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The Paradox of Insurance: You Buy It & Hope You Never Use It
Dan Costigan 5/13/26 Dan Costigan 5/13/26

The Paradox of Insurance: You Buy It & Hope You Never Use It

We buy insurance in the hopes we never have to use it. That kind of investment will turn your brain into a pretzel. It doesn’t make sense. But trust me, you need it. Insurance will save you from the very worst situations.

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Should you be second guessing your advisor's returns?
Dan Costigan 5/6/26 Dan Costigan 5/6/26

Should you be second guessing your advisor's returns?

A helpful checklist to gain more clarity on the what, why and how questions you have for your financial advisor.

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This Seinfeld Quote Captures the Key to Successful Investing
Dan Costigan 4/22/26 Dan Costigan 4/22/26

This Seinfeld Quote Captures the Key to Successful Investing

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Do you own mutual funds in a brokerage account? Beware of this sneaky, year-end tax!
Dan Costigan 4/1/26 Dan Costigan 4/1/26

Do you own mutual funds in a brokerage account? Beware of this sneaky, year-end tax!

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Who Should You Follow to Learn About Building Wealth THE RIGHT WAY??
Dan Costigan 1/27/26 Dan Costigan 1/27/26

Who Should You Follow to Learn About Building Wealth THE RIGHT WAY??

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Email: Dan@twopalmsfinancial.com

Phone: (949) 415-3432

San Clemente, California

Two Palms Financial is a registered investment adviser registered with the State of California. Registration does not imply a certain level of skill or training. Although we provide our services virtually to individuals throughout the United States, we may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients. Please see Disclaimers for additional important information.

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