Financial Services & Wealth Management News

investment

June 5, 2019

Hey Joel! – Answers from a recovering former practicing ERISA attorney

Hey Joel! – Answers from a recovering former practicing ERISA attorney  Welcome to Hey Joel ! This forum answers plan sponsor questions from all over the […]
May 13, 2019
May Employee of the Month

May Employee of the Month: Nancy Conners

Please join us in congratulating Nancy Conners for being selected as May’s Employee of the Month.  Nancy has been with DFG for eight years.  Nancy started […]
April 2, 2019
10 Wise Ways to Spend Your Tax Return

10 Wise Ways to Spend Your Tax Return

Tax season has almost come to a close! And what better way to celebrate than with using the income tax return you earned back? If you’re […]
March 20, 2019
Renting Vs. Purchasing a Home

Your Guide To Renting vs. Purchasing A Home

They say “Home is where the heart is”, but if you’re in the midst of debating whether to rent or purchase your dream home, it can […]
March 1, 2019

Tying the Knot? Tie up Loose Ends With Wedding Insurance

Wedding season will be here before you know it! Getting married is a big step that you’re no doubt commemorating with a big celebration. And, that […]
February 6, 2019
Effective Employee Education

Effective Employee Education

Fiduciary duty requires you to provide your employees and participants with educational opportunities so they can make informed investment decisions. It’s not always easy to know […]