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Blog

Man cleaning floor in restaurant
Dave Reed | Mar 27, 2023

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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fair lights in hands
Dave Reed | Mar 24, 2023

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

Read More
Yellow Volkswagen van on road in desert
Dave Reed | Mar 22, 2023

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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financial professionals
Dave Reed | Mar 18, 2023

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
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coins in a cup with growing plant
Dave Reed | Mar 15, 2023

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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financial professionals
Dave Reed | Mar 11, 2023

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
Read More
Three women laughing in a park
Dave Reed | Mar 8, 2023

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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Elderly person holding a stress ball
Dave Reed | Mar 4, 2023

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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Elderly person holding a stress ball
Dave Reed | Mar 1, 2023

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

Read More
Businessman using a laptop and smartphone
Dave Reed | Feb 25, 2023

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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Toddler standing at the bottom of a stone staircase
Dave Reed | Feb 22, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Ten key accounting calculator on a soft yellow desk
Dave Reed | Feb 18, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Gaddis Premier Wealth Advisors. Private Client Services and Gaddis Premier Wealth Advisors are unaffiliated entities.Gaddis Premier Wealth Advisors has selected Charles Schwab & Co., Inc. as primary custodian for GPWA accounts.

Previously Gaddis & Gaddis Wealth Management and Premier Investment Advisors were business names utilized for the provision of investment advisory services through other investment advisory firms.  Personnel of Gaddis & Gaddis Wealth Management and Premier Investment Advisors were investment advisor representatives of such other investment advisory firms during these referenced prior periods.

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