Filter Insights By Category
Filter Insights By Tag
Receive Insights in your inbox.
Archive by author: Amy Manning, CFP®Return

Amy joined DHG Wealth Advisors in 2008 after spending the summer interning as an equity research analyst at an investment manager and mutual fund company based in Lynchburg, VA. She graduated magna cum laude from Liberty University with a degree in Business Finance, and she also holds her Certified Financial Planner designation. 

Amy helps create financial security for her clients by taking a comprehensive and disciplined approach to investment management and financial planning.  Born and raised in High Point, NC, she now calls Concord home and works with clients in Charlotte.

Amy Manning of DHG Wealth Advisors joins us to share a few tips on financial well-being. Amy is a certified financial advisor and helps create financial security for her clients through a disciplined approach with financial planning. Be sure to have a pen and a piece of paper handy to jot down notes during this podcast! Initially created internally for DHG and now available publicly.
Learn More

The Seven Roles of an Advisor

posted on
June 15, 2015Many investors initially seek out a financial advisor in hopes that they will have some secret knowledge of future economic events or superior research that will help them beat the market. In fact, the first question we are often asked is “What do you think the market is going to do this year?” But market predictions and forecasts (even if they are occasionally accurate) do not equal a good financial advisor, and “Fortune Teller” is a hat we never wear. Instead, we believe our job is more aligned with the roles of an advisor as outlined in the article below. At the end of the day, it is our responsibility to educate our clients, offer objective advice to help them achieve their goals, and hold their hands through market turmoil, all things which are built on a foundation of trust. We hope you will take a few minutes to read this article as a reminder of the true purpose of a financial advisor. 
Learn More

The Right Way to Invest

posted on
October 06, 2014As financial advisors it is our goal that all of our clients have the most successful investing experience possible, but for many investors, their experience has been more confusing and overwhelming than anything else. More information is available now than ever before, yet that has only served to make the investment process even more complicated. We wanted to take this opportunity to remind you of the different types of investment management approaches and which philosophy guides our investment decisions, so that you can feel as confident in this process as we do. CONVENTIONAL MANAGEMENT: Conventional management can also be called “active management” and you have heard us discuss this philosophy and its shortcomings on multiple occasions. Conventional management believes that it is possible to time the market, identify winning stocks, and predict the future. Conventional managers promise investors that they have superior research and insight that will enable them to ...
Learn More

It's Not So Bad

posted on
May 22, 2014On May 13th, 2014 the S&P 500 grazed the 1,900 mark for the first time ever. In the past two years we have seen this index cross new thresholds repeatedly, reaching 1,600, 1,700 and 1,800 in the last year alone. With each new high investors are asking the question, “How long can this continue?” Many are bracing themselves for the inevitable pullbacks that are inherent in capital markets, pullbacks which unnerve us but are often healthy after experiencing extended periods of market growth. I am a planner by nature. I often try to assume the worst case scenario that could occur in a particular situation and make plans for what I would do should that scenario arise. Not to mention driving me crazy, this planning has added about five pounds to my purse, since who knows when you might need an extra pair of shoes, pepper spray, a sewing kit, band aids, or batteries? Investors are the same way. They try to predict the future by anticipating all possible financial or economic...
Learn More