The Income Watch
Tune in to this 10-minute video, which is an end-of-October wrap-up. Dave discusses 2024 market performance, inflation, the presidential election, interest rate movement, and overall portfolio strength.
Tune in to this 4-minute video, where Dave gives a detailed summary of the performance of the portfolios (including Bonds, Preferreds, BDCs, REITs, and ETFs) in October and year-to-date.
Tune in to this 6-minute video where Dave explains how now is a great time to discuss our income-first approach to close new clients with concerns because of the recent presidential election.