Financial Intelligence

Expert-led videos, practical planning articles, and interactive tools for real-world financial decisions.

Home Latest Articles Latest Videos Podcasts Tools About Sign In Create Account

DS

Expert Profile

David Shotwell

Content

From David Shotwell

How Much Cash Should Be In Your Financial Plan?

Video

How Much Cash Should Be In Your Financial Plan?

Free Financial Education

FinStream brings together certified financial professionals, editorial explainers, and planning tools in one place.

Home Articles Videos Tools About Privacy Policy Terms & Conditions Contact RSS — Videos RSS — Articles

No Investment Advice or Otherwise

The content is for entertainment and informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our site or our presentations constitutes a solicitation, recommendation, endorsement, or offer by FinStream Inc ("FinStream") or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.

All content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing on the site constitutes professional and/or financial advice, nor does any information on the site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. FinStream is not a fiduciary by virtue of any person's use of or access to the site or content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other content on the site before making any decisions based on such information or other content. In exchange for using the site, you agree not to hold FinStream, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other content made available to you through the site.

All opinions expressed by any individual on this site and on any show or video stream are solely the individual person's opinions and do not reflect the opinions of FinStream Inc or affiliates and may have been previously disseminated by FinStream Inc on television, radio or the internet.

Investment Risks: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.

We use cookies to keep you signed in and to understand how FinStream is used. By continuing to use the site, you agree to our Privacy Policy.