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The Employee Retirement Income Security Act, commonly referred to as ERISA, sets standards of conduct for those who manage an employee benefit plan and its assets. Such a person or entity performing many of the duties required in operating and managing a plan is known as a fiduciary.
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Private Client Services

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Recognizing that privately owned businesses are the backbone of our economy, DHG offers assurance, tax and advisory services designed for every stage of a company’s lifecycle. Our professionals have extensive experience working with clients in various industries to build, manage and protect their wealth.
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Trumping the MarketHow will the market react if Donald Trump wins the election?  That is the most popular question our advisors have been hearing over the past few months, especially as more states appear as “toss-ups” and their Electoral College votes going in either candidates’ direction.  Some investors think the market would tank were Trump to be elected.  Some think the opposite.  Most have no idea what will happen.  All are concerned.    Here is a partial list of items that could affect the economy and/or the stock market’s direction if Trump wins with a Republican-controlled Congress. Taxes – Trump’s desired lowering of individual and corporate income and federal estate taxes would put more money in people’s pockets.  This could result in a high degree of productivity gains, or leave the country with a multi-trillion dollar increase in the US deficit.   Either of those results would ...
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It’s Been Two Years and I’m Still Not Rich(er)!?Perhaps you’ve noticed that your portfolio’s value hasn’t been doing anything special for several quarters.  And if you are paying attention to the Dow or S&P 500, you may be wondering why your portfolio hasn’t kept up.  To get some idea of what is happening, review Chart 1 below, which shows some cumulative asset class returns over the last two years.  (All charts courtesy of Yahoo! Finance.)Chart 1The blue line represents US Large Cap stocks, the red line shows US Small Cap stocks, and the green line shows all Global stocks not in the US (Global ex US).  In fact, from their high in 2014, Global stocks ex-US have been down over 25%, which of course means they have experienced a bear market (defined as at least a 20% pullback) over that time period.  It helps to look at the bigger picture to fully understand what is happening.  See Chart 2 below.Chart 2Again, the b...
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And Lady Liberty Wept...Politics has always been a rough and tumble business. This year’s Presidential Primary season has proved no exception, and has been both hostile and humorous at the same time.    Certain candidates’ policy platforms include various proposals which would exclude certain groups of foreigners.    Without taking sides in this issue, it seems as though a meaningful percentage of voters agree with at least some of these proposals. You don’t have to be a xenophobe to think that the US might be safer, or stronger, if it isolated itself from certain groups of people.  At the same time, how can you argue with the inscription at the bottom of our most famous statue? “Give me your tired, your poor, your huddled masses yearning to breathe free.” It is at least a two pronged issue, dealing with both financial (taking our jobs) and physical (taking our lives) security.  Only time will tell who will be e...
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Cheap and PopularFirst Lady Kim Kardashian West. It has a nice ring to it, don’t you think?  A few months ago, Kim’s husband Kanye West -- a rapper, record producer and clothing designer, announced that he would be running for U.S. President in 2020.  Before you snicker, don’t forget about a current poll-leading, ultra-wealthy Republican candidate with huge ego and no political experience. Back to Kim. Her popularity was immense even before her third marriage and two children, before her $200 million video game smart phone app and her fashion magazine covers, and before her family’s reality TV show and retail stores.  Her fame started when her bombastically-enhanced hourglass figure was viewed in an erotic rendezvous that was “leaked” onto the internet over a decade ago.  Add a very suggestive wardrobe to the mix and you have that perfect combo – cheap and popular. In a somewhat different vein, cheap and popular is...
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Chicken Little or Zeus?Last month the market fell out of the sky. It caused quite a stir. Or not. It all depended on who was watching, and from what vantage point.Chicken Little freaked out.   She scurried about in the dirt, with clouds of dust swirling around her. She could barely make out Jim Cramer’s image on CNBC’s beloved Mad Money. All the noisy bells and buzzers and rifle shots and shrieking crowds didn’t allow her to really hear much of what he was saying. But she knew it must be bad. When the market was down 10%, Chicken Little decided there was no more hope, and sold her equity positions. This is what really bothered her:Zeus, on the other hand, wasn’t paying much attention to the commotion. From Mt. Olympus, things on Earth tended to look fairly small and unimportant. He viewed his investments from a distance, literally.   Zeus is clearly a long term investor. In fact, he actually looked forward to major market dislocations, when h...
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DHG Wealth Advisors (DHGWA) has specifically tailored an investment program to meet the goals and objectives of dealerships utilizing Reinsurance Companies via Portfolio.
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Overview Brochure

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What sets DHG Wealth Advisors apart from others? Resourcefulness. As fiduciaries, our singular focus is your best interest as we shape a wealth management strategy that provides peace of mind and financial security.
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Most investors do not plan to act in a foolish manner. In fact, most probably think they do have a plan when they purchase an investment. In the light of day, when the sun is shining and birds are singing and children laughing, it is fairly easy to feel you can withstand whatever the market can throw at you. But when the weather changes and the pleasant noises stop, things change. When the markets plunge and the news is horrible and the monthly brokerage statements are getting worse and worse, many investors seem to forget whatever plan they may have had.
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