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Monday, December 21, 2020

Cody talks with Doug and David Ritter about some important end of year planning.

 

Monday, November 16, 2020

We 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...

 

Friday, October 30, 2020

This 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...

 

Wednesday, October 21, 2020

The 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...

 

Thursday, October 8, 2020

The 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...