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.


8 Timeless Principles of Investing (06/2022)

Financial planning doesn't have to be overwhelming. Learn solid investment principles with this useful whitepaper that includes bite-sized pieces of timeless financial advice.

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 DSFG 2022 Tax Planning White Paper 

In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different in 2022, and what you can do to prepare.

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5 Estate Considerations for the LGBTQ+ Community (09/2021)

If you’re a member of the LGBTQ+ community, your financial and estate needs may present different challenges from other married and partnered couples. Let’s take a look at some considerations you should keep in mind.

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Unlocking the Treasures to Financial Wellness (06/2021)

The nation’s financial and physical wellness are both on an upswing. While finances and health may seem unrelated, the two are often closely intertwined, especially in America’s bustling, free-flowing marketplace. The first stop on our diagnostic journey is a brief physical checkup.

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The Great Spending Balance (03/2021)

LOVE YOUR LIFE TODAY WHILE SAVING FOR TOMORROW.  Your financial life is a balancing act, strung between living in the present and preparing for the future. Saving for retirement may be a focus, but it could feel like you’re missing out living in the present. There are three key areas, however, where saving big and investing may make a substantial difference in both the present and future alike: your home, your vehicle, and your travel plans.

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Preparing for a Satisfying Retirement (09/2020)

Many Americans may not understand how to fully take advantage of their employer-sponsored retirement plans. We’ve created this special report to help you make the most of your savings and investment opportunities and help improve your prospects for a comfortable retirement.

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Seven Principles of Long-Term Investing (01/2020)

We hope you find this report educational and informative.  You may incorporate the principles in this report into your retirement strategy to help pursue your investment goals. 

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