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Videos

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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Your 401(k) is NOT a Retirement Plan

Sean explains, without proper planning, you could face unexpected taxes, income gaps, and market risk.
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Retiring in 2025? 5 Money Moves to Make Before You Retire

Sean and Erin lay out the 5 steps you need to make before you tell the boss...
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The One Money Move that Could Add Years to Your Nest Egg

Sean explains to Erin how converting your tax deferred accounts to Roth accounts can add years to...
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3 Strategies to Retire with Confidence

Follow these 3 specific strategies to set yourself up for a financially happy retirement.
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3 Considerations before Making a Roth IRA Conversion

If you're considering a Roth Conversion, walks through 3 key considerations.
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4 Tips to Protect Your Data After a Massive Breach

Sean discusses what you can and should do to keep your personal information safe.
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How to Invest When Interest Rates are Cut

Sean talks through why the Fed has decided to lower interest rates, and they discuss specific...
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Mastering Your Investment Strategy: Risk Tolerance and Return Expectations

Sean explains that higher returns usually come with higher risk, and lower risk typically means lower...
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Navigating Market Volatility: Corrections and Opportunities

Sean, explains to Erin, a correction was somewhat expected. Historically, we often see corrections around this...
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The 401k Rollover Mistake that’s Costing Retirement Savers Billions

Sean discusses how these investors making this 401K rollover mistake are missing out on billions in...
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5 Questions You Need to Answer before You Retire

Sean talks through 5 things you need to answer before retiring
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How to Optimize your RMDs in Retirement

Sean explains that proactive planning means you control your tax liability.
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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.

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.

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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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