Letter from Caleb Silver, Editor in Chief at Investopedia.com, Dear David, We’d like to congratulate you on being named one of the top advisors in the United States on the Investopedia 100 list of the Most Influential Advisors for 2021. This is the fifth year of our awards, which recognizes financial advisors who use […]
Through my work as a Certified Financial Planner™ I receive and respond to many questions throughout the course of a week. They come from clients, readers, colleagues, friends, family, and more. Some questions are general in nature while others are specific. Either way, there are still little nuggets of information that can be helpful to others. […]
Refer your friends and family to The Astute Advisor FREE newsletter and enter to win a $50 Target gift card! Just follow the link to the CONTEST PAGE. When you land at the contest page you will: 1. Enter your email to receive your link. 2. Share your link with friends and followers via email and social media. 3. […]
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 […]
