Dec 1, 2016

How to Weigh Funds Volatility – Investors Business Daily

Mark Chandik, author of 10 Financial Strategies for the Smart Investor, was recently featured in Investors Business Daily. To view the article, please click the following link and feel free to share:

How to Weigh Funds Volatility

Reproduction Prohibited without Express Permission. Copyright FDP Wealth Management. All rights reserved. Advisory Services offered through FDP Wealth Management, LLC, a state Registered Investment Advisor. Securities offered through Valmark Securities, Inc., Member FINRA/SIPC | 130 Springside Drive Suite 300 Akron, OH 44333-2431 | 800.765.5201. FDP Wealth Management, LLC is a separate entity from Valmark Securities, Inc. If you do not want to receive further editions of this weekly newsletter, please contact me at (949) 855-4337 or e-mail me at or write me at 8841 Research Drive, Suite 100, Irvine, CA 92618. FDP Wealth Management, LLC, Valmark Securities, Inc. and their representatives do not offer tax or legal advice. You should consult your tax or legal professional regarding your individual circumstances. Indices are unmanaged and cannot be invested directly in. Past performance is not a guarantee of future results.


FDP Wealth Management Announces New Name: Prosperity Partners Private Wealth Management

A leading wealth advisory firm in Southern California, FDP Wealth Management today declared its evolution into Prosperity Partners Private Wealth Management, effective January 1, 2024. This change signifies the company’s unwavering dedication to enhancing client prosperity.

Five Star Wealth Manager Announcement

We are proud to announce that Mark Chandik has been honored with The Five Star Wealth Manager Award for the fourth consecutive year!

FDP In The News

The WSJ published an article about the increases in prices for Universal Life and Term Insurance products resulting from disruption to the bond and mortgage markets.

FDP In The News

Mark Chandik’s article “Double-Duty Dollars: Corporate Life Insurance and Long-Term Care” was recently published in the Southern California Contractors Association Magazine.

FDP Wealth Management Gives Out 17 Grants To Various Charities

FDP Wealth Management has found a way to connect with its customers while also giving back to the community through a foundation and grant program that contributed financial grants to 17 charities this past year.