Spinnaker Investment Group

#Spinninvest Vice President Andrew Krongold breaks down the true meaning of "Time is Money" on this week's episode of 'Data on Deck'! Watch more to learn about the difference between timing the market vs. time in the market.

As Super Bowl Sunday approaches, #SpinnInvest President Joe Stapleton reflects back on the dotcom bubble and how it relates to what we are seeing today.

David verse Goliath, who's playing who? CEO Morgan Christen takes a deep dive into what's really going on with the trading around GameStop.

In order to create a legacy plan for your family and generations to come, it's best to consult with a financial planner who will listen to you and understand what's important to you. At #SpinnInvest, we treat each of our clients like the unique individuals they are and we're here to help you a strong financial legacy for your family. Learn more by reading our newest article here: https://spinninvest.com//how-legacy-planning-differs-from/

As a former Division 1 beach volleyball player, Anika is focused on hard work, accountability, communication, trust, and integrity to help her team reach their goals. Using these same approaches and disciplines, Anika is determined to help our #SpinnInvest clients achieve their financial goals!

Check out #SpinnInvest President Joe Stapleton on Good Day L.A. where he joins the community in Newport Beach to enjoy the Christmas lights festival Ring of Lights as the Chairman of the Judging Committee!

#SpinnInvest CEO, Morgan Christen was featured in Investor's Business Daily discussing retirement savings strategies that can generate $100,000 in annual retirement income. Read the full article, here: https://bit.ly/3t1jmHK

Happy Holidays from our #SpinnInvest family to you and yours! We wish you a happy and safe holiday season this year!

Join us TODAY at 4:00PM PT for our #SpinnInvest LIVE Zoom market update with CEO Morgan Christen! Learn more about our current market climate and what you can expect to see in the future of our economy. It’s not too late to register! Click the link to sign up and we’ll see you soon! https://bit.ly/3gGZX7T

#SpinnInvest Client Spotlight: Jesse Katz! Wine Spectrum recently honored Jesse Katz of Aperture Cellars in Healdsburg, CA as Top Winemaker of 2020! We're so happy for our client, Jesse, and congratulations on being our 2020 Winemaker of the Year! https://bit.ly/2K552w0

Tune in this Thursday, October 15th at 4:00pm PT for a quarterly market update with CEO Morgan Christen via Zoom! He'll provide insight on new market trends, economic opportunities, and what to expect in the future! Register today and we'll see you soon! RSVP here: https://bit.ly/3gGZX7T

Tune in to 'The Spinn' where CEO Morgan Christen dives in and answers the question of "Why has the market been sliding back?" and provides a Fall Market update!

Check out our latest #SpinnInvest "Market Update: Doing Fine!" by CEO Morgan Christen. What can we expect in the upcoming month? Find out in our December market share: https://bit.ly/33MARRf

#SpinnInvest would like to invite you to another quarterly market share via Zoom! Join us for a comprehensive discussion on the current market climate, and a forecast on what to expect in the next quarter on Thursday, October 15th at 4:00pm PST. Sign up and secure your spot: https://bit.ly/3gGZX7T

Today on 'The Spinn': President Joe Stapleton answers the question of "What is the best way to save for your children's education?" Watch to learn about the smartest way to save using 529 Plans!

How to deal with Covid's cloudy future in business with merger and acquisition specialist Michael Sipe and CFA/CfP Morgan Christen. Find out what the experts are saying to thrive in business in the current business environment.

How have you been making the best of these warm days? Andrew recommends his favorite covid safe activity-enjoying in some of OC's best views by boat. Here's Andrew Krongold and his wife cruising Newport Harbor.

Is it time for you to rebalance your financial portfolio to align with your risk tolerance? Take our SpinnCycle survey to see if you are making the right financial choices: https://bit.ly/2RZWHKZ

64% of Americans aren't prepared for retirement, according to Yahoo Finance. Can you think of someone that could use a little guidance? Fill out a referral form to our #SpinnInvest team and we'll take care of the rest for you! Get started and get connected today! https://bit.ly/2R4TVU3

It is always a good idea to work with a professional advisor, whether you are new to investing or just interested in learning more! That's why #SpinnInvest is here to assist you with your financial goals! Here are ways to help find the right fit for you: https://bit.ly/33EFFXz

CEO Morgan Christen has sent his son off to a new journey: College! Life is a voyage, and we know that Morgan has prepared his son to conquer anything life sends his way! Wishing the Christen family all the best, from our family at #SpinnInvest!

Have some friends or family in mind that might be a great fit for Spinnaker? Help a loved one get their financial goals back on track and refer them to our #SpinnInvest team! Send a referral to #SpinnInvest, a team member will get connected, and we'll take care of the rest! It's quick and easy, just fill out the form here! https://bit.ly/2R4TVU3

#TheSpinn host Morgan Christen provides valuable lessons he's learned from his experience sailing toward financial independence.