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Having enough money isn't enough. On today's Podcast we're joined by author of the New Retirementality, Mitch Anthony, to discuss Return on Life; a tool that helps us identify and explore your values and priorities and a philosophy that puts your life, not just your money, at the center of the conversation. Presented by: Dave Koppenheffer, CFP® | DHGWA Financial Advisor Associate
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During any crisis, the question is always: “Is it different this time?” Our former Chief Investment Officer, Rick Kramer, has lived through some of the worst bear markets this country has ever experienced and in this episode he offers his insights on the current market environment as well historical perspective.
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Financial Fitness Webinar - Personal Planning and What the CARES Act Means For You
DHG Tax and DHG Wealth Advisors are pleased to launch a series of “Financial Fitness” webinars designed to answer important questions when it comes to personal financial and tax planning. Our first session features a panel discussion that examines how individuals are impacted by several key provisions of the recently passed CARES Act, as well as personal planning considerations in the current market environment to keep you focused on your long-term objectives.
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A Different Kind of March Madness
March Madness. It conjures up images of office pools, trash-talking and some of the best college basketball played all year. But 2020 saw a different kind of March Madness as the COVID-19 pandemic spread across the globe impacting the lives of hundreds of millions of people. As the number of cases began to rapidly grow, and the death toll mounted, social distancing and self quarantine guidelines were put in place in an attempt to flatten the curve and reduce the strain on our healthcare system. The result was a “self-induced” economic slow-down the likes of which we’ve never experienced as most non-essential businesses were asked to shut their doors.
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Personal Planning and What the CARES Act Means For You
The COVID-19 pandemic has affected numerous aspects of our daily lives. We are isolated from friends and family, forced to change long-awaited plans and unsure of what the economic future holds. Things that felt important six weeks ago may suddenly feel unimportant or even be forgotten entirely, but it is critical to maintain a long-term perspective when it comes to investing and planning, even in the face of short-term disruption. During these stressful and uncharted times, it is important to stay focused on preserving both your physical and mental well-being, along with your financial well-being.
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It’s hard enough being an investor in good markets, but when markets are volatile – and recently they’ve been extremely volatile – it’s easy to focus on minimizing short-term pain and forget why you chose to invest in the first place. Host John Locke welcomes DHG Wealth Advisors president Will Sneed to discuss the importance of maintaining a long-term perspective.
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The Importance of Maintaining Long-Term Perspective
The outbreak of COVID-19 has led to a global health pandemic that is having an enormous impact across the world, and our hearts go out to everyone who has been impacted.  At DHGWA, our passion is to enrich our clients' lives by providing financial clarity and peace of mind. While it’s impossible to know what the outcomes of this global health crisis will be, and how long it will last, we are committed to providing insights on global market activity, and what that means for you. We take our responsibility as your advisor very seriously and are here to help you navigate through this storm.  The latest brief from DHGWA Insights looks at the recent market volatility and reminds investors to stay focused on their long-term goals.
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The Sick Market

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The Sick Market
When a market reaction is as violent as the current one, it is always due to fear. More specifically, fear of the unknown. Having no idea what will occur tomorrow, much less the next several weeks, months or years in the future, allows human emotions and psyches to run rampant and envision the absolute worst possible situation.
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Scott Bosworth from Dimensional Fund Advisors (DFA) joins the DHGWA Insights Podcast to tell the incredible (and disastrous!) tale of Sir Isaac Netwon’s Investment in the South Sea Company. The story illustrates how our psychology, although it means well, can lead us to make sub-optimal, puzzling, and in some cases just plain wrong decisions that can hinder our financial success.
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The SECURE Act and Your Retirement – A DHG Live Stream
Signed into law at the end of 2019, the SECURE Act – Setting Every Community Up for Retirement Enhancement Act – represents the most extensive change to retirement legislation since 2006. The SECURE Act aims to improve retirement confidence and security for individuals in the U.S. to gain easier access to retirement plans.
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