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

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…

Unexpected Retirement Plan Problems due to COVID-19

  • June 11th, 2020

Published June 12, 2020. One aspect of the current pandemic and subsequent business layoffs and furloughs that is not being talked about very much is the impact to corporate retirement plans.  I’m not referring to the new CARES Act withdrawal regulations.  But rather the impact that those layoffs could have on a plan’s non-discrimination testing…

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