Discovery Financial Presents- Financial Planning (Video)
Monday, November 1, 2021Cody talks with Carolyn Oberfeld, an LPL Financial Advisor, about her holistic approach to Financial Planning.
Read MoreCody talks with Carolyn Oberfeld, an LPL Financial Advisor, about her holistic approach to Financial Planning.
Read MoreBrian Wesbury, Chief EconomistFirst Trust Advisors L.P.
Read MoreAs you know, on March 16th Jeff Buchbinder from LPL Research shared his expertise with Discovery Financial clients and offered a 2021 Investment Outlook. Thank you to the more than 60 people that joined this Zoom call. And a special...
Read MorePlease join us for a special Zoom event for Discovery Financial clients: 2021 Investment Outlook When: Tuesday, March 16th Time: 12:00pm CST Join via Zoom: https://us02web.zoom.us/j/82880730349 2020 was an extraordinary year filled...
Read MoreCody talks with Doug and David Ritter about some important end of year planning.
Read MoreWe are excited to offer this free webinar “Thriving in Volatile Markets.” For more information about David, visit his Advisor Profile , or set a time to meet with him by telephone or via Zoom meeting: https://go.oncehub...
Read MoreThis past Tuesday Jeff Buchbinder from LPL Research shared historical trends and insights on the upcoming Presidential Election and the Effects on the Markets.Thank you to the more than 50 people that joined this Zoom call. And a...
Read MoreThe market has performed best, regardless of who is elected President, if Congress is split between parties (see chart below). Regardless of who is elected we believe the winning party will pass a massive new stimulus bill which will...
Read MoreThe Medicare Open Enrollment Period begins next week. Discovery Financial is happy to announce that our own Coleman Kelly is a licensed and independent agent (not affiliated with any government agency) who is able to provide you...
Read More