The Income Watch
Tune in to this 5-minute video where Dave discusses market movement, a slight increase in interest rates, and overall stability in May.
Tune in to this 7-minute video, where Dave gives a detailed summary of the markets and the performance of the portfolios (including Bonds, Preferreds, BDCs, REITs, and ETFs) in the month of May and year-to-date.
Tune in to this 11-minute video, where Dave gives an SGOS 2025 conference recap and highlights many advisor presentations, including multi-advisor practices, leadership, practice management, client appreciation and referral events, radio and television advertising, digital-lead systems, branding and customer experience, sales and posturing, closing virtually, storytelling, and life insurance.