Complete Wealth Management With Dave Alison Dave Alison, CFP®, EA, BPC

Can a presidential election year bring stability to your portfolio? Find out how historical trends and informed strategies can guide you through the noise. In this episode, we explore the third quarter 2024 market intel report, revealing that global equity markets have returned a solid 10% so far. Despite the usual election-year volatility, we underscore the critical importance of maintaining a diversified investment strategy. Learn why focusing on fundamental market drivers, rather than shor...

Unlock the secrets to masterful tax management with our latest episode where we navigate through the transformative landscape post the Tax Cuts and Jobs Act of 2017, they shed light on how Alison Wealth Management has redefined the way we approach tax planning. From our early family office days to serving a diverse clientele, this episode promises to equip you with the strategies you need to triumph over the incoming tax shifts that could affect your bottom line.We're at a pivotal moment as t...

Join us on the Complete Wealth Management Podcast, Episode 19, where Certified Financial Planners and Tax Experts Dave Alison, Conrad Levesque, and David Roth delve into considerations, planning, and strategies for a sudden financial windfall. Whether you’ve received an inheritance, sold a business, or cashed out stock options, this episode provides essential considerations for managing your financial windfall.➡️ Key Topics Covered:Retirement Planning: Explore how to make the most of your new...

Have you ever wondered if presidential elections should sway your stock portfolio strategy? This episode might just shift your perspective. We sift through a century's worth of data, debunking doomsday assumptions about market performance in election years. While some investors joke about packing for Canada based on political outcomes, we're here to anchor you to a data-driven approach. Join Dave Alison & Dr. Apollo Lupescu as they provide insight into evidence based investment strategies...

Unlock the secrets of meaningful philanthropy and ensure your generosity leaves a lasting impact. Joining me is Christopher P. Woehrle, JD, LLM, an adjunct professor of taxation at the Widger School of Law, Villanova University.Chris is a tax attorney & philanthropy expert with a heart for giving. In this episode, we explore the depths of strategic philanthropy. Chris will share his wisdom on how deliberate planning trumps impulsivity, paving the way for contributions that not only resona...

Dive headfirst into the world of taxes and chuckle along as we explore the comedic side of CPAs' March Madness—a frenzy of number crunching that rivals any basketball tournament. Our latest episode offers a spirited look at the humorous anecdotes that pepper tax season, from deductions so wild they border on mythical to the truth behind splurging for tax breaks. We also unravel the concept of tax-efficient funnels, providing savvy insights into how smart planning with 401(k)s and other financ...