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In this edition, Daken guides us through the current debt ceiling debate and provides insights on what this could entail for your finances. Read more … May Navigator
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We are posting a “Special Edition of The Navigator – SVB Failure” by Daken Vanderburg, MassMutual Head of Investments. We depend on Daken for his wisdom and perspective at all times , and especially times like these, when dramatic events such as the recent bank failures can rattle our nerves and shake our confidence. Read more … Special Edition Navigator- SVB Failure
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. Read more … March 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. Read more … November Navigator
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In this edition, Daken guides us through the current debt ceiling debate and provides insights on what this could entail for your finances. Read more … May Navigator
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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. Read more … Financial Planning and Market Update 03/12/21

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? Read more … Financial Planning and Market Update 02/17/21

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. Read more … Financial Planning and Market Update 12/10/20

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. Read more … Financial Planning and Market Update 10/01/20

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? Read more … Financial Planning and Market Update 08/20/20

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. Read more … Financial Planning and Market Update 06/26/20

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. Read more … Financial Planning and Market Update 05/21/20

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 Read more … Financial Planning and Market Update 05/13/20

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. Read more … Financial Planning and Market Update 04/29/20

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! Read more … Financial Planning and Market Update 04/09/20

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. Read more … Financial Planning and Market Update 03/30/20

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. Read more … Financial Planning and Market Update 03/22/20

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. Read more … Davis Financial Group Operations Update

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. Read more … Financial Planning and Market Update 03/10/20