About
I am a registered investment advisor and have over 25yrs experience bringing together…
Articles by David
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5 Steps To An A+ College Plan
5 Steps To An A+ College Plan
You have bills to pay and a retirement to save for. Even if the thought of planning for your child’s education has…
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Thinking Of Buying A Home? How To Avoid Home Buyers’ Remorse
Thinking Of Buying A Home? How To Avoid Home Buyers’ Remorse
Spring is in the air and that means that people all over the country are coming down with, not allergies, but house…
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What To Do During Market Volatility
What To Do During Market Volatility
If you’re wishing for the good old days of 2017’s historically low market volatility, you aren’t alone. A recent…
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What We Do And How We Can Help
What We Do And How We Can Help
In today’s world, the ability to achieve goals and objectives has never been more important or challenging for many…
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Dirty Politics and Investments- Myths, Facts, and Midterm elections-
Dirty Politics and Investments- Myths, Facts, and Midterm elections-
I put together this post to shed some light on some political myths that are constantly perpetuated by the media and…
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Home equity lines of credit- you may have lost your tax deduction and more
Home equity lines of credit- you may have lost your tax deduction and more
Unfortunately, there's not a lot of talk about the new mortgage tax changes especially when it comes to Home equity…
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David Ingle, shared thisThe past decade has been the most difficult chapter of my life. In 2016, my career and reputation were upended by false allegations. What followed wasn't just a dispute—it was a nearly ten-year legal battle involving Merrill Lynch, Bank of America, and FINRA. It was a grueling process of delays and public disclosures that, at times, felt impossible to escape. In 2022, the truth finally emerged on the record. During an expungement hearing, the facts were established: No fraud. No wrongdoing. No policy violations. No client harm. After two more years of appeals through the SEC and U.S. appellate courts, the truth officially prevailed last November. I finally closed a chapter I had been forced to live inside for a decade. But here’s what most people don’t know… While this battle was raging, I never stopped working. I continued building on a 30,000+ case study I started years ago, researching how wealth is actually built in real life. I discovered something hiding in plain sight. Most traditional advice focuses on accumulation—picking the right stock or saving more. But I began looking at the Structural Efficiency of a person’s entire financial life. I found that one of the most powerful wealth-building mechanisms is rarely optimized correctly. It involves the largest financial commitment most households ever make: The Mortgage. But this isn't about home loans. This is about Capital Efficiency. It’s about how the structure of that one debt can either trap your wealth or become the engine that creates it. This discovery became the foundation for a much larger framework on how wealth is truly built and protected. This work inspired my upcoming book: 📖 Everything You Think You Know About Money Is Wrong (Expected release: Next Month) I’m ready to share what I’ve learned. The next chapter begins now. If you’re interested in a fresh perspective on wealth—one that focuses on optimizing your ability to achieve true financial independence—comment “BOOK” below or send me a message for early access info. *Returns are not guaranteed. This work is designed to highlight the impact of debt structure, liquidity management, and the behavioral realities of personal finance.
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David Ingle, shared thisMyth: Paying off your mortgage early is always the smartest move. Reality: Wealthy families often keep mortgages into retirement to maximize cash flow and investment growth. It’s not about being debt-free. It’s about being strategic. Reach out to us today, and let’s talk strategy: https://lnkd.in/gtgYCZST
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David Ingle, shared thisBusiness owners wear every hat—CEO, HR, CFO, even janitor some days. At Vibrant Wealth, we help you take one hat off the stack: financial planning. From valuations to tax strategy, we simplify the numbers so you can focus on growth. 👉 Explore how: https://lnkd.in/ghZEm__e
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David Ingle, shared thisThink your 401(k) is the safest vehicle for later in life? It might not be. Tax treatment, withdrawal rules, and hidden costs often mean your strategy needs more than one account. See how different strategies can work together: https://lnkd.in/gMdnggZg
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David Ingle, shared thisOutside of Vibrant Wealth, I enjoy treasure hunting. Funny enough, wealth planning is a lot like it. Except here, the “treasure map” isn’t hidden—it’s a financial plan that points the way toward your goals. Ready to chart your course? Schedule a chat: https://lnkd.in/gtgYCZST
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David Ingle, shared thisRunning a business often means juggling payroll, growth plans, taxes, and financing—while trying not to lose sight of the bigger picture. At Vibrant Wealth, we help business owners cut through the noise and make intentional decisions about cash flow, valuations, lending, and long-term growth. The goal: more time to lead your business, less time stressing over the numbers. Explore how we support business owners: https://lnkd.in/grB2AKEq
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David Ingle, shared thisThe #1 mistake I see investors make? Reacting emotionally. Markets move. That’s their job. Your job is to respond intentionally, not react out of fear. Ready to talk about strategies that keep you in the game? Schedule a chat: vibrantwealth.com/contact
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David Ingle, shared thisMaking the most of your income starts with smart tax planning. From deductions to retirement accounts, the right strategies can help keep more of your money working for you. Effective strategies for deductions and retirement accounts can help keep more of your money working toward your goals. Being strategic with your tax planning is a crucial component for your financial planning, estate, and accruing wealth. 👉 Learn more: https://lnkd.in/gMgFK_4K
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David Ingle, shared thisWealth should support life, not keep you up at night. At Vibrant Wealth, we push when needed, pull when necessary, and walk alongside clients through it all. Connect with us today: vibrantwealth.com/contact
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David Ingle, liked thisDavid Ingle, liked this🌄 #ForSale: Set on over an acre of land, this single-level property offers a rare blend of space, flexibility, and opportunity—ideal for those seeking room to expand, personalize, or simply enjoy the freedom of Arizona living! Thoughtfully positioned on 1.157 acres, the property allows for horses and the addition of equestrian amenities, making it a unique offering with endless potential. ✔️ 3 BD | 2 BA | 1,609 SQFT ✔️ 1.157 Acres ✔️ Detached, Detailed Shop Find price and additional photos at the full listing: https://lnkd.in/gNfBkKAn #TheWGroup #LuxuryHomes #Luxury #ScottsdaleRealEstate #ScottsdaleRealtor #AZRealtor #AZRealEstate #Views #DreamHome #VirtualTour
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Licenses & Certifications
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Registered Investment Advisor
Merrill Lynch Internal
Issued
Languages
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English
Native or bilingual proficiency
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