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Blog

David Nilsen | Nov 27, 2024

What will the new administration do first?

Investments
Now that the election is over, what will the new administration prioritize in the new year? Take a look at a few things we’re watching in the months ahead.
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David Nilsen | Nov 20, 2024

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

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David Nilsen | Nov 13, 2024

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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David Nilsen | Nov 6, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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David Nilsen | Oct 30, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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David Nilsen | Oct 23, 2024

Elections & market reactions

Investments
What do presidential elections mean for your portfolio?
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David Nilsen | Oct 16, 2024

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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David Nilsen | Oct 9, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

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David Nilsen | Oct 2, 2024

Lower interest rates. Now what?

Investments
Why did the Federal Reserve cut rates? Learn more here.
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David Nilsen | Sep 25, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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David Nilsen | Sep 18, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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David Nilsen | Sep 11, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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Office

805 Aerovista Pl.
Suite 206
San Luis Obispo CA 93401

Contact Info

(805) 541-6500
dave@obispowm.com

     

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David Nilsen is a Registered Representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Representative associated with this website may only discuss and/or transact business with residents of the following states: AZ, CA, ID, MO, MT, NM, NV, OR, TN, TX, and WA Obispo Wealth Management is licensed to sell insurance products in the states of CA, MA & OR.

David Nilsen | CA | 805 Aerovista Pl. Suite 206, San Luis Obispo, CA 93401 | CA Insurance Lic. #0B50436

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