The Income Watch
Client Update Video
November 2, 2023
Tune in to this 7-minute video where Dave discusses interest rates and the performance of the average portfolio in October.
SIS Advisor Update Video
November 2, 2023
Tune in to this 6-minute video, where Dave gives a detailed summary of the performance of the portfolios (including Preferreds, Bonds, BDCs, REITs, and specialty ETFs) in October.
AA Update Video
November 2, 2023
Tune in to this 8-minute video where Dave discusses the upcoming Fall Study Group. He encourages viewers to be intentional in their work, while wearing many different hats of leadership with clients, staff, and family members.