Protecting Your Wealth with Insurance: Why Regular Reviews Are Crucial

The Lowdown Avidian Wealth Dan DiLella

Dan DiLella, Chief Growth Officer (CGO) & Managing Partner at Hotaling Insurance Services, made a guest appearance on “The Lowdown,” a weekly market report podcast hosted by Michael Smith, President and Partner at Avidian Wealth. Dan shared invaluable insights on safeguarding your wealth through insurance, shedding light on the dynamic insurance landscape, the significance of […]

Empower Your Workforce: Tackling Inflation’s Threat to Retirement

Elderly Woman Holding Pink Piggy Bank

Inflation, though it has cooled somewhat since its peak in 2022, continues to cast a looming shadow over the dreams and financial well-being of employees’ retirement plans. As we navigate these turbulent times, it’s crucial for employers to take proactive steps and provide retirement solutions that effectively shield their workforce from the impact of inflation. […]