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Locality: Newport Beach, California

Phone: +1 949-432-3840



Address: 4 Upper Newport Plz, Ste 103 92660 Newport Beach, CA, US

Website: www.DLSWealth.com

Likes: 96

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DLS Wealth Management 09.11.2020

LPL RECESSION WATCH: Our Recession Watch Dashboard is showing an overall low risk of recession starting within the next year. (Updated June 2017) http://lpl-research.com//Re/RecessionWatchDashboardWeb.pdf

DLS Wealth Management 28.10.2020

Checking in on Trade: "The U.S. trade deficit has been a drag on overall GDP growth. However, the US continues to steadily grow in its role as an exporter of services." http://lpl-research.com//Weekly_Economic_Commentary_040420

DLS Wealth Management 25.10.2020

March Has Historically Been a Challenging Month: Build and keep your financial plan on course!

DLS Wealth Management 19.10.2020

Oil prices have fallen nearly 70% from July 2014 to February 2016 creating opportunities for big industries to win! Make sure your investments are positioned accordingly to gain with these "Potential Winners of Low Oil". A Must Read Here: https://rc.lpl.com//TL_Potential_Winners_Of_Low_Oil_022416

DLS Wealth Management 06.10.2020

As a new parent myself, this is a great read: http://www.inc.com//how-to-raise-highly-successful-kids-7-

DLS Wealth Management 23.09.2020

OUTLOOK 2016: SCENARIO PLANNING FOR CURRENT MARKET CONDITIONS "Patient doesn’t have to mean passive" -> Protect but don’t panic -> Pursue opportunities... Probable factors influencing markets over next 12 months: https://rc.lpl.com//Outlook2016_Playbook_Client_Approved_0

DLS Wealth Management 19.09.2020

With increased 2016 market volatility: "It is important to remember that investing is a marathon, not a sprint. It is about endurance. Volatility has always been a part of investing and always will be." Insights from our LPL Chief Investment Officer, Burt White here:... http://lpl-research.com//LPL_R/CL/Client_Letter_010716.pdf See more

DLS Wealth Management 10.09.2020

"Advisors to investors: Keep calm and carry on" http://www.cnbc.com//advisors-to-investors-keep-calm-and-c

DLS Wealth Management 28.08.2020

Stick to your resolutions to save & invest more in 2016! You'll thank yourself for it later. www.cnbc.com///23/making-your-money-resolutions-stick.html

DLS Wealth Management 08.08.2020

New Years is coming, and so is retirement! No matter what age you are, utilize retirement strategies and investment accounts availble to you as early as possible. -The sooner you start the easier the "uphill" to retirement will be.... -Your "downhill" success within retirement can be achieved with a well designed and monitored financial plan. **Work with a professional for the best results possible**

DLS Wealth Management 04.08.2020

529's are a popular college savings vehicle for children, but with other strategies available make sure it's the best fit within your financial plan going into 2016. "Computers now qualify as a 529 expense, but these plans still need more flexibility." "No one knows what a college education will look like in 18 years, so money stashed away in a 529 plan may be stuck in an outdated account."... Read the full article: http://time.com//41590/tax-rule-529-college-savings-plans/

DLS Wealth Management 23.07.2020

It’s not money that motivates, It’s the ‘why’ behind the money. 1. Find Your Passion 2. Keep Your Goals in Mind 3. Create a Strategy... 4. Budget 5. Earn http://www.nasdaq.com/ar/5-ways-to-find-money-for-what-you- really-love-cm544387

DLS Wealth Management 07.07.2020

Different life milestones require updated investment strategies. Contact me and take advantage of professional advice and resources to ensure you stay on the right path to financial success!