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  3. September 2015

September 2015

To Our Valued Clients:

Submitted by DSI Wealth Management on September 25th, 2015

Well, we are over half way through the year, and what a year it’s been so far! We’ve seen Greece on the brink of bankruptcy, we’ve seen China finally showing signs of weakness, we’ve seen Puerto Rico default on their debt, and everything else in between.

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Little known Ways To Get More Out Of Your Investments And Potentially Cut Your Taxes

Submitted by DSI Wealth Management on September 25th, 2015

In a perfect world, financial goals are set, savings plans are put into place, and money is invested wisely.  However, more and more baby boomers have found that they have been frivolous in spending and have put back little for retirement.  If you find yourself over the age of 50, and far from financially sound, use these financial planning tips because the clock is ticking louder tha

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Got A NEW Job? Here’s What To Do Next To Make Sure You Get ALL Of Your Benefits

Submitted by DSI Wealth Management on September 3rd, 2015

You’re new to your job and still figuring out where the supply room and snack machine are located. You’re also figuring out who’s a reliable source of information and who you should probably avoid. Don’t forget to learn about all the benefits to which you’re entitled – or you could lose out on a lot that can benefit you in your career.

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Archived Blog

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  • September 2015 (3)
  • August 2015 (1)
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  • May 2015 (1)
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Phone: 626 919-3456
Fax: 626 919-6127
Toll Free: 800 365-7749

Email: dsiwm.info@divsecs.com 

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  • Legal, privacy, copyright and trademark information

Chad Beck and Joe Rubinstein are Registered Representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Chad Beck | California | 1000 Lakes Drive, Suite 420, West Covina, CA 91790 | CA Insurance Lic. # 0G06032. 

Joseph Rubinstein | California | 1000 Lakes Drive, Suite 420, West Covina, CA 91790 | CA Insurance Lic. # 0A68771. 

The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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