On July 4, the One Big Beautiful Bill Act was signed into law. This sweeping piece of domestic legislation extends, revises, and in some cases permanently establishes a wide range […]
In 1964, The Rolling Stones released the hit single, “Time Is on My Side.” Who knew they were talking about personal finance? What does it mean to put time on […]
The Sandwich Generation: Saving for Retirement While Helping Everyone Else By Neil Stalter, CFP®, ChFC®, RICP®, CBEC®, CDFA® You can be the person everyone counts on—and still wonder who is […]
In 2026, families across the United States will gain access to a new financial tool designed to enhance their children’s financial futures: the 530A account, commonly known as “Trump Accounts.” […]
10 Biggest Financial Mistakes Clients Make By Michael Durstein, CFP®, ChFC® Over a decade in this business has taught me that financial success is rarely about finding the “perfect” investment. More […]
2026 Second Quarter Market Outlook: Staying on Course Amid Geopolitical Uncertainty Despite elevated geopolitical uncertainty, the economic and market backdrop entering 2026 remains largely on track. U.S. growth could surprise […]
DSFG has named Bryan Radcliff CFP®, ChFC®, RICP® and Neil Stalter CFP®, ChFC®, RICP®, CBEC®, CDFA® as Senior Partners. President & CEO Christopher Burgos CFP®, ChFC®, CFS, AIF® is pleased to announce the expansion of leadership at DSFG. “I am […]
10 Things I’ve Learned from 10 Years as a Financial Advisor By Michael Durstein, CFP®, ChFC® Ten years ago, I joined DSFG with a suit that didn’t quite fit, plenty of ambition, and […]
Geopolitical headlines are back in the driver’s seat, and markets are repricing uncertainty quickly. In Cetera’s latest commentary, they unpack what’s behind the recent market reaction, why volatility may be […]
If you make regular financial contributions to charitable organizations and want to maximize the funds you already give, donating through a donor-advised fund (DAF) could be an option. What is […]
