David Katz – Annuity.com

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

Is The Stock Market A Ticking Time Bomb
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Is The Stock Market A Ticking Time Bomb

Retirement Planning

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

The Emotional Side Of Being A Trusted Advisor
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The Emotional Side Of Being A Trusted Advisor

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