DFG Navigator Archives | 2020

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.

Recommended Reading (COVID & Social Isolation)

Selections of recommended reading about social isolation during the COVID-19, from all of here at The Davis Financial Group. Recommendations include works from authors Rebecca A. Clay, Rebecca Tuhus-Dubrow, and more.

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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