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Tag Archives: Investment Strategy

Financial Pitfalls to Avoid in the Years Leading Up to Retirement

Retirement PlanningBy David Caviness, CFPOctober 5, 2024Leave a comment

Today, with people living 25 or more years in retirement, there is no room for error. The mistakes people make leading up to retirement can be challenging to overcome if not caught early. Avoiding these common retirement planning mistakes is crucial if you are going to have any chance at lifelong financial security.

How Will This Election Affect My Portfolio?

Financial Planning, Investments, PlanningBy David Caviness, CFPAugust 16, 2024Leave a comment

Election year is here again, and so are many accompanying questions. I am here to debunk some myths and shed some light on what history can teach us. During election years, it’s natural for investors to look for a connection between who wins the White House and which way stocks will go, especially given how…

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Disclosure

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.

The LPL Financial representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.

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