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DHG Wealth Advisors LLC Announces Bill Laird as Chief Investment Officer
DHG Wealth Advisors LLC (DHGWA) is pleased to announce Bill Laird as its Chief Investment Officer effective June 1, 2021.  Bill has also been promoted to the position of Director at Dixon Hughes Goodman LLP.  Bill has been a member of the firm’s Investment Policy Committee since shortly after joining the firm in 2009 and most recently served as Co-Chief Investment Officer, a title he has held jointly with Paul Harteg since June of 2020.   The expected transition of Bill to Chief Investment Officer after one year of sharing the title was announced by the firm in June 2020.   Paul Harteg will continue to serve clients and manage the Greenville, South Carolina advisory team.As Chief Investment Officer, Bill will lead the firm’s Investment Policy Committee, a team of the firm’s most experienced advisors and research associates, setting the direction for DHG Wealth Advisors’ investment methodology and client solutions. Bil...
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Women & Wealth: Understanding Your Finances 101
A panel of DHGWA financial advisors will discuss basic financial principles and the foundations of investing so that you have the knowledge you need to manage your personal finances with confidence!Date:May 27, 2021Time:11:00 AM - 12:00 PM ESTPanelists: Amy Manning, CFP®, Financial Advisor, DHG Wealth Advisors (Moderator) Suzanne Holbert, CPA/PFS, Director, Vice-President DHG Wealth Advisors Ashley Israel, CPS/PFS, CFP®, Director, Financial Advisor, DHG Wealth Advisors Ellen Lindh, Financial Advisor, DHG Wealth Advisors VIEW RECORDINGClick here to register for upcoming DHG Wealth Advisors’ Women, Wealth & Work webinar series.
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Paul Harteg to Step Down as Co-Chief Investment Officer of DHG Wealth Advisors
Effective May 31, 2021, Paul Harteg will be stepping down from his role as our Co-Chief Investment Officer. He will continue to serve his clients and manage the Greenville, SC advisory team.
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Dimensional Fund Advisors Converting Several Existing Mutual Funds to Exchange Traded Funds
Recently, Dimensional Fund Advisors (DFA) announced that they would be converting several existing mutual funds to exchange traded funds (ETFs), and we wanted to share some important information about the conversion.
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DHG Wealth Advisors’ Women, Wealth & Work webinar series
DHG Wealth Advisors (DHGWA) presents Women, Wealth & Work - a four-part series of webinars designed to educate and empower women when it comes to their personal finances, and to inspire confidence in their careers. From the fundamentals of investing to career leadership coaching for women to returning to the workplace to navigating life transitions, DHG Wealth Advisors and DHG team members will explore the topics that we believe matter to women today.
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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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Identifying the “Next Great Trade”
Recent market performance has brought to the forefront of investors’ minds the darlings of the technology and media sectors: Facebook, Amazon, Netflix, Microsoft, Apple and Google, collectively referred to as FANMAG. Their performance has been noteworthy and matches those of some previous market darlings like Exxon, General Electric or AT&T during their peaks. However, just like previous market leaders, recent results are not predictive of future individual or sector performance versus other available opportunities.
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Analyzing the Super Bowl Indicator
Can the winner of the Super Bowl predict the direction of the Stock Market? It might sound crazy, but it has accurately predicted the direction of the Stock Market 40 of the last 54 years. Join us as we put the famed indictor to the test.
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Essential Lessons from GameStop Mania
The incredible rise and fall of GameStop is a remarkable story. (If you don't think so, imagine hopping in a time machine and trying to explain this to someone even 20 years ago.) However, many investors have real concerns that this is just another example of the Stock Market being crazy and not working property.
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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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