The Income Watch
Tune in to this 7-minute video, where Dave discusses the government shutdown, market stability, the Fed’s lowered interest rates, and the performance of client portfolios.
Tune in to this 9-minute video, where Dave touches on the government shutdown and provides a detailed summary of the markets and the performance of the portfolios (including Bonds, Preferreds, BDCs, REITs, and ETFs) for September and the year-to-date period.
Tune in to this 27-minute video, where Dave highlights the importance of our income message through the 7 Secrets to a Stress-Free Retirement seminar, explaining how each secret connects to our income message, and the importance of moving away from a withdrawal strategy to an income-first strategy.