DBR & CO

07/02/2025

We had a great time helping our friends at Community Forge with some summer clean up! It was hot and humid day in Pittsburgh, but one full of fun gratitude. Thank you for having us, and for all you do for our community!

12/03/2024

On this , we are honored to support The Children’s Institute of Pittsburgh and the many amazing kids and families they serve. Their mission is close to our hearts and their impact on our local community runs deep. We hope you can join us in helping to make more good days possible: https://www.givebigpittsburgh.com/organizations/the-children-s-institute-foundation

12/02/2024

Tomorrow is the big day! We hope you can join us this in an effort to help give more kids and families more good days!

12/02/2024

Thanks to DBR & CO for having our back on GivingTuesday! Save this link to make a gift tomorrow and double your impact: https://www.givebigpittsburgh.com/organizations/the-children-s-institute-foundation

10/10/2024

"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.

If you have been paying attention, the largest non-U.S. market, China has been having a rough time of it economically. This isn’t a sudden development, as I pointed out in my ‘what if’ scenarios I wrote about in early 2023:

10/08/2024

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!

Welcome! You are invited to join a webinar: Investing Through the 2024 Election: Turning Uncertainty into Opportunity. After registering, you will receive a confirmation email about joining the webinar.

10/03/2024

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!

Welcome! You are invited to join a webinar: Investing Through the 2024 Election: Turning Uncertainty into Opportunity. After registering, you will receive a confirmation email about joining the webinar.

09/26/2024

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 Root, Jr, CFP®:

Recently, I re-watched the classic Robin Williams film, Mrs. Doubtfire. I’m sure most of you have seen it. The plot involves Williams’ character being devastated by a bitter divorce. In an act of desperation, he disguises himself as a female housekeeper to spend time with his children held in cu...

09/10/2024

Even with the best retirement plan, adjusting to life after work can bring surprises that go beyond financials. Many new retirees experience a shift in routine, relationships, and mindset. While you’ve earned more personal time, the transition from saving to spending and filling your days with rewarding activities can be an emotional journey.

At DBR & Co., we believe retirement should be a fulfilling chapter. Here are a few things to keep in mind:

➡ Retirement isn't just an end – it's a new beginning. Invest in passions, hobbies, or new ventures.

➡ Relationships change. It's an opportunity to nurture personal connections or meet new people.

➡ Stay positive! Focusing on what you’re gaining rather than what you’ve left behind leads to a healthier mindset.

Need guidance navigating these changes? We're here to help. Contact us today to discuss your retirement plan!

Click the link below to read the latest Financial Planning Article by Steve Kohler, CFP® and Nancy I. Kunz, CFP®, CPFA®, ChFC®, CLU®:

Even with the most well-crafted retirement plan in place, new retirees can be affected by the sudden lifestyle change once your retirement begins. It is an adjustment that requires reflection and a healthy mindset. Being retired means more time for yourself, and many find themselves looking to fill....

08/20/2024

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 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.

From time to time, our firm finds it necessary to discuss debt management with our clients as part of their overall financial plan. Successful people can acquire debt through business lines of credit, home equity loans and mortgages and even responsible credit card debt. It’s part of growing wealt...

08/13/2024

What do you do with unused 529 Plan savings?

In their latest article, Steve Kohler, CFP® and Nancy I. Kunz, CFP®, CPFA®, ChFC®, CLU® dive into how new Roth IRA rollover options could be the perfect solution.

With the recent changes under the SECURE ACT 2.0, your unused 529 savings can be converted to a Roth IRA tax-free, avoiding penalties while still growing your investments. Learn the details, potential benefits, and limitations before making a decision.

As we enter back-to-school season, education planning becomes an important part of our discussion with clients, especially regarding the status of their 529 Plans.