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Tag Archives: CERTIFIED FINANCIAL PLANNER

If it Sounds Too Good to be True… Part 2

InvestmentsBy David Caviness, CFPOctober 11, 2016Leave a comment

When it comes to investing, no words ring truer than the old adage –  “If it sounds too good to be true, it probably is.” Back in March, I wrote a post on this very subject. You can read it here This past weekend I happened across this from the Dallas Morning News: A well-known Frisco…

If it Sounds Too Good to be True…

InvestmentsBy David Caviness, CFPMarch 14, 2016Leave a comment

I had the pleasure of spending 4 hours of quality road time yesterday driving to East Texas for a client meeting. On multiple AM channels, I heard an advertisement for an “investment” that was “like a CD” using words such as “Safe” “Predictable” “Stable”. Here’s the kicker. This 1 year investment offers a 9% return.  …

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Securities offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Investment advice offered through Caviness Wealth Management, LLC, a registered investement advisor and seperate entity from LPL Financial.

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