Brolen Davis Wealth Management puts the client experience first by focusing on understanding the whole person not just your money.
12/19/2023
D&O can be a risk management tool for small businesses, non-profits and educational institutions.
Directors and Officers Liability Insurance Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
12/18/2023
may be important in growing your company, but it may introduce liability. Is your company protected?
Social Media: #NewestBusinessLiabilityRisk Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
12/16/2023
Can group and private disability policies work together?
Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
12/14/2023
is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance.
12/12/2023
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
The Value of Insuring Against Life’s Risks Building wealth requires protection from the forces of wealth destruction.
12/11/2023
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
12/09/2023
Extended care refers to services needed by those who have a chronic illness or disability.
Understanding Extended Care Understanding the types of extended care services—and what those services could cost—may be critical.
12/08/2023
The fears that dragged on the stock market since August evaporated in November as fresh inflation data reaffirmed continuing progress in the fight against rising prices.
Monthly Market Insights | December 2023 Monthly Market Insights | December 2023 U.S. Markets Stock prices surged last month as positive inflation data and falling bond yields emboldened investors. The Dow Jones Industrial Average gained 8.77 percent, while the Standard & Poor’s 500 Index advanced 8.92 percent. The Nasdaq Composite, whic...
12/07/2023
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
Inventorying Your Possessions Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
11/30/2023
The financial risks to consider when evaluating self insurance?
When to Self-Insure Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
| Monday | 9am - 4pm |
| Tuesday | 9am - 4pm |
| Wednesday | 9am - 4pm |
| Thursday | 9am - 4pm |
| Friday | 9am - 4pm |