Author Archive | David Waldrop, CFP®


Old 401(k)’s

When you left your last job, did you leave any of your personal items behind? Of course you didn’t. So why would you leave thousands of dollars in their retirement plan or 401(k)? It’s probably because there are so many hoops to jump through. There are forms to fill out, 800 numbers to call, websites […]

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diversification in investing

Diversification Isn’t Just For Investments

We hear a lot about the need for diversification when talking about our investments. You know the expression “don’t put all of your eggs in one basket.” In the investment world this most often refers to the idea that you shouldn’t put all of your investment in one stock. But what about planning for taxes […]

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astute advisor

Welcome to The Astute Advisor Blog

Welcome to my personal blog, The Astute Advisor. Having worked in financial services since 1998 and practicing as a Certified Financial Planner™ since 2003, I have consulted with and advised a wide array of individuals and businesses. I have always enjoyed the face to face nature of working with clients. However, there is a broader […]

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