Working with Dopkins Wealth is Different

You don’t need to watch the daily market report or fret over the experts’ forecasts. You have a plan tailored to your goals. Yes, working with Dopkins is different. How? Click the link or the image below to watch our video as we articulate what the Dopkins Difference means to us and for you.

the-dopkins-difference-thum

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. Click the link or the image below to view our brief video

StockMarketVolatility

Latest News

Home page what's new Jan 2017  Quarterly Market Review 2016 Q4  Fund Performance V. Benchmarks 2016


Learning Center

Financial Calm and Confidence

  • March 22nd, 2017

Manisha Thakor on the importance of building relationships in financial planning. The best financial relationships occur when your wealth advisor is interested not just in investing your money, but in investing in your life. Manisha Thakor on helping clients achieve financial clarity, calm and confidence through the process of true wealth management. By clicking on…

Why Busyness Isn’t Good Business

  • March 22nd, 2017

Tim Maurer asks 12 thought leaders for techniques to stop the cycle of “busyness.” It’s old news that we’re busy and that we wear our busyness as a badge of honor. But a new study found that Americans, in particular, are actually buying it. Specifically, the study concluded that Americans who always say they’re “busy” are actually seen…

The Ironic Conflict Of Interest of the Fiduciary Financial Advisor

  • March 16th, 2017

Tim Maurer on the irony (or not) of fiduciaries supporting a fiduciary rule. The Trump administration’s move to delay implementation of the Department of Labor’s fiduciary rule has inspired me to delay implementation of my commitment to remain silent on matters of public policy and politics. It’s that important. It seems pretty obvious that those…

©2017 Dopkins Wealth Management, LLC