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Podcasts

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

Risks Retirees Face

Sean will go over some of the risks current retirees face in today's landscape and discuss...
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  • Podcasts

Planning For Tax Risk

Sean will discuss some strategies you may be able to use in order to plan around...
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Why You Should Avoid Emotional Investing

Sean will discuss why it's important to separate out your emotions when investing and instead, plan...
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Roth IRA Basics

Sean will be talking about what the Roth is and why this may be something you...
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Required Minimum Distribution Changes

Sean will discuss what an RMD is and what the new rules are on today's show.
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Should You Hire A Fiduciary To Plan Your Retirement?

Sean will be discussing what a fiduciary is and why you may want to work with...
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Avoiding Market Timing Risk

Sean will be talking about what market timing risk is and how it can negatively impact...
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Should You Include Life Insurance In Your Retirement Plan?

Sean will discuss why some people consider life insurance as a way to pass down wealth...
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What is a Fiduciary?

Sean will be discussing what a fiduciary is on today's show and why people may want...
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Putting Together A Smart Retirement Plan

Sean will be discussing some of the strategies he uses when putting together a retirement plan...
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  • Podcasts

The Danger Of Sequence Of Returns Risk

Sean Tole discusses what exactly sequence of returns risk is and how he has witnessed this...
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Medicare Basics With Deb Cmar

Deb Cmar discusses some Medicare basics and some important details that can be easily missed.
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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

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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.

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.

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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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