Path To Wealth & Wisdom
Episodes
Thursday Apr 30, 2020
Why Long Term Investing Is Crucial In Difficult Times
Thursday Apr 30, 2020
Thursday Apr 30, 2020
It can be easy to feel emotional with your money when you see the market dropping and your nest egg decreasing. We have to remember the simple investing mantra, "buy low, sell high." Steve Davis will discuss about the importance of long term investing and not giving into fear when we see the market go down.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Apr 09, 2020
Don't Let Emotions Take Control In A Down Market
Thursday Apr 09, 2020
Thursday Apr 09, 2020
We have talked about emotionally investing here on the show before, but this is a key thing to keep in mind while we go through these uncertain times. Many people tend to have a knee jerk reaction of wanting to sell their investments when they see the market take such a drastic downturn. Steve Davis will explain why you should keep your calm during tough times and not emotionally invest.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Friday Apr 03, 2020
Creating A Retirement Plan
Friday Apr 03, 2020
Friday Apr 03, 2020
With all of the ups and downs we have recently seen in the market, there has never been a better time to put a retirement plan in place. Steve Davis will explain how a retirement plan will help alleviate some of the inevitable downturns and how it may help you feel more comfortable in tough times.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Tuesday Mar 31, 2020
The Importance Of Liquidity Risk
Tuesday Mar 31, 2020
Tuesday Mar 31, 2020
We had previously talked about liquidity risk back in February, but with the recent downturn in the market, we revisit this idea again. Steve drives home the idea of why liquidity risk should play a big role in your financial life and how it can be of use when the markets are down.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Friday Mar 20, 2020
Coronavirus Update
Friday Mar 20, 2020
Friday Mar 20, 2020
The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Steve Davis will analyze it all on today's show as we break down the situation and give you some important things to think about when it comes to your financial plan.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Friday Mar 06, 2020
Rollover IRAs
Friday Mar 06, 2020
Friday Mar 06, 2020
Many people wish they had more diversification in their 401(k) and one way to achieve this is to rollover a portion of it to an IRA. Today we go over the common rules of this strategy and look at some situations that would be appropriate to incorporate a rollover.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Feb 20, 2020
Inflation Risk
Thursday Feb 20, 2020
Thursday Feb 20, 2020
Last week we began talking about the different types of risks. We continue that conversation today talking about what inflation and market risk are and how to plan for them effectively.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Feb 13, 2020
Sequential & Liquidity Risk
Thursday Feb 13, 2020
Thursday Feb 13, 2020
Are you familiar with sequential and liquidity risk? Many people are not familiar with these terms, but these risks can heavily impact your financial plan. Steve Davis will explain what each of these terms mean and strategies that could potentially minimize the impact of these risks in your portfolio.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Feb 06, 2020
Risk Tolerance
Thursday Feb 06, 2020
Thursday Feb 06, 2020
Risk tolerance is something that should be incorporated into any sound financial plan. This will help you sustain the volatility in the market, or it may even put you investments that have nothing to do with the market. Steve Davis explains how crucial it is to get your risk tolerance figured out and why long term investing is the best way to go.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Oct 17, 2019
Sequential Risk
Thursday Oct 17, 2019
Thursday Oct 17, 2019
The stock market is as volatile as ever lately. Let's hear from Steve Davis about what sequential risk is, and how that volatility can impact it.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com