DBR & CO

Are you attending Disrupt HR Pittsburgh this Wednesday, October 16th? If so, then look out for our Senior Retirement Plan Advisor, Loraine Ziegler Montanye, CFP®, AIF®, and stick around for her presentation, “Money Woes and Business Blows: How Your Employees’ Money Troubles Are Costing You Too”. Loraine’s presentation will dive into how employees’ financial worries can weigh on business performance in several significant ways, most notably in terms of productivity, employee engagement, and employee wellness. Each of these challenges can be addressed and mitigated, in part, through the development of a well-structured and compelling employer-sponsored retirement plan. With robust retirement plans, employers can turn risks into opportunities, both for their teams and their businesses. We hope to see you at the Pittsburgh Improv on Wednesday from 5:30-8:30pm!

"As manufacturing returns to the U.S., financial markets will respond accordingly and investor confidence will continue to rise." The demographic challenges, deglobalization forces, and geopolitical risks that continue to weigh on China's economy could benefit the U.S. domestic economy, as our Founder and CEO, David B. Root, CFP, writes in the latest edition of A Further Look. These dynamics could particularly become a boon for American manufacturing, as reshoring efforts strengthen amid headwinds in China. In the long run, domestic investors could be the big winners of the American manufacturing resurgence. Click the link below to read the full article. We hope you enjoy reading. https://lnkd.in/e5S6MRpj

Happening tomorrow: A special investments & election webinar with J.P. Morgan Asset Management. Please join us to learn how the upcoming election could impact your portfolio!

Curious what impact the upcoming election could have on your investments? If so, then please join us on Wednesday, 10/9 at 9:30am ET for a special webinar in which Michael Aroesty, CFP®, Steven Kaczynski Jr., CFA, AIFA®, CPFA, MST, MBA, and Stephanie Aliaga from J.P. Morgan Asset Management will share their perspectives on: 1. Historical market performance during election cycles & Presidential terms 2. Economic & market implications of divergent policy stances 3. Positioning investment portfolios for success amid uncertainty Register at the link below! https://lnkd.in/efGEHNY2

At DBR & CO, transparency is our top priority. We believe financial planning should be simple, straightforward, and honest. Our commitment to clients includes: 🔹 Clear communication on fees, risks, and investment strategies. 🔹 Advisors with top industry credentials. 🔹 A fee structure that ensures you're never caught off guard. 🔹 A team approach to support your financial goals. Learn how we’re setting the standard for openness and trust in wealth management. Read the full article below by our CEO and founder, David B. Root, CFP®: https://lnkd.in/ePYZHxqa

⛳ On Wednesday, our team members: Jesse Root, CFA, Jeremy Suschak, CFP®, Adam Souply, CFA, CPFA™, AIF®, MBA, and David B. Root, CFP, enjoyed a day on the beautiful Sanctuary Golf Course in Sedalia, Colorado! Special thanks to the event organizers and sponsors, including Steadman Philippon Research Institute and Remax, for hosting this fantastic event. 🏌♂️

📢 Our Webinar: Fiduciary Training for Plan Sponsors with Loraine Ziegler Montanye, CFP®, AIF®, and Steven Kaczynski Jr., CFA, AIFA®, CPFA, MST, MBA starts in just 3️⃣ hours! 📢 Join us for our Fiduciary Education Webinar on selecting and monitoring investments and service providers today at 12:00pm ET. There’s still time to register: https://lnkd.in/em2RXayY #FiduciaryEducation #RetirementPlanning #WebinarAlert #PlanSponsor

🔅 Register Now! 🔅 Plan Sponsors: Our Fiduciary Education Webinar is happening tomorrow, Wednesday, 9/4/24 at 12:00 pm. Don’t miss out! If you’re a retirement plan sponsor, this webinar is for you. Learn how to evaluate plan fees, select top-quality investments, and mitigate risks. Our colleagues from Fiduciary Plan Solutions, Loraine Ziegler Montanye, CFP®, AIF®, and Steven Kaczynski Jr., CFA, AIFA®, CPFA, MST, MBA, are ready to share their expertise. 🗓️ Date: September 4, 2024 🕛 Time: 12:00pm - 1:00pm  Secure your spot now: https://lnkd.in/em2RXayY #RetirementPlan #FiduciaryResponsibility #PlanSponsor #Webinar

📅 When: September 4 🕛 Time: 12:00-1:00 pm   Plan Sponsors: Go “Back-to-School” and join us for an educational webinar! Are you confident in your process for selecting and monitoring investments and service providers for your retirement plan? In our Fiduciary Education Webinar on September 4th, our experts from Fiduciary Plan Solutions, Loraine Ziegler Montanye, CFP®, AIF®, and Steven Kaczynski Jr., CFA, AIFA®, CPFA, MST, MBA, will cover: 📢 Important regulatory requirements and guidance related to plan fees 📢 Key considerations when selecting and monitoring investments 📢 Best practices to reduce risk and ensure compliance Don’t miss out on this important training! Register now: https://lnkd.in/em2RXayY #FiduciaryEducation #RetirementPlanning #Webinar

Just like personal debt can cripple individual wealth, so too can national debt endanger our economy. With the U.S. budget deficit projected to hit $1.9 trillion in 2024, it's time to ask: Is America on a dangerous financial path? David B. Root, CFP®, Founder and CEO of DBR & CO, breaks down the risks and the lessons we must learn from history. Don't miss his insights on why smart financial planning is more crucial than ever—for both you and our nation. https://lnkd.in/eKSFZ-WB