The Income Watch
Tune in to this 8-minute video where Dave discusses positive consumer spending during the holidays, lower inflation, and market performance.
Tune in to this 9-minute video where Dave discusses market rotation, economic stability, consumer spending, and the performance of portfolios in November.
Tune in to this 18-minute video where Dave recaps Fall Study Group presentations, including the components of leadership, success, and trust. He encourages keeping the momentum going for the new year through annual strategic planning and client reviews.