date A Further Look: Post-Election, Are You Focused on Malaise or Opportunity? David Root CFP® There is one question everyone was trying to answer during the election season. What are the things that are most importa...
date A Further Look: Lost in the Fog of COVID-19: The Great Acceleration For months, I’ve been offering my thoughts and advice on navigating what has been one of our country’s most challenging years on record. The
date 3Q 2020 Market Commentary For valuable insight on today’s investing environment, download Michael Aroesty’s 3Q 2020 Market Commentary.
date A Further Look: Which FOMO are you struggling with? Fear of Missing Out or Fear of Moving On? By David Root, CFP® FOMO seems to be a pretty popular word on Wall Street lately. For those of you still catching up, according to the Ur...
date DBR & CO Launches Multiple Employer Plan MEP>ONE™ DBR & CO has announced the offering of a Multiple Employer Plan (MEP), under the operating name MEP›ONE™
date Steven J. Kaczynski Jr., CFA, MST Joins DBR & CO as a Senior Financial Advisor DBR & CO is pleased to announce the addition of Steven J. Kaczynski Jr., CFA, MST to its team of financial advisors.
date A Further Look: Capture 'Back to School' Spirit With this Financial Preparedness Checklist David Root CFP® As we approach the end of 2020, we find ourselves emerging from a six-month life vacation and heading into new territory....
date 2Q 2020 Market Commentary For valuable insight on today’s investing environment, download Michael Aroesty’s 2Q 2020 Market Commentary
date DBR Fiduciary Plan Solutions Awarded CEFEX Certification for Fiduciary Excellence DBR Fiduciary Plan Solutions was awarded certification for excellence in its fiduciary investment advisory practices from the Centre for Fid
date A Further Look: Is the Economy ‘Zooming’ Ahead Without You? David Root, CFP® “Only a crisis – actual or perceived – produces real change. When that crisis occurs, the actions that are taken depend ...
