Everson Davis, Financial Service Professional with Nylife Securities LLC

05/08/2025

The market is changing, and so are the rules. Learn how to navigate the new landscape with the New York Life Investments Global Market Strategy team
https://bit.ly/3SsvK1k

02/25/2025

Benefits and pitfalls of buy-sell agreements every advisor should know
Business entities come in all shapes and sizes, but no matter the type, each one should have a buy-sell agreement in place. This important tool helps business owners effect a smooth transition in the event of death, disability, retirement, or other circumstance that triggers a change in ownership. Read this article by Rimon, PC estate planning attorney Patricia Annino to learn about the benefits and pitfalls of buy-sell agreements, and then let’s look at how you can help your clients better protect their businesses.

01/20/2025

Want to learn why a long-term care solution should be a part of your financial strategy? Click here to read this article. https://bit.ly/42pf29l

01/13/2025

Tune in to Market Matters and discover the 5 questions keeping investors up at night, along with expert insights on the 2025 economic landscape, including inflation, Fed cuts, interest rates, and the U.S. equity market. Listen to the episode
https://bit.ly/3Px7Ksr

11/19/2024

Watch NYLs 2024 Advisor Symposium
Enjoy this replay of the program, and then let’s look at ways we can work together to better serve our clients.
https://bit.ly/3YYYYI0

11/11/2024

This , we salute the brave men and women who have served and sacrificed for our freedom. Your courage and dedication inspire us every day.

10/01/2024

In this week's , the strategists at New York Life Investments are focusing on three particularly hot commodities – gold, uranium, and natural gas – and how investors can capitalize on these themes.
https://bit.ly/3BDFjoU

09/17/2024

The 30% rule is a popular piece of personal finance advice, guiding Americans on how much of their monthly income should be allocated to housing costs. But these days, not everyone follows that advice.

“The more money people spend on housing, the less they have for essential bills."

09/09/2024

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can help make sure you're saving the right way for the goals you want to achieve. Reach out, and let's make sure your retirement is picture-perfect.

09/09/2024

It’s Life Insurance Awareness Month!

Check out this insightful interview with a CPA discussing how life insurance can significantly enhance your retirement plan. Discover ways to improve your income and manage tax liabilities more effectively.

Watch the full interview here: https://www.youtube.com/watch?v=A4k2OipWSPY

I’d love to hear your thoughts! Please share them in the comments below.

Lane and Ed Slott, CPA discuss Roth and Life Insurance for a tax free retirement.Full Ed Slott Interview: https://youtu.be/SBix9qwxJnY?si=y8xut0PgTQ7yG_rDFor...

08/25/2024

A buy-sell agreement is a great strategy for business partners to protect themselves regardless of what lies ahead. To receive expert financial guidance on continuity plans, connect with me today.

After the upheaval from the pandemic, prepare your small business against future potential disruptions with a Business Continuity Plan from New York Life.

08/22/2024

Mastering Family Business Dynamics
Succession planning for family owned enterprises is not just a business necessity; it's a commitment to preserving family harmony and ensuring the longevity of the business. Addressing the complexities of family dynamics and making informed, transparent decisions can help family business owners minimize future conflict both in the boardroom and in the family room. This article, by estate planning attorney Patricia Annino, provides basic principles and best practices for mastering family business dynamics. https://bit.ly/4fWDrHO