June 22, 2020

By David Root, CFP®

Although the world is full of suffering, it is also full of the overcoming of it.”

                   Helen Keller

Why is the stock market rebounding so quickly?...

May 20, 2020

David Root, CFP®

COVID-19 has created an atmosphere of fear, anxiety and even panic for investors and savers. As a result, financial advisors have been on call 24-7 to answer their clients’ questions about the market downturn and its extreme volatility. There has never...

May 12, 2020

By Michael Aroesty

“Our comforting conviction that the world makes sense rests on a secure 

foundation: our almost unlimited ability to ignore our ignorance.”
― Daniel Kahneman, Thinking, Fast and Slow

The extraordinary panic and unprecedented sell-off at the end of...

April 27, 2020

David Root, CFP®

What will the life of a financial advisor look like post-virus? What will change about the way we deliver financial planning and asset management, compared to only two months ago? One of the things that I am profoundly aware of, is that we as financial...

April 17, 2020

Recently, AdvisorHub interviewed our CEO, David Root CFP® to get his perspective on the "Coronacrash." Read the article here.

April 5, 2020

Ryan Borucki, CFP®

March Madness took on a whole new meaning in 2020 as this last month has been an unprecedented time in the U.S. as well as globally. Not only have our worlds been turned upside down but the volatility within the market has made it difficult to remain...

March 30, 2020

By David Root

Recently, I wrote about the biggest question we are currently being asked by our clients: “Am I going to be alright?” 

With the country being in a lock down state, it's easy to worry about your money. Whether it's a sizable or small portfolio, or a 401...

March 16, 2020


Contact: David Root



PITTSBURGH, March 3, 2020: DBR & CO is pleased to announce the addition of Jesse B. Root to its team. He joins the firm following previous experience as an Associate with Hedgeye Risk Management, an...

March 16, 2020


Contact: Rick Applegate, Managing Director

DBR Fiduciary Plan Solutions



Pittsburgh, March 11, 2020: DBR & CO is pleased to announce that our retirement planning division, DBR Fiduciary Plan Solutions has been recogniz...

March 12, 2020

By David Root, CFP®

That’s a question we often hear from clients. It has been asked much more frequently during the current spike in volatility due to the coronavirus epidemic. But our answer hasn’t changed.

You’re going to be just fine.

Most of the time, everything is OK...

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Pittsburgh, PA 15219-1818


Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805



811 Madison Ave, 7th Floor

Toledo, OH 43604


Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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