Wealth matters with David Jazo, Scottsdale, AZ Videos
Videos by Wealth matters with David Jazo in Scottsdale. My team and I work with a select group of individuals, families, businesses and institutions to help them build, manage, preserve, and transition their wealth.
Guest spot with Keith Wilson
As of yesterday, the S&P 500 now up more than 27% over the last 15 trading days which is the best 15-day rally since May of 1933. Of course, this comes of the heals of the fastest bear market (20% correction) and fastest 20% correction in market history. With all that in mind, I am getting lots of questions as to how the market performance and the actual economic recovery are aligned and had an opportunity to collaborate with a fellow LPL advisor out of North Carolina, Keith Wilson, yesterday and discuss the state of the markets and how the eventual recovery may come to look like.
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Guest spot with Keith Wilson
As of yesterday, the S&P 500 now up more than 27% over the last 15 trading days which is the best 15-day rally since May of 1933. Of course, this comes of the heals of the fastest bear market (20% correction) and fastest 20% correction in market history. With all that in mind, I am getting lots of questions as to how the market performance and the actual economic recovery are aligned and had an opportunity to collaborate with a fellow LPL advisor out of North Carolina, Keith Wilson, yesterday and discuss the state of the markets and how the eventual recovery may come to look like.
A different way to view the "Great Pause" is to take a moment to reflect upon all the chaos that Coronavirus has brought along with it. Happy Easter and Passover to all! Be well, stay home!
We are all entitled to our own fears but facts are facts. Plenty of news headlines out there but hope some of the facts in my piece help you get the needed perspective on the potential dangers of making major investment decisions for fear of loss or regret. Whether it be Coronavirus scares of today or the next crisis du jour. Be well and stay calm - we will all get through it together.
Guided Wealth Portfolios introduction
A simpler way to invest does not necessarily mean you have to go at it all alone.
Legal Professionals
For our legal professionals, our ClearWealth Planning Process can not only help you and your family, but your practice and your clients have a better handle over their financial lives. Watch the video to learn more about how we can help you do it.
Professional Women
Helping our clients find work life balance is a big part of our focus. Our ClearWealth Planning Process can help you figure out how all the financial pieces fit together and helps address the many "what-ifs" in life so that you can live your best life with the least amount of risk or financial sacrifice possible.