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100 Sun Avenue NE, Suite 204. Albuquerque, NM 87109. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. What does your home really cost? Exit Strategies of the Rich and Famous. Estate conservation is too important to put off. Do you have a smart exit strategy? A Bucket Plan to Go with Your Bucket List. Do You Feel Lucky? Trends in Charitable Giving. Without a ...

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Albu●●●●rque , NM, 87113

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da●●●●●@yahoo.com

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100 Sun Avenue NE, Suite 204. Albuquerque, NM 87109. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. What does your home really cost? Exit Strategies of the Rich and Famous. Estate conservation is too important to put off. Do you have a smart exit strategy? A Bucket Plan to Go with Your Bucket List. Do You Feel Lucky? Trends in Charitable Giving. Without a ...
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Home | Davis Advisory Group LLC | davisadvisorygroup.com Reviews

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100 Sun Avenue NE, Suite 204. Albuquerque, NM 87109. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. What does your home really cost? Exit Strategies of the Rich and Famous. Estate conservation is too important to put off. Do you have a smart exit strategy? A Bucket Plan to Go with Your Bucket List. Do You Feel Lucky? Trends in Charitable Giving. Without a ...

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1

Videos

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100 Sun Avenue NE, Suite 204. Albuquerque, NM 87109. Check the background of your financial professional on FINRA's BrokerCheck. 100 Sun Avenue Suite 204, Albuquerque, NM 87109 Phone: 505-242-8885 Fax: 505-242-9869 Email: chris.davis@siionline.com Securities and advisory services offered through SII Investments, Inc. (SII), Member FINRA. This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:.

2

Investment | Davis Advisory Group LLC

http://www.davisadvisorygroup.com/resource-center/investment

100 Sun Avenue NE, Suite 204. Albuquerque, NM 87109. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. What are your options for investing in emerging markets? For some, the so...

3

Events | Davis Advisory Group LLC

http://www.davisadvisorygroup.com/events

100 Sun Avenue NE, Suite 204. Albuquerque, NM 87109. Keep me posted about news and events. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck. 100 Sun Avenue Suite 204, Albuquerque, NM 87109 Phone: 505-242-8885 Fax: 505-242-9869 Email: chris.davis@siionline.com Securities and advisory services offered through SII Investments, Inc. (SII), Member FINRA. Representatives of a BD or IA are deemed to conduct business in a ...

4

Glossary | Davis Advisory Group LLC

http://www.davisadvisorygroup.com/tools/glossary

100 Sun Avenue NE, Suite 204. Albuquerque, NM 87109. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages gen...

5

Resources | Davis Advisory Group LLC

http://www.davisadvisorygroup.com/resource-center

100 Sun Avenue NE, Suite 204. Albuquerque, NM 87109. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Representat...

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Home | Davis Advisory Group LLC

100 Sun Avenue NE, Suite 204. Albuquerque, NM 87109. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. What does your home really cost? Exit Strategies of the Rich and Famous. Estate conservation is too important to put off. Do you have a smart exit strategy? A Bucket Plan to Go with Your Bucket List. Do You Feel Lucky? Trends in Charitable Giving. Without a ...

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