Dave's White Papers
Most of the following reports will open a pdf file
SECURE ACT What Is In It For Me?
Time to Reduce Equity Risk? - Participate Yet Protect Alternatives
Evaluation of ETFs-The Complications and Risks
Evaluation of Bond Risks – Other than default risk -The complications of bond investing
ACH & Wire Transfers - How They Differ and New Same Day ACH
Dividend Paying Stocks - A bad choice at least for most investors?
Money Market Fund Risks - Floating Values, Liquidity Fees and Gates
Senior Secured Floating Rate Loans Asset Class Alternative to Fixed Rate Bonds
Robots vs. human wages: the next $trillion growth and jobs opportunity
Should You Take Social Security at 62, 66, or 70? Break-Even Points
The Tax Trap of Joint Tenant Ownership & Disadvantage of Community Property -The Solution
Is Your Life Insurance on an Outdated CSO Table Making Higher Profits for the Insurance Company?
529 Education Plans - Pay Tuition, not taxes and you control the account
Participate Yet Protect - We Take Downside Risk Seriously
Action Plan - Our Investment Fiscal with Free Portfolio X-Ray
Wealth Building Over Time - The Deception of Average Returns
Estate Planning Strategies Not Just for Large Estates
Financial Security Checklist of Important Planning Items
Retirement - Maximize Your Family's Retirement by Planning Today