduce expectations for an October rate hike—but markets still believe another hike before year-end is quite possible.

What does that combination say about the economy and where monetary policy may go next?

Today’s Monday Dividend Cafe goes around the horn on jobs, rates, earnings, markets, and energy.

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

10/03/2026

We often hear profit discussed as something suspicious—a necessary byproduct of greed that society simply has to tolerate.

But what if that framing gets the whole idea backward?

This week’s Thoughts on Money asks whether properly earned profit can instead be understood as a signal that value has been created, needs have been met, and innovation has been rewarded.

Profits: Vice or Virtue? takes a closer look at the moral and economic case for profit.

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

10/02/2026

As The Bahnsen Group enters its next chapter, one question has come up repeatedly: What does this mean for our clients?

David Bahnsen discusses why the firm's expanded partnership with Hightower provides greater continuity for the future while allowing TBG to continue operating independently—and why the firm's culture, client relationships, and approach to wealth management remain central to the vision.

Some things evolve as a business grows. Others are worth protecting. Hear David explain what the future looks like for The Bahnsen Group.

09/28/2026

Election expectations can move almost as quickly as markets.

With five weeks remaining before the midterms, the conversation around control of Congress has shifted substantially—and some expectations are becoming increasingly aggressive.

David Bahnsen’s focus today isn’t on declaring an outcome. It’s on the expectations surrounding one.

How much is already assumed? Which races are genuinely competitive? And at what point does a consensus become too confident?

David shares his perspective in today’s Monday Dividend Cafe.

https://bahnsen.co/4y1bias