The Income Watch
Tune in to this 8-minute video where Dave discusses market growth and sector performance, inflation, geopolitical concerns, and the effects of worldwide tariffs.
Tune in to this 7-minute video, where Dave provides a detailed summary of the markets, interest rate anticipation, and the performance of the portfolios in July.
Tune in to this 13-minute video, where Dave encourages viewers to keep an eye on the upcoming fall season and to be mindful about market value adjustment opportunities for clients. He also shares information about upcoming events for appointment-setters, Culture Index training, and the Advanced Sales Process.