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  3. March 2020

March 2020

Top 5 Financial Terms You Should Understand

Submitted by DSI Wealth Management on March 2nd, 2020

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better understanding of what a recession really is. What the Dow Jones Industrial Average? You probably hear that every night on the news and you know that it has something to do with the stock market, but aren't sure of the details. 

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How can a Financial Advisor Can Assist me with Lowering Tax Liability?

Submitted by DSI Wealth Management on March 2nd, 2020

Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into retirement, it’s important to consider the difference between retirement pre-tax income and retirement after-tax income. A savvy advisor will consider your future tax liabilities to be an integral part of your overall retirement strategy.

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How do I save for a goal?

Submitted by DSI Wealth Management on March 2nd, 2020

The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a thousand ways to spend your money, there’s only one way to save it — stick to the plan.

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Recent Blog Posts

  • Top 5 Financial Terms You Should Understand
  • How can a Financial Advisor Can Assist me with Lowering Tax Liability?
  • How do I save for a goal?

Archived Blog

  • March 2020 (3)
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  • March 2015 (1)

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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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