David Jazo

Managing Partner | Senior Wealth Advisor
7025 N SCOTTSDALE RD #115 SCOTTSDALE, AZ 85253

[David Jazo @jazo_d]

With the re-election of Donald Trump as POTUS, comes our latest client letter discussing some of the issues that may come with some of the changes that may happen in D.C. as well as the markets. As always, please feel free to reach out directly. https://t.co/hdwJGcCrqF

[David Jazo @jazo_d]

Our August Client Letter for your review. As always, please feel free to reach out directly to discuss further or with any questions you may have. https://t.co/pAtMKZ5iIM

[David Jazo @jazo_d]

Our July client letter with a great summary of what occurred in the 1st half of the year and what we may expect with the remainder of 2024. As always, please feel free to reach out directly with any questions or to discuss further. https://t.co/B4BgY9MFl2

[David Jazo @jazo_d]

April Showers, May Flowers, and our June Client letter. As always, please feel free to contact me with any questions or to discuss further. https://t.co/zI6BPWZiyq

[David Jazo @jazo_d]

Please excuse the slight delay in posting this month's Client Letter. As always, please feel free to call me with any questions or to discuss further. https://t.co/lFhxspHkNb

[David Jazo @jazo_d]

Our March Client Letter https://t.co/zPTtkT1SS2

[David Jazo @jazo_d]

December's client letter for your review. As always, please feel free to reach out to me to discuss or with any questions you may have. https://t.co/RNEVzSfIxC

[David Jazo @jazo_d]

November's client letter. As always, happy to discuss further and answer any questions. https://t.co/oPDT5F4yuP

[David Jazo @jazo_d]

Attached is our October client letter which provides some commentary on what was by most accounts a rough September and 3rd Quarter. As always, please let me know if I can be of assistance. https://t.co/qdr52Nv0aE

[David Jazo @jazo_d]

Retiring is not always easy especially when you throw in inflation levels that have not been seen in over 40 years. https://t.co/pN47OLT6UL

[David Jazo @jazo_d]

September has historically not been great on the equity markets. An assessment of what this latest pullback could mean. https://t.co/aZvBbaNcJn

[David Jazo @jazo_d]

September's client letter https://t.co/N7pCuwGy5R

[David Jazo @jazo_d]

Our latest client letter for your review. As always, please fell free to call me to discuss further or with any questions or concerns you may have. https://t.co/6PSqP6kOHl

[David Jazo @jazo_d]

Business succession planning 101... don't wait to plan for an exit. https://t.co/DIncvRTv4q

[David Jazo @jazo_d]

We moved past the latest Debt Ceiling crisis and on to June's client letter. https://t.co/sKKkQUIbZT

[David Jazo @jazo_d]

It has not been easy going as of late and may get a little choppier before it gets better. Our newest client letter discusses many of the latest alarming financial news. As always, call me with any questions or to simply discuss further. https://t.co/7LVLIXlBO9

[David Jazo @jazo_d]

Despite many negative headlines, the markets had a great 1st Quarter. More commentary on it in our latest client letter. https://t.co/BrfQa8QEtB

[David Jazo @jazo_d]

Some commentary on recent SVB headlines. https://t.co/MAG6Qt2WhD

[David Jazo @jazo_d]

Our March Client Letter. As always, please reach out directly to discuss or with any questions you may have on it. https://t.co/uhR1CwGiCA