Calculating Risk and Investing Wisely

Financial Planning Statistics: How Are Americans Doing?

Ben Franklin famously stated: “If you fail to plan, you are planning to fail.”

It seems most Americans are planning to fail.  According to Charles Schwab, only 25% of Americans have a written financial plan.

Here’s how Americans compare to the rest of the world with financial planning.


“If you fail to plan, you are planning to fail.”


Unlock the Power of Factor Investing: A Guide for Investors

A discussion of the pros and cons of factor-based investing.

The Critical Difference Between Volatility and Risk

Want to know the difference between volatility and risk? Know the importance of these concepts in investing. Contact Daner Wealth Management for more info.

Is Real Estate Investing Right for You?

In this blog post, Marc Daner of Daner Wealth explores whether real estate investing is right for you, considering factors such as liquidity, portfolio diversification, and various investment types. He discusses the pros and cons of real estate investments and emphasizes the importance of consulting with a financial advisor to determine the best strategy for your unique situation.

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