Working with Dopkins Wealth is Different

You don’t need to watch the daily market report or fret over expert forecasts. You have a plan tailored to your goals.

Working with Dopkins is different. How? Watch our video as we articulate what the Dopkins Difference means to us and for you:

 

Perspectives on Market Volatility

In the market these days, it seems what goes up must come down — and then go up and then down again.

Does all this recent volatility worry you? A better understanding of that wiring can give us a clear decision-making framework to help us know if and when to get out of the market.

Latest News


Learning Center

VIDEO: Watch The Benefits of Choosing the Right Advisor

  • August 10th, 2020

August 10, 2020 – While not everyone is a world class athlete, we can all take notes on their habits. Much like athletes rely on the structured and diligent approach provided by their trainers, we can benefit by disciplined approaches to our own set of objectives. One can look at a financial advisor the same way…

Updated: Relief for Retirement Account Owners

  • July 14th, 2020

Published July 14, 2020.   On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, expand the provisions of the CARES Act dealing with retirement accounts and the relief offered to retirement account…

The Value of Working With an Investment Advisor

  • June 23rd, 2020

Published June 23, 2020 – The rise of the “retail trader” has caused many to reconsider their need for a financial advisor. We strongly believe advisors play the central role in objectively helping clients achieve their long-term financial and investment goals. While each investor has different investment goals, a financial advisor can assist in planning for…

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