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What I Do and How I Can Help

“How am I supposed to figure this stuff out” is a question I have heard MANY times over the years. For the average American it is hard to find the time and resources to build, manage, and preserve their assets confidently. It can be even harder to know how to integrate your family values, retirement goals, and legacy intentions into your financial plan and stay on track for the long-term.

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How Will the Election Results Affect the Market?

After a tumultuous and dramatic election season, the results are in. This election was certainly one for the history books. Because both polls and markets had expected a Clinton victory, the markets are reeling from the surprise outcome. Dow futures plunged 800 points overnight, but the index was up 150 points in the morning and the S&P 500 hit a one month high by mid-day.

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A Second Opinion and A Cup of Coffee

It’s no secret that the markets are volatile and confusing, especially over the past several years. Due to this uncertainty, even the most patient investors may come to question the wisdom of the investment plan they have been following.

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Why I Became a Financial Advisor

I remember clearly when I was first attracted to investing. I was in seventh grade and I was taking an elective course called The Stock Market. Each day, we would learn the new values of our fictional portfolios. Black Monday hit during this class, and on October 19, 1987 my imaginary stock portfolio was hit hard. Even at 12 years old, I saw how investing presented an opportunity for great gains and the possibility of significant losses.

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David Willett is registered with, and securities offered through, LPL Member FINRA/SIPC.  Investment advice offered through Trilogy Capital, Inc., a registered investment advisor.  Trilogy Financial and Trilogy Capital Inc. are not affiliated with LPL Financial.  /  CA Insurance License #OE60003

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