Tag: David Koren
Navigating Uncertainty: Election Outcomes & Your Investment Strategy (Ep. 25)

Navigating Uncertainty: Election Outcomes & Your Investment Strategy (Ep. 25)

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What does the upcoming presidential election mean for your portfolio?

Join David Koren from RVA Wealth Management for Episode 25 of the Unleash Your Retirement podcast as he delves into the dynamics of the current election cycle and its potential impact on your investments. David provides a refreshing perspective, emphasizing why the broad market fundamentals and your risk tolerance should guide your investment decisions – not transient political events or election outcomes.

In this episode, David talks about:

  • (03:22) How historical patterns show that markets prefer a divided government for stability
  • (08:47) Why staying invested long-term is more beneficial than reacting to political shifts
  • (11:37) The significance of keeping investments aligned with your personal risk tolerance
  • (26:30) The innovations in AI and their potential effects on future markets
  • And more

Tune in and find out why politics may not be the main driver for market performance and why staying focused on your financial strategy might be the best choice in uncertain times.

For further advice and to get in touch with us, visit rvawealthmanagement.com.

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Get To Know David Koren, MBA, ChFC®, CLU® (Ep. 1)

Get To Know David Koren, MBA, ChFC®, CLU® (Ep. 1)

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Welcome to Unleash Your Retirement, where we give you the confidence you need to pursue your dreams in retirement.

In this inaugural episode, David Koren, MBA, ChFC®, CLU® introduces himself starting with how he got into the financial services industry and his plans for this podcast. David also talks about the type of clients he helps at RVA Wealth Management, why giving back to the community is so important, and how he enjoys his personal time as a family man.

Get to know David as he discusses: 

  • His journey from engineering to the financial services industry
  • What you can expect to learn from the Unleash Your Retirement podcast
  • His number one recommendation to his clients
  • RVA Wealth Management’s investment philosophy
  • And more

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About David Koren: 

David Koren, MBA, ChFC®, CLU® is the Founder and a Wealth Manager at RVA Wealth Management with a Master of Business Administration from Purdue University and a Bachelor of Science degree from Virginia Tech. Holding licenses such as FINRA Series 7 and Series 66, he is well-versed in the realm of securities and state laws. In addition, David is licensed in multiple states for Life, Health, and Annuities. With esteemed designations as a Chartered Financial Consultant® (ChFC®) and a Chartered Life Underwriter® (CLU®), he brings a wealth of expertise and knowledge to his work in the financial industry.

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