Small business owners, business professionals, and medical and dental professionals are often in need of comprehensive wealth management planning services integrated with the broader issues of business succession planning, income and estate planning, and risk management.The goal of Van Demark, Lavin & Hodges Financial Advisors is to provide our clients with customized advisory services appropriate to their individual, family or business needs, whether that be comprehensive wealth management or investment advisory services.
Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »
Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity.
Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact us to set up a consultation.
Learn more about Van Demark, Lavin & Hodges Financial Advisors.
Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.
May 10, 2022
Social Security: At a glance
June 16, 2025
Market week
May 20, 2022
IRA Beneficiary Planning
