For those in their 30s and 40s, the decisions you make now will shape not just when you retire, but how much control you eventually have over your life. A financially successful future is rarely the result of picking the perfect investment. It’s usually the result of consistent saving, thoughtful choices, and maintaining flexibility when [...]
Many people picture retirement as one long, steady chapter of life, a consistent routine supported by a consistent income. In reality, retirement changes significantly over time. The things you want to do, the energy you have, and even the types of expenses you face evolve, and a financially successful retirement depends less on perfect investment [...]
Our belief is that Trump Accounts are likely a great opportunity for those children born after January 1, 2025, who qualify for the free seed money. For other children, and any additional savings beyond the free $1,000, we feel there are better ways to save that provide either additional tax benefit, like 529 College Savings [...]
written by Tony DiBartolomeo, DWA Portfolio Manager Addressing Your Top Investment Questions from Q4 Over the course of our Q4 conversations last year, a few common questions came up repeatedly. Two stood out in particular: concerns about technology exposure and the narrative around an AI bubble. There were also broader questions about our investment philosophy [...]
The second quarter of 2025 presented a dynamic market environment.
A gift my mother gave me was prepaying and planning her funeral.
So what makes a good family meeting?
Patricia Bennett of Longevity Planning is an expert in long-term care insurance and Medicare.
Spring is here. It is one of my favorite times of year.
Q1 2024 DWA Market Slides
