Shocking Study Reveals 5% Value From Working With A Financial Advisor
How valuable is a great financial advisor? A new study from Russell Investments puts a number to it.
LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier

David Rae has been helping people achieve financial security as a Los Angeles Certified Financial Planner® and Accredited Investment Fiduciary® with DRM Wealth Management since 2003. Based in Los Angeles, Financial Planner David Rae advises his clients and their families on getting their financial houses in order, developing investment strategies to meet their goals and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples, and families in and around the LGBT community. While his financial planning practice is based in LA, he has clients across the country, and throughout Southern California. More About David Rae
How valuable is a great financial advisor? A new study from Russell Investments puts a number to it.
Investing Mistakes to Avoid. 3 big investing mistakes to avoid, if you don’t it will cost you a bundle. I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim …
4 tax planning strategies you need to implement now for your small business
Financial Planning can be fun and fabulous. This is why you should look for the best gay financial planner you can find, to help guide you to gay financial freedom.
Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.
Looking for more tax deductions to help your business pay fewer taxes? A Cash Balance Pension Plan may be the keep to keeping more of your hard earned money.
The Golden Girls Rose Fights Back, GG Retirement Plan Part 2: Oh Rose, Where Did Our (Pension) Funds Go? Second in a series. Major intellectuals, foremost philosophers and all my friends at the Abbey agree that most financial (or indeed …
This is the LGBT Early Retirement guide whether rich or poor can help you get on track for Financial Freedom. Plan ahead so your only option for the “good life” doesn’t require you to live in a trailer park. Gay early retirement doesn’t have to mean a life of miserly living.
Financial Advisor Los Angeles David Rae on Spectrum News Video with Alex Cohen The impact of the Coronavirus on people’s finances may vary, depending on who you speak with. With more than 775,000 deaths (in the U.S. alone) and tens …
Investment risk and stock market volatility are not the same thing. You may earn below-average stock market returns when the markets are calm. Or perhaps you make outsized returns when the stock market appears scary times of extreme volatility. Financial …
You don’t need to drive a pink rolls royce to benefit from The Rich Persons Pension, but you you do need to be a high income business owner.
So you want to become a millionaire? We show to build a million dollar net worth. It may be easier than you think.
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