David's Newsletters

Issue 13, August / September 2019 - click here to view PDF
Lead Article: Is It Time to Declare Your Financial Independence?

Issue 12, June / July 2019 - click here to view PDF
Lead Article: Time for a Mid-Year Investment Check

Issue 11, April / May 2019 - click here to view PDF
Lead Article: Famous People Who Failed to Plan Properly

Issue 10, February 2019 - click here to view PDF
Lead Article: Hidden Gem, HSAs in Retirement
2018/2019 Tax Update Fact Sheet - click here to view PDF

Issue 8, October 2018 - click here to view PDF
Lead Article: What to Do If Your Term Life Policy Is About to Expire

Issue 7, August 2018 - click here to view PDF
Lead Article: Have You Made Any of These Financial Mistakes?

Issue 6, June 2018 - click here to view PDF
Lead Article: Mid-Year Planning, Tax Changes

Issue 5, April 2018 - click here to view PDF
Lead Article: Government Report Details Household Finances

Issue 4, February 2018 - click here to view PDF
Lead Article: How Much Risk Can You Take?
Tax Cuts and Jobs Act Fact Sheet - click here to view PDF
2017/2018 Tax Update Fact Sheet - click here to view PDF

Issue 3, December 2017 - click here to view PDF
Lead Article: Non-Profit Board Membership: A Primer

Issue 2, September 2017 - click here to view PDF
Lead Article: For Women, a Pay Gap Could Lead to a Retirement Gap

Issue 1, August 2017 - click here to view PDF
Lead Article: Four Numbers You Need to Know Now


Distinctive Advice in the Areas of Wealth Management & Workplace Retirement Plans

Please call us at (626) 773-4244

Click here to ask us a question

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck