Uncommon Investments

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Shawn Davis is Owner, Principal and CEO of Davis Financial Advisors as well as host of Uncommon Investment and Resources. This weekly radio show is built on providing its' audience with quality content meant to support a more broad based look at ones' overall financial portfolio. Weekly white pape…

Uncommon Investments


    • Mar 25, 2016 LATEST EPISODE
    • infrequent NEW EPISODES
    • 58m AVG DURATION
    • 20 EPISODES


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    Latest episodes from Uncommon Investments

    3-12-16: Final Broadcast, Secure Retirement through diversification.

    Play Episode Listen Later Mar 25, 2016 43:31


    After 7 years of continuous weekend broadcasting, host Shawn Davis leaves the airwaves. Some pertinent final comments and observations take place in this discussion on necessary diversification to protect your retirement portfolio. The firm remains healthier than ever and to understand the break, be sure to listen in! For more information, visit www.davisfinancialadvisors.com or call 800-682-2806

    1-30-16 Top 10 Retirement Questions you won't have to ask...

    Play Episode Listen Later Feb 8, 2016 60:00


    Everybody has story on what's happened to their retirement funding, even worse if you've lived thru 2005 to current. You've seen a lot. Don't let it happen again! Shawn goes over and provides you with both questions and papers to help you get set for retirement. In this ever so volatile market, isn't it time you asked for a second opinion? Visit: www.davisfinancialadvisors today to get your free whitepapers as they relate to supporting your retirement.

    1-16-16: Investing with a net

    Play Episode Listen Later Jan 17, 2016 43:07


    Join Shawn on an interesting journey as he explores and shares many data considerations to evaluate when looking to safeguard your portfolio. Inclusive on this show will also be a few of the "tools" you can utilize to track your progress of the process in an effort to make you keenly aware of ways to minimize loss. China, oil, retail sales all influence the market. Are you diversified to the point that correlation to the market does not impact your portfolio to a great degree? Call 800-682-2806 for more information or visit www.davisfinancialadvisors.com.

    12-5-15: ABC's of RMD's. What you need to know about Required Minimum Distributions

    Play Episode Listen Later Dec 5, 2015 44:44


    If you're nearly or currently retired, this is a show you'll want to sit down with and take copious notes as it's chock full of how and what you need to know about RMD's. If you have to ask, you're probably not there yet. Your host, Shawn Davis walks you thru the very steps necessary to accomplish the objectives for the steps necessary to properly making your RMD . One action packed show for sure. For more information visit www.davisfinancialadvisors.com

    11-14-15: Retired? Retiring? 11 essential money moves you must consider now!

    Play Episode Listen Later Nov 16, 2015 44:53


    You're already retired or retirement is on the horizon. You're concerned about the health of your portfolio but really aren't sure what to do. You're not alone. The market, the economy, the world in general has changed so rapidly over the past few years that's it's imperative to stay on top of things the best you can. Here are 11 essential money moves to make in retirement. For more information simply visit www.davisfinancialadvisors.com This is a great set of white papers to scribble your action plan for the future all over them. Don't miss it.

    11-7-15: Tick Tock, Tick Tock...Retirement Timebombs. Boom!

    Play Episode Listen Later Nov 6, 2015 48:40


    Don't let your best laid retirement plans blow up in your face. Listen as Shawn walks you thru the 11 steps to prevent an explosion that could literally obliterate everything you've worked so hard to achieve. Protect yourself from those lit fuses smoldering on retirement time bombs and request the white papers at www.davisfinancialadvisors.com

    Tax Strategies to insure your fair share and no more!

    Play Episode Listen Later Nov 1, 2015 45:15


    Taxes. You know the phrase, "The only things certain are death and taxes." As far back as record keeping has been done, the bane of taxes has been an issue. What must you consider? What critical moves can you make today to realize your fair share of tax obligations and no more? A sound strategy is the answer as you'll hear from your host Shawn Davis as he queries an expert.

    The Yale Endowment discussion on non-correlated asset investing.

    Play Episode Listen Later Oct 23, 2015 49:00


    The Yale endowment is not only one of the largest collegiate endowments, it's also one of the most unique in the way it is and has been invested. With an above average return for many years and a surprising approach to the overall portfolio, you'll want to be sure to pay close attention to what it is they've done, why and how they're continuing their investment considerations. It may work just as well for you. Join Shawn Davis for this very interesting and original look in a place most people would never expect to find such "Uncommon Investments".

    Does China really matter? (condensed version)

    Play Episode Listen Later Sep 4, 2015 45:18


    Diversification is one thing but the influence of global economies can still wreak havoc on the best laid plans and strategies. If China sneezes, does the world get a cold...or worse yet, pneumonia? Global economic impact is a reality to your investment portfolio and it's more important than ever to understand the influence China has on your investments; regardless of where they may be. Shawn takes you on a tour of China from a different perspective you'll not want to miss.

    Does China really matter?

    Play Episode Listen Later Sep 4, 2015 86:11


    Diversification is one thing but the influence of global economies can still wreak havoc on the best laid plans and strategies. If China sneezes, does the world get a cold...or worse yet, pneumonia? Global economic impact is a reality to your investment portfolio and it's more important than ever to understand the influence China has on your investments; regardless of where they may be. Shawn takes you on a tour of China from a different perspective you'll not want to miss.

