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Del-Sette Capital Management LLC
Del-Sette Capital Management LLC
On-demand
  • How Current Events in the World of Finance Might Impact Your Plan
    Monday, March 1, 2021 · 12:00 PM EST
    Current events in the world of taxes, investments and finance could impact your plan. Find out what we are focusing on at Del-Sette Capital.
  • A Primer on Whole Life Insurance
    Monday, February 22, 2021 · 12:00 PM EST
    Whole life insurance is often misunderstood, but it can be the heart of a financial plan. Learn the basics in this 30 minute lunch and learn presentation.
  • The Ordinariness of Market Declines
    Monday, February 8, 2021 · 12:00 PM EST
    Stock market corrections can be scary. Learn to see them not as something to avoid, but as an ordinary and necessary part of the investment process.
  • The Madness of Crowds -What's Happening With Gamestop?
    Monday, February 1, 2021 · 12:00 PM EST
    Tune in for a conversation about what is happening with Gamestop and other companies being bid to the moon. We will discuss why it's not investing and how participating can be dangerous to your financial health.
  • Do Bonds and Fixed Income Investments Make Sense in a Low Interest Rate Environment?
    Monday, January 25, 2021 · 12:00 PM EST
    Join us for a "no jargon", layman's terms conversation about the boring but necessary part of your portfolio. We will discuss pros and cons of bonds versus stock investments. How much should you have in bonds, and why should you own them at all...
  • Why you Should Consider a Credit Freeze
    Monday, January 11, 2021 · 12:00 PM EST
    The latest breaches may have you worried about your personal information. Learn about a simple step that you can use to protect your identity today.
  • The Dangers of Chasing Investment Returns
    Monday, November 16, 2020 · 12:00 PM EST
    US Growth and technology stocks have outperformed this year. Why it might make sense to look elsewhere for opportunity, and how rear-view mirror investing can do damage to your financial health.
  • The Happiness in Retirement Program: Year-End Financial Planning Tips
    Monday, November 9, 2020 · 12:00 PM EST
    Sayonara, 2020! Join the DCM Planners to learn actionable financial planning tips to consider before the end of the year, all in about as much time as it will take to enjoy your lunch. We hope to see you there!
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    The Pre-Election Day Happiness in Retirement Show
    Monday, November 2, 2020 · 12:00 PM EST
    It's down to the wire. Tune-in to hear the Del-Sette team discuss their thoughts about potential planning opportunities related to the election outcome.
  • Highlights of Biden's Tax Proposals
    Monday, October 26, 2020 · 12:00 PM EDT
    The Happiness in Retirement program is a weekly, 30 minute discussion about topics that can impact your retirement. Tune-in every Monday at noon!
  • Five things you can do with an IRA that you can't do with a 401K
    Monday, October 19, 2020 · 12:00 PM EDT
    IRA or 401(k)? Know the key differences between these two popular
    retirement plans to ensure you are saving in the right account.
  • Last Will & Testament: Add a Letter Covering These 14 Wishes
    Monday, October 12, 2020 · 12:00 PM EDT
    Having a will is necessary, but there is a great deal of information
    the legal document does not include. Here’s what to cover in a
    supplemental letter that specifies preferences, discloses critical
    logistic info, and will save your family signifi...
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