David Sullivan Financial Advisor

09/27/2022

Keep calm during a bear market. https://www.investopedia.com/8-ways-to-survive-a-market-downturn-4773417

09/06/2022

Will your children be more financially confident than you? Every parent hopes so – these four steps can help make it happen.

Will your children be more financially confident than you are? Every parent hopes so. To help make this a reality for your children, follow these four steps.

08/24/2022

Hi everyone,
I am a part of a wonderful business networking group that is currently looking to fill some open spots. I have been a part of this group for 3 years now and it is by far the best, most caring, and effective group that I've been a part of. The current roles we are looking for are:
-Business coach
-Property manager (commerical and residential)
-Mortgage broker
-Health insurance agent
There are other open categories as well but these are the most pertinent spots we are actively looking to fill. The name of the group is Game Changers Global Network, you can shoot me a pm and I can get you connected with the folks who run the group to see if it's a good fit and ofcourse come visit as a guest if you like.
Cheers,

08/09/2022

If investing your money sounds intimidating, this primer can help. Discover the 4 basic strategies that can help you get started with an eye towards long-term investing.

The first step in successful investing is to learn these 4 strategies. Learn the fundamental principles of long-term investing.

07/06/2022

I'd be happy discuss options if you have a retirement plan from a previous employer.

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

06/16/2022

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

06/07/2022

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

05/17/2022

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

04/14/2022

Are you looking to manage risk across a diverse portfolio? If so, be sure to consider all available options.

Investment strategies continually evolve. New technology, plus lesser-known financial tools, can help you reach your long-term financial goals.

03/30/2022

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

03/15/2022

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”