Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
DWD Portfolio Solutions Inc
金融服务
Pittsburgh，Pennsylvania 35 位关注者
Aligning pieces of your financial life for future success.
关于我们
At DWD Portfolio Solutions, since our founding in 1994, our core mission has always been to serve as trusted fiduciary to our clients, both individual and institutional. The professionals at DWD have been unwavering in their belief that investors deserve honest, objective, professional financial advice free from the conflicts of interest that arise in a commission or sales-based environment. The reason we exist is for investors to have a safe haven for advice: we are educated, experienced, totally independent, and transparent.
- 网站
-
https://www.dwdportfolios.com/
DWD Portfolio Solutions Inc的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Pittsburgh，Pennsylvania
- 类型
- 私人持股
- 创立
- 1994
- 领域
- Investments、Retirement Strategy、Stock Market、Financial Advice和Taxes
地点
-
主要
获取路线
1910 Cochran Rd
Suite 103
US，Pennsylvania，Pittsburgh，15220
DWD Portfolio Solutions Inc员工
-
Carla Devlin
CFA, President and Chief Investment Officer at DWD Portfolio Solutions, Inc.
-
Suzanne Lucas
Client Representative at DWD Portfolio Solutions, Inc.
-
Sara Morrison
Client Services Administrator | DWD Portfolio Solutions, Inc. | Passionate about helping others achieve their goals ?
-
Sam Dalesandro
Chief Executive Officer at DWD Portfolio Solutions Inc
动态
-
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
Retirement Realities
dwdportfolios.com
-
?? Take Control of Your Finances This November! ?? As we approach the end of the year, now is the perfect time to check in on your financial goals. Whether you're saving for a big purchase, paying off debt, or building your emergency fund, small, consistent actions today can set you up for financial success tomorrow. Here are 3 tips to get started: Review Your Budget: Track where your money’s going and adjust if needed. Start a Savings Habit: Even if it’s just $10 a week, it adds up! Set Realistic Financial Goals: Whether it’s debt reduction or boosting your savings, clarity is key. Remember, it's not about being perfect—it's about making progress! ?? #FinancialFreedom #MoneyMatters #SmartMoneyMoves #FinanceTips #InvestInYourself
-
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
Social Security: Maximizing Benefits
-
Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing." #Elections2024 #StockMarket #CorporateEarnings https://lnkd.in/eggZ8QEw
Monthly Market Insights | November 2024
-
Recent data shows bearish sentiment at its lowest this year. While this doesn't change long-term strategies, it might signal some short-term turbulence—especially as we approach the election. Remember: Market volatility is normal. Stay focused, stay informed, and keep your long-term goals in sight! #InvestingInsights #MarketSentiment #FinancialLiteracy
-
-
When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
Capital Gains Tax When Selling Your Home
dwdportfolios.com
-
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
The Economic Journey of Your Morning Coffee
dwdportfolios.com
-
Recent data shows bearish sentiment at its lowest this year. While this doesn't change long-term strategies, it might signal some short-term turbulence—especially as we approach the election. Remember: Market volatility is normal. Stay focused, stay informed, and keep your long-term goals in sight! #InvestingInsights #MarketSentiment #FinancialLiteracy
-
-
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
Social Security: By the Numbers
dwdportfolios.com