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Welcome to our website: Our website is designed to introduce ourselves along with our investment philosophy and services. This site also offers tools and resources to help you learn more about personal finance. Click around and you will find articles,newsletters, calculators and other tools to keep you up to date on the latest financial issues, strategies and trends. This material is updated frequently so check back often for the latest information. If you have a specific question or would like more information, click on the contact us link. Your Success is Our Success!
Dave's recent newsletters:
Click below for an interesting explanation of Our Tax System:
Click here to read the FINRA (formerly the NASD) alert on annuities.
Click here to read the FINRA (formerly the NASD) alert on "Free Lunch" Investment Seminars
Click here to listen to Dave's interview with Please be patient, file may take a few minutes to download. Listen live on the web! Dave Petso's Money Matters radio show on KIDO 580 every Saturday at 11:00am is now available on your computer! Go to www.580kido.com Past Money Matters programs are now archived on this site! Select "radio show" from the menu above to access past programs. |
