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Archive by author: Dave Koppenheffer, CFP®Return

Dave Koppenheffer is a graduate of Barton College and joined DHG Wealth Advisors in Greenville, SC as an Associate Advisor in 2016. He began his career as a writer and analyst for The Motley Fool. Dave specialized in financials with a focus on income investing, insurance companies, and Real Estate Investment Trusts.

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In this episode, we’ll be joined by Amy Manning, CFP® and Justin Baas, CFP® to discuss one of the most powerful and tax-advantaged tools to help you save for a child or grandchild’s college education: 529 College Savings accounts.

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In our first episode, we have a special interview with Marcus Axthelm, Senior Portfolio Manager and Vice President at Dimensional Fund Advisors, who is part of the team that develops and manages Dimensional’s sustainability funds. Tune in to learn about what sustainable investing is, and how you can take a more sustainable approach to your portfolio.
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