David Workman’s Investment Philosophy – Part 3 |May 8, 2020
What makes you a better investor? Dave shares his investment philosophy that he has followed for the last 30 years.
David Workman’s Investment Philosophy – Part 2 | May 1, 2020
Want to be a better investor? Watch Dave’s 4-part investment philosophy series.
Area V – Chuck Ladow, Executive Director | April 22, 2020
Chuck Ladow shares how Area V seeks to improve the lives of the people in our community by empowering them through education programming and the elimination of barriers. Go to https://www.areafive.com/ to see all the services they offer.
Notice to Clients – Monday, March 16, 2020
Based on the information currently available and recommendations from multiple sources, our office will be closed to in-person business for two weeks starting Monday, March 16th and re-opening Monday, March 30th unless conditions would warrant differently. This extraordinary event is asking all of us to make decisions that will help slow down the spread of the […]
MARKET VOLATILITY – DAVID WORKMAN, LPL REGISTERED PRINCIPAL | MARCH 11, 2020
Dave shares his insights on the current market and where to go from here.
MARKET VOLATILITY | March 6, 2020
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. No strategy assures success or protects against loss. Past performance is no guarantee of future results.
CORONAVIRUS AND THE MARKETS
“The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying. The last week has sure felt like taking an express elevator down, as the end of February brought a historic stock market sell-off, with the S&P 500 Index moving from an all-time high to a 10% correction in […]
DISABILITY INSURANCE | February, 2020
David Workman and LPL Financial do not provide legal advice or services. This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation. This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it […]
LIFE INSURANCE | February 26, 2020
Life insurance protects the ones you love. Dave shares his formula on how much life insurance you should have. David Workman and LPL Financial do not provide legal advice or services. This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation. This material […]
FINANCIAL PLANNING – PART 4
Part 4 focuses on the four main elements of estate planning, which include drawing up a will, a living will and healthcare power of attorney, a financial power of attorney, and in some cases, a trust. David Workman and LPL Financial do not provide legal advice or services. This information is not intended to be a substitute for individualized legal advice. […]