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Videos & Resources

Our resource hub will keep you up to date with latest retirement news, best practices, and tips. Don't miss the chance to stay educated and get free resources.

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Podcasts

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.

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News

Davis Wealth Management shares insight to the media on local, market, and industry news.

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Our Most Recent Videos

Rebalancing Your Portfolio

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.

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The Great Resignation

The Great Resignation

Thinking about leaving your job and not sure how much money you should have saved. Our Owner, Steve Davis helps explain how to set yourself up for success.

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Choosing The Right Social Security Benefits

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.

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Our Most Recent Podcasts

Have A Question. Lets Talk

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.

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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.