DFG Navigator Archives | 2021

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?

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