“DaVinci Wealth Radio – November 28, 2015 – The Perfect Investment?”
by Darren Vilardo

DaVinci Wealth Radio – November 28, 2015 – The Perfect Investment?

What would the perfect investment look like?  What criteria would, should, must this investment include?  Darren discusses tax deferral, tax- free income, no contribution limits, growth potential, no market risk, death benefits for beneficiaries, living benefits in the event of illness, and other criteria that make up the perfect investment.  What is it?

One potential use for this perfect investment is in retirement planning. Investing today for the creation of tax-free income tomorrow!

Still another and often overlooked use is as a replacement for liquid bank assets, such as CD’s, savings accounts, or money markets.

Listen and learn how this “Perfect Investment” could be a great alternative for your low-yielding bank assets or recent windfalls from real estate sales or an  inheritance.

Hint: It’s not an annuity!

 

“DaVinci Wealth Radio – November 21, 2015 – Stocks!”
by Darren Vilardo

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DaVinci Wealth Radio – November 21, 2015 – Stocks!

In this edition if DaVinci Wealth Radio, Darren Vilardo discusses the risks associated with individual stocks.  He highlights some of Warren Buffett’s top holdings and how they have not quite performed in 2015.

Additionally, Darren discusses the use of “Dividend Growth” portfolios as a retirement planning, come generation instrument.  Too Risky!

For more previous editions of DaVinci Wealth Radio click here.

Thanks for listening,

Darren

 

 

5 Minute Market Commentary from FormulaFolios Chief Investment Strategist Jason Wenk

DaVinci Wealth Keeps You Informed

5 Minute Market Commentary from FormulaFolios Chief Investment Strategist Jason Wenk. 5-Minute Market Commentary // November 23, 2015 Posted November 23, 2015 I am happy to present this week’s market commentary from FormulaFolio Investments. The goal is to give our clients and friends a simple way to see everything they need to know about the […]

“DaVinci Wealth Radio – November 14, 2015 – Changes to Social Security”
by Darren Vilardo

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DaVinci Wealth Radio - November 14, 2015 - Changes to Social Security

DaVinci Wealth Radio – November 14, 2015 – Changes to Social SecurityThis show highlights the recent changes to Social Security claiming strategies as a result of the Bipartisan Budget Act of 2015.

Darren discusses the changes Congress enacted and the President signed into law which affect “File and Suspend” as well as restricted benefits.  These claiming strategies were previously used by couples seeking to enhance retirement benefits.  While perfectly legal some of these strategies were looked as gaming the system.  Congress is looking for ways to cut benefits, like this take away of sophisticated benefits strategies, without actually taking away or reducing payouts on Social Security.

Smart. Secure. Simple. How to Invest Like an Endowment or Pension Plan and AssetLock, What is it?

“Smart, Secure, Simple”
Discover a smarter way to invest.
Learn how you can invest like University Endowments and Pension Plans.
What is AssetLock and how can it help protect your assets against market loss.

 

Date: January 19, 2016
Time: 1:00 pm
Event: Smart. Secure. Simple. How to Invest Like an Endowment or Pension Plan and AssetLock, What is it?
Topic: Smart. Secure. Simple. How to Invest like an Endowment or Pension Plan.
Sponsor: DaVinci Wealth
(928) 237-3411
Venue: The Adult Center of Prescott
Location: 1280 E. Rosser Street
Prescott, AZ 86301
Public: Public
Registration: Click here to register.
More Info: Click here for more information.

Attend this FREE workshop and learn What the Wealth do Differently.

Learn how the wealthy really invest and how you can employ the same techniques in your portfolio.

Date: February 2, 2016
Time: 10:00 am
Event: What the Wealthy Do Differently
Topic: What the Wealthy Do Differently
Sponsor: DaVinci Wealth
(928) 237-3411
Venue: The Adult Center of Prescott
Location: 1280 E. Rosser Street
Prescott, AZ 86301
USA
Public: Public
Registration: Click here to register.
More Info: Click here for more information.