What advice do you wish you go back and give yourself?
Denver Dyer, Private Wealth Advisor
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
Empowering individuals to grow their net worth and optimize their income journey. 📈 From crafting personalized financial plans to ensuring your investments thrive, let's embark on this wealth-building journey together. 💼✨ www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL
Berkshire Hathaway has a new CEO 😳
SECURE Act gave us 10 year spend down on beneficiary IRAs instead of beneficiary life expectancy.
What if there was a way to avoid spending it down so quickly?
- less tax impact for heirs
- more discretion over asset distribution
- more time for assets to grow
DM me for info
"Games are won by players who focus on the playing field -- not by those whose eyes are glued to the scoreboard."
- Warren Buffett
04/07/2025
Institutional buyers are coming into the market. Maybe you should as well? Market was up 3.75% intra day at one point with buyers pushing the market higher.
"Be fearful when others are greedy and greedy when they are fearful. "
-Warren Buffet
it's tariff day!! and the sky isn't falling.
may be a good time to buy.
03/19/2025
Recent market volatility can be unsettling, but partnering with firms like LPL Financial and their dedicated research team can provide valuable insights. In a quick 5-minute video, I share key points on market volatility:
1. Despite alarming headlines, the situation may not be as dire as portrayed.
2. Maintaining a long-term perspective is essential for successful investing.
3. It might be opportune to explore investment options for idle cash during these times.
😇
Watch the video for more insights: https://youtu.be/6MGowL4729M
If your advisor isn't discussing this RIGHT NOW, you need a new one. Let's connect.
To schedule a strategy call, click: https://go.oncehub.com/DenverDyerCPFA
LPL Financial
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Market downturn got ya worried? don't be.... here's a short vid to explain why market volatility isn't all bad....
https://youtu.be/6MGowL4729M
To schedule a strategy call, click: https://go.oncehub.com/DenverDyerCPFA
03/12/2025
Concerned about the recent market downturn? Don't be. 😀 We're talking about it: https://youtu.be/6MGowL4729M
March 2025 - Market Volatility with Denver Dyer Denver discusses the recent market drawdown and how it is likely not a significant concern.
Great day at the Private Wealth Texas forum! Lot of unique opportunities!
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