David Root, CFP® For more than two centuries, the United States has averaged a financial panic every twenty years. And each time, order...

FINANCIAL PLANNING MATTERS Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU®, CPFA There are many reasons that you may delay...

Steven Kaczynski, CFA, CPFA, AIF®, MST, MBA Recently, the United States Supreme Court issued a stark reminder to plan sponsors and...

David Root, CFP® An age is called Dark not because the light fails to shine, but because people refuse to see it. - James A....

David Root, CFP® "Whoever is careless with the truth in small matters cannot be trusted with important matters." --Albert Einstein...

David Root, CFP® For those of us who grew up in the 1970s, inflation was a part of our childhood, just as the Covid-19 pandemic is likely...

Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® As we begin a new year, there are many New Year's resolutions to be made on...

Steven Kaczynski, CFA, CPFA, AIF®, MST, MBA "Time is the coin of your life. It is the only coin you have, and only you can determine how...

David Root, CFP® The Mellon family, especially the business and philanthropic endeavors of Andrew William Mellon, has forever impacted...

Jeremy Suschak, CFP® More and more frequently clients are asking us about cryptocurrencies. Much of the time I find myself posing more...

Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® On September 15, the House Ways and Means Committee approved the tax...

David Root, CFP® Our research partner, Hedgeye Risk Management, employs a brilliant demographer, Neil Howe. Twenty-five years ago he...

Steven Kaczynski, CFA, CPFA, AIF®, MST, MBA A consideration for a successful retirement plan, in meeting the expectations of employees as...

Jeremy Suschak, CFP® The pandemic’s devastating impact has inspired America’s largest and most diverse generation. For those of us...

Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® The cost of higher education was catapulted to center stage during the most...

Steven Kaczynski, CFA, CPFA, AIF®, MST, MBA In recent years, there has been an alarming increase in retirement plan related lawsuits....

David Root, CFP® While the debate rages whether today’s inflation will prove permanent or transitory, and whether the Delta Variant will...

Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® As a parent, you have an important responsibility to inform your children...

DBR Fiduciary Plan Solutions Steve Kaczynski, CFA, CPFA, AIF® 412-227-2800 skaczynski@dbroot.com www.dbroot.com/fiduciary FOR IMMEDIATE...

Entering the COVID lockdown in March 2020, the prevailing question from clients was “Am I going to be OK?” As a firm, we needed to ask ourse

David Root, CFP® Business owners of the Baby Boomer generation are arguably the most successful economic engine in the history of the...

Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® With a change in tax legislation all but certain, we are fielding more and...

Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® President Biden proposed significant changes to the treatment of capital...

David Root, CFP® “You cannot tell from appearances how things will go. Sometimes imagination makes things out far worse than they are;...

Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® Insurance policy holders must be aware of shifts in regulations and...

Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® President Biden has made it clear that tax reform under his administration...

David Root, CFP® Some are calling it the ‘Great Grand Re-opening’ and others a ‘violent re-opening’ due to the unprecedented shutdown of...

David Root, CFP® The recent counter-insurgence led by retail investors on the Reddit App represent a microcosm for today’s state of...

Steve Kohler, CFP®, CPFA and Nancy Kunz, CFP®, ChFC®, CLU® With a new administration now in place, the accompanying changes to tax policy...

David Root, CFP® The 1920s are known as a legendary decade of glittering excess and technological revolution. After surviving World War I...

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”...

David Root, CFP® As 2020 comes to an end, many of us are feeling exhausted. Physically, emotionally and even politically. While we have...

David Root CFP® There is one question everyone was trying to answer during the election season. What are the things that are most...

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

For valuable insight on today’s investing environment, download Michael Aroesty’s 3Q 2020 Market Commentary.

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...

DBR & CO has announced the offering of a Multiple Employer Plan (MEP), under the operating name MEP›ONE™

DBR & CO is pleased to announce the addition of Steven J. Kaczynski Jr., CFA, MST to its team of financial advisors.

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....

For valuable insight on today’s investing environment, download Michael Aroesty’s 2Q 2020 Market Commentary

DBR Fiduciary Plan Solutions was awarded certification for excellence in its fiduciary investment advisory practices from the Centre for Fid

David Root, CFP® “Only a crisis – actual or perceived – produces real change. When that crisis occurs, the actions that are taken depend...

DBR & CO is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.

Click here to download the full PDF article

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...

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...

David Root, CFP® COVID-19 has created an atmosphere of fear, anxiety and even panic for investors and savers. As a result, financial...

By Michael Aroesty “Our comforting conviction that the world makes sense rests on a secure foundation: our almost unlimited ability to...

David Root, CFP® What will the life of a financial advisor look like post-virus? What will change about the way we deliver financial...

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