Dave Compere - Investment Advisor Representative

Just like a health checkup, your finances need a regular review. A Financial Needs Analysis (FNA) could help you identify where your finances might need a little TLC. Want your complimentary checkup? Contact me today to get started! 443.995.9944

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Thinking about retirement? Make sure you have a strategy in place that works for your unique goals.

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The Household Budget Index (HBI™) data provides a monthly overview of the purchasing power middle-income families. This understanding of their current financial situation equips me with the necessary information to assist families grappling with the challenges of high inflation.

In October, the HBI™ increased to 99.1%, indicating that higher wages and a slowdown in inflation contributed to an improvement in families’ purchasing power. If you’re still facing financial difficulties, you’re not alone. Don’t hesitate to contact me to get your financial house in order.