Become a Good Steward of Your Finances
AMDG Financial offers various resources to help you learn more about financial planning and the value of working with a competent, ethical financial adviser. We also recommend that you subscribe to our blog for timely information and perspective on important issues related to investing, retirement planning, tax planning and the value of advice.
For small business resources related to COVID-19, click here.
Pursuing a Better Investment Experience
This brochure from our friends at Dimensional Fund Advisors (DFA) features 10 principles that can help you effectively target long-term wealth in the capital markets. Download the Brochure
The Coronavirus and Market Declines (Feb. 2020)
This article discusses market declines within the context of the novel coronavirus outbreak. Download the Article
Sticking to Principles (Apr. 2020)
When you work with a financial adviser, you work together to create a long-term plan that will help you achieve your goals. This article by DFA explores the importance to sticking to your principles during periods of market volatility. Download the Article
When markets are rough, it's tempting to want to make a quick change to your investments. But much like changing lanes in traffic, impulsive moves can add anxiety and risk with no guarantee you'll benefit.
Download the Related One-Pager: The Cost of Trying to Time the Market