The Income Watch
Tune in to this 6-minute video where Dave discusses market movement and stability, while tariffs, geopolitical concerns, and the president’s tax plan remain on investors’ radar.
Tune in to this 9-minute video, where Dave provides a detailed summary of the markets and the performance of the portfolios (including Bonds, Preferreds, BDCs, REITs, and ETFs) for June and year-to-date.
Tune in to this 9-minute video, where Dave encourages viewers to stay attentive with their goals throughout the summer. He also discusses non-dinner and dinner workshops, including the newly refreshed “7 Secrets to a Stress-Free Retirement” presentation. Lastly, Dave reminds viewers about upcoming Culture Index trainings in Connecticut and Florida.