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David Katz

About David Katz

Office: (858) 240-0008

Articles by David Katz


David Katz
Office: (858) 240-0008

Is The Stock Market A Ticking Time Bomb

August 21, 2018/in Retirement Planning/by David Katz

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 […]

The Emotional Side Of Being A Trusted Advisor

March 10, 2018/in Retirement Planning/by David Katz

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 the […]

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