Watch to hear our commentary on current market trends and the latest news and cutting-edge financial advice. Our lead financial advisor, Daniel Colston, CFP(R) shared about our firm’s history and the current inflation crisis, interest rates, stocks, and bonds. We talked about whether mutual funds or ETF’s or an annuity or even individual stocks and bonds might be a good fit for your wealth management goals. We fielded questions regarding AI technology funds and where clients should be allocating resources right now. The big takeaway from today- DIVIDENDS, WE LOVE THEM, LIKE, AND SEEK TO OWN THEM! We are sorry if you missed the free steak dinner, but you can watch the presentation here!
When Daniel is not giving financial advice or managing investments, he enjoys renovating properties, real estate investing, drinking coffee, hanging out with friends, spending weekend trips in his camper van, and exploring the outdoors on a hiking or biking trail in his hometown of Roanoke, VA and beyond.