Shawn Houk - member of DBM Wealth Management

Shawn Houk - member of DBM Wealth Management Investing Services - FOR IMPORTANT DISCLOSURES, VISIT OUR WEBSITE - WWW.SHAWNHOUK.COM Hello!

SHAWN HOUK - MEMBER OF DBM WEALTH MANAGEMENT·THURSDAY, JUNE 21, 2018·
DBM Wealth Management and Securities America are separate entities. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
06/15/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
06/12/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Tax time can be a good time to give your household budget a checkup.
06/10/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
06/08/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
06/05/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

M0 is the total of all physical currency worldwide. What’s it look like?
06/03/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
06/01/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Explore how inflation has affected purchasing power over the decades with this historical tool.
05/29/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

Do you know the difference between a credit lock and a credit freeze?
05/27/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

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