Video Library

Davis Executive Wealth Management: Optional Fixed Income Investment Strategies

Oct 18, 2024 - This webinar discussed optimal fixed-income investment strategies in light of the anticipated decline in Fed Funds rates. As we may enter a new phase, I believe it's crucial to reassess the best positioning for fixed-income portfolios, and the answer may not lie in long-duration bonds.

Davis Executive Wealth Management: Understanding Social Security

Oct 15, 2024 - Informative presentation that covers essential Social Security topics to help you make the best decisions for your retirement.

Tim Davis Spotlight

Mike Carilli Spotlight

Michaelyn Bortolotti Spotlight

Ed Neibert Spotlight

Are we right for you?

Concentrated Stock Position Diversification 

Sirius XM Radio's Business Briefing with Host Janet Alvarez

Experience the Davis Difference

Webinar Series: Kevin Simpson Capital Wealth Planning LLC

Call Series Featuring: Gregg Cohen- President of Campus Bound

March 13, 2023 Market Update

February 13,2023 Update: Soft Landing, Hard Landing or No Landing?

Call Featuring: Kevin Simpson CIO at Capital Wealth Planning

February 15, 2022 Market Update

6 Themes for 2022

Merry Christmas

November 2, 2021

October 4, 2021 Fireside Chat

September 20, 2021 Update

May 18, 2021 Update - Inflation

May 5, 2021 Update

March 12, 2021 Update

February 11, 2021 Update

Employee Stock in an Open Window

2020 In Review & 2021 Outlook

Merry Christmas

November 17, 2020 Update

November 16, 2020 Update

3 Year anniversary 

October 7, 202 update

Sept 21, 2020 Update

September 4, 2020 Update

July 15, 2020 Update

June 24, 2020 Update

The Biden Tax Plan

June 8, 2020 Update

May 27, 2020 Update

May 18, 2020 Update

May 3, 2020 Update

April 28 2020 Update

March 26 2020 Update

Stock Planning