David Johnston | Source | Managing Partner at Amwell Ridge Wealth Management

DJ

David Johnston

Managing Partner at Amwell Ridge Wealth Management
On the record
Represented by:
Share profile 
Link:
Bio
Edit

David Johnston, CFP is the managing partner of Amwell Ridge Wealth Management and a Certified Financial Planner™. He built the firm around the fundamental belief that a proper financial plan begins with risk management, infuses innovative, enhanced diversification within an investment portfolio, and provides for an efficient transfer of wealth to the next generation. Johnston earned a BS in finance from the College of New Jersey. Mr. Johnston holds Series 6, 7, 63 and 65 licenses.

Employment
Sign up to view all
Story Ideas
Sign up to view all
  • Maximize Your 401(k): Essential Steps for Every American
    David advises enrolling in your 401(k) and contributing at least 5%, aiming for 10% or more. If your employer offers a match, contribute enough to maximize it. Avoid "set it and forget it" by increasing contributions annually. For job changers, enroll in the new plan promptly. Remember, "you gotta be in it to win it!"
  • 2025 Bond Market: High Yields and Strategic Opportunities
    David suggests 2025 is promising for bond investments due to "higher starting yields." He highlights the appeal of longer-term municipal and shorter-duration corporate bonds. David advises caution with interest rate volatility, noting the unpredictability of the 10-year Treasury. He emphasizes understanding economic shifts, such as trade tensions, impacting bond market dynamics.