David Lord Investments

What Will Win the Next 5 Years in Financial Services?

To keep up with potentially disruptive competitors, financial firms must embrace connected data and planning.

11 Trees You Should Never Plant in Your Yard: 1. Silver maple (Acer saccharinum)

Don’t plant bad trees that will cost you time and money later. These tips will help you make the right tree choices for your yard.

Here are the 10 companies with the most cash on hand

Several companies, including Microsoft, Berkshire Hathaway, Alphabet and Apple are sitting on more than $100 billion dollars of cash, which is leading some on Wall Street to question why America's largest companies aren't spending.

20 healthcare investment niches and 3 things to know: The evolution of healthcare as an...

Private equity investment in the healthcare industry has grown considerably in recent yeras. Here are 20 investment niches to know and three observations on the evolution of healthcare as an investment area.

How to Burglarproof Your Doors

Burglaries are always a concern for homeowners. But what's the best way to keep your house safe? Undoubtedly you've already installed an alarm system (if not, do so right away), and maybe you've got a guard dog patrolling your property...

Technology is disrupting the financial services industry — here's how

Technology is upending workflow and processes in the financial services industry.

Who Needs Financial Planning?

Most CCMI financial planning clients would answer this question by saying “anyone who wants to know when they are financially independent.” Over the years, it has been our experience that no one wakes up thinking, “I just have to do financial planning – starting today!” Instead, most prospective clients contact us when a triggering event occurs, such as a pending sale of a business, an increase…

Does Your Financial Plan Cover All of These Areas?

“Does your financial plan have a hole in it? Check to see if you have all five of the critical areas covered.”

Your Financial Plan Doesn't Have to be Accurate to be Useful

Spending all your time trying to make your financial plan accurate? Learn how to think about financial decisions with imperfect information.

The 3 Most Common Financial Plan Mistakes

Drafting an intelligent financial plan is just one way for you to get ahead of the crowd and make sound investment decisions on Wall Street. Successful investors understand the importance of creating a well-thought-out long-term financial plan. Failing to plan is a primary reason why so many people under-perform their...

The Three Most Common Financial Plan Mistakes

“Drafting an intelligent financial plan is just one way for you to get ahead of the crowd and make sound investment decisions on Wall Street.” Successful investors understand the importance of creating a well-thought out long-term financial plan. Failing to plan, is a primary reason why so many people under-perform...

The Three Levels Of Financial Planning — Which Is Right For You?

Technology is enabling new options for financial planning, and there are three distinct levels tailored to your needs and wants.

Building Momentum Through Financial Planning

Learn more about the investment management industry including Building Momentum Through Financial Planning.

How Does Social Security Tie into Your Financial Plan?

Many affluent investors have not fully considered how their Social Security benefit will affect their overall financial plan. Although Social Security was created during the Great Depression as a retirement safety net, benefits now cover an estimated 96% of Americans.

How Does Social Security Tie into Your Financial Plan?

Many affluent investors have not fully considered how their Social Security benefit will affect their overall financial plan. Although Social Security was created during the Great Depression as a retirement safety net, benefits now cover an estimated 96% of Americans.

Financial planning: Which are better: ETF’s or Mutual Funds?

Question: I am mostly invested in mutual funds, but my friend says I should use exchange-traded funds instead because they have lower taxes. When I ask my financial advisor he says mutual funds wor…

Tools and Tactics to Do Your Own Financial Planning

In one particular chicken-and-egg debate, what comes first is clear: It makes sense to hire a financial adviser only after you can afford one " not

What's Your Financial Plan?

Building A Growing Firm With Advice-Only Financial Planning

Unlike traditional advisory models, advice-only financial planning prioritizes the advice itself over (delegated) implementation, along with client education.