The Income Watch
Tune in to this 11-minute video, where Dave gives an end-of-year wrap-up for 2024 and discusses FOMO (fear of missing out) and the real priority for clients to make sure their investments are aligned with their individual goals. He also discusses potential interest-rate movement in 2025.
Tune in to this 10-minute video, where Dave reminds viewers about the upcoming SIS Annual Client Webinar, discusses interest-rate movement, and gives a detailed summary of the markets and the performance of the portfolios (including Bonds, Preferreds, BDCs, REITs, and ETFs) in 2024.
Tune in to this 15-minute video, where Dave focuses on the daily habit of driving your business forward and the feeling of empowerment in achieving your goals. He also discusses the need of installing a sense of urgency in clients to remind them of the power of an income-first, growth-second approach.