David Davis CRC - Financial Planner

🌐 Exciting News! 🌐

I am thrilled to introduce my brand-new blog website! Dive into expert insights, tips, and guidance on everything from retirement strategies to maximizing your investments, managing 401k plans, navigating Medicare, and budgeting strategies.

We’re here to provide valuable resources and empower you on your financial journey—whether you’re just starting out or planning your legacy.

👉 Explore how we’re helping our clients achieve their financial goals with clarity and confidence.

David Davis CRC Securities offered through Sigma Financial Corporation, Member FINRA/SIPC. Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. Full Circle Financial Planning is independent of Sigma Financial Corporation and Sigma Planning Corporation.

🌟 Happy Diwali from Full Circle Financial Planning! 🌟

As we celebrate the Festival of Lights, we wish you and your loved ones a year filled with prosperity, health, and happiness. May this Diwali bring clarity and bright new beginnings to your financial journey.

Let's light the way to financial well-being together! 🪔✨

Subscribe to read Complete digital access to quality FT journalism with expert analysis from industry leaders. Pay a year upfront and save 20%.

Check out this insights from the CFP board. I'm here to help you plan for your future. Give me a call today to learn more!

🎃👻 Happy Halloween! 👻🎃

It’s that spooky time of year when ghosts, goblins, and ghouls come out to play! Whether you’re trick-or-treating, carving pumpkins, or just enjoying some sweet treats, we hope your day is filled with frightful fun and spooky surprises. 🍬🎃

Share your spooktacular costumes or your creepiest decorations in the comments below! 👇🎉

Stay safe, have fun, and may your Halloween be full of thrills and chills! 🕸️🦇

🌟 Planning for Future Goals Starts Today 🌟

Whether you're dreaming of a comfortable retirement, funding education, or starting a new venture, the journey begins with a solid plan. Setting clear, achievable goals and a tailored savings strategy can help turn your aspirations into reality.

At Full Circle Financial Planning, we work with you to understand what’s most important and build a roadmap that aligns with your future vision. By taking proactive steps now, you can make informed choices that support your financial goals—whatever they may be.

Start today by consulting with a financial planner who puts your goals first.

📞 Contact us to learn more about how we can help you create a personalized plan.



This material was generated in part/in full by ChatGPT, a form of Artificial Intelligence, based on prompts provided by David Davis.

With Treasury yields on the rise, the financial landscape is shifting in ways that could influence your investment decisions. But what does it mean for your portfolio, and how should you respond? 🤔

In our latest blog post, we dive into how higher yields can impact stock performance, particularly for sectors like tech and growth stocks, and why paying attention to these trends might benefit long-term investors.

Read more to discover the insights that matter and get a clear view on what’s unfolding in the markets. ➡️

How Rising Treasury Yields Impact Stock Markets As a financial planner, understanding market behavior is crucial for making informed decisions. One phenomenon that often raises questions is why stock markets tend to decline when U.S. Treasury yi…

✨ The Future Starts Today: Are You Saving for Your Goals? ✨

It's never too early (or too late!) to start planning for your financial future. Whether you're dreaming of a comfortable retirement, buying your first home, or planning for your children's education, taking action now can help you work toward your goals. 💼🏡👨‍🎓

Not sure where to begin? Let us help guide you on your financial journey with a personalized plan designed to fit your needs. Let's work together to make your dreams a reality!

📞 Call us at 517.481.4205



This material was generated in part/in full by ChatGPT, a form of Artificial Intelligence, based on prompts provided by David Davis

💖 Happy Sweetest Day! 💖

Today is all about spreading kindness and love to the special people in our lives. Whether it’s a small gesture or a grand surprise, take a moment to make someone’s day a little sweeter. 🍬💕

Send a note, share a smile, or simply spend time with the ones who make life sweeter!

Who are you celebrating this Sweetest Day? Tag them and share the love! 🌟

Why the stock market will drop 7% by mid-November, according to a technical analyst Fundstrat's Mark Newton said the decline he expects in the S&P 500 will be a "short-term correction only," rather than the start of a larger decline.

