Don’t get caught in a financial storm, anchor yourself in a secure harbor. At Davis Wealth Management we assist our clients in any type of financial sea that they may be facing. We offer stability whether your financial sea is calm or has hit rough waters.
We believe that one type of investment does not fit all. We feel it is important for our clients to understand what investment options are available to them. We will closely examine your individual finances of what you have done in the past, what you want to do now, and help make your dreams a reality.
As an independent financial planning firm, we speak in behave of our clients and their concerns instead of any specific company. There are many financial establishments who recommend investment products that are created by the parent of subsidiary business entities, we have no such ties. Our individuality is key to delivering comprehensive recommendations.
We listen, we direct and we work to help make your dreams attainable. At Davis Wealth Management you will be working with a Certified Financial Planner who has invested years in gaining knowledge and implementing that knowledge to assist clients in all aspects of their finances. With our investment experience, education and the universe of investment options available, we help to protect you from uncertainty and help prepare you for a prosperous future.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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This calculator can help you estimate how much you should be saving for college.
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Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Women must be ready to spend, on average, more years in retirement than men.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.