Skip to main content
menu
704-786-8891
david.baucom@lpl.com
  • Home
  • About
    • Our Team
    • Our Process
    • Who We Serve
  • Our Services
    • Wealth Planning
    • Business Planning
    • Portfolio Management
    • Life Insurance Planning
  • Resources
    • Blog
    • Financial Calculators
    • Useful Links
  • Contact
  • Client Login

Blog

default blog image
David Baucom | Jun 11, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
David Baucom | May 11, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

Read More
David Baucom | Apr 11, 2025

What's next for markets and the economy?

Investments
Markets have been on a roller coaster, and investors are asking: Is a bear market on the way?
Read More
David Baucom | Mar 11, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

Read More
David Baucom | Feb 11, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

Read More
David Baucom | Jan 11, 2025

Planning for the Future: Essential Steps to Plan Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

Read More
default blog image
David Baucom | Dec 11, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

Read More
David Baucom | Nov 11, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

Read More
default blog image
David Baucom | Oct 11, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

Read More
David Baucom | Sep 11, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

Read More
Digital art image of a business person looking through a large set of binoculars.
David Baucom | Aug 11, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

Read More
Close-up image of an elderly hand being held by a younger-looking hand
David Baucom | Jul 11, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

Read More

Pagination

  • Current page 1
  • Page 2
  • Next page Next ›
  • Last page Last »

Our Office

1036 Branchview Drive Northeast,
Suite 206,
Concord, NC  28025

Contact Us

Email: david.baucom@lpl.com
Phone: 704-786-8891

Connect

     

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, FL, GA, KY, NC, SC, TN, TX, VA.

LPL Financial Form CRS

© 2025 Baucom Wealth Management, Inc. All rights reserved.