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...

November 20, 2019

By David Root, CFP®

Financial planning advice for individuals and families is at last transforming an industry long obsessed with trying to get the highest returns on investments. Today, the true value of a great advisor is found in the things they do on the periphery o...

October 19, 2019

More than half of the U.S. population - roughly 166 million people - are women, many of whom control their families’ wealth. The sheer number emphasizes that women’s planning needs are critical to our industry. However, I would caution against lumping them into a singu...

September 18, 2019

By David Root, Founder & CEO

The next industry revolution in financial services is already here. 

In the 30+ years that I have been in this business, I have never seen the sort of change and opportunity that is taking place regarding client needs and their increased expe...

August 20, 2019

By Michael Aroesty, CFP®

In Neil Postman’s book, Amusing Ourselves to Death, he described a world in which audiences were able to endure hours of dialogue in a single sitting.  That long-ago time was during the Illinois Senatorial debates between Abraham Lincoln and Ste...

June 14, 2019

2019 marks a milestone in our firm’s history. It is as much a landmark for determining our future as it is for celebrating our past. Our firm was launched as D.B. Root & Company in 1994, and for 25 years we have grown amid the many changes within our industry.

In techno...

March 20, 2019

This is an exclusive "Hedgeye Investing Summit" interview between wealth manager David Root and Hedgeye CEO Keith McCullough. It aired on March 19, 2019.

Important Disclosures:

The information and comments contained in this video are provided for general informational pu...

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GREAT LAKES REGION

 

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Toledo, OH 43604

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Phone: 419.574.9399

Toll Free: 888.227.0913

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