Daury Wealth Management, LLC

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Consider Market Caps for Diversification

2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
All-in-One Funds: Targeting Time or Risk?

This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
Is Your Home Office Also a Tax Shelter?

This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
Prepare Your Finances for the Next Emergency

The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.

Savings Accumulation

Estimate the future value of your current savings.
Disability Income Insurance

How much Disability Income Insurance do you need?
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.