David Katz

About David Katz

Serving clients in the greater San Diego area, David holds both a life and health license in California, New Jersey and Pennsylvania. Host of the David Katz Safe Money and Income Radio Show. Web Site: katzcapital.retirevillage.com
(858) 240–0008 | Katz Capital Management

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 |2018-11-02T14:00:05+00:00August 21st, 2018|Retirement Planning|

The Emotional Side Of Being A Trusted Advisor

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 the insurance company sent her. The life insurance [...]

By |2018-03-15T07:55:42+00:00March 10th, 2018|Retirement Planning|