Long-Term-Care Needs

Related Content

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Sign up for my Newsletter

FOLLOW ME ON SOCIAL MEDIA
Linkedin Facebook Twitter

Experience Matters

Dave uses analytical skills from his CPA firm background to provide facts - not a sales pitch - to educate clients why we recommend certain financial planning and investment strategies.

His “participate-yet-protect” strategies have been tested and refined under many market conditions over the past three decades.

He confesses to be a bit of a nerd for detail and analytical evaluations, as is shown in his many client newsletters and articles. However, he also prides himself on an ability to explain sophisticated financial concepts in simple terms, for those not wanting to be buried in details.

We monitor many investment managers - not just a favored few - to choose our key recommendations based on a client’s objectives and risk tolerance. One of the many factors we monitor is a manager’s long-term risk vs. reward history. This is calculated in modern portfolio terms of Beta (risk relative to a baseline) vs. Alpha (outperformance vs. risk taken). These are just two of many factors we evaluate when making investment recommendations.

Office:	(602) 955-7500
Mobile:	602-955-0767
Fax:	(602) 955-1458