Skip to the main content.
Book your Discovery Session

David DeWitt, CFP®

inflation or deflation?

2 min read

Inflation: Bad for Your Wallet, Good for Your Portfolio?

After two surprise inflation prints in April and May, the Fed finally said it out loud – inflation is higher than expected, and is likely to increase to 3.4% in 2021. That’s a full percentage above where the Fed thought it would go in back in March.

Read More

Boosting Retirement Savings Webinar

The last ten years before retirement is an important time to ensure you are saving and getting prepared for retirement with a plan.

Read More

3 min read

Of Course I’m Diversified, I'm Benchmarked to the S&P 500!

We hear sentiments like the title of our piece a lot. It’s a reasonable assumption, right? After all, it’s not the S&P 25. It’s 500 of the largest,...

Read More

3 min read

Optimizing Your Retirement Plan Asset Allocation

Is your 401(k) working as hard for you as you do for it? Building a good balance in your retirement plan through consistently maximizing your...

Read More

3 min read

Capitalizing on Thematic Investing when you are Near Retirement

The potential for long-term structural changes that have been created and in some cases accelerated by the pandemic has many investors newly...

Read More

4 min read

Decoding Crypto

Cryptocurrencies have been dominating headlines and expanding its lineup as the original, Bitcoin, has been joined by new entrants into the field....

Read More
Managing Volatility

3 min read

Three Things to Know Managing Volatility in Retirement

After the tumult of last year, volatility is again on investor’s minds. But it’s not something that’s likely to go away, even if markets calm down....

Read More

5 min read

How 3D Printing will Revolutionize Manufacturing

What is 3D Printing? 3D printing, or additive manufacturing, is a technology that lets you print a 3d object from a digital design. In the early...

Read More