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Resources

Our financial resources hub will keep you up to date with latest retirement news, best practices, and tips. Don’t miss the chance to stay educated and get free resources.

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  • Podcasts

Are Annuities Right For You

There is a lot of information about annuities out there. It can be difficult to know what is true about them when there
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Path to Wealth & Wisdom podcast logo on blue background
  • Podcasts

Staying Calm During Market Volatility

Staying calm when the market is volatile can be difficult to manage. Many times, people will want to make an emotional decision with
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  • Podcasts

Path To Wealth & Wisdom

Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They’ll walk you through
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WMUR news channel with caption reading: "FINANCIAL ADVISOR: TO DEAL WITH INFLATION, CUT NON-DISCRETIONARY EXPENSES, BE DISCIPLINED."
  • In the Media

WMUR – Expert says dealing with inflation requires discipline

Jun 1, 2022 - Inflation has helped drive the average cost of a gallon of regular unleaded gasoline to more than $4.65 and
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Sean Tole on WMUR with caption reading: "Consumers likely to continue to pay more across the board as inflation hits 40-year high"
  • In the Media

WMUR – Consumers likely to continue to pay more

Mar 10, 2022 - A report released by the U.S. Labor Department shows that consumer inflation jumped 7.9% this past year, the sharpest
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Sean Tole with Davis Wealth Management and Erin Kennedy on a virtual call
  • Videos

4 Tips for Investing During a Recession

Investing during a recession requires a very different approach. In light of recent market volatility, inflation, and interest rate hikes from the Fed,
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  • Videos

3 Retirement Risks that Could Cause You to Run out of Money

For most retirees, their biggest fear is running out of money. You want your retirement to be a fitting reward to a lifetime
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  • Videos

Should You Pay off Your Mortgage Before You Retire?

A lot of us want to go into retirement debt free. But before you pay down that debt, you should consider a few
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  • Videos

Will I Lose My Social Security Benefits if I Go Back to Work?

Since the start of the pandemic, about 3% of retirees between 55 and 64 have re-entered the workforce! If you're thinking of going
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  • Videos

3 Ways to Maximize Your Retirement Income and Minimize Your Tax Bill

If you don't have a tax plan, you don't have a retirement plan. In retirement, you not only want to maximize your income,
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Sean Tole of Davis Wealth Management and Erin Kennedy discussing Required Minimum Distributions
  • Videos

3 Required Minimum Distributions Changes for 2023

It's a bit tough to keep up with all the changes that have come to Required Minimum Distributions, or RMDs, which started back
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  • Videos

Fed Rate Hike Roils Markets… Again

Markets fell following the Federal Reserve's 75-basis point rate hike. Sean with Davis Wealth Management explains to Erin Kennedy what's behind the numbers
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Davis Wealth Management
10 Fayette Street
Concord, NH 03301

Office: (603) 715-2335
Toll-Free: (888) 333-3818
Fax: (603) 715-2439

Series 65, Insurance Licensed
info@daviswealthmgmt.com 


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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Davis Wealth Management, LLC are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

As an investment adviser representative, I am a “fiduciary” to my advisory clients’ investment. This means that I have an obligation to act in the best interests of my clients and to provide investment advice in my clients’ best interests. I should avoid engaging in any activity that could create a conflict of interest with any client; however, if a conflict of interest does arise, I will make full disclosure of that conflict to my client. I must employ reasonable care to avoid misleading clients and I must provide full and fair disclosure of all material facts to my clients and prospective clients. My fiduciary duty extends solely to investment advisory advice and does not extend to advice relating to insurance product sales, including annuities, life insurance, and long term care insurance.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Davis Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management.

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