The Davis Financial Group Newsletter

Dear Clients and Friends, As we enter the height of summer, the virus is continuing to wreak havoc with our economy, our sense or order and security, and for some our faith in the future. Covid-19 is certainly illuminating the fragility of life. Even those of us who procrastinate the most have...

Dear Clients and Friends, I’m forwarding the latest Update from Daken Vanderburg, Chief Strategist for Mass Mutual Wealth Management. I enjoyed his opening metaphor of a chrysalis, a transitional state. We certainly are at a moment both of great uncertainty and hope in our fight against the pandemic, and our efforts...

Dear Clients and Friends, The news about UMass I woke up to last week was deeply troubling. I am a fifty-three-year resident of Amherst, a UMass/Amherst Graduate School Alum and former Professional Staff member whose wife retired from UMass after 35 years -- by no means a casual bystander! With so...

Dear Friends and Clients, I’m eager to share the current market update, hot off the press, by one of the most respected analysts in the business, Daken Vanderburg, the Head of Investments for Mass Mutual’s Wealth Management division. In it he addresses an area of great confusion, exaggeration, and concern, the...

Hello Clients and Friends, When we began speaking with clients at the start of this crisis our focus was on creating a historical context and a perspective with which to understand what was happening, and addressing what we assumed would be, for many, the impulse to want to “do something” –...

Dear Clients and Friends, For this Update I am sharing a document prepared by Daken Vandenburg, the Chief Investment Officer of the Mass Mutual Trust Company, one of our trusted investment partners. In it Daken sets the market turmoil we are living through in a historical context that I find extremely...

Dear Clients and Friends, As the dimensions of what we are living through are becoming clearer, we’re all searching for answers and ideas about what to do and how to think about what’s happening. Here at DFG we’re trying to keep up with the torrent of information and opinion. As of...