What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in current events in our office and in our community. So keep checking in. We’re glad to have you reading along.
Conference Brings Together Advisors, Industry Experts and Financial Service Providers to Share Best Practices and Latest Concepts in Client Wealth Management Solutions Quakertown, PA –June 10th thru June 14th—David and...Read More
David recently attended the H.D. Vest CONNECT 2018 conference in New Orleans. The CONNECT conference is an annual three day event that offers more than 120 courses in various areas such as retirement planning, estate planning, etc....Read More
Accelerate itemized deductions Plan on changes and elimination of some itemized deductions for 2018 Charitable contribution planning Traditional or Roth retirement account contributions Timing of sale of securities Alimony agreements...Read More
Over the next nine weeks Dave will be presenting a series of nine videos on eight common issues of wealth management that affect every person at one point in their lives. Check out the first introductory video. http://hdvest.com/8wmi_introRead More