Part of our job as your financial advisors is to make sure you’re up to date on the events – nationally and internationally – that can impact your financial situation. We also want to make sure you are aware of the latest tips and trends for managing your wealth. So we’ve assembled the information you need right here at your fingertips. And always remember: Anytime you’d like to discuss anything you find here, we’re always available for your call.

DWA Tax Reference Guide 2018

Who We Are & What We Do

Roth Thoughts - New Tax Law Update

Useful Links
Kiplinger's State-by-State Guide to Taxes on Retirees

Investment Strategy Quarterly Reports
2018 Investment Strategy Quarterly Q2
2018 Investment Strategy Quarterly Q1
2017 Investment Strategy Quarterly Q4
2017 Investment Strategy Quarterly Q3

Email Newsletters
Practical College Advice
May 2018
DWA ranked in FT 400 List
March 2018
DWA ranked in Forbes Best-In-State Wealth Advisors List
Bears and Bulls…The Rest of the Story
January 2018
4 Year-End Planning Strategies
2017 Year-End Thoughts
September 2017

Asset Class Returns Table
Quarter 1, 2018
Quarter 4, 2017
Quarter 3, 2017
Quarter 2, 2017

Weekly Market Snapshot
Financial Journeys
Small Business Dimensions

Keeping Your Account and Personal Information Secure

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