About David Katz

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So far David Katz has created 2 blog entries.

Is The Stock Market A Ticking Time Bomb

On March 9, 2009, all of the Wall Street gurus agreed that this was the first day of our current bull market. We had just came out of one of the worst financial meltdowns, and now America was ready for a strong bull market run. The DOW JONES closed that day at 6,547 points and [...]

By |2019-02-25T08:41:59+00:00August 21st, 2018|Retirement Planning|

The Emotional Side Of Being A Trusted Advisor

Remove emotion when dealing with money decisions   I recently received a call from my client, who shared with me that her husband of fifty-two years had passed away. I could feel the sadness and pain in her fragile voice. The reason for her call was she needed help filling out the death claim forms [...]

By |2019-02-01T22:17:43+00:00March 10th, 2018|Retirement Planning|