Quiver Financial News
Quiver Financial specializes in 401(k) management, wealth and investment management, retirement planning, and private equity services for individuals, families and businesses looking to maximize the five years before retirement. With over 20 years of experience the financial professionals at Quiver Financial go beyond Wall Streets outdated ”long term” way of thinking and help our clients navigate ”what just happened” to ”what is next.” We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and client communication. We work in a collaborative atmosphere with our clients, with whom we reach mutual agreement on every phase of the financial planning and wealth management process. Quiver Financial is guided by a commitment to thoughtfulness, pragmatism, creativity and simplicity to help our clients achieve the financial freedom they desire.

Your Retirement Vision
Is Our Mission
Quiver Financial has served over 300 households and counting in the communities of : Orange, Ventura, San Diego, and Los Angeles counties.
Just like an Archer with a Quiver of arrows for various targets or a surfer with a Quiver of surfboards for different ocean conditions, investors should consider a quiver of tactics to help them harness the tides and manage the risks of financial markets. We are committed to ensuring our clients do not outlive their savings.
We are guided by a commitment to thoughtfulness, simplicity, creativity, pragmatism, and being unique and avoiding the herd.
Episodes

Wednesday Sep 21, 2022
Why Long Short Investing is key in this next recession.
Wednesday Sep 21, 2022
Wednesday Sep 21, 2022
Concerned about how a bear market and recession may affect your investment portfolio? Wondering what investment alternatives may be good for your retirement plan or 401(k) during volatile times? Find out why a long short investment strategy may be worth considering in this bear market in this interview with MAGNET Fund manager Jordan Kimmel. Hear why having discipline can help you get ahead of the next investment curve. Understand what a long short investment strategy is and how the MAGNET strategy is unique and helpful for investing during a recession. Learn how hedge fund managers like Jordan Kimmel and MAGNET Fund chose the sectors and stocks to invest in and what tools and resources he uses daily to manage a diverse portfolio of investments.
Show Notes and Time Scale:
Minute 0 - 6:30 Hedge Fund Manager Jordan Kimmel - Background and how family influenced his decision to be a hedge fund manager.
Minute 6:30 - 13 Why discipline matters when investing in a bear market and how it can help you get ahead of the next investment curve
Minute 13 - 31 What is a Long/Short strategy and how is the MAGNET strategy unique and useful in a bear market.
Minute 31 - 37 Why Long/Short now?
Minute 37 - 48 How MAGNET finds sectors and stocks to invest in.
Minute 48 - 62 The day in the life of a hedge fund manager - The tools and resources
#financialfreedom #investing #stocks #bearmarket #recession #truth #education #free #realestate #money #dollar #inflation #gold #oil.

Tuesday Sep 06, 2022
Tuesday Sep 06, 2022
Retiring soon? Hear what to consider if you need your investment portfolio for income and growth. Concerned about market declines? Learn the steps professional investors take to manage risk and find opportunities in today's financial markets. All this and more is discussed in this month's Retirement Red Zone. Not intended to be investment advice. Securities offered through Quiver Financial Holdings, LLC www.quiverfinancial.com 949-492-6900

Wednesday Aug 10, 2022
Do you get those doomsday emails about the dollar?
Wednesday Aug 10, 2022
Wednesday Aug 10, 2022
So many have been wrong about The Dollar and here is why and New threats to The Dollar.
Not intended to be investment advice. Securities offered through Quiver Financial Holdings, LLC a registered advisory firm with the state of CA.

Tuesday Aug 02, 2022
Are Real Estate Prices Going To Crash?
Tuesday Aug 02, 2022
Tuesday Aug 02, 2022
Sensible question considering the run up in RE prices since the Pandemic……is another 2008 housing crash on the horizon or will the Federal Reserve be able to thread the needle to create a soft landing for housing by just removing the speculator froth that has come from ibuyers, build to rent and wall street speculators?
#realestate #investments #stocks #crash #money #dollar #inflation #finacialfreedom

Tuesday Jul 26, 2022
Investing in a Bear Market? - Know Your Alternatives
Tuesday Jul 26, 2022
Tuesday Jul 26, 2022
Looking for ideas on how to invest and make money in a bear market? Knowing your investment alternatives outside of stocks and bonds may help. Get what you need to know about alternative investments in this brief video by Quiver Financial's Colby McFadden, Patrick Morehead and Justin Singletary. Securities offered through Quiver Financial Holdings, LLC Registered Advisory with the state of CA. Not intended for investments advice.
#financialfreedom #realestate #money #stocks #bonds #invest

Thursday Jul 07, 2022
Investing in a Bear Market
Thursday Jul 07, 2022
Thursday Jul 07, 2022
How low can the stock market drop before it finds a bottom? How high can interest rates go? What about the dollar and gold? I keep getting emails telling me the dollar is doomed and I should buy Gold Bars...should I? How high are oil and gas prices going and what can I do about it? In this episode we cover these question and more.
#financialfreedom #realestate #invest #retirement #finance #stockmarket #stocks

Tuesday May 24, 2022
Diversification and Passive income.
Tuesday May 24, 2022
Tuesday May 24, 2022
It is a common misconception that only institutions and the wealthy have access to these types of inflationary hedged investments and that simply is not the case. Holding assets such as a rental property in your IRA has been proven to diversify you away from fluctuations in the stock market, provides passive income for future years, hedge against inflation and reduce your portfolio risk. That sounds like a quadfecta to me.
#financialfreedom #finance #invest #investment #investing #realestate

Tuesday May 24, 2022
What is a Quiver - Quiver Financial
Tuesday May 24, 2022
Tuesday May 24, 2022
A Quiver is a set of investment tools that can help you reach your retirement a little sooner than you may have thought possible.
Since 1997 we have been guiding retirement investors through bull and bear markets with a Quiver of timely strategies. We invite you to learn more about retiring in style at the age you desire requires having the right investment strategy at the right time.

Monday May 09, 2022
CalSavers Mandate - How It Impacts Your Business and What To Do.
Monday May 09, 2022
Monday May 09, 2022
Find out how it may impact your business in this brief informative video that covers: What are the penalties? Where do you find information? How do you login to CalSavers and register? What is the best way for businesses to comply with CalSavers Visit www.quiverfinancial.com/calsavers-retirement-resources/ Visit www.quiverfinancial.com for disclosures. Not intended for investment advice. Quiver Financial Holdings, LLC is a registered investment advisory in the state of CA.

Sunday Feb 06, 2022
Will Calsavers help me retain employees? Doubt it!
Sunday Feb 06, 2022
Sunday Feb 06, 2022
Business owners should know that there are better options out there besides Calsavers. Options that will benefit your employees as well as your business. Learn ways the business owner can save for retirement as well.
#investing #invest #401k #retirement #finance #financialfreedom #stockmarket #stocks #inflation #gas #oil #realestate