The Wise Money Guys

The Wise Money Guys

Dedicated to serving our community, OneSource Wealth Management shares a commitment to delivering balanced retirement results beyond expectation. Our...Full Bio

Everything Begins & Ends with Energy Infrastructure

Happy 250th America!

First of all, God Bless America. The land that we love. Hosts John and Giuseppe bring us the history of the stock market and reading the market's timing. Plus, investing with options, and annuity & their taxes. The Wise Money Guys.

Planning When Rate Hikes Are Possible

We all track the rates as the feds control when they go up or down. But, how do we plan in advance for them? Hosts John and Giuseppe give us their best tips. Plus, the role of a financial advisor, gas prices & inflation, and REITs to beat capitol gains. The Wise Money Guys.

When There's Nowhere to Run or Hide

Volitility. It's real, and it can send your investing mind into a tailspin. Hosts John and Giuseppe alway say, you don't have to go it alone. Lean on our experts who plan with a forward-thinking strategy. Contact us for a portfolio review. Plus, reducing spectulative risk, inflation, and new investibles with structured notes. The Wise Money Guys.

Taking the Euphoria Out of Investments

We are dedicated to the perfection of investing. That means advisory standards that foster a proper portfolio. Hosts John and Giuseppe insist their team is guided by the positives and negitives of products for you. Plus, strategies, and a market recap of the second quarter. The Wise Money Guys.

Energy, Infrastructure, and other Renewables

AI euphoria and the AI revolution continues across the market. Is that a good thing? Hosts John and Giuseppe guide us through the good and bad of the tech market. Plus, Energy stocks and renewable energy, the Space X IPO, Unemployement numbers, and Federal interest rates. The Wise Money Guys.

History Is the Best Predictor of Future Performance

There is an AI Euphoria happening out there. It's entrapping and intoxicating, but is it good for your portfolio? Hosts John and Giuseppe tell us about the tech bubble that could be coming. Plus, California Gas prices affect on our local economy, and the fundementals of financial planning. The Wise Money Guys!

The Evolution of Your Portfolio

As the markets change, you need to know how to adjust your investments with the changes. This week hosts John and Giuseppe walk us through the new tech revolution going on. We examine the industrial changes happening, and how they affect your portfolio. The Wise MOney Guys.

Beware the AI Crap dot-com Mirage

What do we all think about the AI stock boom? Are you concerned, or are you just riding the wave? Hosts John and Giuseppe share a tale of caution as it's compared to the "dot com" bubble of years past. Plus, more wonky stocks, earnings reports are out, diversified funds, and the power of structured notes. The Wise Money Guys.

Meet Our Newest Team Members

We are a local, family-owned, proud fiduciary firm serving the greater Northern Californa area. This week hosts John Scambray and Giuseppe Visconti welcome Madison as our team grows. Plus, a discussion on the war time economy, market supply & demand, the percepion of the economy, and the reality of AI Jobs. The Wise Money Guys.