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Blog

Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
D.A.E Wealth Management | Feb 8, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Man sitting on a park bench and working on a laptop
D.A.E Wealth Management | Feb 8, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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P | 916-765-0827
F | 916-782-8652
E | doug@daecapitalstrategies.com

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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