Published September 29, 2021 – While markets are expected to climb over time, periodic downturns happen. When they do, it leaves most investors a bitter taste in their mouth. That is why it can be beneficial to look for opportunities to make the most of these down ticks in the market through tax-loss harvesting. Let’s…
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.
Published May 27, 2021 – ETFs (exchange-traded funds) are often compared and contrasted with mutual funds. As ETFs continue to gain popularity among their mutual fund counterparts, it is important for investors to know the nuances of each investment vehicle. In this article, we highlight key considerations that may be important to investors evaluating which vehicle to…
May 2021 – Dopkins is honored to announce Thomas R. Emmerling has been recognized by Canisius College with the LaSalle Medal. The LaSalle Medal is presented at the commencement ceremony to outstanding alumni who have made substantial contributions to advance the interests of the College. Awarded in 2020, the LaSalle Medal was presented virtually at…