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David Haggard

CFA®, CFP®, Strategic Wealth Management / Financial Advisor / Fiduciary / Financial Planner

My Latest Articles

Two lessons investors should learn from 2020

David Haggard, CFA®, CFP®

4 min

Two lessons investors should learn from 2020

Trying to time the market? Don’t.

David Haggard, CFA®, CFP®

4 min

Trying to time the market? Don’t.

Don’t confuse good markets with good investments

David Haggard, CFA®, CFP®

4 min

Don’t confuse good markets with good investments

Reminder to business owners: Risk plays differently in your personal portfolio

David Haggard, CFA®, CFP®

3 min

Reminder to business owners: Risk plays differently in your personal portfolio

Are you being sold or serviced?

David Haggard, CFA®, CFP®

4 min

Are you being sold or serviced?

Multiple advisors can result in unintended consequences

David Haggard, CFA®, CFP®

4 min

Multiple advisors can result in unintended consequences

Advisory activities and services are conducted through UCAP Asset Management, LLC and SEC Registered Investment Adviser

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