Du Charme Wealth Management

10/09/2026

Mortgage bonds are basically a covered call, says Harley Bassman, creator of the MOVE Index.

Buy a 10-year Treasury at par and sell a 3-year call struck at 105: your upside is capped, your downside is not, and that’s why mortgage bonds pay more. Harley admits it’s not exact, just “in the right zip code.”

And if you think Fannie, Freddie or Ginnie can go bankrupt? His advice is guns, gold and cans of tuna.

Full episode on the Tall Oaks Podcast.

10/08/2026

Do AI companies care if they borrow at 6%, 7% or 10%? Harley Bassman, creator of the MOVE Index, says they couldn’t care less.

His reasoning: the hyperscalers think there’s one winner, maybe two, and whoever loses is bankrupt or at least significantly diminished. Next to that, paying 7% or 9% doesn’t matter.

Full conversation with Harley on the Tall Oaks Podcast 🎧

10/05/2026

One piece of financial advice to walk away with 💰

09/29/2026

Another year, another honor! 🌳

We’re excited to share that DuCharme Wealth Management has once again been recognized as a Best of 2026 Financial Planner in St. George by BusinessRate.

We’re incredibly grateful to our clients and community for the trust you continue to place in our team. Here’s to another year of building deep roots and enduring wealth.

09/24/2026

Social Security is going bankrupt?!

True Or False?? 👀

09/23/2026

Midweek Market Update 🌿📈

This week, we’re keeping an eye on three areas of the market: banks, Micron, and the U.S. dollar.

From banks testing key support levels, to Micron approaching a potential breakout, to continued strength in the dollar…there are a few important technical levels worth watching as the week unfolds.

Swipe through for a closer look at what we’re seeing and what could come next. ➡️

Markets move. The bigger picture matters.

MarketInsights DuCharmeWealthManagement

09/21/2026

Insider Trading 👀

Listen to this episode, out now on Tall Oaks Podcast whenever you get your podcasts 🎧

09/11/2026

If you have cash, would you buy the stock?

New Episode with Mark Cecchini out now!

09/10/2026

A new Tall Oaks Podcast explaining equity compensation with Mark Cecchini just dropped! Watch it on YouTube or listen to it on your favorite podcast platform.

Equity compensation comes with its own alphabet soup — RSUs, ESPPs,...

09/01/2026

Monetary Shot Clock 🕐