SDT Video Library

Our experts have created videos and webinars that will keep you up to date on best practices for financial planning and wealth management.

The SDT Team - Who We Are

 

Meet our team of financial planners and financial support staff who are prepared to help you every step of the way. Spaugh Dameron Tenny helps physicians and dentists in Charlotte, NC, and across the United States with comprehensive financial planning services. For over 50 years, we’ve helped our clients and their families achieve their financial and lifestyle goals.

Financial Wellness

What are we Planning for?

Financial Wellness

Don't Enable Your Kids

College Planning Videos

 

Saving for college is one of the most common goals that parents have for their children. Watch the video to the right to learn from Shane Tenny, CFP® and partner here at Spaugh Dameron Tenny, LLC.

(1) Introduction

(2) Filling out the FASFA

(3) Family Contribution

(4) Assessable Assets

The SDT Investment Philosophy

We believe in an Investment Philosophy made up of diversification, historical performance, corporate governance, and simplicity. In this video David Belinkie, CFP® and Jordan Bilodeau, CFP® at Spaugh Dameron Tenny will explain our Investment Philosophy.

Investing Videos

About Roth IRAs

The Value of Diversification

What is Factor Investing?

2019 Market Update

Financial Media Deja News

Let’s Talk

There’s no time like the present to start planning your financial future.

Schedule a complimentary 15-minute call as a first step. Complete the form and one of our SDT Advisors will be in touch.