How D&Y Steers Portfolios Through Turbulent Markets

The turbulent first half of 2020 will be remembered for years to come. As we continue to navigate through a global pandemic, the economic and financial implications evolve daily as individuals, families, businesses, investors, and governments across the world adapt to our new reality.

Planning for Retirement in an Uncertain World

retired couple photographing flowersIf you are newly retired or approaching retirement, you should be proud of your accomplishments!

Video Update from D&Y’s CEO and President: The Pandemic and Investment Discipline In Times of Extreme Market Unrest

During these uncertain times, we understand anxiety may be running high. We are here to let you know that, as our client, we have your back. We are with you to help navigate through these turbulent times.

Warning Signs of a College Closing Its Doors Permanently

Many of the colleges and universities that provide the best merit scholarships are institutions that aren’t widely known.girl graduate with grandmother

Maintaining Investment Discipline When Markets are Volatile and Scary

“I became a disciplined investor over 40 years. The virus broke me in 40 days. I’ve survived — and even prospered through — four stock market crashes.

The CARES Act:  The Largest Stimulus Package in U.S. History

The last few weeks have been surreal and frightening as we’ve watched a pandemic unfold rapidly across the globe.  Life feels upside down.  As we keep our children home from school, telecommute, and hug our grandchildren through computer screens, we hope our communal social distancing efforts are

Making Lemonade: Top 10 Opportunities When Markets are Down

One cannot overstate that these are very challenging times – emotionally and financially. As we all prioritize our lives under this new normal, it can be helpful to remember that there is a silver lining to every cloud.

A History of Market Ups and Downs

For the third day this week, we have seen significant volatility in the markets. Yesterday, the S&P 500 closed at 2,741.38, which places it close to a bear market, defined as a 20% drop from a recent high.

How to Retire Without the Burden of a Mortgage

More Americans are retiring with a made of money

The SECURE Act of 2019: Significant Changes That May Impact Your Retirement Planning

Happy New Year — and welcome to the new decade! We hope that you had a joyous holiday season surrounded by friends and family.