Financial Services & Wealth Management News

Investments

August 26, 2019

Saving for College? Your Guide To 529 Plans

August 2, 2019

What is “Socially Responsible Investing”?

When deciding where to invest your hard-earned money, there are many factors to take into consideration. From measuring risk and return to diversifying your portfolio, a […]
July 30, 2019

Anthem Settlement Awards Participants More than $23M

Recently the Bell vs. ATH Holding Company, LLC (a subsidiary of Anthem, Inc.) lawsuit settled. This is frequently referred to as the “Anthem Settlement” (the “Settlement”). […]
May 21, 2019
10 Finance Books to Add to Your Summer Reading List

10 Finance Books to Add to Your Summer Reading List

While you’re packing your bag for the beach, don’t forget to throw in some sunscreen, your favorite pair of sunglasses, and a great book to enjoy […]
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 […]
May 10, 2019
Four Ways to Increase Employee Retirement Contributions

Four Ways to Increase Employee Retirement Contributions

As a retirement plan sponsor, you want your employees to save the most they can in order to reach their maximum retirement potential. A significant amount […]