🍝 Happy National Pasta Day! 🍝
Just like the perfect pasta dish, your financial plan needs the right mix of ingredients to be truly satisfying. At Full Circle Financial Planning, we help you create a recipe for financial success—whether it's retirement planning, business succession, or Medicare strategies, we’ve got the right tools to help you achieve your goals.

Let’s make your financial future as fulfilling as your favorite pasta dish!



Disclosure:
This material was generated in part/in full by ChatGPT, a form of Artificial Intelligence, based on prompts provided by David Davis.

Whether you're dreaming of homeownership, retiring comfortably, or building an education fund for your kids, financial planning makes it possible.

At Full Circle Financial Planning, we’re here to help you reach those goals. Start with a strong foundation today.

Ready to take the next step? 📈 Contact us today to learn how we can help make your financial goals a reality!



This material was generated in part/in full by ChatGPT, a form of Artificial Intelligence, based on prompts provided by David Davis

Dreaming of buying a home, saving for retirement, or starting that new business? A strong financial plan can help you get there. At Full Circle Financial Planning, we’re committed to helping you build a roadmap to your dreams.

From managing investments to planning for long-term goals, we provide personalized advice that helps brings confidence.

Let’s start your journey today.



This material was generated in part/in full by ChatGPT, a form of Artificial Intelligence, based on prompts provided by David Davis

Do you have financial goals but aren't sure how to reach them? 🤔 Whether it's buying a home, planning for retirement, or planning for your child's education, we believe a well-structured financial plan is the key to success.

At Full Circle Financial Planning, we help you create a personalized roadmap that aligns with your life goals, helping give you confidence that your future is in good hands.

💡 What are your financial goals? Let us help make them a reality together.

Reach out today for a free consultation



This material was generated in part/in full by ChatGPT, a form of Artificial Intelligence, based on prompts provided by David Davis

Do you have a clear path to your financial goals? At Full Circle Financial Planning, we believe that every dream—whether it’s buying a home, saving for retirement, or investing in your business—deserves a strong financial foundation.

Our personalized approach helps you navigate life’s big decisions with confidence. Let us guide you toward your financial goals.

Ready to get started? Reach out today to schedule a free consultation. Together, we’ll help make your financial goals a reality.



This material was generated in part/in full by ChatGPT, a form of Artificial Intelligence, based on prompts provided by David Davis

"Had a fantastic time with the Optimist Club Jackson MI today! If you're passionate about supporting our community’s youth and want to join an amazing group, reach out to me—I’d love to share how you can get involved!"

September's Consumer Price Index (CPI) came in hotter than expected as prices rose 0.2% from August and 2.4% from a year ago.

Here's a look at the 12-month change in price of the tracked categories.

https://yhoo.it/4h46idR

📊 Inflation Watch: September’s Price Increases Slightly Higher Than Expected

Inflation continues to be a concern as consumer prices rose more than anticipated in September. Keeping an eye on your financial plan is crucial during times of rising costs.

At Full Circle Financial Planning, we help you navigate through economic changes and keep your financial goals on track. Let’s ensure your plan is prepared for whatever the future brings! 💼📈

Inflation: Consumer price increases in September come in slightly hotter than estimates September's Consumer Price Index will serve as the latest test of whether inflation will continue to ease as the Federal Reserve debates its next interest rate decision.

Monday Morning Outlook: U.S. Debt Burden Surges 📈

With national debt at $35 trillion and net interest costs hitting 3.0% of GDP in FY 2024, we may be entering a new era of fiscal responsibility. Could we see a return of the “Politics of Limits” as we did in the 1980s and 1990s?

Check out our latest Monday Morning Outlook to learn more about the implications for the economy and markets. https://tinyurl.com/ypfkxb5

! More than 72.5 million Americans will get a 2.5% increase in monthly benefits and payments in 2025. Check our blog for more information: https://ow.ly/ovHs50TILen

Check out my most recent newsletter.

The latest news for you You don't want to miss this.   Year-End Tax Planning and Medical Insurance Open Enrollment: Don't Miss Out!   Tax-Saving Tips and Tricks: Your Guide to Year-End Tax Planning As the year comes to a clo