If you find yourself receiving an inheritance, of course it is usually during an emotional loss, however you count yourself fortunate in some ways. Depending on the amount this could truly change your life and it can be overwhelming. This is when you take time and let it sink in. Try not to start spending…

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Join as David gives his State of the Economy address to clients and friends in what has proven to be an unprecedented year for the markets, economy, and our overall personal lives as Covid-19 continued to be the focus and an upcoming election still looming.

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Today I want to give a State of the Economy now that we are past mid year, in a year that has all of us scratching our heads as to what has happened and what will happen in the next half.  Many of us have known family member or friends that have been sick, many…

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Join as David gives his State of the Economy address to clients and friends in what has proven to be an unprecedented year for the markets, economy, and our overall personal lives as Covid-19 continued to be the focus and an upcoming election still looming.

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Join as David gives his State of the Economy address to clients and friends in what has proven to be an unprecedented year for the markets, economy, and our overall personal lives as Covid-19 continues to be the focus and an upcoming election still looming.

Read More

With an increased awareness about the preciousness of life this year has brought, we have seen many clients and friends rush to update or build their estate plan. Despite this year bringing attention to the topic of estate planning, it is still a heavily neglected section of a proper financial plan. According to a recent…

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