The Income Watch
Tune in to this 7-minute video where Dave discusses market volatility, raising interest rates, and the effects of continuing geopolitical instability in the month of May.
Tune in to this 14-minute video, where Dave gives a detailed summary of the performance of the portfolios (including bonds, preferreds, ETFs, BDCs, and REITs) in the month of May. He also shares an update about new bond hybrids to help increase returns without increasing risk, including an introduction about these from Dan Lavrik, co-head of fixed-income investments at Sound Income Strategies.
Tune in to this 15-minute video, where Dave explains a change in FMO partnership, and gives a thorough recap of the recent SGOS 2026 event, including topics on seminar productivity; motivating and training CRRs, CSA, and CAAs; the value of annuities; marketing initiatives; SIS introductions and updates; integrating life insurance into your practice; and AI roleplaying and feedback. Dave reminds viewers of the high-level offer for seminars that he introduced in May, and describes a new “3 Secrets” version of the “7 Secrets” PPT presentation.