Your Healthy Retirement

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Choosing A Fiduciary

Over the years the term "financial advisor" has taken different meanings and it can be difficult to know who to trust. Luckily, a fiduciary must look out for the best interest of their clients. Steve and Sean will give us some guidelines on how to choose a fiduciary and address some of the misconceptions around this topic.

 

Visit Steve Davis's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: Steve@daviswealthmgmt.com

 

The CARES Act

Steve Davis is away for this week's show, so Sean Tole will be the one to help us discuss the financial topic today. It has been a few months since the government passed the CARES Act, but are we seeing it affect the economy yet? We also discuss if this piece of legislation was the right move to make to help people that have been impacted by COVID-19.

 

Visit Steve Davis's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: Steve@daviswealthmgmt.com

Market Volatility

Sean Tole joins Steve Davis to talk about how to handle volatility in the market. People can feel fearful when the market starts to dip, but having a well-structured plan can help alleviate some of these fears. We discuss the importance of long term investing instead of trying to time the market.

 

Visit Steve Davis's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: Steve@daviswealthmgmt.com

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