    Interview with Dan Shaffer: What's ahead? Full length version

    Play Episode Listen Later Sep 1, 2015 87:00


    A most interesting interview with Dan Shaffer recorded a bit earlier in the year as he observes, describes and projects an outlook based on historical cycles and current economic conditions. Dan is a frequent guest on Fox Business News as well as a manager of his own fund and author of the Shaffer Market Newsletter. You'll want to hear what he says and sees on the horizon.

    Interview with Dan Shaffer: What's ahead? Abbreviated

    Play Episode Listen Later Sep 1, 2015 50:18


    A most interesting interview with Dan Shaffer recorded a bit earlier in the year as he observes, describes and projects an outlook based on historical cycles and current economic conditions. Dan is a frequent guest on Fox Business News as well as a manager of his own fund and author of the Shaffer Market Newsletter. You'll want to hear what he says and sees on the horizon.

    Hidden Risks: What's lurking in your portfolio?

    Play Episode Listen Later Aug 28, 2015 88:18


    This is an encore presentation of a show produced earlier in the year, however, the content and processes discussed are appropriate given the market conditions over the past week. Join host Shawn Davis as he explores and shares 17 "Hidden Risks" that may be lurking in your portfolio today. This extended version goes into more depth to help educate and inform on the inherent risk in any investment strategy. Learn how to avoid some of the financial challenges and some best practices to take to protect your investment portfolio from lack of diversification. Given the current volatility of the market, a second opinion may be the best suggestion to identifying your exposure to dynamic changes in your investments.

    Hidden Risks: What's lurking in your portfolio? Condensed episode

    Play Episode Listen Later Aug 28, 2015 46:53


    This is an encore presentation of a show produced earlier in the year, however, the content and processes discussed are appropriate given the market conditions over the past week. Join host Shawn Davis as he explores and shares 17 "Hidden Risks" that may be lurking in your portfolio today. Learn how to avoid some of the financial challenges and some best practices to take to protect your investment portfolio from lack of diversification. Given the current volatility of the market, a second opinion may be the best suggestion to identifying your exposure to dynamic changes in your investments.

    The Case for a Second Opinion: abbreviated

    Play Episode Listen Later Jul 27, 2015 43:21


    The shorter version but still packed with information for you to act on... See change on the horizon with your investment portfolio? Do you have a broker that's suggesting stay the course? Do you even have a broker? if you think there might be some things you could do differently, or simply want to know what questions to ask of your broker, or yourself, this is a must listen show. Get yourself a second opinion to be certain you're headed down the right path. It's a no obligation opportunity to learn a little more about your options in retirement.

    The Case for a Second Opinion: full length version

    Play Episode Listen Later Jul 27, 2015 84:10


    See change on the horizon with your investment portfolio? Do you have a broker that's suggesting stay the course? Do you even have a broker? If you think there might be some things you could do differently, or simply want to know what questions to ask of your broker, or yourself, this is a must listen show. Get yourself a second opinion to be certain you're headed down the right path. It's a no obligation opportunity to learn a little more about your options in retirement.

    The Hunt for yield (Abbreviated version)

    Play Episode Listen Later Jun 22, 2015 44:10


    A slightly shorter version of the "Hunt for yield but no less significant in it's content. Just a little quicker to get through. Join Shawn Davis as he outlines options to consider when yield vs asset growth alone are part of your portfolio plan. Income in retirement is crucial and there are many ways to get there. Yield is one of those ways you'll need to make it happen. Pull out your pen and paper and get ready to take notes as the ideas presented are worth writing down and acting upon. You'll be glad you did!

    The Hunt for Yield (full length version)

    Play Episode Listen Later Jun 22, 2015 83:42


    Join Shawn Davis as he outlines options to consider when yield vs asset growth alone are part of your portfolio plan. Income in retirement is crucial and there are many ways to get there. Yield is one of those ways you'll need to make it happen. Pull out your pen and paper and get ready to take notes as the ideas presented are worth writing down and acting upon. You'll be glad you did!

    10 years out from retirement. Critical steps to take NOW!

    Play Episode Listen Later Jun 15, 2015 48:24


    The one hour version, the abbreviated show if you're short on time but know you need to know... You're headed down the home stretch and looking forward to kicking back a little, winding down the corporate grind and finally easing your way into retirement. Are you sure you're ready? Have you prepared for the next move? Can you live comfortably on what you've presently planned and anticipated? This is the biggest move you'll be making in the latter part of your life, it warrants depth of knowledge and understanding. Host Shawn Davis digs into the necessities of planning for retirement well in advance to insure and secure a comfortable retirement experience.

    10 years out from retirement. Critical steps to take NOW!

    Play Episode Listen Later Jun 15, 2015 84:59


    You're headed down the home stretch and looking forward to kicking back a little, winding down the corporate grind and finally easing your way into retirement. Are you sure you're ready? Have you prepared for the next move? Can you live comfortably on what you've presently planned and anticipated? This is the biggest move you'll be making in the latter part of your life, it warrants depth of knowledge and understanding. Host Shawn Davis digs into the necessities of planning for retirement well in advance to insure and secure a comfortable retirement experience.

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