Giving you peace of mind...
...in a complex financial world

D&Y Blog

Why You Should Update Your Estate Plan

February 23, 2015

Here is some good news for those of you who are contemplating an update to your estate plan. The process has become  Read More

Doing Due Diligence on Your Financial Advisor Part II: First There Is Fiduciary

February 17, 2015

In the medical profession, physicians practice according to a familiar standard: “First do no harm.” There should be a similar level of  Read More