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In each episode, Steve and Sean will guide you through some financial concepts and important things to think about when it comes to your retirement future.
News
Davis Wealth Management shares insight to the media on local, market, and industry news.
Our Most Recent Videos

Rebalancing Your Portfolio
Wondering when the right time to rebalance your portfolio is? Our Advisor, Sean tole will tell you why periodic rebalancing can help eliminate risk.

Biggest Retirement Risks
Are you worried about running out of money in retirement? Here is a discussion about the largest risks to your retirement. Sean Tole helps explain how to set yourself up for success.

Choosing The Right Social Security Benefits
Are you getting the most out of your social security benefits? Our Advisor, Sean Tole helps explain how important it is to choose the right social security benefits.

Have A Question. Lets Talk
Does recent financial news have you asking yourself questions? Schedule a time to talk to us and we will be happy to answer them.
Recent News: The Pandemic's Financial Toll on Women Has Been Devastating For Families
Our very own Sean Tole sits down with NECN to speak about how women have been disproportionately affected by the pandemic. Watch the full video to hear Sean talk about the problem and provide advice and solutions to help guide women towards taking control of their financial future.