X
GO

INSIGHTS

Filter Insights By Category
Filter Insights By Tag
Receive Insights in your inbox.
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.

RSS

Retirement Plan Services Overview

posted on
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. 
Learn More

2020 Year End Tax Planning

posted on
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.
Learn More
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.
Learn More

Why DHGWA Wants to Serve You

posted on
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.
Learn More
Pursuing a Better Investment Experience
10 key principles to improve your odds of investing success.
Learn More
Top 10 Year-End Planning Strategies
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.
Learn More
Announcing DHG Wealth Advisors YouTube Channel
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.
Learn More
Medicare Open Enrollment Begins October 15
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. 
Learn More

Third Quarter 2020 Newsletter

posted on
Third Quarter 2020 Newsletter
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.
Learn More
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.
Learn More
Page 1 of 3 FirstPrevious [1]23 Last