Dupree Financial Group

Dupree Financial Group Most retirement portfolios are built to grow — not to pay you. Fee-only. Fiduciary.

At Dupree Financial Group, we build dividend income portfolios that fund your retirement from the income your investments generate, not from selling what you own. Providing retirement and income investment strategies for those interested in Roth and Traditional IRA accounts, 401(k) as well as full portfolio reviews.

Big news in the investing world this week: a young hedge fund manager lost about $35 billion in days after borrowing hea...
08/03/2026

Big news in the investing world this week: a young hedge fund manager lost about $35 billion in days after borrowing heavily to bet on AI stocks. When those stocks dropped, the loan didn't drop with them — and that's what triggered the collapse.

Most of us aren't using that kind of borrowed money. But it's still a good week to ask: do you know exactly what you own in your retirement accounts, and why? Link to show in the comments. Read more in the blog:

Are market fluctuations keeping you up at night? You're not alone.In our latest episode of The Financial Hour, Tom Dupre...
04/15/2025

Are market fluctuations keeping you up at night? You're not alone.

In our latest episode of The Financial Hour, Tom Dupree shares a powerful insight for retirement investors:

"If you own dividend paying stocks, you're getting paid. If the market's up, down, sideways, you're still getting your dividends."

Stop worrying about daily market swings and start focusing on building reliable income streams for retirement.

Listen to the full episode: LInk in comments

Or call us at 859-233-0400 for a portfolio analysis that focuses on income, not just market value.

Did you know that income tax rates in the U.S. once reached 91%? 😮In our latest podcast episode, Tom Dupree draws from 4...
04/15/2025

Did you know that income tax rates in the U.S. once reached 91%? 😮

In our latest podcast episode, Tom Dupree draws from 47 years of investment experience to explore how our tax system has evolved and what it means for your retirement planning.

Curious how changes in tax policy might affect your investments? Listen now to "Understanding Tariffs vs. Income Tax" and gain valuable insights for your financial future.

🎧 Listen here: Link in Comments

🌎 NEW EPISODE: Understanding Tariffs and Trade WarsHow did we get here, and what does it mean for your financial future?...
04/07/2025

🌎 NEW EPISODE:

Understanding Tariffs and Trade Wars

How did we get here, and what does it mean for your financial future?

In this eye-opening conversation with Consumer Goods Analyst Michael Dawahare, we discuss the complex relationship between international trade, national security, and economic growth.

Did you know that many countries still maintain tariffs of 700% on American goods while enjoying nearly free access to our markets?

Or that critical industries like pharmaceuticals and semiconductor manufacturing have been offshored to potential adversaries?

Michael explains: "It's been a 40 to 80 year trade war already. And so now we're fighting back and people are saying, we've started a trade war."

This episode provides context you won't hear in standard news coverage - insights that could help you better understand market volatility and make smarter investment decisions.

Listen now: LINK IN COMMENTS

If market uncertainty has you concerned about your retirement portfolio, call us at 859-233-0400 or visit dupreefinancial.com to schedule a consultation.

😨 When the market drops 2,000 points in a day, what should retirees do?In our latest Financial Hour podcast, Tom Dupree ...
04/07/2025

😨 When the market drops 2,000 points in a day, what should retirees do?

In our latest Financial Hour podcast, Tom Dupree and Mike Johnson break down the recent market turmoil and offer practical advice for making your money work for you.

"Just get rid of all of that part of the emotion and actually look and say, 'Okay, is this plan set up for my stage in life now?'" - Mike Johnson

Discover why market volatility affects a 35-year-old investor very differently than someone who's 60, and learn strategies that have helped our clients weather previous downturns.

The best time to prepare for market volatility is before it happens. The second-best time is now.

🎧 Listen to the full episode: LINK IN COMMENTS

Tune in to the latest episode of The Tom Dupree Show! There's never been a better time to re think your retirement plan!...
04/02/2025

Tune in to the latest episode of The Tom Dupree Show! There's never been a better time to re think your retirement plan! Link in comments.

🔍 MYTH BUSTED: "Only the wealthy benefit from the stock market"In our newest podcast episode, we discuss this common mis...
03/25/2025

🔍 MYTH BUSTED: "Only the wealthy benefit from the stock market"

In our newest podcast episode, we discuss this common misconception...with surprising stats:

👉 401(k) millionaires jumped 27% last year
👉 Gen X savers with 15+ years at one company
averaged $590,000 in retirement savings
👉 Dividends have grown 85% over the past decade (while inflation rose only 34%)

The secret? Focus on income, not just account balances!

We explain why dividend-paying investments are crucial for retirees and how professional management helps navigate today's volatile markets.

Who else is tired of one-size-fits-all retirement advice?

Listen now and learn strategies that can actually work! LINK in COMMENTS

Chris McCarron and Tom discuss 2022 Breeders' Cup Saturday morning at 7am on The Tom Dupree Show 630 WLAP
11/04/2022

Chris McCarron and Tom discuss 2022 Breeders' Cup Saturday morning at 7am on The Tom Dupree Show 630 WLAP

Address

237 E Main Street
Lexington, KY
40507

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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