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9955 Karlov Ave Skokie, IL 60076

Phone:

  • Office: 773-669-8775
  • cell 630-723-1161

E-mail:

  • james.davis@davisfinstrat.com

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Newsletters

  • Financial Safety Nets: Exploring Available Sources of Emergency Funds

    Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.

  • An Umbrella Policy Offers Extra Liability Coverage

    An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.

  • HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction

    On March 13, 2025, the S&P 500 Index landed in correction territory after a swift drop. An escalating trade war and signs of a slowing economy have unsettled the financial markets.

  • Is Tip Fatigue Wearing You Out?

    Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.

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Securities and Advisory Services offered through Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed Insurance products and services are separate from and not offered through Commonwealth.

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