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...

February 25, 2020

David Root, CFP®

Today, most investors have easy access to the simplest and most powerful tools ever seen for addressing their investment needs.  These tools make stock picking easier and can help guide you through the daily ups and downs of the market with timely advic...

February 24, 2020

Ryan Borucki, CFP®

I am fortunate to be in the people business. I don’t mean just being able to talk to a lot of people on a daily basis. I’m talking about something much more substantial. Imagine having a career that provides the opportunity to get to know people and t...

January 27, 2020

Over the holidays, I had the pleasure of traveling with my family through some of Europe’s most scenic and picturesque countries. We immersed ourselves in the history and culture of The Netherlands, Germany, Belgium, Switzerland and Austria, checking off such experienc...

January 13, 2020

Originally published by Founder Magazine on January 7, 2019:

An Interview With Beau Henderson

Consider the risk of outliving your money. Today, people can live in retirement for 30 years or more. Post retirement income becomes critical as well as the ability of your port...

December 17, 2019

By David Root CFP®

Recently, it was announced that Charles Schwab was acquiring T.D. Ameritrade in a blockbuster deal that will shakeup the financial services industry. While there are still legal hurdles before the deal is formalized, the average investor has a lot to...

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Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805



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Toledo, OH 43604


Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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