Month: July 2024

Q2 Market Update w/ John Harms

Q2 Market Update w/ John Harms

On this episode, I sit down with Chief Investment Officer of SixPoint, John Harms, for an in-depth Q2 market update and analysis.

 

If you are interested in meeting with me to discuss your financial planning needs, please reach out to me directly at dpulcini@sixpointfp.com.  Thanks!

 

Click HERE to visit our website 

LinkedIn:

https://www.linkedin.com/in/davidpulcinisixpointfp/

Facebook:

https://www.facebook.com/profile.php?id=61558746779120

 

Disclosure:

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

This commentary reflects the personal opinions, viewpoints and analyses of SixPoint Financial Partners. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by SixPoint Financial Partners or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, SixPoint Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

How to Build a Framework for Success w/ Jim Harshaw Jr.

How to Build a Framework for Success w/ Jim Harshaw Jr.

On this episode, I sit down with my good friend and mentor Jim Harshaw Jr to discuss how to build a framework for success.  Jim is a former Division 1 All-American Wrestler at UVA, was the youngest Division 1 wrestling coach in history, and the host of the “Success for the Athletic-Minded Man” podcast.

 

Wesbite:

Home

 

LinkedIn:

https://www.linkedin.com/in/jimharshaw/

 

Instagram:

https://www.instagram.com/jimharshawjr/

 

 

Cover Your Assets w/ Brian Chapman

Cover Your Assets w/ Brian Chapman

In this episode, I sit down with Brian Chapman of JD Chapman Insurance Agency — an independent, family-owned fiduciary insurance agency who has been serving the community for over 60 years!

Brian and his team are a wealth of knowledge when it comes to insurance.  He can be reached at:

Email:  brian@jdchapmaninc.com

Phone: 315-986-4062

Address: 66 Main Street Macedon NY 14502

LinkedIn: https://www.linkedin.com/company/jd-chapman-agency-inc/

 

Disclaimer:

 

The information represents the views and opinions of the guest and does not necessarily represent the views and opinions of SixPoint Financial Partners. 

The content has been made available for informational and educational purposes only.

The content is not intended to be a substitute for professional investing advice.

Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.