COVID-19 News & Commentary Am I really supposed to just wait out the market and do nothing? Is it too late to do anything to save my nest egg? You CAN take important proactive steps right now to help save your retirement nest egg, and no, you don’t have to just wait it out and do nothing.Financial Planner David Treece, AIF®, MBA, has a 30-year track record of success in repositioning clients' money for when financial markets rebound. As a Fiduciary, he works with clients to protect and promote the well-being of their entire "life-folio" through a holistic approach to planning.Contact David now to get clear, actionable strategies and advice on curbing risk, adding guarantees, and positioning yourself for investment growth with safety. Treece Talk Monthly Market Insights | May 2020 Stocks rebounded sharply, fueled by a flattening of the COVID-19 curve and positive results from the clinical trial of a virus treatment. View Video Financial Resources & News IRS Tax & Economic Payment Relief Read more Funding Assistance for Small Businesses Read more Florida Dept of Economic Opportunity: Employers & Individuals Read more LGBT Business Updates Read more Social Security COVID Updates Learn more AdviceWorks: Digital Deposit Box & Secure Financial Data Learn more COVID Guide from Nerd Wallet Learn more Treece Talk: Articles & Videos Learn more Well-Being & Emotional Support Support Resources from NextAvenue.org Learn more Support for Solo Agers Learn more Coronavirus Anxiety Workbook Download Supporting Each Other: Resources from OptionB Learn more Pandemic Updates & Guidelines A Guide for High-Risk Individuals Read More World Health Organization Updates Read more CDC Updates Read more Florida Health Updates Read more Find Us On Facebook For Our Latest Updates How can we help you? Name Email Address Phone Question Thank you! Oops!