The Income Watch
Client Update Video
October 5, 2023
Tune in to this 8-minute video, which is an end-of-September wrap-up. Dave discusses the Fed, the inverted yield curve, and how long interest rates will remain high.
SIS Advisor Update Video
October 5, 2023
Tune in to this 7-minute video, where Dave gives a detailed summary of the performance of the portfolios (including BDCs, REITs, Bonds, and Preferreds) in the month of September.
AA Update Video
October 5, 2023
Tune in to this 18-minute video where Dave shares his experience of getting the Simplified Sales Process reviewed and making improvements. He also describes highlights of leading seminars, including getting back to basics, connecting with prospective clients using simple language, and focusing on momentum.