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Doxa Takes

Doxa Takes

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Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & David and should not be held as representations of their respective firms. Past performance is not indicative of future results. Investing involves risks.

Recent Episodes

  • Our (now) annual spring update w/ Callie Cox (Ep.15)

    2 weeks ago

  • Tax Strategies and Financial Planning (Ep.14)

    2 months ago

  • "Ask me Anything" w/ Chase Lee, CFA (Ep.13)

    3 months ago

  • 2024 Outlook (Ep.12)

    4 months ago

  • Having an Edge in Real Estate w/ Houston Vann (Ep.11)

    5 months ago

  • It's all about Rates (Ep.10)

    7 months ago

  • Community banking and the SVB fallout w/ Paul Reilly (Ep.9)

    7 months ago

  • Mid-year "State of the Economy" w/ George Pearkes & Conor Sen (Ep.8)

    9 months ago

  • A Financial Planning Roadtrip - 529's, emergency funds, and rental income w/ David Mucciaro (Ep.7)

    11 months ago

  • QuickTakes! A special 15-min segment on the debt ceiling, rates, & banks (Ep.6)

    12 months ago