Shocking Study Reveals 5% Value From Working With A Financial Advisor
How valuable is a great financial advisor? A new study from Russell Investments puts a number to it.
LA Certified Financial Planner® helping friends of the LGBT Community Retire Happier Healthier and Wealthier

David Rae has been helping people achieve financial security as a Los Angeles Certified Financial Planner® and Accredited Investment Fiduciary® with DRM Wealth Management since 2003. Based in Los Angeles, Financial Planner David Rae advises his clients and their families on getting their financial houses in order, developing investment strategies to meet their goals and planning for their retirement. He has also built a strong reputation as a financial planning specialist serving the needs of individuals, couples, and families in and around the LGBT community. While his financial planning practice is based in LA, he has clients across the country, and throughout Southern California. More About David Rae
How valuable is a great financial advisor? A new study from Russell Investments puts a number to it.
Millennial Retirement: How many Millions will you need? Millennials Seeking Millions. According to a recent article in USA Today, older Millennials (DOBs in the 80s) might need to save $1.8 million for retirement, while inflation-plagued younger Millennials (DOBs in the …
Investing Mistakes to Avoid. 3 big investing mistakes to avoid, if you don’t it will cost you a bundle. I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim …
What is you level of financial independence. What you need to know to have financial freedom and retire early.
Is LA worth the high cost of living? How much does it cost to live comfortably in Los Angeles? Financial Planner LA shares what you need to know.
You don’t need to drive a pink rolls royce to benefit from The Rich Persons Pension, but you you do need to be a high income business owner.
The stock market took a tumble on Monday. Setting a record for the largest one day point drop in Dow Jones History. By the time we are posting this, the stock market has jumped back quite a bit. Hopefully, you …
Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11 with Araksya Karapetyan and Tony McEwing.
Are your Gay Friends making you poor? The LGBT community has created a huge group of extremely successful people. On the other hand, being successful, accumulating real wealth and employing financial savvy don’t always go hand in hand. Can you …
Vanguard attempts to put a Value of Return on Financial Advice. How much Is expert financial advice worth? As defined by Vanguard, 3.75% of the value of even basic financial advice is significant. But in my book, it doesn’t go far …
Investment risk and stock market volatility are not the same thing. You may earn below-average stock market returns when the markets are calm. Or perhaps you make outsized returns when the stock market appears scary times of extreme volatility. Financial …
California small business taxes can top 53%. Here are 19 valuable tax deductions for the self-employed and small business owners.
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