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Blog

Parent reading a book to their newborn child
Mark Davids | Jan 18, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Mark Davids | Dec 18, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Mark Davids | Nov 18, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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A row of houses along a canal
Mark Davids | Nov 8, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Mark Davids | Oct 18, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Mark Davids | Sep 19, 2022

How Financial Planning Can Help Prepare for LTC Costs

With the cost of long-term care (LTC) increasing year over year, considering how the costs of long-term LTC will impact your financial plan is essential

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Hand holding a large bundle of balloons
Mark Davids | Sep 18, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Focused young woman shopping online on her laptop
Mark Davids | Aug 18, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Mark Davids | Jul 18, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Two yellow balloons with smiley faces on them
Mark Davids | Jun 18, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Hands holding a small wrapped present
Mark Davids | May 18, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Two people having a picnic by a lake
Mark Davids | Apr 18, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Crystal Lake IL 60039-0442

Contact Info

P: 815-219-7272
E: mark.davids@lpl.com

 

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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