DFG Navigator Archives | March 2020

Financial Planning and Market Update 03/30/20

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 useful.

Financial Planning and Market Update 03/22/20

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.

Davis Financial Group Operations Update

First and foremost, we hope you’re well, and that you and those in your lives stay well! We’re writing to check in with you, and let you know what our plans are over the next weeks or months possibly as we contemplate life in the time of COVID-19, a strange new world indeed.

Financial Planning and Market Update 03/10/20

I am attaching two things — a Market Update from the Chief Investment Officer, Daken Vandenburg, CFA, of our partner firm, the MassMutual Trust Company, and a three-minute video from the analysts at Morningstar on their understanding of current conditions.

Close Menu

Connect with us!