Daren L. Pladson, CIMA®, Daren joined Eide Bailly in 2007, bringing with him many years of asset management experience. As Director of Investment Strategy, Daren oversees the firm investment committee and is instrumental in the development of portfolio construction that stays true to our philosophy. He's an experienced financial advisor who offers a full range of services, including financial planning, cash flow analysis, education planning, insurance and risk analysis, retirement planning, investment portfolio management and asset allocation. Daren also works with CPAs and attorneys to assist clients with estate planning and wealth transfer. His passion and experience in the area of fixed income allows him to assist high net worth clients with sophisticated strategies related to bond investing.
In this episode of The Art of Dental Finance and Management podcast, Art meets with Daren Pladson, Principal and Senior Wealth Advisor at Eide Bailly. Art and Daren discuss how dentists can continue to build wealth by investing in the…
No matter what’s going on with the stock market or economy, it’s important for people to follow an established financial plan. When investing long term, markets will always fluctuate, so when you set goals, develop a plan and follow it…