Dock David Treece

Dock is a former licensed investment advisor and member of the FINRA Small Firm Advisory Board. His commentary has been featured in industry-leading publications including Bloomberg, CNBC, Fox Business, and Marketwatch. After a decade in the financial services industry, Dock pivoted to marketing, where he works as a subject matter expert, educating readers and financial topics so they can make good financial decisions. He has served as a subject matter expert and marketing leader at some of the fastest-growing online publications in the country.


A lifelong golfer and avid reader, Dock lives in Connecticut, where he works as a freelance contributor and content strategist. When he ventures out of New England, he spends time on an off-grid farm in East Tennessee. 


Expertise

Business and Personal Finance

Insurance

Operations

Education

Bachelor of Business Administration

Finance

University of Miami


Master of Science

Analytics

Georgia Institute of Technology



Dock's Recent Posts

scaffolding and workers working on a property

Commercial Property Insurance: What Is It & Who Needs It

By Dock Treece • October 20, 2023
Commercial property insurance protects your businesses assets against damage, theft, or less. Read on to learn how commercial property coverage works and whether your business needs it.
clients reviewing documents with a professional

Professional Liability Insurance: What Is It & What Does It Cover

By Dock Treece • October 9, 2023
Professional liability insurance protects attorneys, accountants, doctors, consultants, and other professionals against accidental errors and omissions in their work. Read on to learn how.
a person walking outside a store in the rain

General Liability Insurance: What Is It & What Does It Cover

By Dock Treece • October 9, 2023
General liability insurance protects businesses against personal injuries to customers or members of the public. It also guards against damage to customer property, advertising liability, and more.
two people of different generations working together

Life Insurance for Succession Planning

By Dock Treece • October 3, 2023
Life insurance can be a key tool for funding a succession plan. In this article, we'll explore how succession plans work and how life insurance can be used to facilitate succession in business.
a group of businesspeople presenting

Life Insurance for Private Equity: How It Works

By Dock Treece • October 3, 2023
Life insurance is an important tool in private equity because it helps investors protect themselves in case a key executive at a portfolio company dies or is incapacitated. Read on to learn how investors use life insurance to protect themselves.
an executive

Key Person Insurance: What It Is & How It Works

By Dock Treece • October 3, 2023
Key person insurance helps protect your business in case a founder or key employee dies or is incapacitated. Read on to learn how to use key person insurance to protect your business.
a person extending a hand for a handshake

Buy-Sell Agreements: What They Are & How They Work

By Dock Treece • September 28, 2023
Buy-sell agreements help business owners outline what will happen if a trigger event occurs. If you own a business with partners or investors, read on to fund a buy-sell agreement with life insurance.
a family hiking at twilight

Life Insurance for Self-Employed

By Dock Treece • September 28, 2023
Life insurance is especially important for self-employed individuals. It provides valuable protection for your family and partners. Read more about how life insurance works for entrepreneurs.
couple reviewing financial results and projections

SBA Loans: What They Work & How To Get One

By Dock Treece • September 25, 2023
SBA loans are partially guaranteed by the Small Business Administration and designed to help business owners start, grow, and run their businesses. In this guide, we'll explain how these loans work and how to get one.
a person reviewing financial projections

How to Get a Business Loan With No Personal Guarantee

By Dock Treece • September 25, 2023
Getting a business loan without a personal guarantee is difficult, but not impossible. In this guide, we'll tell you how to do it and why types of loans often don't require guarantees.
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