If you are a small or mid-sized business looking to provide your employees with the benefits of a quality 401(k)plan, you need to learn about DBR & CO's Multiple Employer Plan, MEP>ONE. This groundbreaking plan levels the playing field for you and your employees: https://www.dbroot.com/mep-one
DBR & CO is pleased to once again be listed among Pittsburgh's 10 Best Wealth Management Firms https://www.advisoryhq.com/articles/top-rated-financial-advisors-in-pittsburgh/
ADVISORYHQ.COM
10 Best Financial Advisors & Wealth Management Firms in Pittsburgh, PA | 2020 Ranking – AdvisoryHQ
DBR & CO is pleased to announce another addition to our team of experts. Introducing Steven Kaczynski, Senior Financial Advisor.
https://www.dbroot.com/post/steven-j-kaczynski-jr-cfa-mst-joins-dbr-co-as-a-senior-financial-advisor
DBROOT.COM
Steven J. Kaczynski Jr., CFA, MST Joins DBR & CO as a Senior Financial Advisor
Now is the time to go back to school financially. DBR & CO CEO David Root shares his checklist for financial preparedness: https://www.dbroot.com/post/a-further-look-capture-back-to-school-spirit-with-this-financial-preparedness-checklist
DBROOT.COM
A Further Look: Capture ‘Back to School’ Spirit With this Financial Preparedness Checklist
We are proud to announce that DBR Fiduciary Plan Solutions has been awarded CEFEX certification for fiduciary excellence. There are less than 250 firms worldwide that have earned this certification. Learn more here: https://www.dbroot.com/post/dbr-fiduciary-plan-solutions-awarded-cefex-certification-for-fiduciary-excellence
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DBR Fiduciary Plan Solutions Awarded CEFEX Certification for Fiduciary Excellence
Difficult times often bring change. And those who pay attention can turn that change into opportunity. DBR & CO CEO David Root, CFP® offers his thoughts in this edition of A Further Look:
https://www.dbroot.com/post/a-further-look-is-the-economy-zooming-ahead-without-you
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A Further Look: Is the Economy ‘Zooming’ Ahead Without You?
Whether you do or don't currently offer a 401(k) plan for your employees, you are likely concerned about:
• Potential costs
• Fiduciary responsibility and personal liability
• Lack of time needed to handle day-to-day plan operations
Our Multiple Employer Plan, MEP>ONE can help: https://www.dbroot.com/mep-one
DBROOT.COM
MEP ONE | Multiple Employer Retirement Plans | DBR & CO
Many investors are dealing with FOMO in 2020. DBR & CO CEO David Root offers his own perspective on this financial buzzword in this edition of A Further Look
https://www.dbroot.com/single-post/a-further-look-which-fomo-are-you-struggling-with-fear-of-missing-out-or-fear-of-moving-on
DBR & CO launches MEP>ONE - a Multiple Employer 401(k) Plan for small and mid-sized businesses:
https://www.bizjournals.com/pittsburgh/news/2020/09/22/dbr-launches-mep.html
BIZJOURNALS.COM
Pittsburgh-based DBR & Co. launches Multiple Employer Plan for small and midsize businesses - Pittsburgh Business Times
Are you paying attention to the 'great acceleration' within our economy? Our CEO, David Root shares his thoughts on important changes taking place in the midst of COVID-19: https://www.dbroot.com/single-post/a-further-look-lost-in-the-fog-of-covid-19-the-great-acceleration
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A Further Look: Lost in the Fog of COVID-19: The Great Acceleration
Are you still trying to figure out the shape of the recovery? Is it a 'U', 'V' or a 'K'? Our Chief Investment Officer, Michael Aroesty discusses this and other topics in his Quarterly Market Commentary: https://www.dbroot.com/single-post/3q-2020-market-commentary
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3Q 2020 Market Commentary
Struggling to make sense of what lies ahead after the election? DBR & CO CEO David Root offers his thoughts in the latest edition of A Further Look: https://www.dbroot.com/single-post/a-further-look-post-election-are-you-focused-on-malaise-or-opportunity
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A Further Look: Post-Election, Are You Focused on Malaise or Opportunity?
DBR Next was created to provide advice and resources to successful young professionals to help them achieve financial success and independence. https://www.dbroot.com/next
Proud to be recognized again as one of Pittsburgh's Top 10 Financial Advisors. See our review here: https://www.advisoryhq.com/articles/top-rated-financial-advisors-in-pittsburgh/#DBR-Co-review
ADVISORYHQ.COM
10 Best Financial Advisors & Wealth Management Firms in Pittsburgh, PA | 2020-2021 Ranking – AdvisoryHQ
Thanks to recent legislation, small-to mid-sized employers can now pool together in a single retirement plan, providing affordable benefits similar to some of the largest companies in the country. DBR & CO's Multiple Employer Plan, MEP>ONE may help you provide your employees with a better plan at lesser expense. Learn more: https://www.dbroot.com/mep-one
Estate Planning and the Biden administration: The impact of proposed and potential changes in tax policy could be significant. Our Financial Planning team offers some insight on possible actions to take in 2021.
https://www.dbroot.com/single-post/uncertainty-in-estate-planning-strategies-for-potential-tax-changes-during-the-biden-administration
DBROOT.COM
Uncertainty in Estate Planning: Strategies for Potential Tax Changes During the Biden Administration
Do you know if your company retirement plan advisor is a Fiduciary? We happen to know some who are: https://www.dbroot.com/fiduciary
Are we setting ourselves up for a new Roaring 20s? Our CEO David Root discusses the many possibilities that lie ahead in this month's edition of a Further Look https://www.dbroot.com/single-post/a-further-look-are-you-ready-for-another-roaring-twenties
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A Further Look: Are You Ready for Another Roaring Twenties?
With all of the changing variables heading into 2021, wouldn't it be great to hear from Financial Planning experts on topics like taxes, legislation and policy changes? Introducing FINANCIAL PLANNING MATTERS, a monthly blog on topics directly impacting your financial future in 2021.
https://www.dbroot.com/single-post/financial-planning-matters-the-key-topics-directly-impacting-your-financial-future-in-2021 https://www.dbroot.com/single-post/financial-planning-matters-the-key-topics-directly-impacting-your-financial-future-in-2021
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Introducing Financial Planning Matters: Key Topics Directly Impacting Your Financial Future in 2021
In case you haven't read the final 2020 edition of A Further Look, you'll want to check out CEO David Root's perspective on the opportunities ahead in 2021. Happy New Year!
https://www.dbroot.com/single-post/a-further-look-as-we-put-2020-behind-us-opportunity-abounds-for-those-in-the-know
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A Further Look: As We Put 2020 Behind Us, Opportunity Abounds for Those in the Know
2020 has been a year for the ages. You can say the same for the markets and the economy. As you plan your financial strategy for 2021, you'll want to check out Chief Investment Officer, Michael Aroesty's 4Q 2020 Market Commentary: https://www.dbroot.com/4q-2020-market-commentary
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4Q 2020 Market Commentary | DBR & CO | Financial Advisors
