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

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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)

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This article discusses market declines within the context of the novel coronavirus outbreak. Download the Article

 

 

 

Sticking to Principles (Apr. 2020)

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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

 

 

Videos

Changing Lanes

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