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.
Millennial Retirement: How many Millions will you need? Millennials Seeking Millions. According to a recent article in USA Today, older Millennials (DOBs in the 80s) might need to save $1.8 million for retirement, while inflation-plagued younger Millennials (DOBs in the …
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 …
What is you level of financial independence. What you need to know to have financial freedom and retire early.
With Marriage Equality come more options for Gay Retirement Planning. LGBT Retirement Expert David Rae outlines how love wins for gay couples.
Barrys Bootcamp can get your ass in shape, but it may also hold some lessons to get your assets in shape. Financial Planner LA explanins.
Is it possible to be too smart to invest well? A UCLA professor highlights how even a genius can screw up investing for the future.
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.
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.
Retiring a millionaire is really quite simple but it’s not easy. Otherwise, we’d see millions of more people accomplishing this feat. Here is the basic math – to help you see daily, monthly and yearly what it will take to retire a millionaire.
Are you working with a fiduciary financial advisor or just some salesman pretending to give advice? Are you sure? How to get Fiduciary Financial Advice.
Financial Advisor LA appears on the NBC with your Powerball Winning Guide. How to keep more of your winnings and minimize taxes.
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