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Archive by author: DHG Wealth AdvisorsReturn

DHG Wealth Advisors LLC is an independent, fee-only Registered Investment Advisory Firm owned by the top 20 assurance, tax and advisory firm Dixon Hughes Goodman LLP (DHG). DHG Wealth Advisors offer clients a wealth management experience that combines personalized investment advice with an unparalleled commitment to service.

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First Quarter 2021 Newsletter

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First Quarter 2021 Newsletter
The purpose of the DHG Wealth Advisors quarterly newsletter is to help you understand the stock market in ways not always covered by the financial media. We do this by focusing on both the core tenets of our investment philosophy, as well as examining recent market activity. In our Q121 newsletter, Sarah Charles addresses the appeal of 21st century financial “Siren songs,” including cryptocurrencies, while Bill Laird explains what is driving the ongoing rally and offers clients some perspective on recent returns.
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You Only Live Once, So Plan Well
Since the end of January, #YOLO has been a rallying cry on internet message boards where amateur investors have driven up stock prices for video game retailer GameStop and movie theatre chain AMC. While everyone does have opportunities to build wealth via the markets, this particular group of fresh investors are only half-right about their investment strategy.
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Fourth Quarter 2020 Newsletter

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Fourth Quarter 2020 Newsletter
By all counts, 1896 was a significant year. Utah was admitted as the 45th U.S. state. The first X-ray photograph was taken. Puccini's La Bohème premiered in Turin while Oscar Wilde's Salomé premiered in Paris. Stanford and California played the first known women's college basketball game. Henry Ford finalized development of his first automobile – the Ford Quadricycle. And in May of that year, 12 stocks were chosen to form the Dow Jones Industrial Average (DJIA).
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Taxpayers with Existing PPP Loans May Need to Take Immediate Action
The President signed the Consolidated Appropriations Act (CAA) into law on Dec. 27, 2020. One important element of this legislation is that it allows employers that took out a Paycheck Protection Program (PPP) loan to also claim the Employee Retention Credit (ERC). In addition, the type of expenses that qualify for taxpayer forgiveness has been expanded.
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Key Numbers 2021 / Tax Reference Numbers at a Glance
Attached is a summary of key tax and personal planning numbers for 2021.
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Retirement Plan Services Overview

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Retirement Plan Services Overview
Our retirement plan services team helps plan sponsors provide the right retirement plan for their employees and meet the fiduciary and ERISA responsibilities they take on. 
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2020 Year End Tax Planning

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2020 Year End Tax Planning
This year has been one of unprecedented challenges. The coronavirus pandemic and other natural disasters have resulted in significant disruptions to both our businesses and our personal lives.
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DHG Wealth Advisors Announces Promotion of Sarah Charles to Director
We are pleased to announce Sarah Charles has been promoted to Director. A veteran of the financial services industry with more than 20 years of experience, Sarah is a dynamic, relationships-driven leader who is passionate about helping people and advising her clients to discover financial clarity and peace of mind.
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Why DHGWA Wants to Serve You

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Why DHGWA Wants to Serve You
What we do is important but Why we do it matters even more. Learn what drives DHG Wealth Advisors to create an exceptional Client Experience, including our primary objective: to serve our clients with passion and care.
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Pursuing a Better Investment Experience
10 key principles to improve your odds of investing success.
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