Tall Oaks Podcast | Podcast Guru

Details

Educating and empowering individuals that want to have more effective engagements with professionals around their financial lives. DISCLAIMER: Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Recent Episodes

Managed Futures and Diversification Beyond 60/40 with Charlie McGarraugh | Ep. 135

Charlie McGarraugh, Chief Investment Officer of Altis Partners and a former Goldman Sachs Partner, joins Branden DuCharme to discuss managed futures, trend following, and diversification beyond a traditional 60/40 portfolio. Why the stock-bond correlation changed, and what it means for 60/40Why stocks, bonds, and cash alone may not be diversified on inflationHow leverage is embedded in futures contracts, plus clearinghouses and liquidityTrend following explained: "the moving business"Risks to...

56 MIN

Student Loan Forgiveness: IBR, PSLF and Your Options

Already have student loans? The right strategy depends on what kind you have. With private loans, you pay them down like any other debt. With federal loans, forgiveness can flip the math, and sometimes the smartest move is paying as little as the rules allow.Branden DuCharme, CFP®, CMT, sits down with David Hessel, CSLP®, CKA®, of Harvest Well Financial Partners, to walk through how income-driven repayment and Public Service Loan Forgiveness (PSLF) actually work.In this episode:Federal vs. pr...

25 MIN

10-Year Treasury Breakout: September 2026 Market Update

The 10-year Treasury yield just broke out of a multi-year base, the U.S. dollar is testing a key channel, and most stocks are sliding while the biggest tech names hold up. in this September Market Update, Branden DuCharme CFP® and CMT® at DuCharme Wealth Management, walks through five charts to help make sense of what's moving markets and what may be on the horizon. Recorded Tuesday, September 29th, 2026, before the month closed, so the candlestick reads are still developing. In this Episod...

15 MIN

Harley Bassman on Bonds, AI Debt & Inflation | Tall Oaks Podcast

Harley Bassman, the "Convexity Maven" and creator of the MOVE Index (often called the VIX for bonds), joins Branden DuCharme for a wide-ranging look at bonds, rates, and the dollar. Harley spent 26 years at Merrill Lynch, where he traded options on mortgage bonds, and he shares his market commentary for free at ConvexityMaven.com. In this episode: • Why a mortgage bond works like the original covered call fund • Convexity explained in plain English • Why the mortgage market's "convexity bea...

45 MIN

Retirement Myths, Busted: Fact, Fiction, or It Depends | hosted by Carisa Bertrand

Retirement planning myths, busted. Carisa Bertrand puts Branden DuCharme through a rapid-fire round of fact, fiction, or it depends — covering Social Security, market timing, taxes, Roth conversions, retirement myths, and estate planning. In this episode: • Is Social Security going bankrupt? • Claim early or wait until 70? • The $1 million retirement myth • Is the 4% withdrawal rule still reliable? • Estate planning myths everyone believes • Should you trus...

41 MIN