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Blog

David Nilsen | Sep 4, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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David Nilsen | Aug 28, 2024

What happens next? (market rollercoaster)

Investments
It’s been a wild August for markets. Let’s review.
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David Nilsen | Aug 21, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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A brain surrounded by circles representing brain waves
David Nilsen | Aug 14, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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Digital art image of a business person looking through a large set of binoculars.
David Nilsen | Aug 7, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Presidential Election
David Nilsen | Jul 31, 2024

New presidential candidate? (What it could mean)

Investments
A lot has happened recently. Let’s review.
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David Nilsen | Jul 24, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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An older man relaxing and laying down in an inner tube on relaxing water.
David Nilsen | Jul 17, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Watercolor style picture of 5 carrots sprouting from the ground.
David Nilsen | Jul 10, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Feeling the "Vibecession"?
David Nilsen | Jul 9, 2024

Feeling the "Vibecession"?

Investments
How do you feel about the state of the economy? In more contemporary terms, what are your "vibes" telling you?
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Close-up image of an elderly hand being held by a younger-looking hand
David Nilsen | Jul 3, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Older couple embracing on a boat overlooking a body of water
David Nilsen | Jun 26, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Contact Info

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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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