The Income Watch
Tune in to this 9-minute video where Dave discusses post-election market volatility, gives an end-of-month wrap-up of the portfolios, and explains the current stability with interest rates. He also discusses tariffs and how they can affect consumers.
Tune in to this 9-minute video, where Dave gives a detailed summary of the markets and the performance of the portfolios (including Bonds, Preferreds, ETFs, REITs, and BDCs) in January. He also discusses the details of two new funds.
Tune in to this 9-minute video, where Dave discusses the current economic environment. He also explains why there is still a great opportunity to benefit your clients with annuity upgrades and to benefit yourself by getting ahead of your annual goals.