Resources - David A. Simon - Fort Washington, PA

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Foster financial literacy and family values

The two go hand in hand when preparing your heirs.

Family & Lifestyle

How investments are taxed

You’ve built a nest egg, watched your investments grow, and now you’re planning to use your savings. But before you...

Family & Lifestyle

Investing strategy: six principles to guide you

If you’re relatively new to investing, it can be confusing to consider all the investment options available – from ...

Markets & Investing

Investing strategy: six principles to guide you

If you’re relatively new to investing, it can be confusing to consider all the investment options available – from ...

Markets & Investing

401(k) plans: the basics

If your retirement is well down the road, you may be tempted to put off saving for something that seems far away. B...

Markets & Investing

Understanding IRAs: traditional and Roth

An individual retirement arrangement – known commonly by its initials, IRA – is a powerful retirement saving tool....

Markets & Investing

Securities-based lending helps ease financing luxuries

When buying luxuries, your portfolio can be powerful collateral.

Family & Lifestyle

Can homeschooling and a full-time job co-exist?

Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.

Family & Lifestyle

529s are more than a college savings tool

These versatile savings accounts are a powerful estate planning vehicle.

Estate & Giving

Launching a financial future

Share these fundamental concepts with young emerging investors.

Markets & Investing

Be prepared for emergencies

Having important information and contacts at the ready can help you be prepared in an emergency. Use this list to catalog your most important contacts and account numbers and keep them in a safe place for easy reference when the time comes.

Family & Lifestyle

Create Clarity out of complexity

David A. Simon

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