Denali Wealth Management

Investing to Reflect Your Goals

Denali Wealth Management Advisors provides investors with evidence-based investment strategies supported by academic research from top universities. We begin by understanding our clients’ personal and financial goals, then tailor an investment strategy to help them realize these goals.


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Important Changes in the Nature of REITs

  • June 20th, 2017

The changing nature of the risks in REITs Larry Swedroe, Director of Research, The BAM Alliance The Federal Reserve’s low interest rate policy of the post-financial crisis era has been blamed (or given credit, depending on your perspective) for high valuations on all types of financial assets. For example, Shiller’s 10-year cyclically adjusted price-earnings (CAPE…

Aging is No Guarantee of Financial Wisdom

  • June 6th, 2017

Does age bring wisdom when it comes to investing? Larry Swedroe, Director of Research, The BAM Alliance There’s an adage that with age comes wisdom. But do we tend to become better investors as we age? This is an increasingly important question as the U.S. investor population is both aging and living longer. Unfortunately, research…

Annuities … The Good, the Bad and the Ugly

  • May 24th, 2017

Not all annuities are created equal. Joe Delaney on avoiding the ones that don’t fit your needs. Joe Delaney, Lifeguard Wealth, San Rafael, CA Too often, I’ve heard this all-too-familiar story. A client brings in an annuity policy to review, either for themselves or a family member. They bought it to create a steady annual…

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