Feb 14 A Further Look: GameStop?... No, Game On! David Root, CFP® The recent counter-insurgence led by retail investors on the Reddit App represent a microcosm for today’s state of affai...
Feb 7 Uncertainty in Estate Planning: Strategies for Potential Tax Changes During the Biden Administration Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® With a new administration now in place, the accompanying changes to tax policy...
Jan 19 A Further Look: Are You Ready for Another Roaring Twenties? David Root, CFP® The 1920s are known as a legendary decade of glittering excess and technological revolution. After surviving World War I...
Jan 12 Introducing Financial Planning Matters: Key Topics Directly Impacting Your Financial Future in 2021 Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® As we look back on 2020, a year in which “just making it through the day” beca...
Dec 20, 2020 A Further Look: As We Put 2020 Behind Us, Opportunity Abounds for Those in the Know David Root, CFP® As 2020 comes to an end, many of us are feeling exhausted. Physically, emotionally and even politically. While we have n...
Nov 24, 2020 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...
Oct 26, 2020 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
Oct 22, 2020 3Q 2020 Market Commentary For valuable insight on today’s investing environment, download Michael Aroesty’s 3Q 2020 Market Commentary.
Sep 29, 2020 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...
Sep 21, 2020 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™
