INSIGHTS

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. 

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.

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.

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.

10 key principles to improve your odds of investing success.

As 2020 draws to a close, now is a time for reflection, gratitude, and planning. As we get ready for 2021, Dave Koppenheffer shares his Top 10 year-end planning strategies including an important reminder to make sure you have completed our Letter from the Heart.

DHG Wealth Advisors is always looking for opportunities to deliver informative and relevant content to our clients – which is why we are excited to announce the launch of our YouTube Channel. Our video content will focus on answering the most common questions we get from clients, demystifying confusing financial jargon and concepts, and highlighting our culture and how we work with clients. With the presidential election looming large, and investors questioning what the outcome might mean for their portfolio, our first video, “How Much Does the President Influence The Stock Market,” explores the history of stock market returns under Republicans versus Democrats going back to 1926.

The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The open enrollment period is your opportunity to switch Medicare health and prescription drug plans to better suit your needs. Please see the attached article for a complete breakdown of Medicare Open Enrollment including what is new for 2021. 

Once upon a time, the news was published twice a day. In the event of breaking news, publishers might publish an “extra” edition (which is where we get the iconic image of newspaper boys standing on street corners shouting: “Extra! Extra! Read all about it!”) but for the most part you could count on one round of headlines in the morning and another at the end of the day.

Many business owners focus a majority of their time on the day-to-day operations of running and growing their company, concentrating more on the "now" than "what comes next". Sarah Charles with DHG Wealth Advisors joins us today to discuss what most business owners may have not considered or appropriately planned for - retirement, new investment opportunities and other long-term financial planning goals as it relates to succession.