Dyer Wealth Management

Dyer Wealth Management Dyer Wealth Management provides in depth financial services to select high net worth individuals, fa

We provide proactive advice, planning and investment management to executives and business owners.

These numbers have consequences.
07/14/2023

These numbers have consequences.

I love this time of year-Get to prep for anything life may throw at us in 2023. Never sure what it will be, but its alwa...
12/19/2022

I love this time of year-

Get to prep for anything life may throw at us in 2023. Never sure what it will be, but its always somethin'

Ps if you don't know who Howard Marks is you should :)

I am routinely asked about how markets will play out in 2023. Will a recession start (or continue) or worsen significant...
12/07/2022

I am routinely asked about how markets will play out in 2023. Will a recession start (or continue) or worsen significantly...

I typically answer with the question everyone should be asking:
Are you propertly protected regardless of how it plays out.?

You deserve to know.....

Thanksgiving got us reflecting on all we have accomplished this year. More importantly ,fired up to deliver even more va...
12/01/2022

Thanksgiving got us reflecting on all we have accomplished this year. More importantly ,fired up to deliver even more value in 2023

In light of the recent news about the collapse of FTX, I'll reminded you of this...
11/18/2022

In light of the recent news about the collapse of FTX, I'll reminded you of this...

11/10/2022
TIM'S STATISTICS ALERT: According to research firm Bespoke Investment group  the Nasdaq 100 ETF (QQQ) has closed at the ...
10/13/2021

TIM'S STATISTICS ALERT: According to research firm Bespoke Investment group the Nasdaq 100 ETF (QQQ) has closed at the lowest quartile of the days range 4 days in a row. (as of October 13, 2021)

In technical terms (ie looking at charts) this could be viewed as a negative or weakness in the tech index.

Yet historically the average return over the next 6 months and 1 year, following a 4 days closing in the lowest daily quartile are 9.15% and 19.78% respectively. And the index is positive over those time frames 100% of the time (since 1999).

No guarantee this will continue but something to think about in light of some recent weakness...

Nothing significant has ever been built without a solid plan.A path to achieving your life's goals is no different...The...
07/22/2021

Nothing significant has ever been built without a solid plan.

A path to achieving your life's goals is no different...

The word "plan" is used in many ways in the financial industry but can have a few different meanings for different people.

I'm less concerned with how the industry defines it. It's simply a tool to solve known and unknown problems that can derail your goals.

In this video I outline exactly how I define a financial plan. And also, the 6 critical components that must be a part of every plan.

Everyone talks about asset diversification, but have you ever looked at your tax diversification?With tax law changes qu...
07/15/2021

Everyone talks about asset diversification, but have you ever looked at your tax diversification?

With tax law changes quickly coming down the pipeline, do you know how your different assets will be impacted?

Are there any proactive changes you can take NOW to help alleviate the tax bill later down the road?

Click the video below to learn more.

Sometimes the past challenges or risks to your financial success have been hard to spot ahead of time.

The impact of rising taxes is right in front of us. It's time to take a look....

Address

5672 La Jolla Boulevard
La Jolla, CA
92037

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