by Phelps Admin | Mar 10, 2023 | Press, Uncategorized
A shocking 43% of Americans are not financially literate, but think they are, according to research by the Milken Institute. Rising debt and delinquency rates further prove this point. But this problem has broader applications, according to Phelps. While, this may...
by Phelps Admin | Mar 7, 2023 | Press
Dr. David Phelps joins the working group for the financial literacy curriculum for K-12 students in the state of Florida, under the leadership of Governor Ron DeSantis.
by Phelps Admin | Mar 1, 2023 | David Phelps, Uncategorized
If you are like most practitioners, you’ve relinquished your retirement planning to a third-party fiduciary to invest in a Wall Street 401(k) for you. This is the traditional and easy route. But have you ever stopped to think about the cost of going with the...
by Phelps Admin | Jan 31, 2023 | David Phelps
For practitioners who thought they were nearing the end of their clinical career, this new reality is a major disruption, and brings with it much uncertainty. The most pressing problem is that, for the aging practitioner, time is not on your side. Whether haunted by...
by Phelps Admin | Jan 30, 2023 | David Phelps
In my decades of experience, I’ve witnessed many professionals receive disturbing advice from well-meaning, yet uninformed or inexperiences advisors, who were acting in their best capacity given their traditional education and background. The problem is that...
