(603) 715-2335

Account Access Connect with an Advisor

Davis Wealth Management Davis Wealth Management

  • Retirement Planning
  • About Us
  • Resources
  • Events
  • Contact Us
  • 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, Sean Tole with Davis Wealth Management and Erin Kennedy walk through a few tips for investing during a recession, including: Is Cash Really King? Defensive Stocks: healthcare, utilities, and consumer staples like […]

Investing during a recession requires a very different approach. In light of recent market volatility, inflation, and interest rate hikes from the Fed, Sean Tole with Davis Wealth Management and Erin Kennedy walk through a few tips for investing during a recession, including:

  • Is Cash Really King?
  • Defensive Stocks: healthcare, utilities, and consumer staples like food and beverages are fairly recession proof
  • Dividend Stocks and Fixed Income Investments like bonds
  • Keep Investing, a strategy known as Dollar Cost Averaging

If you’d like to speak with Sean to determine if your portfolio is recession-proof, or if you’d just like to talk through these recent headlines, feel free to give him a call at 603-715-2335 or set up a complimentary appointment by visiting www.DavisWealthMgmt.com


Share this article:
Recent Video
  • 4 Tips for Investing During a Recession
  • 3 Retirement Risks that Could Cause You to Run out of Money
  • Should You Pay off Your Mortgage Before You Retire?
Recent In the Media
  • WMUR – Expert says dealing with inflation requires discipline
  • WMUR – Consumers likely to continue to pay more
  • Understanding ‘The Great Resignation’
Recent Articles

Stop worrying about whether you’ll outlive your money and make a plan. Schedule a discovery call today.

You’ve worked hard to get where you are. But you know that there’s more to do. We can help. We’ll partner with you to develop solutions for your financial life that can help you fulfill your dreams.​

CONNECT WITH AN ADVISOR

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 


Check the background of your financial professional on FINRA’s BrokerCheck.

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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.

©2023 All rights Reserved. | Privacy Policy