The DSFG White Papers' goal is to provide investment and financial updates. The White Papers provide commentary on what current events are impacting the financial consumer.
Financial Mistakes Physicians Make (05/2017)
As investors, physicians have unique needs and face specific challenges. This special report discusses common mistakes that might affect growing your wealth, protecting your assets, and thriving financially in a shifting landscape of industry changes.
Women and Investing Guidebook (04/2017)
Women investors face many challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives. We hope you find useful information that helps you make the most of your financial well-being today and every day.
5 Retirement Mistakes Small Business Owners Make (03/2017)
As a business owner, you face unique challenges and opportunities when building your financial future. This special report provides insights on mistakes to avoid and steps to take for building the retirement you desire—while managing your myriad responsibilities.
Six Common Retirement Questions for Educators (01/2017)
As an educator contemplating the transition from work to retirement, we understand that you may have several questions about when and how you can retire. This report addresses some common questions and offers strategies to help you plan for a comfortable retirement.
2017 Tax Planning (01/2017)
Life is busy, but any free moments you can spare for a little tax planning will help you stay ahead in 2017. We’re happy to share with you highlights of tax planning tips. That way, you can create strategies today to help you minimize your risks and maximize your opportunities.
6 Critical Social Security Facts Retirees Must Know (6/2016)
Social Security provides an important source of guaranteed income for most Americans. Choosing the right claiming strategy is even more important under new Social Security regulations.
7 Principles of Long Term Investing (12/2015)
Increasing your wealth over time is about more than making the right stock picks or always buying low and selling high. Too often, we see intelligent investors hamstring their potential for success by making fundamental errors in their investing strategy.
Giving Back With Planned Philanthropy (8/2015)
Strategies For Creating Change Through Your Legacy.
Success in life is about more than amassing wealth.