The Income Watch
Tune in to this 8-minute video, which is an end-of-May wrap-up. Dave discusses inflation and its effects on the market and the outlook for the Federal Reserve to begin lowering interest rates later this year.
Tune in to this 10-minute video, where Dave explains how investment advisors must archive internal text messages between reps beginning July 1. He also gives a detailed summary of the performance of the portfolios (including Bonds, Preferreds, ETFs, REITs, and BDCs) in May.
Tune in to this 12-minute video where Dave encourages viewers to watch videos from SGOS 2024, including presentations and breakout sessions from Dave himself, Lindsey Cotter & Nathan Cox, David McAdams, and Anthony Saccaro. Additionally, guest speaker Glenn Mattson, of the Sandler℠ organization, spoke about the mindset of successful individuals and business leadership.