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Latest Article

October Navigator

Married and Kids? In the Future, Not So Much - How the financial planning landscape has evolved over the years for families.

Other Recent Articles

March Navigator

The third rail in financial planning: Inheritance. Absolutely no one wants to go there. In this edition, DFG navigates the importance of talking about inheritance and how we can help.

November Navigator

What, exactly, is a financial planner? In our featured article in the Northampton Living Magazine, we share what we do and how we can help you achieve your financial goals.

September Edition Navigator

An update from Daken Vanderburg: The unrealized value in today’s markets. Take a look at these historical trends to get a different perspective on market performance.

More to Explore

July Edition Navigator

We're growing! Introducing our newest team members and our Connecticut expansion. Also, an update from Daken Vanderburg regarding today’s economic worry – Inflation.

June Special Edition Navigator

Breathe … and use the difficult markets as an opportunity to reaffirm your long-term plan.

June Edition Navigator

The latest market commentary from the MassMutual Investment team regarding the stock markets and inflation surge. There are many unknowns, but you can probably expect some bumpiness as the Fed tightens.

Special Edition Navigator

The latest market commentary from the MassMutual Investment team regarding the current ongoing events and the importance of staying focused on investing to meet long-term goals and objectives.

(Early) March Financial Planning News Roundup

With tax season in full swing, it's important that we highlight the changes happening in 2022 with regard to inflation, investments, and financial planning.  

February Market Update - Stay Calm

When the stock market falls hard for a few days in a row, the impulse is to do something. Anything. Our life savings are often on the line, after all?

January 2022 Financial Planning Market Update

Welcome to this January edition of the DFG Navigator, our collection of timely materials from the financial press meant to inform, support and inspire you in all areas of financial planning.

November Financial Planning News Roundup

Welcome to this November edition of the DFG Navigator, our collection of timely materials from the financial press meant to inform, support and inspire you in all areas of financial planning.

August Financial Planning News Roundup

Welcome to this August edition of the DFG Navigator, our collection of timely materials from the financial press meant to inform, support and inspire you in all areas of financial planning.

July Financial Planning News Roundup

This edition represents a departure from past issues which were more focused on the impact of Covid on the financial markets.

Financial Planning and Market Update 04/19/21

“Spring is Here.” It’s one of my favorite songs because it both celebrates the season, but also provides a warning – expectations don’t always match the realities of a climate in flux.

Financial Planning and Market Update 03/12/21

This month we mark International Women’s Day and Women’s History Month. For our team, we have been reflecting on women who have inspired us, the state of affairs of Women & Finance and opportunities to make a difference in bettering the lives of women and girls in our region especially as we know the “SheCession” is real.

Financial Planning and Market Update 02/17/21

It just keeps getting more and more interesting, right? I’m finding it hard to find a reason to watch any thing but news these days – no TV series can compete with what’s going on! Between COVID variants, great progress on the vaccination front, the high drama of Impeachment, Biden executive orders and big legislation drama, who needs Netflix?

Financial Planning and Market Update 12/10/20

Among other things to ponder (like an attempted coup, a raging pandemic, crazy-making mixed economic signals), it’s “that time of year again” – year-end, a time to consider the legal and financial changes that have taken place, and all those things which come up as we await the turning of the calendar.

Financial Planning and Market Update 10/01/20

To the tune of “Autumn Leaves” (played by Miles) we’re happy to be presenting Daken Vanderburg’s latest Update in this issue of The Navigator, along with the DFG’s Monthly Review of Financial Planning Topics and the current issue of The Soloist.

Financial Planning and Market Update 08/20/20

Things seem really bad. We hear it on the news and feel it in our bones. People are sick and dying, out of work, insecure. But “the market” has recovered from the initial shock and one hopes rallies on to new highs. Happy days are here again! But this market rally is crazy-making, right?

Financial Planning and Market Update 06/26/20

As we enter the height of summer, the virus is continuing to wreak havoc with our economy, our sense or order and security, and for some our faith in the future. Covid-19 is certainly illuminating the fragility of life.

Financial Planning and Market Update 05/21/20

We certainly are at a moment both of great uncertainty and hope in our fight against the pandemic, and our efforts to recover from the devastating losses to our economy, felt so disproportionally and unfairly in our society and around the world.

Financial Planning and Market Update 05/13/20

The news about UMass I woke up to last week was deeply troubling. I am a fifty-three-year resident of Amherst, a UMass/Amherst Graduate School Alum and former Professional Staff member whose wife retired from UMass after 35 years

Financial Planning and Market Update 04/29/20

I’m eager to share the current market update, hot off the press, by one of the most respected analysts in the business, Daken Vanderburg, the Head of Investments for Mass Mutual’s Wealth Management division.

Financial Planning and Market Update 04/09/20

When we began speaking with clients at the start of this crisis our focus was on creating a historical context and a perspective with which to understand what was happening, and addressing what we assumed would be, for many, the impulse to want to “do something” – sell, buy, change, anything!

Financial Planning and Market Update 03/30/20

For this Update I am sharing a document prepared by Daken Vandenburg, the Chief Investment Officer of the Mass Mutual Trust Company, one of our trusted investment partners. In it Daken sets the market turmoil we are living through in a historical context that I find extremely useful.

Financial Planning and Market Update 03/22/20

As the dimensions of what we are living through are becoming clearer, we’re all searching for answers and ideas about what to do and how to think about what’s happening. Here at DFG we’re trying to keep up with the torrent of information and opinion.

Davis Financial Group Operations Update

First and foremost, we hope you’re well, and that you and those in your lives stay well! We’re writing to check in with you, and let you know what our plans are over the next weeks or months possibly as we contemplate life in the time of COVID-19, a strange new world indeed.

Financial Planning and Market Update 03/10/20

I am attaching two things — a Market Update from the Chief Investment Officer, Daken Vandenburg, CFA, of our partner firm, the MassMutual Trust Company, and a three-minute video from the analysts at Morningstar on their understanding of current conditions.

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