Capital Value Equivalency – Three Words That Should Scare You
Serious consideration needs to be made as to how you will build your assets to create a future or current income streams.
It’s back to school time – so let’s pressure test your 403b
As thousands of teachers head back to school – many will be faced with the opportunity to purchase a 403b. In most cases, it will be from an insurance company. Before you sign on the dotted line – ask your agent some important questions.
The British Are Leaving! Why the Brexit Matters to Investors
Brexit-related anxiety could continue to spark market volatility until the details are finalized and the economic fallout is better understood, possibly for several years. Having a sound investing strategy that matches your risk tolerance could prevent you from making emotional decisions and losing sight of your long-term financial goals.
Congrats to Grant Winner Ms. Avila @ Lincoln Elementary!
Davis Financial, LLC presenting one of two 2016 Ogden School Foundation grants to Milissa Avila at Lincoln Elementary.
Congrats To Wendy Malan and Her Class at Taylor Canyon Elementary
Davis Financial created a $2,500 grant for the Ogden School Foundation. This award was split between two amazing classrooms. Congrats to our first winner, Wendy Malan at Taylor Canyon elementary