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    In The News Articles

    Los Angeles Fiduciary Financial Planner David Rae has been seen, quoted and published in many national publications including CBS News, NBC News, Nightline on ABC, Fox News, KTLA News, MSN Money, Men’s Health, NBC News, The Today Show, US News & World Report, Yahoo News and 401(K) Specialist Magazine. He blogs weekly on financial issues for The Huffington Post where he is noted for his trenchant observations and spot-on wit. He is also a regular contributor to The Advocate Magazine and Investopedia blogs.

    ABC 7 LA Tax Day Tips with Ellen Leyva & Elex Michaelson VIDEO

      Tax Day Tips, and  other overlooked Tax Deductions you might be missing. Financial Planner LA David Rae appear on the ABC Eyewitness News here in LA with anchors Elex Michaelson and Ellen Leyva discussing last minute tax day day …

    Tackle Tax Season Tips Video KTLA News

      Tackle Tax Season Tips Video KTLA News David Rae appeared in March on KTLA News Los Angeles with Lu Parker and Glen Walker.  Topic of this appearance “Tips to Tackle Tax Season”.   A few of the tax season …

    Dow Jones 21000 Elex Michaelson ABC 7 News with David Rae

      The Dow Jones Industrial Average has closed above 21000 a record high.   ABC 7 Eyewitness News Los Angeles Investing Reporter Elex Michaelson sits down with Certified Financial Planner David Rae to discuss what this means.  Will Donald Trump …

    Women, Money Smart Couples Sharing the Power Seat KTLA VIDEO

    Women, Money Smart Couples Sharing the Power Seat KTLA VIDEO How to be more involved in the Family Finances. How Women can be more involved in the Family Finances.   Fiduciary Financial Planner David Rae of Trilogy Financial appeared on …

    Stock Market Advice Los Angeles ABC News with David Rae

    Stock Market Advice Los Angeles ABC News with David Rae Fiduciary Financial Planner. ABC News Los Angeles recently had David Rae in to get a Certified Financial Planner™ in to give his take on if the recent run up in …

    Unusual Tax Strategies You Can Do Now to Save on Your Taxes

    5 Unusual Tax Strategies You Can Do Now to Save on Your Taxes   Unusual Tax Strategies was the topic for the December 2016 KTLA Morning News appearance by Financial Planner LA David Rae.  He was in studio with Jessica Holmes …

    DOW 20000 Los Angeles Financial Planner NBC News

    Dow Jones 200000 Los Angeles Fiduciary Certified Financial Planner David Rae dropped by the NBC News Studios in Universal City to sit down with reporter Mekahlo Medina to discuss the Trump Bump and the Dow Jones approaching the big 20,000 …

    Trump Tax Plan and your Wallet Financial Planner LA David Rae

    LA Fiduciary Financial Planner David Rae speaks with NBC News Kim Baldonado to explain what the Trump Tax Plan will mean for your wallet. Included in the Trump Tax Plan are potential changes to tax rates, Social Security, Affordable Care …

    Bravo TV The Newlyweds Erik & Nadine meet with a Financial Planner

    Los Angeles Financial Planner David Rae sits down with Newlyweds Erik & Nadine on Bravo TV’s show Newlyweds the First Year.   No money was harming in the filming of this TV show. More tips for Newlyweds: Newlyweds Financial Talk …

    Video: Stock Market Panic Post Election

    Los Angeles Financial Planner appeared the morning after the election on CBS LA Morning News with Sharon Tay and Rick Garcia to discuss the panic that has set it overnight after the election of Donald Trump as President. He was …

    Fox and Friends “Trump versus Clinton for the Average American

    David Rae Financial Planner is interviewed by Clayton Morris of Fox and Friends Discussing Hillary Clinton and Donald Trump plan for Taxes, Social Security and Childcare and what it means for the average American.

    Financial Planner David Rae talks Brexit with the CBS evening News

    The market took a huge dip with the Brexit Vote, should you panic when the market moves? LA Financial Expert David Rae help you make smart financial decisions based on your circumstances rather than speculation and fear. You might also …

    Fox and Friends David Rae Financial Planner Segment 1

    Financial Planner David Rae discussing the Trump and Clinton tax plans and what they mean for the average American.

    CFP David Rae talks CBS 2 Impacts of Brexit

    Financial Planner LA David Rae discusses the Brexit with CBS LA reporter Serene Branson. You might also enjou the article: Brexit and your Financial Plan according to LA Financial Planner DAVID RAE, CFP®, AIF® is a Los Angeles-based retirement planner with …

    CBS 2 Lottery Jackpot Advice from David Rae

    David Rae Los Angeles Certified Financial Planner was in studio with Pat Harvey and Jeff Vaughn of the CBS LA News talking about what to do i if you are lucky enough to win the Powerball Lottery.  Sharing tips to …

    KTLA Money Smart Financial Planner David Rae Social Security Myths

    Fiduciary Financial Planner David Rae cover Social Security Myths the Los Angeles Money Smart KTLA News. You might also like: Social Security for LGBT Couples, What you need to know Now! DAVID RAE, CFP®, AIF® is a Los Angeles-based retirement planner …

    Financial Planner David Rae KTLA 5 Tips for Couples

    David Rae LA Certified Financial Planner Speaks with KTLA New with Tips for Couples find out if they are Financially Compatible. You can take the Financial Compatibility Quiz on the Trilogy Financial Site: Click Here   DAVID RAE, CFP®, AIF® …

    David Rae Tips for Smart Financial New Years Resolutions via KTLA Money Smart

    Fiduciary Financial Planner David Rae shares tips to make smart financial New Years Resolutions. via KTLA News Los Angeles Money Smart Segment DAVID RAE, CFP®, AIF® is a Los Angeles-based retirement planner with Trilogy Financial Services. He has been helping …

    David Rae Financial Adviser Discussed what to do if the Stock Market Drops

    The Stock Market was extremely volatile this January.  CBS News again rushed over a camera crew to my home to discuss what people should do when the stock market gets volatile.  I speak as both an investor and a fiduciary …

    David Rae on KTLA 5 News Powerball

    David Rae financial planner LA of Trilogy Financial is the go to resource for Powerball or any other LOTTERY Winners. He discusses what to do if you find yourself receiving a windfall.  He is in Studio with the KTLA Morning …

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